Goal & what you need
Goal
Preserve substantive matter communication in a complete, findable form without relying on one person's mailbox.
What you need
- Access to the email message and attachments
- Access to the approved matter repository
- Correct client and matter identifier
- Organization guidance for email format, retention, legal holds, and security
Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.
Step-by-step preview
Founding members can open all 15 steps.
- 1Pause before filing or downloading. If the sender, link, or attachment looks suspicious, use the security-reporting process.
- 2Confirm the client and matter. Match the client name, matter identifier, responsible team, and subject; stop if more than one matter is plausible.
Continue the full course
Open the complete SOP and every learning asset
Founding access includes the checklist, common mistakes, video, podcast, infographic, flashcards, quiz, and complete source list. It is free during beta—no card required.
Sources & references (8)
Preview two sources. Members can open the complete source list.