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Document retention is a critical legal and administrative issue for design professional firms. The basic question is simple: How long do I keep this paper/email/file/record, and what is the best method to store it?

To answer this question requires knowledge of both the law of your jurisdiction and best practices in the industry.

Join Ted Levin, a partner with the law firm of Morris Polich & Purdy and a member of the ACEC Risk Management Committee, to examine document retention from a practical and legal perspective, and explore workable principles that will help your firm manage its documents with confidence.


  • Examine risk management issues regarding document retention
  • Discuss available resources to help identify the relevant law of your jurisdiction regarding document retention
  • Review the current thought on document retention best practices for design professional firms
Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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