Worksheet

Matter filing guide

A one-page filing guide. It holds a folder template for each matter type and a naming pattern for documents. Another list says which emails to file. A row marks ethical wall flags. The closing block has the retention date, the archive location and the partner who signs off.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “What Is Matter Based Document Management in a Law Firm”, www.gullysystem.com/blog/what-is-matter-based-document-management-in-a-law-firm