Free Law Firm Records Management Assessment

How Healthy Is Your Firm's Records Management?

Answer 10 short questions about how your firm tracks, stores, retains, and disposes of records. In just a few minutes, you'll receive a practical overview of what's working well and where your records-management processes may have opportunities for improvement.

Areas Covered

Physical file tracking

Retention and disposition

Legal holds and chain of custody

Inventory and storage

Process consistency

Takes about 2–3 minutes. No login or email required to see your results.

This assessment is intended as a practical self-evaluation tool. It is not a legal opinion, compliance certification, or substitute for your firm's records-retention policies or professional guidance.