June Coffee Break: “Reducing Cost and Risk in Offsite Records Holdings”

President Rob Mattern, Consultant, Cory Riner and the leadership team of Parker Poe joined for a 360 degree view of what can go wrong when an offsite records storage contract isn’t structured to protect the firm and what can be achieved, including significant savings. Rob hosted the Coffee Break session and discussed:

1. The firm’s business objectives with regards to its offsite holdings

2. Strategies for difficult contracts, including terms firms should have in all contracts

3. How to get the pricing and terms you need to be successful

4. How to successfully manage a transfer to a new provider