News & Updates

When An E&O Claim Hits: Why Manual Recordkeeping Won’t Save You

By the time an E&O lawsuit lands on your desk, the clock has already started. Your team scrambles to reconstruct timelines, find call recordings, dig through emails, and track down handwritten notes from a conversation that happened months ago. It’s a race to prove what was said, by whom, and when. The stakes? Your agency’s reputation, time, and bottom line. But here’s the uncomfortable truth: no matter how diligent your documentation, you’re not in the best position to protect yourself.