Why you need this policy:
One of the thorniest challenges of managing a law office is the handling of client files. It’s not just an administrative issue. Retention and destruction of client files are subject to legal and ethical requirements, including the ABA Rules of Professional Conduct.
How this policy helps you:
It’s crucial to establish a written policy that explains how long client files will be closed, retained, culled, i.e., rid of extraneous information, and, ultimately, destroyed.
How to use this policy:
This Model Policy combines the provisions of a couple of leading examples and must be carefully adapted to meet your own policies and procedures by one or more partners who are familiar with the ABA Rules and other legal and ethical requirements that apply.