What do I do with closed or dormant client files? How long do I have to keep them? Which contents belong to the client? These are questions lawyers may wonder about, but not know where to turn for guidance.
A new Client File Retention Guide, approved by the ISBA Board of Governors at its September meeting, is now available to help answer these questions. Drafted by the ISBA Client File Retention Committee, this document provides guidance related to confidentiality of files, sample language for providing notice to clients and detailed instructions for closing, transmitting or destroying a file. It also summarizes ethics responsibilities related to electronic correspondence and "cloud" storage of files. Additionally, a detailed appendix provides the recommended length of retention for each particular type of case.