Articles on File Retention

When can I destroy my records? By Kevin J. Stine Law Office Management and Economics, Standing Committee on, June 2017 In March 2017 the ISBA issued Advisory Professional Conduct Advisory Opinion 17-02 to help attorneys find a solution for this common question.
My former client called and wants his file—What do I have to give him? By Joseph Harvath Law Office Management and Economics, Standing Committee on, September 2015 The question of whether a client is entitled to receive his or her file relating to the representation by an attorney is a fact specific question, depending on the types of documents sought, whether the attorney has a lien on the property, and whether the attorney should exercise the lien.
Electronically stored information and reasonable retention vs. hoarding By Daniel Kegan Intellectual Property, November 2014 While most lawyers and law firms may not suffer as extremely as hoarders seen on TV, the similarities can sometimes be striking.
Updating and cleaning out estate plan files By John Ahern Trusts and Estates, June 2012 Tips to provide you with a starting point when you need to "clean house."
Who does the file belong to? By Donald E. Weihl Law Office Management and Economics, Standing Committee on, December 2010 There are many questions arising from clients who believe that the file an attorney creates for an engagement on behalf of the client is the property of the client.
Retention of e-mail: Why bother? By Michael D. Gifford Law Office Management and Economics, Standing Committee on, February 2009 Does your firm need a policy for managing retention and preservation of e-mail? YES; even the smallest organizations are wise to invest the time and effort to craft such a policy.
The Local Records Act and Destruction of Public Records By Maryann Bullion Administrative Law, April 2008 Have you ever deleted an e-mail or a computer file and thought nothing of it? Well, if one of your local government clients deletes an e-mail or throws away a file that contains information that should be considered a public record, they could be charged with a Class 4 felony.
Resolutions for 2008 By Mary A. Corrigan Law Office Management and Economics, Standing Committee on, April 2008 Although 2008 is already underway, it is not too late to implement some resolutions for improvement of your law practice.
The Local Records Act and Destruction of Public Records By Maryann Bullion Local Government Law, March 2008 If one of your local government clients deletes an e-mail or throws away a file that contains information that should be considered a public record, they could be charged with a Class 4 felony.
E-Mail Retention Policies and the Local Records Act By Richard G. Flood & Jenette M. Schwemler Administrative Law, July 2007 While many have leapt to the conclusion that the Local Records Act requires preservation of anything and everything dealing with public business that happens to enter or leave a municipally owned computer, reading the statute three times, as Supreme Court Justice John Roberts suggests, reveals a quite different intent.
E-mail retention policies and The Local Retention Act By Richard G. Flood & Jenette M. Schwemler Local Government Law, March 2007 Recent interpretations of the Local Records Act, broadly construing the meaning of “public records” for purposes of formalizing retention policies, beg for the imposition of Supreme Court Justice John Roberts’ three rules of statutory construction: “Read the Statute, Read the Statute, Read the Statute.”
Law firm document retention policies By Sharon D. Nelson & John W. Simek Corporate Law Departments, June 2004 Lawyers and their clients tend to forget that saving unnecessary documents, paper or electronic, can constitute a significant danger.
Back it up-A practical approach to computers, data storage and backup systems By Carl R. Draper Law Office Management and Economics, Standing Committee on, January 2004 With the ever-increasing costs of office operations coupled with the explosive growth of documentation in legal matters, maintaining control of information has challenged law firms of all sizes. Storage of paper alone is a major expense and administrative headache.
Spring cleaning—A dozen pointers for purging files By Scott Mittman Young Lawyers Division, March 1999 The ABA and others who issue ethical rules tell you that you don't have a general duty to keep all files forever and ever.

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