Seminar ID: 100839

Client Files: Retention and Destruction Guidelines for Paralegals

Client Files: Retention and Destruction Guidelines for Paralegals

You will Learn:

  • How to properly store case files
  • Security measures for retention of files
  • How to preserve a client's property
  • How to properly dispose of contents in client files
  • And more

Paralegals are often charged with the task of maintaining client files, recording updates and collecting important information. Some of the most important aspects of a paralegalís work entail the retention and destruction of client files. Accidentally destroying a client file that is required for a case may cause an attorney to lose the case. Failing to adequately preserve client files may result in a violation of the Rules of Professional Conduct and cause an attorney to face sanctions by a state bar association. Download this white paper to ensure compliance.