Closing a Client’s File

One of the things I have noticed is that most attorneys don’t bother to think about file storage and retention until they start running out of room to store their files. The key, of course, is to address file retention, storage, and destruction at the beginning of your client relationship, not years after it has ended and you are trying to clean out your file room.

For some good tips on creating a good file retention policy, check out Jim Calloway’s recent article on Closing the Client’s File.

Check out Jim’s article and start putting your file retention policy together now, not when you are out of storage space.


I am traveling right now and wouldn’t normally be posting. However, I am giving Sean’s challenge the college try.