Ethical Responsibilities for Client Files: Facing Piles of Files with Smiles

• What is the Client File?
• Accessibility - Due Diligence Requires Considerations
• Confidentiality
• File Integrity
• ABA Model Rule 1.16(D)
• ABA Formal Opinion 471
• Restatement of Law Governing Lawyers Section 46
• File Closing Procedures
• ABA Informal Opinion 1384
• ABA Model Rule 1.15
• Maintaining Dead Files
• ABA Model Rule 1.6
• ABA Formal Opinion 99-414
• ABA Model Rule 1.3
• ABA Formal Opinion 482
• Q & A

Runtime: 1 hour and 34 minutes
Recorded: October 30th, 2018

Lawyers receive and sift through enormous amounts of information, some of which must be maintained in the client file. A recurring and often difficult question facing lawyers is how to properly manage and maintain client files. There are many ethical issues that converge and intersect that involve “the client file” such as: file integrity, retention, production, expenses, confidentiality, destruction, use of data management companies, and the use of the cloud.

This program was recorded on October 30th, 2018.

American Bar Association