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


Level: Advanced
Runtime: 94 minutes
Recorded Date: October 30, 2018
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Agenda


  • 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

Description

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.

Provided By

American Bar Association
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Panelists

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Rachael Fletcher Cipoletti

Chief Disciplinary Counsel
West Virginia Office of Lawyers Disciplinary Counsel

Rachael is the Chief Disciplinary Counsel at the West Virginia Office of Lawyers Disciplinary Counsel where she investigates and prosecutes violations of the Rule of Professional Conduct. She also teaches continuing legal education seminars, and gives lawyers informal ethics advice about compliance with the Rules of Professional Conduct.

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JB Akers

Managing Attorney/Owner
Akers Law Offices, LLP

JB is a courtroom lawyer. He has handled State and Federal Courts cases all across West Virginia since 1999. He has a broad experience base including insurance disputes (such as "bad faith"), employment matters, commercial building projects, medical malpractice, death cases, agency liability, product defects, municipal claims and many others. JB also worked as opposing counsel in private mock trials and focus groups.


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