The OBLIC Loss Prevention Hotline continues to receive numerous questions regarding closed files. You can access a helpful article addressing closed files in this previous issue of the MALPRACTICE ALERT! found on the OBLIC website.
Remember, it’s a good idea to address in the fee agreement at the outset of representation how the client’s file will be handled at the conclusion of the representation. If it is specified in the fee agreement that the file will be returned at the conclusion of the representation, the file can be reviewed at that time to determine what the attorney may want to retain for their records.