THE LATEST ON CLIENT FILE RETENTION
Post on November 1st, 2019
The Ohio Board of Professional Conduct recently issued Opinion 2019-6 Ethical Obligation to Deliver a Former Client’s File.. The Opinion states:
- A lawyer does not have a duty to preserve client files permanently.
- A lawyer is not required by the Rules of Professional Conduct to maintain a former client’s file for a minimum period of time after termination of representation.
- NOTE: IOLTA records must be maintained for 7 years. See Rule 1.15.