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purging files (1 viewing) (1) Guest
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TOPIC: purging files
#6092
Samantha (User)
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purging files 8 Years ago Karma: 2  
The CA MRPC doesnt "recommend" a length of time to retain client files. Other than holding them for at least 6 years (statute of limitations for my civil actions) what is the rule of thumb when determining when to destroy client files? The cost to warehouse the files is just took expensive, and most of the files are for cases that are well over 10 yrs old.
 
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#6177
jano (Moderator)
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Re:purging files 7 Years, 12 Months ago Karma: 0  
There is no hard and fast rule. Many firms rent spaces to archive client files over the years. This can get very expensive.

My office scans the entire client file and then shreds the remainder. He hire law clerks to scan and organize. Worked out great for us.
 
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#6218
Jackie (User)
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Re:purging files 7 Years, 11 Months ago Karma: 3  
If you send a client a termination letter stating that you are no longer representing the client and the attorney client relationship is ending them you only need to do hold the file for the length of the statute of limitations.
 
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#6235
et non (User)
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Re:purging files 7 Years, 11 Months ago Karma: 1  
In the client termination letter have the client sign a release stating that they know that the attorney client relationship is ending and that if they want to engage you in the future that they need to sign a new engagement letter. If they dont sign and return the release, then contact them by phone and then if still no response, then scan all the records and then shred the paper copies.
 
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#7227
Lex (User)
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Re:purging files 7 Years, 2 Months ago Karma: 0  
I just searched the forum and this thread was on point to one of my questions. Thanks. I'm taking a hybrid approach by scanning some, then savings them in a client directory, then shredding the paper. Now that computers are staked with terabytes of hard drive save, you can retain my documents in electronic format and purge the paper
 
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#7256
Kash (User)
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Re:purging files 7 Years, 1 Month ago Karma: 1  
Get a law clerk to scan then into electronic media. Most high scan copiers also scan and within weeks you can archive all document onto a network. This will save storage space, money and time for retrieval.
 
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