A difficult question facing lawyers is how to manage client files. While it’s not possible to answer the question with a few simple statements, we’ve put together an informal guide on Best Practices for Client File Retention and Management (March 2010).
Other considerations include the lawyer's obligations under the Rules of Professional Conduct and the disposal of sensitive information.
Safeguarding Property RPC 1.15A
Trust Account Records RPC 1.15B
Disposal of Personal Information RCW 19.215
© 2017 Washington State Bar Association, all rights reserved.