File Management For Attorneys: Initial Physical File Organization
A legal matter’s initial file organization sets the standard for effective file maintenance. Right or wrong, competence is associated with organization; and client perception is crucial to malpractice claim avoidance and client retention. No file number should be assigned for billing purposes until the retainer agreement is signed and the conflicts check has been completed. Analysis of a firm’s practice areas should identify subfile categories. Along with basic client personal information, the following is a list of categories for client files: attorney notes and file memoranda substantive pleadings discovery pleadings correspondence legal research client documents drafts corporate documents demonstrative/documentary evidence These files...
Continue reading