Gain insight into the retention of client files.
Many lawyers aren't fully aware of the requirements regarding the management and retention of client files. Depending on the jurisdiction the lawyer is in, the lawyer may need the client file if the client disputes the fee and/or a lawsuit is filed challenging the fee. In Florida, the client file is owned by the lawyer, not the client. However other jurisdictions may have different rules. This video provides a brief overview of management and retention of client files.
Joseph A. Corsmeier, Esq.
The Law Office of Joseph A. Corsmeier, P.A.
• Founder and president/owner of The Law Office of Joseph A. Corsmeier, P.A.
• Practices primarily in the areas of attorney disciplinary defense before the Florida Bar, attorney admission matters before the Florida Board of Bar Examiners, professional license and disciplinary matters before the boards of the state of Florida
• Provides expert analysis and opinions on ethics issues, legal malpractice, conflicts of interest, fees, attorney dis-qualification, and other matters and has testified as an expert in both federal and Florida courts
• Frequent speaker and has written numerous publications on topics including ethics and professionalism, law office management, fees, trust accounting, social media, technology, conflicts of interest, and other topics
• Holds the highest lawyer rating with Martindale-Hubbell and AVVO Law Directories; designated as a Super Lawyer
• Admitted to practice in all Florida courts, the Supreme Court of the United States, the United States Court of Ap-peals for the Eleventh Circuit, and the Middle District of Florida
• Member of the American Bar Association, the Association of Professional Responsibility Lawyers, and the Clear-water and St. Petersburg Bar Associations; served as director of the Clearwater Bar Association, 2004-2009, and president, 2009-2010
• Adjunct professor of paralegal ethics at St. Petersburg College
• J.D. degree, Mercer University, Walter F. George School of Law; B.A. degree, Florida State University
• Can be contacted at 727-799-1688 or [email protected]
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