White Paper

5 Pages
  • 5 Pages

Client Files: Retention and Destruction Guidelines for Paralegals


Paralegals are often charged with the task of maintaining client files, recording updates and collecting important information. Some of the most important aspects of a paralegal’s work entail the retention and destruction of client files. Accidentally destroying a client file that is required for a case may cause an attorney to lose the case. Failing to adequately preserve client files may result in a violation of the Rules of Professional Conduct and cause an attorney to face sanctions by a state bar association. Download this white paper to ensure compliance.

Learning Objectives

- Learn how to properly store case files.

- Identify security measures for retention of files.

- Review how to preserve a client's property and how to properly dispose of contents in client files.




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