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Closing a File: Communicating, Destructing, and Purging While Maintaining Confidentiality

Walk away with a comprehensive understanding on how to close a client file while maintaining confidentiality.

Closing a client file is often governed by professional and ethical rules governing attorneys conduct, and the manner of destruction by state and/or federal law. Learn about the different communications that should be relayed to clients depending on the type of representation and the reason for the end of the representation. Become aware of the various types of law you should be aware of that may be relevant to protecting confidentiality and destroying client files. Recognize the special considerations regarding retention and destruction required depending on the type of document in the file.

Runtime: 89 minutes
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

Communications With the Client

  • At the Beginning of Representation
  • At the End of Representation
  • Upon Dismissal
  • Upon Withdrawal
  • At Transition of Law Practice
  • When the Client Cannot Be Reached

When to Destroy Documents

  • American Bar Association Resources
  • Special File Types

Protecting Confidentiality and Destruction of Documents

  • Federal Law
  • State Law
  • Attorney Rules of Conduct
  • Considerations for Certain Types of Documents
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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Course

This course was last revised on July 31, 2020.

Call 1-866-352-9540 for further credit information.

  • NALA 1.48
     
  • This program is applicable for continuing legal assistant education credit. Please check with your accrediting board to see if this course will qualify towards your recertification requirements. Program Length: 1.48 hour(s).
     

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

MP3 Download

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Karen A. Monsen

Karen A. Monsen

Caldwell East & Finlayson, PLLC

  • Partner in the law firm of Caldwell East & Finlayson, PLLC
  • Practice areas include employment law, commercial litigation, technology contracts, and intellectual property with an emphasis on electronic discovery, forensic investigations, cybersecurity, and document retention and destruction implementation
  • Recognized as a San Antonio Business Journal outstanding lawyer in labor and employment in part based on her work in cybersecurity and forensic investigations of employee wrongdoing, obtaining numerous court orders to protect employer interests
  • Conducts frequent seminars and workshops on cybersecurity, e-discovery, employment law, and document retention, including for example, “What HR Professionals Need to Know About Cybersecurity,” “Employee Document Retention and Destruction Policies and Strategies,” “Right to Work Laws in Texas,” “Electronic Record Retention: Mistakes HR Professionals Can Avoid,” “Privacy, Social Media, and Technology Issues,” “Keep Calm and E-Discover On"
  • Writes articles related to the areas of employment law and major contributor to e-discovery textbook published by the State Bar of Texas; “Employment Law Issues When Buying and Selling A Business in Uncertain Times”; When First Amendment Rights Collide” published in San Antonio Lawyer magazine
  • Programs director for the San Antonio chapter of ARMA
  • Can be contacted at [email protected]
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Why Lorman?

Over 33 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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Product ID: 407417
Published 2020
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