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Rules: 4 dash–1.6; 4 dash–1.22
Client-Lawyer Relationship
Confidentiality of Information; File Retention
Subject: Client Files; Confidentiality
Summary: lawyer may not provide revoked trust documents from deceased client’s file unless a valid exception is met pursuant to Rule 4-1.6
Rules: 4 dash–1.22; 4 dash–1.0
Client-Lawyer Relationship
Retaining Client Files
Subject: Client Files; Retirement (see also Inactive Status or Of Counsel)
Summary: handling client files upon retirement; handling client files upon leaving the practice of law
Rules: 4 dash–1.18; 4 dash–1.22; 4 dash–1.15; 4 dash–1.16; Scope [17]
Client-Lawyer Relationship; Scope
Duties to Prospective Client; File Retention; Trust Accounts and Property of Others; Declining or Terminating Representation
Subject: Client Files; Declining Representation (see also Withdrawal from Representation); Prospective Client (see also Conflict of Interest - Prospective Client); Trust Accounts and Safekeeping Property
Summary: Prospective client entitled to return of papers and properties provided to lawyer during initial consultation; prospective client not entitled to client file if representation is declined
Rules: 4 dash–1.22; 4 dash–1.6; 4 dash–1.4; 4 dash–1.16; 4 dash–5.3
File Retention
Client-Lawyer Relationship
Law Firms and Associations
Client-Lawyer Relationship
Law Firms and Associations
Subject: Client Files
Summary: file destroyed in natural disaster
Rules: 4 dash–1.22
File Retention
Subject: Client Files; Email and Electronic Communications
Summary: email and similar electronic communications part of client file
Rules: 4 dash–1.6; 4 dash–1.22; 4 dash–5.3
Client-Lawyer Relationship
File Retention
Law Firms and Associations
File Retention
Law Firms and Associations
Confidentiality of Information
Responsibilities Regarding Nonlawyer Assistants
Responsibilities Regarding Nonlawyer Assistants
Subject: Client Files; Confidentiality; Supervision of Nonlawyers
Summary: contract with vendor for disposal of client files
Rules: 4 dash–1.16; 4 dash–1.22
Client-Lawyer Relationship
Declining or Terminating Representation
File Retention
Declining or Terminating Representation
File Retention
Subject: Client Files; Withdrawal from Representation
Summary: format for return of client file when file is maintained electronically
Rules: 4 dash–1.2; 4 dash–1.4; 4 dash–1.15; 4 dash–1.22; 4 dash–3.1; 4 dash–3.4; 4 dash–5.6
Client-Lawyer Relationship
Scope of Representation
Communication
Safekeeping Property
File Retention
Meritorious Claims and Contentions
Restrictions on Right to Practice
Scope of Representation
Communication
Safekeeping Property
File Retention
Meritorious Claims and Contentions
Restrictions on Right to Practice
Subject: Client Files; Discovery
Summary: discovery agreement limiting lawyer's ability to turn over discovery to client as part of client file
Rules: 4 dash–1.2; 4 dash–1.15; 4 dash–1.16; 4 dash–1.22; 4 dash–3.1; 4 dash–3.4; 4 dash–5.6
Client-Lawyer Relationship
Scope of Representation
Safekeeping Property
Declining or Terminating Representation
Scope of Representation
Safekeeping Property
Declining or Terminating Representation
File Retention
Meritorious Claims and Contentions
Restrictions on Right to Practice
Meritorious Claims and Contentions
Restrictions on Right to Practice
Subject: Client Files; Discovery; Protective Order
Summary: protective order or settlement agreement requiring return or destruction of documents produced during discovery
Rules: 4 dash–1.4; 4 dash–1.15; 4 dash–1.16; 4 dash–1.22; 4 dash–8.4
Client-Lawyer Relationship
File Retention
Maintaining the Integrity of the Profession
File Retention
Maintaining the Integrity of the Profession
Subject: Client Files; Leaving a Law Firm
Summary: disposition of client file when lawyer leaves a law firm