Friday, September 7, 2007

More On Client File Issues

The Pennsylvania Bar Association Committee on Legal Ethics and Professional Responsibility has issued a formal opinion setting forth in detail ethical responsibilities relating to the maintenance and retention of client files, with specific reference to retention policies for particular types of cases. The opinion gives guidance concerning "opening, closing or taking other action with respect to the contents of a client's file." The web site of the Disciplinary Board provides a summary of the opinion, which supersedes prior inconsistent Pennsylvania ethics opinions and should be of great interest to the Pennsylvania Bar. (Mike Frisch)

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