There was a problem adding this course to your account. Please try again in a few minutes. If the problem persists, you can contact our support department at (877) 880-1335.
Are you drowning in piles of paper around your office? How long are you supposed to keep these records? Is it seven years for all files or do you need to keep certain files longer? Do these same rules apply to electronic files? This session will discuss the requirements regarding file retention, which documents belong to the client, when and how to dispose of closed files and the record keeping requirements specific to financial records.
0.5 RICLE Ethics
Customers Who Bought This Item Also Bought
(OnDemand) Ethical Considerations When Communicating with Clients and Using Social Media
(OnDemand) Probate Practice: Just the Basics
(OnDemand) Conflicts of Interest: What an In-House Lawyer Should Know
(OnDemand) Avoiding Malpractice Claims:
A Primer for Both New and Seasoned Attorneys
(OnDemand) Billing Clients: New Trends, Old Rules
(OnDemand) Friending, Tweeting & Blogging – Protecting Your Practice
(OnDemand) Evictions of Tenants and Prior Owners
(OnDemand) Determining Conflicts of Interest
(OnDemand) Everyday Ethical Issues
(OnDemand) You’re a Lawyer…………Can I ask you a Question?
(OnDemand) Responding to a Disciplinary Complaint
(OnDemand) Data Protection & Security Breaches: Are you prepared?