Storing Soft Files

Data files:

  • A list of the work done with the client, date, time and notes of conversations with clients and other individuals on behalf of the client, and interviews, meetings, and other actions taken should be kept in an electronic format.

Confidentiality of files:

  • Do not save client files to your personal computer
  • Keep in zip drive and in database
  • Do not save client files to other computers
  • Do not work on client case in public computers

Duration of retention:

  • Files should be kept for at least 5 years after the case has been closed
  • Look at the practice of local law firms and bar associations to assess if there is a local best practice or legal requirement that recommends a longer duration
  • Consider the duration of the RSD cycle until the point of resettlement/residency (or other applicable durable solution), which may extend the file storage period you set