When the request for the file comes from a client or a client’s new counsel, they may be expecting a set of pleadings, briefs and correspondence—but sometimes the expectation is that the file will also contain work product materials (like memos and notes).
August 29, 2022 at 11:14 AM
6 minute read
When a client representation ends, the client may ask for a copy of “the file” maintained by the firm. What is kept as part of the file may depend on the firm’s policies and procedures.
Typically, the file is expected to contain copies of correspondence or pleadings. It can become complicated, though, when deciding what to do with attorney-generated documents like memos, internal correspondence or notes. Is all of that part of the client file?
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