Future Needs of Lawyer or Client

When creating your file closure policy, you should consider the types of files at hand and the practical future needs of you and your client. Your files will often contain valuable precedents and original documents.

You must provide original documents to your client, but you may copy them, at your expense, if you wish to retain copies for any purpose. Copies of documents may be needed in the future to respond to new instructions from a client as to the interpretation, enforcement, or variation of an agreement.

You should also review the file to determine whether there are useful documents you wish to retain for precedent purposes.