I mentioned last week that the Law Society website has a Common Concerns section that provides information on ethical issues lawyer’s may face. Another area covered in this section is file transfer. Three common questions about file transfers are dealt with in this section:
Back in 2010, former Complaints Counsel, Jody Martin, and I co-presented a webinar on this topic: File Transfer on Termination of Retainer. The presentation is still available on the CPD website if you’d like some further information. Please note that the Code of Conduct references are out of date. Other law societies also provide helpful guidance such as Ownership of Documents in Client’s File by the Law Society of BC.