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Storing records outside your office

The following are resources that may be helpful in answering your enquiry. Please familiarize yourself with them before moving on.

In brief: Using a storage provider to store your records may come with added responsibilities to ensure security of records. Check out the resources below for more context.

Key Resources

Rules - Records: Law Society Rule 10-3.

Rules - Security of records: Law Society Rule 10-4.

More guidance on storing records outside your office can be found in the Cloud Computing Checklist.

More guidance on complying with Rule 10-4 can be found in the August 31, 2021 Disciplinary Advisory.

Additional Reading

Practice Resource - Closed Files: Retention and Disposition

Practice Resource - Closing a File: What Documents to Keep and For How Long.

Practice Resource - Ownership of Documents in a Client's File.

Next Steps

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