Welcome > ADMA > Your Enquiry > Client Files > File retention & disposition
The following are resources that may be helpful in answering your enquiry. Please familiarize yourself with them before moving on.
In brief: File retention and disposition engage a number of obligations for lawyers, professional responsibility and otherwise - the resources listed below provides valuable guidance.
Rules - Records: Law Society Rule 10-3.
Rules - Security of Records: Law Society Rule 10-4.
Code - Preservation of client property: BC Code rule 3.5.
Practice Resource - Why client files and records should be retained, how to retain files and for how long: Closed Files - Retention & Disposition.
Practice Resource - Best practices for retaining different types of documents can be found in the winter 2017 Benchers’ Bulletin article “Closing a File: What Documents to Keep and For How Long.”
Practice Resource - Guidance on distinguishing between different types of documents and whether they belong to the client or the lawyer: Ownership of Documents in a Client’s File.
Practice Resource - An overview of issues that should be considered prior to moving data into the cloud: Cloud Computing Checklist.
External Resource - The Office of the Information and Privacy Commissioner for British Columbia provides guidance on securing personal information in their Self-Assessment Tool for Public Bodies and Organizations.
Practice Resource - Professionalism: Practice Management - Chapter 4, Client File Management and Timekeeping.
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