"If the client release specifies both active and inactive matters, we'll send them everything. Usually, though, they only want current materials, in which case that's all we send.
We also often copy physical files that are…"
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Randall Bourne
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Pilar C. McAdam, CRM replied to Randall Bourne's discussion Retention around prior client's material in the group LegalRandall Bourne added a discussion to the group Legal
Retention around prior client's material
I would like to know what firms are doing regarding this. After a client has disengaged, do their material follow the regular retention schedules or do you have a separate schedule for client's your firm no longer represent? And how do you notify the client?
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