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How to Properly Close a Case File

Presented by Cari Sheehan

(76 Ratings)

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Course Description

Length: 56min    Published: 3/12/2024    
Closing case files is not as simple as throwing the file in the trash can. The Rules of Professional Conduct force attorneys to close and dispose of files in an ethical manner taking into consideration client confidentiality (Rule 1.6) and safekeeping of client property (Rule 1.15). This seminar will go through some tips and tricks to properly close files and stay within the Rules of Professional Conduct.
Learning Objectives
* Know how the rules of safekeeping of client property relates to closing case files
* Understand how the rule of client confidentiality relates to closing a case file
* Explore tips and tricks on properly closing case files without violating your ethical obligations
Read the course transcript.

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Presented By:

Cari Sheehan

Indianapolis, IN

(812) 239-4187

Featured Reviews

"Good practical advice for closing old files."

   Mark H