Filing and Records Management in the Law Office

To the Legal Professionals: the South Central students are now studying filing and records management in the law office. Could you briefly describe the process of opening a new client file in your office. Explain how the process is connected to your billing process! Also, explain what goes into a new file according to what area of law the client needs assistance in. (example, the tabs needed for a personal injury case as opposed to a dissolution of marriage or a real estate file.) If you could send an example of the file-opening document by email to me, I will share it with the students. If your process is similar to someone else's process and they have posted already, just add what might be different about your office.

To South Central Students: Read the comments from the law office professionals about filing and records management. Ask questions about what is unclear to you. Don't repeat other people's questions.

Confidentiality in the Law Office

To the Legal Professionals:

Could you share how you practice confidentiality in the office? I think that most of us know that the client's information is to be kept priviate. How do you make sure that the information isn't accidentally shared with other clients or visitors in the office? Were you asked to sign a confidentiality agreement when you started work?

To Students:

Read what the Legal Professionals have to say about how they practice confidentiality. Ask questions that you have.