Xtroubleshoot13

PAGE FOR TESTING

[LAW FIRM NAME]
CLOSED FILE INFORMATION FORM AND CHECKLIST

File No:                                                                     -		Closed File No:                                                                   -
Date File Closed:		Responsible Lawyer:
Destruction Date:		Staff Closing File:
ITEMS TO RETAIN AND THE RELEVANT RETENTION PERIOD □ 6 years □ 7 years □ 10 years □ 100 years □ Indefinite retention
Client Information
Client's Full Name
Client’s Occupation:
Last Known Business Address:
Last Known Residential Address:
Contact’s Name:
Contact’s Last Known Phone Number:
Client’s Contact’s Cell Phone:
Client’s Contact’s Fax:
Client’s Contact’s Email:

Resources

• Client Files, Practice Support Resources from Law Society of BC website:
  • Closed Files: Retention and Disposition
  • Ownership of Documents in a Client’s File