FILING AND RECORDS MANAGEMENT

• Inactive Client Record: Files of concluded matters, stored for future reference.
• Active Client Card File: Information on current legal matters.
• Master Card File: Overall client information for firm attorneys.
• Miscellaneous File: General correspondence, financial records, and other non-client-specific documents.
• Personal File: Professional organization activities, reports, and articles.
• Centralized Filing: All active files under one or more staff control.
• Decentralized Filing: Files located in multiple locations under various controls.
• Record Disposition: Final action on records, including destruction or transfer for preservation.