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Client File Requests | To Give or Not to Give

  Many of us have been in the situation where we undertake representation, legal work is in process, and then the client has a change of heart and wants to get their file back. Regardless of the reason, whether they are changing counsel, have a change of heart about pursuing their case, or a variety of other reasons, there is a fairly clear set of guidelines that you must follow in order to steer clear of trouble when a client requests the file returned.

New Model Rule of Professional Conduct – Rule 1.15 (I) Safekeeping Property-General

  Late last year, the Georgia Supreme Court revised some of the Model Rules of Professional Conduct which govern lawyers in Georgia. You probably read about the changes, but I wanted to highlight one specific modification to Rule 1.15(I) as it relates to medical providers’ and insurance companies’ demands for payment. The good news is that the new Rule better defines our client and third party responsibilities. But we still need to proceed with caution.