Law Practice Management

Client File Return Addendum | Attorney Fee Agreements & Forms

Written by Claude E. Ducloux | Jun 11, 2025 5:10:50 PM

(Purpose: to advise client that not every breath you took and every conversation you had with anybody during the representation should be expected to be found in the Client’s file.)

CLIENT FILE UPON CONCLUSION OF REPRESENTATION

In general documents, papers, and other information received from Client or otherwise received or generated in the course of representing Client are the property of Client.  The firm will retain records relating to professional services, so long as to comply with professional guidelines. Attorney shall keep Client reasonably informed about the status of Client’s matter and promptly comply with reasonable requests for information concerning Client’s representation. Upon termination, withdrawal, or conclusion of representation, Client has a right to request the Client’s file; which may be picked up by Client, or delivered to Client or Client’s newly designated legal representative.

Client File Contents: “Client’s file” generally consists of paper documents created, received, generated or maintained in the course of representation and/or electronical communications that were actually stored during the course of representation. .  However, Attorney does not warrant that each and every communication with Client, or persons related to Client’s matter will be documented; or that notes concerning the Attorney's thought processes, direct non-electronic communications, strategy decisions, notes or writings evidencing mental processes in the course of representation of Client will be noted, recorded, or documented in Client’s file. 

Digital Formats and Reservations from Disclosure: Client acknowledges Attorney may provide such portions of Client’s file to a former client in any format reasonably accessible to the ordinary client (included digital formats). Attorney may provide the file as maintained or convert (at Attorney’s expense) some or all of it to paper or to a reasonably accessible electronic format for delivery to Client.  Provided, however, Client is advised that Attorney may refuse to disclose to Client certain law-firm information or documents:

  • when doing so would violate a duty owed to a third person or risk causing serious harm to the client; or
  • when disclosure is prohibited by a court order; or
  • when information is reasonably intended only for internal review so long as doing so will not prejudice Client in the subject matter of the representation.