Guidance
The Ownership and Destruction of Files
Who owns what in files? The answer is not entirely straightforward and drawing on the opinion of Counsel the Society has produced this guidance which we hope will deal with the main queries which arise
Lenders’ requests for Solicitor Files
The Opinion of Senior Counsel regarding requests by lenders or their solicitors for copies of files.
Document Control and File Tracking
When a solicitor takes control of files from another solicitor for any reason and in any situation (including but not limited to receipt of files either in implement of a Mandate or where files are taken over from a ceased practice) the solicitor receiving the files should keep a record of all the files received.
Scanning and Archiving Documents
Electronic storage of files may be a practical way of dealing with storage.
Electronic Communications
Written email and social media policies intimated in writing to everyone in the practice unit is good risk management. They should be reviewed regularly and link to other relevant practice unit policies (for example, E-Communications, Business Continuity, Equal Opportunities, Bring Your Own Device, IP/copyright infringement or IT Security Policies etc.).
Charging for Lending or Delivering Files, Titles and other Papers
Where a solicitor is asked to lend titles or other documents to another solicitor a fee may properly be charged for such lending to cover both the delivery and return of the documents
Advice and Information
Outsourcing – Advice for the profession
Outsourcing – practical considerations and case studies
Cloud Computing - Advice for the profession
Cloud systems may provide an alternative means of storing and processing data.
Social Media – Advice and Information for the Legal Profession
Information for the profession on the use of social media
