When I was trained a few years back, I understood we weren't supposed
to keep much of a file except signed participation agreement, minutes,
other agreements signed along the way, final agreements. Is this info
incorrect. Am I supposed to be creating, maintaining and retaining a
file with notes, attorney impressions, agreements that were discussed
but never finalized, etc. etc.? Judith Conte, Anchorage, Alaska
On Apr 1, 2010, at 3:43 PM, honeyhastingsnh wrote:
A colleagus on mine asks this question. I would appreciate your thoughts: "I have a collaborative case that is in the post-divorce phase. My client cannot get her ex-husband to return to the collaborative process and has now hired other counsel to file a Petition to Modify.
Her counsel has requested my file. What documents can and should I turn over to my client's new counsel? Can I turn over my entire file? Especially where it is post divorce, I see no issues with doing so, but wonder what you all think. Is there anything I am required to withhold?"
And, would your answer be different if the change in counsel & process occurred duringthe divorce?