A well-documented file is critical to the successful defense of a malpractice claim against you. In documenting your file, prepare and retain detailed notes from meetings, relevant conversations and of instructions received. Keep copies of emails (and attachments) associated with the file. When your client refuses your advice, document this in writing to your client and your file. Send regular status updates and always use file closing letters confirming the end of representation. Keep your personal notes and all relevant documentation when culling a file.

If, at any time, your client wants the file transferred to another lawyer, or made …