What is the policy of the firm in regards to who actually owns the
files? When I was Records Manager for a firm in Seattle, the files
actually belonged to the client since the client was paying all of the
fees. We retained copies and the originals went to the client.
Steve Morgan
C.J. Segerstrom & Sons, Records Manager
[log in to unmask]
714.438.3228 Phone
714.546.9835 Fax
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Grieme, Gary L.
Sent: Tuesday, September 12, 2006 7:41 AM
To: [log in to unmask]
Subject: Re: Transferring Offsite Files to Departing Attorney
>>>> Please read the confidentiality statement below <<<<
<As the firm as a whole received money during the representation when he
was at the firm he is having problems with this decision.>
Julia, as with Julie's firm, we are flexible when it comes to these
affairs. You have the release and you'll be ready to handle the
shipping logistics; leave it to the partners to decide who pays in this
instance. It might make sense to split it since your firm and the
departing attorney both benefited from past representation.
Gary L. Grieme
Records Manager
(612) 349-8538
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