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Ethical Guidelines for Client Files

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1.5 Ethics MCLE Credits Approved, OSB Program No. 6724*6

Learn about OSB Formal Ethics Opinions 2016-191 - Client Property: Electronic-Only or "Paperless" Client Documents and 2017-192 - Client Property: Duplication Charges for Client Files, Production or Withholding of Client Files.

What are lawyers required to produce and when?

  • When is it ethical to withhold lawyer notes and communications?
  • If you store data in proprietary law office software (e.g. in a docketing or practice management program), must you extract and convert the data for the client?
  • What circumstance might provoke disclosure of "confidential" information belonging to another client?
  • Can you refuse to deliver file material on the grounds that it is too burdensome or expensive to produce?
  • Is it possible to deliver less than the "entire client file" if the client consents?
  • Are you required to produce work product? Conflict information? Time and expense records? Reports about the client's creditworthiness? Expert witness information? Metadata? Text messages?

Standards governing retention and storage of client files

  • Is it ethical to store client files electronically? Do any exceptions apply?
  • What duties does a lawyer have when using electronic-only storage?

When to charge for locating, segregating, or duplicating file material

  • Learn when you can (and can't) pass costs on to the client, whether client originals can ever be destroyed, and your ethical responsibilities to the "impecunious client."

Appreciate the difference between ethical duties and discoverability

  • The interplay of the Oregon Rules of Professional Conduct vs. state and federal rules of civil procedure.

Throughout the program "best practice" tips will be shared.


Wednesday, June 7, 2017 from 10:00 a.m. to 11:30 a.m. Pacific Time. This is a live, online webinar. Watch from your desktop computer or mobile device. Connect to audio via telephone or computer/device speakers.

Who Should Attend?

Lawyers, office managers or administrators, staff - anyone interested in learning more about Oregon's new formal ethics opinions, 2016-191 and 2017-192.

Group Discounts

Discounts available to firms who wish to register 5 or more attendees. Contact organizer to arrange a discount code before registering:

Does the Program Include Written Materials?

Yes. Written materials will be distributed electronically to all registered attendees prior to the event.

Ask Questions/Participate in Live Polling

Questions are welcome during the live event. Attendees are also encouraged to participate in live, anonymous polling.

What is the Refund Policy?

Registration fees are not refundable. If you are unable to attend, please contact the event organizer,, to request the program materials and a free video or audio download of the CLE. Audio and video downloads are available within three to five business days of the live event. Registration may also be transferred to another attendee. Contact the event organizer,, to request a transfer. NOTE: CDs of the event are not available.

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