Like most professionals in the business of analysis and advice, financial advisors work with a great deal of data and files to provide services to their clients. From account statements, estate ...

Recently, while catching up on my “pleasure” reading — the November issue of The Alabama Lawyer — during a lunch break, I came across an article from the Office of General Counsel regarding the ...

Most lawyers keep and maintain client files, typically reflecting key correspondence and developments. There can be occasions where the client file is requested for return or transfer. For example, ...