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LEGAL PROFESSION UNIFORM GENERAL RULES 2015 - REG 93 Register of files opened

LEGAL PROFESSION UNIFORM GENERAL RULES 2015 - REG 93

Register of files opened

93 Register of files opened

(1) A law practice must maintain a register of files opened.
(2) The register of files opened must, in respect of each matter for which the law practice receives instructions to provide legal services to a person, record the following--
(a) the full name and address of the person,
(b) the date of receipt of the instructions,
(c) a short description of the services which the law practice has agreed to provide,
(d) an identifier,
(e) the location of any regulated property relating to the matter.
(2A) For the purposes of subrule (2)(e), if the regulated property is a document that is stored on a server and may be accessed from multiple locations, the location of the regulated property is to be recorded as the law practice's principal place of practice.
(3) Subrules (1) and (2) do not apply to a barrister.