I'm dealing with something now regarding that. I've been out of private practice since the end of 2016. I used to scan, store, and shred my old paper files. Now I'm having trouble with the cloud storage company. I think they may have gone under, and I'm not sure if I can access old files upon request. So I would certainly be sure you can store things in a way you can access them later.
I am scanning to an external hard drive so I don't have to worry about the cloud company.
Bob: Just be sure that you have a system to check the names of the people you prosecute against your past clients. Many years ago a prosecutor caught a grievance because she prosecuted a past client, and the State Bar was unimpressed with her defense that she didn't remember the person and didn't keep any records!
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