when i fire an attorney do i get my documents back?

When a client fires a law firm, the firm must turn over the entire file to the client (assuming there are no claims of unpaid legal fees outstanding), including notes, internal memoranda and drafts, says the Court of Appeals.

Full Answer

Can I fire my lawyer and get my money back?

Don't get into details about why you're firing the lawyer; it's not relevant. In the letter, request all of your files. Or, if your new attorney is handling the transfer of files, ask your old lawyer to cooperate with your new lawyer in this respect. Set a deadline for handing over the files, and detail how you want to receive them.

How do I get my file back from a new lawyer?

Jul 28, 2009 · If it was a refundable retainer that was an advance, sort of security deposit for fees for specific services that didn't get incurred, then yes, you should get a refund. If your fee agreement says the lawyer charges an hourly rate to be billed against the retainer, that's a conclusive indicator that the payment is an advance payment or a security deposit that is …

How do I Fire my Lawyer?

To what extent are you entitled to get your file after you fire your lawyer? In New York, the client is entitled to access to the whole of the file. The burden is on your attorney to rebut the presumption that you are entitled to your entire file, under the holding of New York’s highest court, the Court of Appeals, in Sage Realty Corp. v. Proskauer Rose, 91 N.Y.2d 30, 666 N.Y.S.2d 985 …

What happens if you fire a lawyer who has a retainer?

Apr 09, 2015 · If the attorney fails to turn over your documents in a timely manner, you can file a complaint with the local bar association or state disciplinary committee. "Factual Files" Versus "Work Product" As a client, you're absolutely entitled to factual work product concerning your case, such as deposition testimony, correspondence, and court filings.

How do I discharge my attorney?

Taking the case yourself. If you discharge your attorney to take over yourself, do it in writing and keep a copy of the letter. If the attorney has filed documents in court, you must also file a Discharge of Attorney naming yourself as the new attorney “In Pro Per” or “Pro Se,” which means that you represent yourself.

Does my attorney have to give me my file California?

California's Rules of Professional Conduct state that if termination of representation is done for any reason, and subject to an applicable protective order, NDA, or law, the attorney has the obligation to release documents, at the client's request, all client materials and property.Jan 14, 2019

Can my attorney refuses to give me my file Florida?

In appropriate situations, however, an attorney is entitled to refuse to provide copies of material in the file and instead may assert an attorney's lien.Aug 17, 2016

How long do attorneys in California have to keep files?

While required retention periods of no more than three years are most common, California law imposes requirements of as long as eight years for certain employment records and six years for certain tax and corporate records.

Does my attorney have to give me my file?

Most documents held by your lawyer that relate to the case are yours—ask for them. In some states, however, a lawyer may have some rights to a file until the client pays a reasonable amount for work done on the case.Jun 7, 2018

What should you not say to a lawyer?

9 Taboo Sayings You Should Never Tell Your LawyerI forgot I had an appointment. ... I didn't bring the documents related to my case. ... I have already done some of the work for you. ... My case will be easy money for you. ... I have already spoken with 5 other lawyers. ... Other lawyers don't have my best interests at heart.More items...•Mar 17, 2021

How long do attorneys have to keep files in Florida?

six yearsThere is no Florida Bar rule requiring retention greater than six years following the conclusion of the matter. * To forestall potential problems, at the time of engagement attorneys should explain the file retention policy and retention period.Jun 30, 2021

Why do lawyers ignore you?

There's bad news your attorney doesn't want to deliver. If your attorney is not experienced or efficient, they may have missed a deadline or made another mistake and aren't willing to confess their error. There could also be some bad news that is entirely outside of the attorney's control.Mar 29, 2021

Why doesn't my attorney understand my case?

This might be due to the lawyer being new to the practice, venturing outside his or her primary area of expertise , or just not being as sharp as you'd like.

How to sever a relationship with an old lawyer?

When you're ready to sever the relationship with your old lawyer, send a certified or registered letter that clearly states you are terminating the relationship, and that the lawyer is to cease working on any pending matters.

What is an unprofessional attorney?

The attorney is unprofessional. For example, the attorney wastes time in meetings, does not appear to be prepared for court, seems very disorganized, or in the worst-case scenario, seems to be mishandling your funds or documents. The attorney does not communicate with you.

What to do when you meet with a new lawyer?

If you are a party to litigation, confirm that your new lawyer will notify the court as to your change in representation. When you meet with new lawyers, don’t bad-mouth your old one. Remember, the legal community can be small, and you may be speaking about someone’s close friend or former colleague.

What to do if your lawyer doesn't understand your goals?

If you feel that your lawyer simply doesn’t understand your goals and aspirations, you are not obligated to continue to the relationship . If, upon reflection, you think you have a valid beef with your attorney, first talk to him or her about the problem.

How to end a lawyer's representation?

Steps to Take to End Your Lawyer's Representation of Your Case. Once you've definitely decided to change attorneys, there are still a few things you should do before notifying him or her of the change. Review the written agreement or contract you might have with the attorney, sometimes called a retainer agreement.

Does an attorney communicate with you?

The attorney does not communicate with you. An attorney who does not respond to your repeated emails, phone calls, or questions can be not only annoying, but ultimately prevent you from working as a team to successfully complete or resolve the matter at issue.

Pamela Koslyn

It depends, what does your fee agreement say about those fees? If it was a refundable retainer that was an advance, sort of security deposit for fees for specific services that didn't get incurred, then yes, you should get a refund.

Robert Lee Marshall

In addition to my colleague's answer, your attorney is entitled to fair compensation for the services performed. If you paid five thousand dollars and the attorney put in ten hours of work valued at $300 per hour, you'd be entitled to get back two thousand...

What happens when a client fires a law firm?

When a client fires a law firm, the firm must turn over the entire file to the client (assuming there are no claims of unpaid legal fees outstanding), including notes, internal memoranda and drafts, says the Court of Appeals.

Can a court recognize a property right of the attorney in the file superior to that of the client?

As stated by the Court of Appeals in its Sage Realty decision, “courts have refuse d to recognize a property right of the attorney in the file superior to that of the client.”. Remember, you paid the lawyer for his/her work, so you should be entitled to get your entire file.

What is factual work product?

As a client, you're absolutely entitled to factual work product concerning your case, such as deposition testimony, correspondence, and court filings . These materials are crucial to getting your new lawyer up to speed on a case. For example, if you are in the midst of litigation but trial has not yet occurred, you will want all discovery, motions filed, and documents produced by the other side.

Do you have to give consent to a lawyer to text you?

You are not required to provide consent as a condition of service. Attorneys have the option, but are not required, to send text messages to you. You will receive up to 2 messages per week from Martindale-Nolo. Frequency from attorney may vary.

Do you have to charge a fee for copying documents?

Your new attorney will want to communicate with that body and make sure it sends any new correspondence, such as motions from the opposing party, directly to the new attorney.) Your attorney should not charge you a fee for copying the documents in your file.

Can I ask my old dentist to forward my X-rays?

If you've ever switched dentists, you may have faced the awkward situation of asking your old dentist to forward your X-rays and records to your new dentist. Switching attorneys presents a similar problem. If you are thinking about leaving your old lawyer for a new one—and there are several reasons you might choose to do so—one question you're ...

Do old lawyers deserve more money?

You may feel that your old lawyer doesn't deserve any more money. But you need to weigh these costs against the harm that could be done to your legal interests if your old lawyer acts in bad faith and holds documents hostage. It might be better to pay your bill in order to facilitate a clean break of the relationship.

Do you have to hand over documents to an attorney?

Upon request, an attorney is required to promptly hand over the contents of your case files. Under the American Bar Association's Model Rule 1.16 (d) (which has been adopted by most U.S. states), an attorney must, to comply with ethical and professional standards, " [surrender] papers and property to which the client is entitled and [refund] any advance payment of fee or expense that has not been earned or incurred" as soon as the representation is terminated.

How long does it take to get an accounting of a case?

It’s reasonable to expect an accounting of the financial side of your case within 30 days of the end of the attorney-client relationship, so if you don’t have it by then, ask your attorney for a detailed accounting, and make sure to put the request in writing.

What to do if you disagree with a final accounting?

If you disagree with the final accounting, and especially if you think you’re owed a refund, you should first contact the attorney, explain why you think you were overcharged, and attempt to amicably resolve the dispute. Again, be sure to document the details of any dispute or demand in writing, whether as part of a letter to your attorney, or as a “memorandum” to yourself.

What is representation fee?

All states adhere to the following principle where this aspect of the attorney-client relationship is concerned: Representation fees paid to a lawyer in advance (whether that money is described as a retainer, a deposit, or something else) belong to the client until the lawyer actually does the work to earn the money.

What to do if you disagree with your attorney?

Bar Association Assistance. If you and your former attorney disagree on the amount of refund you are due, you can usually get help. State and local agencies that regulate attorney conduct in each state, called bar associations, often offer fee arbitration services.

Why is it important to read the fee agreement?

It is important to read and understand the fee agreement that you sign with your attorney before he begins working on your behalf. You'll also need to read it when you are ending the relationship. It holds the key to determining whether your lawyer owes you money.

What happens if you lose a contingency agreement?

In a contingency arrangement, you pay no fees up front, and if you lose, you owe your attorney nothing. If you win, however, the attorney retains a set percentage as his fee. Since you do not give the lawyer any money up front, you cannot demand a refund if you fire the attorney before trial. On the other hand, if you replace him with another attorney and continue the litigation, he may and probably will claim part of any attorney fees won by your new counsel.