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What will my lawyer keep in my client file?

My legal matter was completed last week and I was not too happy with the service provided by the lawyer. I am thinking of complaining against the lawyer. I want to know what information my lawyer has kept in my client file?
Asked in Newcastle - Newcastle and Lake Macquarie, NSW, 18-11-2015
1 Lawyer Answered
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Lawyer Answers (1): Answers from lawyers are general preliminary responses. They are not formal legal advice and cannot taken account of all your circumstances. They do not create a lawyer–client relationship.

Answer by Andrea Stein, Brisbane 4000 QLD

  • Your lawyer will compile a series of documents relating to your matter in your client file.
  • This will assist your lawyer in calculating the amount you owe for the legal services provided.
  • Typically your client file will be made up of:
  • your client instruction paperwork which details the type of legal work that has been carried out;
  • your lawyer’s notes which outline when you attended appointments and any conversations you had over the phone with your lawyer;
  • the preparation or drafting of letters and other documents for example documents given to a court prior to an appearance; and
  • a record of all disbursements which are payments the law firm makes on your behalf such as:
  • stamp duty;
  • property title search fees; and
  • court appearance fees of barristers and other experts.
  • Your lawyer should have returned all original documents that you have provided them during the course of the matter once the matter is completed.
  • The exceptions are:
  •  if you still owe them money in which case they are entitled to retain the documents as security until you pay their bill; and
  • documents which you have requested that they store in safe custody for you such as wills and title certificates.

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