Which is Best for Keeping Files — Alphabetical by Client or by Case File Number?
Getting ready to open my own office with one other lawyer. Which way do you find best for keeping files on the shelf — alphabetical by client or by case file number? -Steve Terrell ———- Alphabetical…but don’t keep them on the shelf…keep them on the server as pdf files… Michael D. Day, Meriden, Connecticut ———- Alphabetically. Will you be working on the same files? Will you have more than one staff person? If so, invest in a set of buff/orange “Out To” cards that will sit in place of removed files. I keep open files alphanumerically (alpha by name, then by file no.) When I close the files, I assign a Closed File Number and box the files in the sequence closed. Barry Lippitt ———- That is exactly how I do it and it works like a charm. Randal A. Harvey, Troy, Ohio ———- On the shelf, it’s alphabetical. I don’t think of them numerically, it’s always “gotta work on Terrell today.” However, after having to rearrange alphabetically stored inactive files, I use num