Bookkeeping Records

Bookkeeping Records

(New York, Legal) Refers to the records and copies of information required to be maintained by a lawyer in relation to a lawyer’s possession of any funds or other property belonging to another person. Please see NY Rule 1.15 for additional information.


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    • Physical Records (or Physical Data)

      Refers to information in a tangible form. This type of data is generally thought of as paper printouts and handwritten notes/documents. The state of New York “Disposal of Records Containing Personal Identifying Information” law (GBS, Article 26, § ...