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Error CorrectionSafety guide

Correct a Document Saved to the Wrong Matter

Stop further exposure, preserve an audit trail, place the document in the correct matter, and report the mistake through the appropriate channel.

Core lesson: 9-14 minutes Reviewed against 10 official and supporting sources

Goal & what you need

Goal

Correct a wrong-matter save without hiding the error, losing the record, or creating another uncontrolled copy.

What you need

  • Access to both matter locations
  • Correct matter identifier
  • A designated escalation contact

Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.

Step-by-step preview

Members can open all 8 steps.

  1. 1Stop editing or sharing the misplaced document
  2. 2Confirm the correct matter

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Sources & references (10)

Preview two sources. Members can open the complete source list.

OfficialThe Florida BarPrimary source

Florida Bar Rule 4-1.6: Confidentiality of Information

Professional conduct rule

OfficialThe Florida BarPrimary source

Florida Bar Technology Ethics Informational Packet

Official guidance