I have just started a new position where I am providing advice to a number of clients in relation to particular legal/tax issues. As it is a new position I get to set up a new A -Z filing system (yippee).
My question is how would you suggest I label the files? by client name or issue. Client name seems too generic as there will potentially be many issues for each client so searching for the issue later may prove difficult without some form of database (would like to stay away from that if possible). If I file by issue I guess it will be by what is the most prevelant issue. For example, I am look at an issue re the structuring options required due to the imminent vesting (expiry) of a trust. Structuring seems to be too broad, maybe tiered file label like 'trust - vesting - structuring'? Any thoughts on whether the client name should also be there as this particular project will be specific to them (but later reference will likely on the basis of the issue rather than the client name)
One further question, for those of you that work in an office environment - do you mix your admin type issues with your client/customer issues in your A-Z filing?
Thanks in advance