Storage & Filing — Lateral File Cabinets — Expert Answer
How do I organize a lateral file cabinet for a small business with multiple clients?
Client file organization in a small business filing cabinet is an area where the investment in a proper system pays dividends in time savings and professionalism. At OfficeFurniture2go.com, we work with law firms, accounting practices, and consulting firms that manage hundreds to thousands of client files. Our recommendation: establish a filing methodology (alphabetical for under ~500 active clients, numerical with an index above that), standardize folder labeling with a consistent naming convention, and implement an annual purge cycle to move closed client files to archive. A 36" or 42" wide lateral in a 3- or 4-drawer configuration is typically right for a small professional services firm with 100–300 active clients. Call 1-800-460-0858 for sizing guidance.