NAJAM, Judge.
Douglas Grimes appeals the trial court's denial of his Verified Motion to Quash Subpoena Duces Tecum in this medical malpractice action. Grimes presents a single issue for our review, namely, whether the trial court erred when it denied his motion and ordered him to produce medical records to Victoria Crockrom without also providing for security for the payment of attorney's fees Crockrom owes Grimes.
We affirm in part, reverse in part, and remand with instructions.
In May 2007, Crockrom retained the services of Grimes, an attorney, in her pursuit of a medical malpractice action. In the course of his representation of Crockrom, Grimes obtained certain medical records and maintained them in Crockrom's file. In April 2009, after Grimes had filed a proposed complaint for damages with the Indiana Department of Insurance, Grimes withdrew as Crockrom's counsel.
Crockrom obtained new counsel, Bessie Davis, who filed a complaint for damages with the trial court on her behalf. In the course of that proceeding, Davis determined that Grimes had in his possession certain medical records that could not be obtained from any other source.
Appellant's App. at 22-23.
Thereafter, on May 6, 2010, Davis issued a subpoena duces tecum to Grimes demanding that he produce the medical records. Grimes moved to quash the subpoena.
The trial court has broad discretion in ruling on issues of discovery. Pfaffenberger v. Jackson County Reg'l Sewer Dist., 785 N.E.2d 1180, 1183 (Ind.Ct.App. 2003). We will reverse only when the trial court has abused its discretion. Id. An abuse of discretion occurs when the trial court's decision is clearly against the logic and effect of the facts and circumstances before the court, or when the trial court has misinterpreted the law. Id.
Grimes contends that the trial court misinterpreted the law and erred when it ordered him to produce the medical records without also providing security for the payment of attorney's fees Crockrom owes Grimes. In his November 25, 2009, letter, Grimes asserted a retaining lien over the medical records in his possession. A retaining lien under common law gives an attorney the right to retain possession of a client's documents or other property which comes into the hands of the attorney professionally, until a general balance due the attorney for professional services has been paid. See Bennett v. NSR, Inc., 553 N.E.2d 881, 882 (Ind.Ct. App.1990) (citing Shannon v. Hendricks Circuit Court, 243 Ind. 134, 183 N.E.2d 331, 333 (1962)).
In Bennett, this court observed:
553 N.E.2d at 882.
The procedural posture of the appeal in Bennett is similar to that here, namely, the appellant asserted a retaining lien and moved to quash a subpoena duces tecum seeking to compel him to produce certain documents. In that case, we held that the trial court should not have compelled Bennett to produce the documents without also "provid[ing] for adequate security for the payment of the fees" owed him by his former client. Id. at 883.
Here, Grimes agreed to produce the documents if the trial court ordered Crockrom to provide security for the payment of the fees she owed him. In his verified motion to quash the subpoena, Grimes stated that Crockrom owed him $15,386. At the hearing on his motion to quash, Crockrom acknowledged that she had hired Grimes at an hourly rate of $175 and that he had done work on her behalf, but, for the first time at the hearing, she disputed the claimed amount of fees for lack of documentation. Crockrom argued that the lack of any documentation of the amount she owed rendered Grimes' retaining lien invalid. We cannot agree.
A common law retaining lien on records in the possession of an attorney arises on rendition of services by the attorney. 7A C.J.S. Attorney & Client § 450 at 507 (2004). Crockrom does not direct us to any legal authority tying the validity of a
Still, Crockrom contends that she has a right to the medical records under the terms of her contract with Grimes. Paragraph 10 of the parties' contract states as follows:
Appellant's App. at 20. Crockrom interprets that provision to mean that she is entitled to the records despite Grimes' assertion of a retaining lien. We cannot agree.
First, Crockrom's premise is that her access to the file and Grimes' retaining lien are mutually exclusive. But her access to the file does not mean that Grimes is not also entitled to a lien. Second, specific words and phrases cannot be read exclusive of other contractual provisions. See Grandview Lot Owners Ass'n, Inc. v. Harmon, 754 N.E.2d 554, 557 (Ind.Ct.App. 2001). Rather, the parties' intentions when entering into the contract must be determined by reading the contract in its entirety and attempting to construe contractual provisions so as to harmonize the agreement. Id. Here, there is no provision that excludes a retaining lien. And it is well settled that unless a contract provides otherwise, all applicable law in force at the time the agreement is made impliedly forms a part of the agreement without any statement to that effect. Westfield Companies v. Knapp, 804 N.E.2d 1270, 1274 (Ind.Ct.App.2004), trans. denied. Grimes has a common law right to assert a retaining lien for unpaid attorney's fees. We hold that nothing in the parties' contract precludes the retaining lien.
The trial court did not abuse its discretion when it ordered Grimes to produce the documents to Crockrom, but the court erred when it did so without first providing security for the attorney's fees owed. We remand with instructions that the court order Crockrom to provide security for the payment of the attorney's fees she owes Grimes. See Bennett, 553 N.E.2d at 883. The amount of security should correspond with the amount of fees owed.
We remand for the trial court to hold a hearing, during which Grimes and Crockrom may present evidence on the issue of
Affirmed in part, reversed in part, and remanded with instructions.
ROBB, C.J., and CRONE, J., concur.