Common use of Document Retention Policy Clause in Contracts

Document Retention Policy. Upon written request, Client is entitled to any files in Xxxxx’x possession relating to the legal services performed by Xxxxx for Client, excluding Xxxxx’x internal accounting records and other documents not reasonably necessary to Client’s representation, subject to Xxxxx’x right to make copies of any files withdrawn by Client. Once a matter is concluded, Xxxxx will close the file, and Client will receive notice thereof. Client’s physical files may be sent to storage offsite, and thereafter there may be an administrative cost for retrieving these materials from storage. Thus, it is recommended that Client request the return of a file at the conclusion of a matter. Under Xxxxx’x document retention policy, Xxxxx normally destroys files five (5) years after a matter is closed, unless other arrangements are made with Client, or as otherwise required by law. All Client-supplied materials and all attorney end product (referred to generally as "client material") are the property of Client. Attorney end product includes, for example, finalized contracts, pleadings, and trust documents. Attorney work product is the property of Xxxxx. Attorney work product includes, for example, drafts, notes, internal memoranda and electronic files, and attorney representation and administration materials, including attorney-client correspondence and conflicts materials. After the close of a matter, Xxxxx will notify Client of any client materials that remain in Xxxxx'x possession. Client will be invited to retrieve these materials within 45 days of notice, or Client may direct Xxxxx to forward the materials to Client, at Client's expense. After the 45-day period, Xxxxx will, consistent with all applicable rules of professional conduct, use its discretion as to the retention or destruction of all attorney work product and any client materials that remain in Xxxxx’x possession.

Appears in 5 contracts

Samples: Agreement, www.boarddocs.com, esb.lvjusd.k12.ca.us

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Document Retention Policy. Upon written request, Client is entitled to any files in Xxxxx’x possession relating to the legal services performed by Xxxxx for Client, excluding Xxxxx’x internal accounting records and other documents not reasonably necessary to Client’s representation, subject to Xxxxx’x right to make copies of any files withdrawn requested by Client. Once a matter is concluded, Xxxxx will close the file, and Client will receive notice thereof. Client’s physical files may be sent to storage offsiteoff- site, and thereafter there may be an administrative cost for retrieving these materials them from storage. Thus, it is recommended that Client request the return of a file at the conclusion of a matter. Under Xxxxx’x document retention policy, Xxxxx normally destroys files five (5) 5 years after a matter is closed, unless other arrangements are made with Client, or as otherwise required by law. All Clientclient-supplied materials and all attorney end product (referred to generally as "client material") are the property of Client. Attorney end product includes, for example, finalized contracts, pleadings, and trust documents. Attorney work product is the property of Xxxxx. Attorney work product includes, for example, document drafts, notes, internal memoranda and electronic files, and attorney representation and administration materials, including attorney-client correspondence and conflicts materials. After the close closing of a matter, Xxxxx will notify Client of any client Client materials that remain in Xxxxx'x possession. Client will be invited to retrieve these materials within 45 days of such notice, or Client may direct Xxxxx to forward the materials to Client, at Client's expense. After the 45-day period, Xxxxx will, consistent with all applicable rules of professional conduct, use its discretion as to the retention or destruction of all attorney work product and any client materials that remain in Xxxxx’x possession.

Appears in 1 contract

Samples: www.willowsunified.org

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Document Retention Policy. Upon written request, Client is entitled upon written request to any files in Xxxxx’x possession relating to the legal services performed by Xxxxx for Client, excluding Xxxxx’x internal accounting records and other documents not reasonably necessary to Client’s representation, subject to Xxxxx’x right to make copies of any files withdrawn by Client. Once a matter is concluded, Xxxxx will close the file, and Client will receive notice thereof. Client’s physical files may be sent to storage offsite, and thereafter there may be an administrative cost for retrieving these materials them from storage. Thus, it is recommended that Client request the return of a file at the conclusion of a matter. Under Xxxxx’x document retention policy, Xxxxx normally destroys files five (5) years after a matter is closed, unless other arrangements are made with Client, or as otherwise required by law. All Clientclient-supplied materials and all attorney end product (referred to generally as "client material") are the property of Client. Attorney end product includes, for example, finalized contracts, pleadings, and trust documents. Attorney work product is the property of Xxxxx. Attorney work product includes, for example, drafts, notes, internal memoranda and electronic files, and attorney representation and administration materials, including attorney-client correspondence and conflicts materials. After the close of a matter, Xxxxx will notify Client of any client materials that remain in Xxxxx'x Xxxxx’x possession. Client will be invited to retrieve these client materials within 45 days of notice, or Client may direct Xxxxx to forward the client materials to Client, at Client's ’s expense. If within 45 days of this notice Client fails to retrieve the client materials or request Xxxxx to forward them, Client authorizes Xxxxx to destroy the client materials. After the 45-day period, Xxxxx will, consistent with all applicable rules of professional conduct, use its discretion as to the retention or destruction of all attorney work product and any client materials that remain in Xxxxx’x possessionwith Xxxxx.

Appears in 1 contract

Samples: pub-beaumont.escribemeetings.com

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