File Retention Policy
During the course of the legal matter, you may be required to provide to us documents such as tax records, expense records, bank records, deeds, etc. If we determine a need to keep your original documents, we will hold these records for you during the pendency of your action and upon closure of our file you may request the return of these documents. It is your responsibility to secure the return of your records. Within 30 days of notification of the file being closed, the client’s documents will be destroyed and the balance of the file will be sent to storage for the assigned retention period.
The firm will not retain any hard copy or paper documents relating to any client’s matter beyond three (3) years from the date of completion of the case or matter. However, we will retain a digital file for a period of seven (7) years from date of completion of the case or matter.
If you should have any questions regarding this retention policy, please contact the firm at 904- 353-6241.