Paperless Client File & Document Retention Sample Clauses

Paperless Client File & Document Retention. We generally run a paperless/cloud file system, and scan in all important client documents, which makes them much easier to transmit to the client, and other parties involved in the case. This allows us to send documents to clients who want to review them via e-mail without having to schedule a client meeting where they are billed for coming in and looking thorough hundreds of pages of documents. Client authorizes attorney to keep a “paperless” client file, meaning that the client’s case documents may be electronically retained in the cloud via scan (generally PDF format), and the paper documents may (at attorney’s discretion) be immediately destroyed. Client further authorizes attorney to keep a partially paperless client file, where certain voluminous documents and records are kept electronically, and other paper records are maintained in client’s file at attorney’s discretion. Client understands that some cases involve thousands of pages of documents, and that if client requests their file, attorney has the right to provide them with their complete case file in electronic format (i.e., thumbdrive, dropbox link or the like), as no paper file may exist, and as attorney is not obligated to pay to print thousands of pages. Attorney will follow all statutory and professional rules concerning document/file retention, including retention of notarized original documents. Attorney has the right to discard, dispose of, delete or destroy client files 7 years after representation of client has concluded.
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