Xtroubleshoot13

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PAGE FOR TESTING

[LAW FIRM NAME]
CLOSED FILE INFORMATION FORM AND CHECKLIST

File No:                                   - Closed File No:                                                                   -
Date File Closed: Responsible Lawyer:
Destruction Date: Staff Closing File:
ITEMS TO RETAIN AND THE RELEVANT RETENTION PERIOD
6 years
7 years
10 years
100 years
Indefinite retention
Client Information
Client's Full Name
Client’s Occupation:
Last Known Business Address:
Last Known Residential Address:
Contact’s Name:
Contact’s Last Known Phone Number:
Client’s Contact’s Cell Phone:
Client’s Contact’s Fax:
Client’s Contact’s Email:

Resources

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