Legal Client File Release

LEGAL CLIENT FILE RELEASE

This Legal Client File Release (the Agreement) is entered into by and between Client Name: and Custodian Name: . Client Address: Custodian Address: Matter Number: Date of Request:

RECITALS

WHEREAS, Client retained Custodian in connection with the matter identified above and Custodian maintained a file containing documents, records, correspondence, pleadings, digital files and other materials reasonably related to the representation (collectively, the Client File); and

WHEREAS, Client requests release of all or part of the Client File to Client or a designated recipient, and Custodian is willing to release the Client File upon Client's authorization, subject to the terms and conditions set forth below; and

WHEREAS, the parties intend by this Agreement to document Client's authorization, scope of release, allocation of costs, and limitations on liability.

NOW, THEREFORE

In consideration of the mutual covenants and agreements contained herein, the parties agree as follows:

1. DEFINITIONS

For purposes of this Agreement, "Client File" means all documents, paper records, electronic files and other materials created, received or maintained by Custodian relating to the representation of Client in the above-referenced matter, including originals, copies and drafts, but excluding any materials that Custodian reasonably determines to be internal administrative records or privileged work-product that are excluded by operation of applicable law unless expressly waived in Section 6.

2. AUTHORIZATION TO RELEASE

Client hereby authorizes Custodian to release the Client File described below to Recipient as specified in Section 4. The Client File to be released is described as follows:

3. SCOPE OF RELEASE

The release includes paper documents, electronic files, notes, billing records, pleadings, correspondence and any non-excluded originals or copies within Custodian's possession that relate to the description above. Custodian shall not be required to create new documents or perform research or analysis not already contained in the Client File. Client acknowledges that Custodian may retain copies of the released materials for its records.

4. METHOD OF DELIVERY AND RECIPIENT

Client directs Custodian to release the Client File by the following method(s) (select all that apply) and to the following recipient.

Pickup by Client or authorized representative

Secure mailing to Client or recipient address

Secure electronic transfer (encrypted email or secure portal)

Other:

5. FEES, COSTS AND IDENTIFICATION

Client agrees to pay reasonable duplication, retrieval, redaction, postage and courier fees incurred by Custodian in connection with the release. Custodian may require payment prior to release. Client certifies that the person collecting the Client File is the Client or a person authorized by Client and shall present satisfactory identification.

6. CONFIDENTIALITY, PRIVILEGE AND WAIVER

Client understands that release of certain documents may effect attorney-client privilege or confidentiality with respect to third parties. Client hereby represents that Client has authority to direct release of the Client File and, to the extent Client elects to waive privilege or confidentiality for specific portions of the Client File, Client so indicates below. Client acknowledges that Custodian is not responsible for consequences of Client's waiver or disclosure to third parties.

Client elects to waive attorney-client privilege and confidentiality for the released materials identified in Section 2 to the extent allowable by law.

7. INDEMNIFICATION AND LIMITATION OF LIABILITY

Client agrees to indemnify, defend and hold harmless Custodian, its partners, employees and agents from and against any and all claims, liabilities, losses, damages and expenses (including reasonable attorneys' fees) arising from or relating to the release of the Client File as authorized herein, including any claims based on disclosure of privileged or confidential material as a result of Client's direction or authorization. Custodian's liability for any claim arising out of this Agreement shall be limited to direct damages and in no event shall Custodian be liable for consequential, special, punitive or incidental damages.

8. RETENTION, RETURN AND DESTRUCTION

Custodian may retain copies of the Client File for its records and is not required to return any original documents delivered to Custodian by third parties. If Client requests destruction of certain records after release, Client shall submit a separate written request and provide any required authorization; Custodian may comply subject to any applicable legal or regulatory retention obligations.

9. NOTICES

Any notice under this Agreement shall be in writing and delivered to the addresses listed at the beginning of this Agreement or to such other address as a party may designate in writing. Notice is effective upon personal delivery, confirmed electronic delivery, or three (3) days after deposit in the U.S. mail, postage prepaid.

10. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This Agreement shall be governed by and construed in accordance with the substantive laws of the jurisdiction in which Custodian maintains its principal office without regard to conflict of laws principles. This Agreement constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior agreements or understandings, whether written or oral. If any provision of this Agreement is held to be invalid or unenforceable, that provision shall be struck and the remaining provisions shall remain in full force and effect.

11. AMENDMENT; WAIVER; COUNTERPARTS

No amendment or waiver of any provision of this Agreement shall be effective unless in writing and signed by both parties. Waiver of a breach shall not constitute waiver of any subsequent breach. This Agreement may be executed in counterparts, each of which shall be deemed an original and all of which together shall constitute one and the same instrument.

12. REPRESENTATIONS

Client represents and warrants that Client is the person entitled to direct release of the Client File or has the lawful authority to authorize release on behalf of the person or entity entitled to the file, and that Client's execution of this Agreement does not violate any other agreement or court order.

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