Legal Closed Matters Document

LEGAL CLOSED MATTERS DOCUMENT

This Legal Closed Matters Document is entered into by and between Firm Name: with principal office at Firm Address: and Client Name: (collectively, the Parties), effective as of Effective Date: .

RECITALS

WHEREAS, Firm represented Client in one or more legal matters described below and has completed all legal services performed on those matters; and

WHEREAS, the Parties wish to identify and document the matters considered closed, confirm the disposition and final accounting, establish responsibilities for original file retention or transfer, and set forth releases and acknowledgements related to those closed matters; and

WHEREAS, the Parties agree that the documentation and certifications contained herein will serve as a formal record of closure and provide mutual assurances necessary to conclude Firm’s active representation relating to the listed matters.

NOW, THEREFORE

In consideration of the mutual covenants set forth below, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows:

1. IDENTIFIED CLOSED MATTERS

The matters deemed closed under this agreement are set forth below. For each matter, Firm certifies completion of active representation and sets forth the disposition and final accounting summary.

Matter No.: — Title: — Date Closed: — Disposition:

Matter No.: — Title: — Date Closed: — Disposition:

Matter No.: — Title: — Date Closed: — Disposition:

2. CERTIFICATION OF COMPLETION

Firm hereby certifies, to the best of its knowledge after reasonable inquiry, that the services described for each identified matter have been completed, that no further court appearances, filings or active legal work are pending in connection with those matters, and that final bills have been issued as reflected in the accounting summaries above. If any pending administrative or ministerial tasks remain, they are described in the applicable matter summary.

3. FILES, RETENTION AND TRANSFER

Unless otherwise agreed in writing, Firm will retain original client files, subject to applicable rules governing record retention and destruction. Client may request transfer of original file materials by selecting the applicable option(s) below and specifying method of transfer. Firm may destroy client file materials after retention periods required by law or firm policy, provided Firm gives Client any required advance notice.

Release original file to Client for pickup or delivery as directed by Client.

Firm to retain original file for a specified period: Retention Period (years) .

4. CONFIDENTIALITY AND PRIVILEGE

The attorney-client privilege, work product doctrines, and other applicable confidentiality protections continue to apply to communications and materials in the client file, except where Client expressly waives such protections in writing. Nothing in this Document requires Firm to disclose privileged materials absent a court order or other legal compulsion.

5. RELEASE AND ACKNOWLEDGMENT

Upon execution of this Document, Client acknowledges receipt of the final accounting for each listed matter and releases Firm from any further duty to perform legal services on the listed matters, except as expressly reserved in a written schedule attached hereto. Client further acknowledges that any outstanding fees or costs agreed in the final accounting remain enforceable according to the fee agreement between the Parties.

6. FEES, LIENS AND FINAL ACCOUNTING

Firm represents that any retainers have been applied in accordance with the fee agreement and that liens, if asserted, are noted in the final accounting. Client agrees to the final accounting unless written objection is delivered to Firm within thirty (30) days of Client’s receipt, after which the accounting shall be deemed accepted.

7. NOTICES

Any notice, demand or other communication required or permitted under this Document shall be in writing and delivered to the addresses below by hand, certified mail (return receipt requested), or nationally recognized courier service, and shall be effective upon receipt.

8. AMENDMENT; WAIVER; COUNTERPARTS

This Document may be amended only by a written instrument executed by both Parties. No waiver of any provision shall be valid unless in writing and signed by the waiving party. This Document 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.

9. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

This Document shall be governed by and construed in accordance with the substantive laws of the jurisdiction agreed by the Parties. This Document constitutes the entire agreement of the Parties with respect to the subject matter hereof and supersedes all prior agreements and understandings, whether written or oral, relating to the same. If any provision of this Document is held invalid or unenforceable, the remaining provisions shall remain in full force and effect.

10. MISCELLANEOUS PROVISIONS

The Parties represent that they have the authority to enter into and bind the entity or person executing this Document. Any headings are for convenience only and shall not affect interpretation. The Parties acknowledge they have read, understand, and voluntarily accept the terms contained herein.

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