Legal Closed Matters Form

Legal Closed Matters Form

This Legal Closed Matters Form is executed as of by and between Firm Name: and Client Name: .

RECITALS

WHEREAS, Firm Name: provided legal services to Client Name: in connection with the matter described below (the Matter); and

WHEREAS, the parties have agreed that the Matter identified as Matter Name: Matter Number: is closed effective on Closing Date: ; and

WHEREAS, the parties desire to document final dispositions, client acknowledgements, and the procedures for retention or return of client property and files.

NOW, THEREFORE, in consideration of the mutual covenants and agreements set forth below, the parties agree as follows:

1. MATTER IDENTIFICATION AND CLOSURE

1.1 Identification: The Matter is described as:

1.2 Effective Closure: The parties acknowledge that the Firm has substantially completed the services for the Matter and that the Matter is closed effective on .

2. FINAL ACCOUNTING, FEES, AND PAYMENTS

2.1 Final Invoice: The Firm has delivered a final invoice in the amount of $ for legal fees, costs, and disbursements related to the Matter. The Client acknowledges receipt of the final invoice.

2.2 Payment Status: Final invoice paid: Yes No If paid, Payment Date:

3. DISPOSITION OF CLIENT FILES AND PROPERTY

3.1 Client Files: The parties agree the following disposition applies to original client files, work product, and client property in the Firm's custody:

Files returned to Client Files retained by Firm Files transferred to third party:

3.2 Retention Period and Destruction: If the Firm retains the files, the Firm shall retain the files for a period of years from the Effective Closure Date, after which the Firm may destroy or dispose of the files, provided the Firm provides prior written notice to Client at the address on record and allows a thirty (30) day period for Client to request delivery or inspection.

4. CONFIDENTIALITY, PRIVILEGE, AND DOCUMENT ACCESS

4.1 The Firm reaffirms that all information subject to attorney-client privilege and work product protection shall remain privileged and protected to the extent permitted by law. Nothing in this Form waives any privileges possessed by Client or the Firm.

4.2 Client may request copies of non-privileged materials in the Firm's possession during the retention period, subject to reimbursement for reasonable copying and mailing costs.

5. LIENS, CHARGES, AND THIRD-PARTY OBLIGATIONS

5.1 Firm's Lien: The Client acknowledges that the Firm may assert and preserve any statutory or common-law lien for unpaid fees and costs against papers, files, or proceeds in the Firm's possession, to the extent permitted by applicable law.

5.2 Third-Party Documents: Any original documents held on behalf of third parties will be returned to or disposed of according to third-party instructions, and the Firm shall not be liable for third-party claims concerning such documents once returned in good order.

6. REPRESENTATIONS AND WARRANTIES

6.1 Each party represents and warrants that it has full authority to execute and deliver this Form and to perform its obligations hereunder and that the execution and performance do not violate any agreement or law binding upon such party.

6.2 Client represents that all information provided to the Firm concerning the Matter is true and complete to Client's knowledge and that Client will notify the Firm in writing if additional relevant information surfaces after closure.

7. NOTICES

7.1 Any notice required or permitted under this Form shall be in writing and shall be delivered by hand, by certified mail, return receipt requested, or by overnight courier to the addresses set forth below or to such other address as either party may designate in writing.

8. AMENDMENT, WAIVER, COUNTERPARTS

8.1 Amendment: This Form may only be amended or modified by a written instrument signed by both parties.

8.2 Waiver: No failure or delay by either party in exercising any right under this Form shall operate as a waiver of that right, nor shall any single or partial exercise of any right preclude any other or further exercise of that right.

8.3 Counterparts: This Form may be executed in counterparts, each of which shall be deemed an original but all of which together constitute one and the same instrument.

9. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY

9.1 Governing Law: This Form shall be governed by and construed in accordance with the laws of the state of , without regard to conflict of law principles.

9.2 Entire Agreement: This Form constitutes the entire agreement between the parties with respect to the subject matter herein and supersedes all prior statements, agreements or understandings, whether written or oral, relating to the closure and disposition of the Matter.

9.3 Severability: If any provision of this Form is found to be invalid, illegal or unenforceable, the remaining provisions shall continue in full force and effect and the invalid provision shall be replaced by a valid provision that most closely matches the parties' intent.

10. ADDITIONAL PROVISIONS

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