Legal File Release Request

Legal File Release Request

This Legal File Release Request (the "Request") is made as of by and between Requesting Party Name: with address: and Custodian Name (Record Holder): with address: .

RECITALS

WHEREAS, Requesting Party is the client or authorized representative who requests the release of certain records and files maintained by Custodian relating to matter name/case: and file/reference number: ; and

WHEREAS, Custodian currently maintains possession of the requested file materials and is willing to release such materials in accordance with the terms set forth in this Request; and

WHEREAS, the parties wish to document the scope of the file release, any conditions, the method of delivery, and the responsibilities of each party with respect to protected, privileged, or confidential information.

NOW, THEREFORE

In consideration of the mutual covenants contained herein and other good and valuable consideration, the receipt and sufficiency of which are acknowledged, the parties agree as follows:

1. DEFINITIONS

For purposes of this Request, the following terms shall have the meanings set forth below: "Released Materials" means all physical and electronic documents, correspondence, pleadings, exhibits, recordings, attorney work product, and other records identified in Section 3; "Authorized Recipient" means Requesting Party or a third party specifically authorized in writing by Requesting Party to receive Released Materials.

2. AUTHORIZATION TO RELEASE

Custodian is authorized to release the Released Materials to Requesting Party or to Authorized Recipient upon receipt of: (a) a copy of this fully executed Request; and (b) payment of any fees identified in Section 4. Custodian's obligation to release materials is subject to compliance with applicable law, ethical rules, third-party privacy rights, and any court orders or lien claims affecting the materials.

3. SCOPE OF RECORDS TO BE RELEASED

Custodian shall release the following categories of records, if in its possession: (select applicable and describe). Check all that apply and describe with reasonable specificity.

Court filings and pleadings

Correspondence and communications

Billing statements and financial records

Other (describe below)

4. DELIVERY METHOD AND FEES

Delivery method (select one or more):   In-person pickup   Mail   Secure electronic transmission

Custodian may charge reasonable reproduction, retrieval, shipping, and handling fees. Estimated fees: . Requesting Party agrees to pay invoices for such fees prior to or upon release unless otherwise agreed in writing.

5. THIRD-PARTY AUTHORIZATION

If an Authorized Recipient other than Requesting Party will collect the Released Materials, specify name of third party and relationship: Authorized Recipient Name: Relationship to Requesting Party: . Custodian may require photographic identification and a copy of this completed Request prior to release.

6. CONFIDENTIALITY; PRIVILEGES; REDACTIONS

Requesting Party acknowledges that certain materials may be privileged, confidential, or otherwise protected. Custodian reserves the right to redact or withhold information if required by law, ethical obligation, third-party privacy rights, or court order. Where redactions are made, Custodian will notify Requesting Party and provide an explanation sufficient to identify the nature of the withheld information.

7. REPRESENTATIONS AND WARRANTIES

Requesting Party represents and warrants that: (a) Requesting Party is the client of record or has been duly authorized in writing by the client of record to request release of the records described herein; (b) the authorization provided herein is not fraudulent and does not infringe the rights of any third party; and (c) the information provided to Custodian for purposes of identification and delivery is true and correct.

8. INDEMNIFICATION

Requesting Party shall indemnify, defend and hold harmless Custodian, its partners, agents and employees from and against any and all claims, liabilities, losses, damages, costs and expenses (including reasonable attorneys' fees) arising out of or resulting from the release of the Released Materials in accordance with this Request, except to the extent caused by Custodian's gross negligence or willful misconduct.

9. LIMITATION OF LIABILITY

Custodian's liability to Requesting Party for any claim arising out of or relating to this Request or the release of records shall be limited to proven direct damages and shall not, in any event, exceed the amount of fees actually paid by Requesting Party to Custodian for the services at issue. In no event shall Custodian be liable for consequential, special, incidental, punitive or exemplary damages.

10. NOTICES

All notices shall be deemed received when delivered in person, one business day after deposit with an overnight courier, or three business days after being deposited in the United States mail, postage prepaid, addressed to the addresses listed above or to such other address as a party designates by notice.

11. GOVERNING LAW; JURISDICTION

This Request shall be governed by and construed in accordance with the laws of the state specified here: without regard to conflict of laws principles. The parties submit to the exclusive jurisdiction of the state and federal courts located in the jurisdiction specified above for purposes of any action arising out of or relating to this Request.

12. ENTIRE AGREEMENT; SEVERABILITY

This Request constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous understandings, agreements, representations and warranties, both written and oral. If any provision of this Request is held to be invalid, illegal or unenforceable by a court of competent jurisdiction, the remaining provisions shall remain in full force and effect.

13. AMENDMENT; WAIVER; COUNTERPARTS

This Request may be amended only by a written instrument executed by both parties. No waiver by any party of any of the provisions of this Request shall be effective unless explicitly set forth in writing and signed by the party so waiving. This Request 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.

14. ACKNOWLEDGMENT AND CERTIFICATION

By signing below, Requesting Party certifies under penalty of perjury that the information provided in this Request is true and accurate and that Requesting Party is authorized to request the release of the records described herein. Requesting Party further authorizes Custodian to rely on the representations contained in this Request.

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