Legal File Request

LEGAL FILE REQUEST

This Legal File Request (the "Request") is made as of by and between Requester Name: of and Custodian Name: , with principal office at .

RECITALS

WHEREAS, Requester seeks access to copies of documents and materials maintained by Custodian relating to the matter described as: Matter Name: ; Case Number: .

WHEREAS, Custodian maintains files, records, and related materials (collectively, the "Files") created, collected or stored in connection with the Matter and applicable time period set forth below.

WHEREAS, the parties desire to set forth the terms under which Custodian will produce copies of the Files to Requester.

NOW, THEREFORE

In consideration of the mutual covenants set forth below, the parties agree as follows:

1. DEFINITIONS

"Files" means all paper and electronic documents, correspondence, pleadings, discovery, notes, memoranda, exhibits, pleadings, drafts, billing records, and other materials maintained by Custodian relating to the Matter for the time period specified in Section 2.

2. SCOPE, TIME PERIOD AND SPECIFIC REQUEST

Requester hereby requests production of Files for the period from through .

3. AUTHORITY AND REPRESENTATIONS

Requester represents and warrants that Requester is authorized to seek the Files and to receive copies thereof. If Requester is not the client of record, Requester shall attach to this Request a written authorization or power sufficient under applicable law for Custodian to produce the Files. Requester agrees to indemnify and hold harmless Custodian from and against any liability, claims or costs arising from Custodian's good faith production of Files in accordance with this Request.

4. PRIVILEGE, CONFIDENTIALITY AND PRIVILEGE LOG

Custodian shall produce responsive non-privileged material and may withhold materials protected by attorney-client privilege, work product doctrine, or other applicable legal privileges. For any withheld items, Custodian shall provide a privilege log identifying, to the extent permitted by law, the nature of the withheld items, the basis for withholding, and sufficient detail to permit Requester to assess the claim of privilege. The privilege log shall be delivered within days of Custodian's initial determination to withhold.

5. FORMAT, DELIVERY, AND TIMING

Production format and delivery method (select one or more):

Custodian will make reasonable efforts to respond to this Request within calendar days of receipt, subject to meeting and conferring regarding scope, privilege review and reasonable production scheduling.

6. FEES, COSTS AND PAYMENT

Requester agrees to pay reasonable copying, document processing, electronic conversion, redaction, and postage fees incurred by Custodian in connection with production. Custodian shall provide an estimate of fees in advance if fees are expected to exceed . Payment terms: invoices are due within days of invoice unless otherwise agreed.

7. REDACTION, PRIVACY AND SENSITIVE MATERIAL

Custodian may redact personal data, social security numbers, bank account numbers, medical information, or other regulated personal information as required by law. Redactions shall be limited to the minimum necessary, and Custodian shall provide a description of the basis for each redaction on a redaction log or legend accompanying the production.

8. LIMITATION OF LIABILITY AND INDEMNIFICATION

Custodian's sole obligation under this Request is to produce responsive non-privileged Files in accordance with the terms herein. Custodian will not be liable for any indirect, incidental, special or consequential damages arising out of production. Requester shall indemnify, defend and hold Custodian harmless from any claim, suit or liability arising from Custodian's production in accordance with good faith compliance with this Request, except to the extent caused by Custodian's gross negligence or willful misconduct.

9. RETENTION OF ORIGINALS

Production pursuant to this Request does not alter Custodian's retention obligations or rights to retain original Files and does not constitute a waiver of Custodian's right to retain, destroy, or otherwise manage original files in accordance with Custodian's ordinary procedures and applicable law.

10. NOTICES

All notices, requests, demands and other communications under this Request must be in writing and delivered to the addresses below by hand delivery, nationally recognized overnight carrier, or electronic mail to the address specified below.

11. GOVERNING LAW; VENUE

This Request shall be governed by and construed in accordance with the laws of the state identified below, without regard to its conflicts of laws principles. The parties submit to the exclusive jurisdiction of the courts located in the county or judicial district identified below for any action arising out of or relating to this Request.

12. ENTIRE AGREEMENT; SEVERABILITY

This Request constitutes the entire agreement between the parties concerning the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. If any provision of this Request is held invalid or unenforceable, the remaining provisions shall continue in full force and effect.

13. AMENDMENT; WAIVER; COUNTERPARTS

This Request may be amended only by a written instrument executed by both parties. No failure or delay by either party in exercising any right shall operate as a waiver. This Request may be executed in counterparts, each of which shall be deemed an original but all of which together shall constitute one and the same instrument.

14. ADDITIONAL PROVISIONS

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