Legal Phone Record

LEGAL PHONE RECORD

This Legal Phone Record is made as of between Client Name: with address (hereinafter "Client"), and Other Party Name: with address (hereinafter "Other Party").

RECITALS

WHEREAS, Client is represented by counsel or is engaged in matters that may give rise to claims or defenses, and the Parties desire to memorialize a telephone communication related to those matters;

WHEREAS, a telephone communication occurred between the Parties and/or their representatives on for the purpose described below;

WHEREAS, the Parties wish to establish a contemporaneous, authenticated record of that telephone communication and to set forth the Parties' mutual understanding as to confidentiality, custody, and use of the record.

NOW, THEREFORE

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

1. DEFINITIONS

For the purposes of this Legal Phone Record the following definitions apply: "Record" means the written summary, memorandum, notes, and any audio or electronic capture of the telephone communication described in Section 2; "Custodian" means the person or entity designated to maintain and produce the Record; "Privileged Information" means communications protected by attorney-client privilege, work-product doctrine, or other applicable protections.

2. RECORD OF CALL

Call Date:

3. CONTENT SUMMARY

A concise, contemporaneous summary of the communication is set forth below. The Parties certify that this summary is an accurate and complete recitation of the matters discussed to the best of their knowledge.

4. PRIVILEGE AND CONFIDENTIALITY

The Parties agree that this Record may contain Privileged Information. To the extent any portion of the Record is privileged, the Parties agree to treat such portions confidentially and to refrain from disclosure except as authorized in writing by the privilege holder or as compelled by law. The preparation of this Record is intended to preserve attorney-client communications and, where applicable, work product.

Privilege asserted: Yes     No

5. RECORDING AND CONSENT

Was the call recorded? Yes No

To the extent recording occurred, the Parties affirm that all required consents under applicable law were obtained prior to recording. The Parties further agree that any and all recordings shall be treated in accordance with Section 6 (Chain of Custody) and Section 8 (Retention).

6. AUTHENTICATION AND CHAIN OF CUSTODY

The Custodian of the Record is designated as:

The Custodian shall maintain an auditable log of access and transfers of the Record. Any transfer of the Record must be recorded with the transferee's name, date, time, and purpose.

7. USE AND ADMISSIBILITY

This Record may be used to refresh recollection or as an authenticated record in litigation or regulatory proceedings. Use of the Record is subject to any privilege or confidentiality restrictions. The Parties agree to cooperate in authenticating the Record if necessary for admissibility.

8. RETENTION AND DESTRUCTION

The Record shall be retained by the Custodian for a period of from the date of creation unless a legal hold, litigation, or regulatory obligation requires longer retention. Destruction of the Record shall be documented in the custody log.

9. NOTICES

All notices required or permitted under this Legal Phone Record must be in writing and delivered to the addresses below by certified mail, courier, or delivered in person.

10. AMENDMENTS; WAIVER

This Legal Phone Record may be amended only by a written instrument signed by both Parties. No waiver of any provision shall be effective unless in writing and signed by the party against whom the waiver is asserted.

11. GOVERNING LAW; ENTIRE AGREEMENT; SEVERABILITY; COUNTERPARTS

This Legal Phone Record shall be governed by and construed in accordance with the laws of the jurisdiction specified by the Parties below. This instrument constitutes the entire agreement between the Parties with respect to the subject matter hereof and supersedes all prior understandings. If any provision is held invalid or unenforceable, the remaining provisions shall remain in full force and effect. This Record 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.

12. REPRESENTATIONS AND CERTIFICATION

Each Party represents and warrants that the information provided in this Record is true and accurate to the best of its knowledge, that the person signing on behalf of each Party is authorized to do so, and that no material information has been omitted.

Case or Matter Reference Number:

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