Data Retention Policy

Last updated: July 9, 2026

This document is a draft prepared for review by legal counsel. Some provisions may be modified before launch.

1.Retention Schedule
Data TypeRetention PeriodBasis
Case data (active + closed)Life of engagement, then ≥7 yearsFirm retention practice
Account dataWhile the account is activeService delivery
All other dataRetained for the life of the engagementService delivery

This is a plain-English summary. The full, controlling terms are in the retention section of our Privacy Policy.

2.Deletion Process
  1. You request deletion via Settings → Privacy
  2. Our team is notified and reviews the request
  3. We respond within 30 days confirming what can be deleted and what we are legally required to retain
  4. Deletion is performed manually by our team
3.Exceptions
  • Legal hold (if litigation pending)
  • Records we are required by law to retain (we will tell you which)
Privacy PolicyTerms of ServiceData Retention