Our Data Retention Policy
We will retain data about you until you remain a firm client. After the work is completed and the file is closed, we will keep your file usually for seven years as required by our regulator and insurer. However, we can keep it for over seven years, following advice from our professional indemnity insurer and regulator.
We will store your documents safely during the whole duration of your retainer. Once your matter has been concluded, we will ensure your documentation is retained for as long as possible. However, it will be your responsibility to ensure that all urgent and essential documentation is returned to you.
Please note that this is subject to our right to exercise a lien over your file for unpaid fees. After a period of 6 years from the end of your matter, we may destroy your file if no request has been made for its return.
Please note that we will NOT destroy any documents you have asked us to retain in safe custody. Following continuing or new instructions to act for you, if we take papers or documents out of storage, we will not usually charge for such retrieval.
However, we may charge you both for the following:
- The time spent producing/retrieving stored papers that are requested, and
- Reading the correspondence or other work necessary to comply with your instructions concerning the retrieved documents.