File storage for 7 years
Seven years of storage after file closure (as part of the initial client payment), supporting long-term record retention.
Key elements
Retention without operational overhead
Keep closed matters available for reference and compliance needs without relying on ad hoc archiving processes.
Long-term retention
Keep closed matters available for reference and compliance needs without relying on ad hoc archiving processes.
- Retention aligned to typical compliance needs
- Consistent access for authorised users
- Reduced operational overhead
| Reference | Status | Closed |
|---|---|---|
| MAT-044 | Closed | 2025 |
| MAT-062 | Closed | 2024 |
| MAT-118 | Closed | 2023 |
Designed for reference
Retrieve historical context when needed-without digging through disparate archives and drive structures.
- Faster retrieval of context
- Controlled access even post-closure
- Consistent storage approach
Controlled access
Keep archived matters protected with role-based access and recorded activity for accountability.
- Role-aware views
- Reduced risk of accidental disclosure
- Audited actions
| Role | Can view | Notes |
|---|---|---|
| Staff | Yes | Assigned only |
| Client | Yes | Own matters |
| External | No | Invite required |
See retention and access in action
Book a walkthrough to see how CaEFT keeps closed matters accessible with consistent controls.