Service

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
Storage policy
7 years Post-closure
Closed matters
Archive
Access
Role-based
Retention
84 months
Audit
Recorded
Find a file
Searchable Filters
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
Archived file access
Restricted Logged
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.