Oct 2, 2020 10:15 am
ActivityOP7700 Legal Aid Services
Records Series

30 - Legal Aid Client Files

DescriptionRecords consist of intake notes, case information sheet, copy of the retainer, copy of the opening letter, memos, opinion letter, correspondence, medical information, photos, disclosure, claims, closing letter and other documents related to the case, including electronic data.
Retention TriggerFile closed.
Total Retention 10 years
Final ActionD
Disposition Plan
Retention Rationale
Retention based on anticipated operational use.
Vital Records

This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.


  • AR = Transfer to Archives
  • AY = End of Academic Year
  • CY = End of Calendar Year
  • D = Destroy / Delete
  • DP = Special Disposition Plan
  • FY = End of Fiscal Year
  • OPR = Office of Primary Responsibility
  • PIB = Personal Information Bank

Printed on Sunday, Sep 24 2023