Firmwide Closed-File Retention Policy — AI Prompts for Adobe Acrobat

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We want consistent retention and access for closed sensitive files across the firm.

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Become — change the pattern

Currently access rules for closed sensitive matters are ad hoc and partners disagree on who needs…

Currently access rules for closed sensitive matters are ad hoc and partners disagree on who needs permanent access. Identify the risk of keeping broad access versus locking files too tightly, and propose a firm policy that sets retention and a clear access tiering with two approval roles. Explain how to implement this with the records manager so partners don't feel excluded.

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Legal AssistantAdobe Acrobat

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