Solutions · Legal

Close the matter, and let the file look after itself

XeresDocs keeps each closed matter for its retention period, holds it when a claim arrives, and destroys it on schedule with a record of who approved it.

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MSG RE: Completion statement.msgProperty · Conveyancing · Matter 2026-0412

Retention: Matter closed + 15 years
Access: The matter's own team only
Stored in: yourfirm.blob.core.windows.net/property
Disposal: Listed for partner approval on its date

What firms need

Confidential by matter, retained by policy

The firm keeps the files. Client documents stay in the firm's own Azure or AWS account. XeresDocs never holds a copy.
Access by matter. Rules grant a matter's team the records that name them, so other fee earners in the same department see nothing.
Retention counted from closure. Closing a matter starts its retention period, and each file in it is held to that date.
Legal hold when a claim arrives. A hold keeps the whole matter past its date until it is lifted.
Email and Word open in the browser. Outlook messages and Word documents are shown safely in the page, with nothing in them able to run.
Destruction you can evidence. Each disposal is approved, carried out in storage and written to an audit trail nobody can edit.

Starting structure

A schedule shaped around matters

Department	Service area	Record type	Retention
Property	Conveyancing	Matter	Closure + 15 years
Private client	Wills and probate	Will	Permanent, until released
Disputes	Litigation	Matter	Closure + 6 years
Corporate	Transactions	Matter	Closure + 12 years
Practice	Compliance	Client due diligence	End of relationship + 5 years

Periods shown are examples. Your risk and compliance team sets the schedule, and XeresDocs enforces it.

See a matter through its whole life

From the first email filed to the destruction certificate, in storage your firm owns.

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