Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / client-communication-protocol-memo.docx
client-communication-protocol-memo.docx
Parties
HARKNESS LLP
Solara Digital Infrastructure LP
Solara Digital Infrastructure GP LLC
Doyle LLP
Redstone Advisory Group LLC
Clarendon Fund Services Ltd
Fund IV LP
Sentinel Capital Markets LLC
Dates
May 27, 2025
March 31, 2025
May 12, 2025
August 15, 2025
July 22, 2025
July 15, 2025
April 22, 2025
May 30, 2025
June 16, 2025
July 1, 2025
Amounts
$14.7
$1,175
$1.8
$2.4
$85,000
$38,000
$1.34
$380
$500
$7.75
Obligations
All external communications by Simmons must copy both me and Jansen
The privilege log shall be maintained using the template previously established for this matter (Privilege Log Template, document in the matter file)
Encrypted File Transfer System All document sharing between Calderwood & Harkness and Solara shall be conducted via encrypted file transfer using Calderwood & Harkness's secure file-sharing platform (currently the firm-approved SecureShare system)
Engagement team members must not use personal email accounts, personal cloud storage services, consumer-grade file-sharing platforms (e
Secure Storage and Retention All engagement files shall be maintained on Calderwood & Harkness's secure document management system in the designated matter workspace
General Rule — IRS Contact Exclusively Through Leonard Cross All communications with the Internal Revenue Service — whether written, telephonic, or in person — must be initiated and managed exclusively by me (or by Sylvia Hartwell as my designee in the event of my unavailability)