Extract to table
Pull the structured facts out of a document: parties, dates, amounts, obligations.
Extract to table / matter-close-out-memo.docx
matter-close-out-memo.docx
Parties
HARKNESS LLP
CT Statutory Agent Services Inc
Stein LLP
Ridgeline Governance Advisors LLC
Brindoval Analytic Partners LLC
Whitfield Keane LLP
Rowe LLP
Millstein LLP
Dates
June 12, 2024
May 30, 2024
January 18, 2024
September 20, 2023
September 18, 2023
December 31, 2022
February 28, 2023
March 31, 2023
May 10, 2023
June 30, 2023
Amounts
$4.7
$4,500,000
$4.1
$236.4
$143.5
$180.8
$37.3
$612
$30.6
$6.7
Obligations
SC-MAT-2023-4172 shall be retained for a minimum of seven (7) years from the date of this memorandum — that is, through June 12, 2031, at the earliest
Materials Subject to Hold The following categories of materials are subject to the retention hold and must be preserved for the full retention period: 1
SC-MAT-2023-4172 shall be maintained on the firm's secure document management system (currently Stonefield Systems) under the assigned matter number
A storage inventory shall be prepared and maintained in the document management system
Upon expiration of the retention period, the firm's standard document-destruction protocols shall apply
If the client requests transfer, the firm shall arrange for secure transfer of the requested materials at the client's expense