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common records schedule

Campus Services

Records relating to management of various services and resources offered to members of York University and the wider community.


Legal Services - Case Files

Consists of records relating to users of legal services. Records may include client financial and demographic information, signed retainer docket sheet, consultation notes summaries, disclosure package, legal correspondence, medical reports, orders, counselling and referrals.

Office of Primary Responsibility

Community and Legal Aid Services Program (CLASP)


Permanent (see Filing Guidelines)



Other Copies


Until operational use ceases



See Also

CAM35 - Legal Services

Retention Rationale

Retention based on anticipated operational use.

Filing Guidelines

The closing letter or docket must be retained permanently; all other records should be destroyed 7 years after the last action on the file.

Approved by University Secretary and General Counsel on 2008-06-20