This Records Retention & Deletion Policy describes how LitiSync, Inc. (“LitiSync,” “we,” “our,” or “us”) manages the retention, export, and deletion of information processed through the LitiSync platform (the “Service”).

1. Purpose

The purpose of this policy is to define how intake information, communications, documents, and related records are retained, exported, and deleted in a manner that supports legal, regulatory, contractual, and operational requirements while respecting law firm control over legal matter data.

This policy should be read in conjunction with the applicable Master Service Agreement, Data Processing Agreement, Privacy Policy, and other governing agreements.

2. Scope

This policy applies to information processed through the Service, including:

Intake audio recordings and transcripts
Uploaded documents, files, and images
Structured intake data, chronologies, and summaries
System-generated organizational materials
Communications and notification records
Account, billing, and administrative records
System logs, authentication records, and security logs

3. Data Ownership and Control

Participating law firms act as data controllers for legal matter information processed through the Service.

LitiSync processes such information on behalf of participating law firms and follows law firm–directed retention instructions where applicable and technically feasible.

Law firms remain responsible for:

Determining applicable retention periods under professional responsibility rules, state law, and insurance requirements
Configuring retention settings where available
Requesting export or deletion of matter data as appropriate

4. Retention Principles

Information is retained according to the following principles:

Retention periods are determined by law firm instructions, contractual obligations, or applicable law
Information is retained only as long as reasonably necessary for its intended purpose
Retention supports auditability, security monitoring, dispute resolution, and legal compliance
Retention settings may vary by firm, matter, jurisdiction, or record category

LitiSync does not independently determine legal file retention requirements for participating law firms.

5. Retention Categories

Retention periods may vary by record type and may include:

Matter Records
Intake recordings, transcripts, uploaded documents, structured data, and system-generated materials are retained in accordance with law firm–defined retention settings or applicable contractual requirements.

Communications Records
System communications, notifications, and related metadata may be retained for operational integrity, compliance, and dispute resolution purposes.

Account and Billing Records
Retained as required by applicable tax, accounting, and regulatory obligations.

Security Logs and Monitoring Data
Retained for security monitoring, incident response, audit, and fraud prevention purposes consistent with operational and compliance needs.

Specific retention configurations may be made available to enterprise or custom-license customers.

6. Client File Export and Return

Where permitted under applicable agreements and law, participating law firms may request export of matter-related data prior to deletion.

Export packages may include intake recordings, transcripts, uploaded documents, structured intake data, and system-generated organizational materials, subject to technical feasibility and security safeguards.

LitiSync does not charge end clients directly for data export. Export and transfer features may be included as part of the law firm’s license.

Real-time client access to complete files is not guaranteed. File export is typically initiated at the direction of the participating law firm.

7. Deletion Procedures

Information may be deleted:

At the documented direction of the participating law firm
Upon termination or expiration of the applicable services agreement
In accordance with configured retention schedules
As required by applicable law or regulatory obligations

Deletion processes are designed to remove information from active systems and, where feasible and commercially reasonable, from backup systems in accordance with established technical procedures.

Certain residual data may persist in encrypted backups for a limited period consistent with operational safeguards.

8. Legal Holds

Where required by law or upon written instruction from a participating law firm, information subject to a legal hold may be preserved and excluded from deletion until the hold is lifted.

LitiSync does not independently impose legal holds absent lawful obligation or firm instruction.

9. Exceptions and Extended Retention

Certain information may be retained beyond standard retention periods where reasonably necessary for:

Legal or regulatory compliance
Dispute resolution or enforcement of contractual rights
Security investigations or fraud prevention
Compliance with court orders, subpoenas, or lawful requests

Such retention will be limited to the scope and duration reasonably necessary for the applicable purpose.

10. Limitations

This policy describes platform-level retention and deletion practices and does not override:

Professional responsibility obligations of participating law firms
State-specific legal file retention rules
Malpractice insurance requirements
Court-ordered preservation obligations

Participating law firms remain responsible for determining their legal retention requirements.

11. Changes to This Policy

LitiSync may modify this Records Retention & Deletion Policy from time to time to reflect updates to the Service, operational practices, legal requirements, or security standards. Unless otherwise required by applicable law, updates become effective upon posting the revised version. Continued use of the Service after the effective date constitutes acceptance of the revised Policy. To the extent permitted by law, modifications will not apply retroactively to disputes arising before the effective date.

12. Contact

Questions regarding this Records Retention & Deletion Policy may be directed to:

LitiSync, Inc.
Privacy & Compliance
Support@LitiSync.com
c/o Law Office of Andrea Paparella, PLLC
134 W. 29th Street, Suite 1001
New York, NY 10001-5304
United States

This policy describes retention and deletion practices for the platform and does not independently establish legal rights or obligations beyond those set forth in applicable agreements.