FAQ3 min readUpdated Aug 3, 2026

How long are documents stored?

Documents remain in your account until you delete them or a retention policy you configure takes effect.

Overview

Active case materials stay available while your account and case remain open. Optional retention settings can auto-clean inactive data. Trashed items follow a separate Trash recovery window before permanent deletion.

Why this feature exists

Retention questions matter for privacy, cost, and legal preservation.

Step-by-step

  1. 1

    Check My Data

    Open Settings → My Data to review retention labels, Trash counts, and purge timing.

Best practices

  • Align retention with your matter’s needs — and any advice from counsel.
  • Place a legal hold when materials must not be deleted.

Productivity tips

  • Export a full package at major milestones so you keep an offline copy.

Common mistakes

  • Enabling aggressive auto-delete without checking Evidence Gaps or open tasks first.

Frequently asked questions

How long are documents stored?

Indefinitely by default while your account holds them. Optional retention and Trash purge rules can shorten that. Legal holds pause destructive cleanup.

What happens if I close my account?

Account deletion follows Privacy Policy rules and may be blocked while legal holds are active. Export first if you need copies.

Screenshots

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