Case file & facts · Beweise & Verlauf
Closing a Case: Set the End of the Mandate, Retention Period Shown
Enlarge imageOn closing, a dialog asks for the end of the mandate, meaning the end of the engagement, which is prefilled and can be changed. It reports whether anything is still open, here no open deadlines, requests or portal accesses. Below, it states the retention period, in the image six years from the end of the calendar year in which the engagement ends, with a reference to the BRAO (German Federal Lawyers’ Act). The case is archived and no longer counts toward the case limit, nothing is deleted, and you can reopen it at any time.
To the feature: The case file that thinks along →To the feature: Conflicts & Compliance →Watch the video →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
