📚 Your Documents
📄 Engagement Terms & Risk Policy v6 · 48 chunks
📄 Precedent Library — Advisory & Commercial 2025 ed. · 126 chunks
📄 Conflicts & Independence Manual v4 · 52 chunks
📄 Privacy & Data Handling Policy v3 · 44 chunks
📄 Staff Handbook & Delegations 2026 · 42 chunks
0 documents · 0 chunks indexed
Answers are drawn from these only.
How long do we keep client conflict-check records, and where's that set?
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AI
Policy Conflicts & Independence Manual v4 · §7.4
"Conflict-check records must be retained for seven (7) years from the date the engagement closes, consistent with the firm's professional indemnity obligations."
Precedent Precedent Library 2025 · Conflict Memo (Re: Aldridge)
"Retained file note and conflict clearance for seven years; see Conflicts Manual §7.4 for the controlling rule."
0% grounded Matched 2 passages across 2 documents.
Can we waive the liability cap to win the Hargrave Council tender?
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⚠️ Not in your approved documents
I can't find any guidance on waiving the liability cap for a tender in your indexed documents. This is a risk-and-delegations decision — I won't guess at it. Route it to a person who can authorise.
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