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Trust & firm
Reversibility
The relationship must be retained on its merits, never by withholding documents or data.
Organise the exit as soon as the entry begins
The end of the engagement is prepared before the first submission so that documents, registers and decisions remain retrievable and understandable.
The mandate specifies what will be delivered, in what format, to whom and by when, as well as the withdrawal of access and the handling of copies that must no longer be retained.
No retention by dependency
Continuity of the relationship rests on the value delivered, never on the impossibility of retrieving a file or transferring responsibility for it.
Exit journey
Data and documents remain retrievable as the relationship evolves.
Document retrieval
Access removal
Transition and removal agreed
Putting into practice
Prepare the export, access removal and transition.
Take inventory
Distinguish between originals entrusted, working papers, structured registers and deliverables.
Export
Provide usable formats with their metadata and restrictions.
Transfer
Assign recipients, deadline and transition responsibilities.
Close
Remove access and agree how copies, backups and residual data will be handled.
Checkpoints
Formats
Documents and data delivered in reusable formats.
Originals
Entrusted items distinguished from engagement deliverables.
Deadline
Timing of export, transition and withdrawal.
Closure
Confirmation of the operations carried out and the remaining reservations.
Exit from the client space
Export the file without losing its decision context.
Documents, registers, statuses and restrictions must remain intelligible after export; the transition is followed through to the withdrawal of access and the agreed closure.
View prepared exits →European client → Contract → Requirement
Promise → Policy → Practice → Platform
Evidence → Verification → Exception
Technical drift → Affected commitment
Remediation → Residual risk → Deadline
Preliminary exchange
Prepare exit conditions from the design stage of the space.
Indicate what will need to be exported, returned, transmitted or deleted when the mandate ends or changes owner.