Modernize Your Records Retention Schedule

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Developing a Compliant and Effective Retention Schedule

Retention schedules are a crucial component of records and information management (RIM). A retention schedule serves as a map for legal compliance, contract negotiations, audit support, and internal policy. The retention schedule instructs and informs management on the company’s document retention policies.

How Access Unify® | Lifecycle Helps

Develop your comprehensive retention schedule, guided by the Access Unify | Lifecycle team’s expertise and knowledge. We guide you through every step of the process, beginning with an evaluation of your needs and culminating in the publishing of your tailor-made retention schedule to your organization.

Develop Defensible Retention Policies

Access Unify | Lifecycle professionals develop defensible retention policies by applying:

  • Extensive experience in information governance (IG) and records retention development
  • A comprehensive, up-to-date library of legal authorities from around the world
  • Our deep understanding of compliance rules, laws, and regulations
  • Records management best practices based on industry standards

Simplify Records Management

Access Unify | Lifecycle retention schedules simplify record management by offering:

  • Record management practices enterprise-wide
  • Close information control on proprietary documents
  • Compliance-centered record series
  • Industry and business-specific policies

Address Your Organization’s Unique Operational Needs

Access Unify | Lifecycle retention schedules are customized to your organization’s unique operational needs by using:

  • Your internal terminology
  • Your business needs and requirements
  • An annual compliance and content review of your schedule
  • Our updated citation library of laws, regulations, and guidance for your industry

How the Process Works

Developing an Access Unify | Lifecycle retention schedule begins with a review of your process and your existing records retention or record management policies and procedures. We help you analyze your existing key documents, develop functions, identify internal activities, and pinpoint crucial business documents.

Our team of information governance (IG) experts apply experience, expertise, and knowledge to create your retention schedule.

Here’s how it works:

  • Our legal research team provides a scope questionnaire to verify the depth of your legal authority needs, working together to explore jurisdiction and industry requirements across your entire organization.
  • Access Unify | Lifecycle uses this information to develop the content type lists for your retention schedule.
  • The lists of content types are applied to the appropriate record series, which are then mapped to relevant legal authorities and regulations.
  • Retention time periods and trigger events are recommended based on the legal requirements, business needs, and industry standards.

The result is a defensible, compliant, accessible, searchable, and comprehensive retention schedule supported by our Access Unify | Lifecycle legal and regulatory citations library, our experienced information governance team, and our robust security and audit trail.

Woman in front of a white board teaching employees about new record retention policies.

Partner with the Experts

Meet the experienced team behind Access Unify | Lifecycle’s trusted retention guidance—your partners in legal compliance, audit readiness, and schedule modernization.

Brent Martindale

Attorney, Senior Director of Professional Services and Legal Research

Omero Banuelos

Attorney, Senior Counsel Leader for Citation Mapping and Recommendations Legal Team

Samantha Poindexter

Attorney, Managed Services Team Leader and Counsel

Adam Koonce

Paralegal, Legal Citation Research Team Manager

Andrea Lipari

Paralegal and Certified Records Manager, Retention Schedule Build and Modernization Team Lead

Michelle Dunbar

Senior Project Manager

Built for Compliance. Designed for Confidence.

Access Unify | Lifecycle delivers expert-backed records retention and privacy governance designed to help organizations stay compliant, audit-ready, and confident in an increasingly complex regulatory environment.

By combining continuously updated legal research with managed expertise and secure software, Access Unify | Lifecycle ensures your retention schedules remain accurate, defensible, and aligned to current requirements.

Why Organizations Choose Access Unify | Lifecycle:

  • Our Mission: To help organizations develop and maintain defensible retention and privacy programs that stand up to regulatory scrutiny. We make information governance secure, reliable, and confidence-driven for highly regulated organizations.
  • Our Team: Behind Access Unify | Lifecycle is a dedicated team of attorneys, legal researchers, paralegals, and certified records professionals. No contractors. Just expert guidance, predictable costs, and consistent support.
  • Our Expertise: With North America-based expertise and global regulatory coverage, we help organizations navigate privacy, security, and retention requirements with clarity; from governance policy through defensible disposition.
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See how Access can help you create and implement a retention schedule that fits your unique needs.