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.