Regulatory Review and Support to Keep You Audit-Ready
Managed service, unlimited training, and expert guidance—all included with Access Unify® | Lifecycle
With laws and regulations evolving constantly, your retention schedule can’t afford to fall behind. That’s why Access Unify | Lifecycle includes a dedicated managed service to keep you audit-ready and proactively responding to regulatory changes.
Our legal experts track legislative changes, map new citations to your retention schedule, and recommend timely updates to keep your program defensible. With unlimited training and ongoing support, your team is never alone; empowered to stay compliant, responsive, and always audit-ready.
Stay Ahead of Legal and Regulatory Changes
Legislative and regulatory recordkeeping requirements change every year—and so should your retention schedule.
With the Access Unify | Lifecycle Regulatory Review Managed Service, our legal experts conduct an annual or quarterly review of your retention schedule to ensure it reflects the latest legal and regulatory requirements across your entire operational footprint. From privacy to AI governance and other recordkeeping obligations, we help you stay aligned with today’s evolving risk landscape.
Collaborate with Legal Experts to Stay Aligned
Our legal experts engage directly with your records managers, in-house counsel, and other key stakeholders for a focused review to align your retention schedule with the latest legal, regulatory, and business developments.
Get expert insights, recommendations for new record series or content types, and guidance based on industry best practice— helping you confidently and efficiently implement changes.
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
Defensible, Up-to-Date, Audit Ready
An outdated retention schedule puts your business at risk.
Our Regulatory Review Managed Service ensures your retention schedule doesn’t stay stagnant. Ensure your retention schedule evolves with your organization, adapting to changes like acquisitions, divestitures, and regulatory shifts. With proactive citation mapping and strategic recommendations, you’ll be equipped to stay compliant.
Additional Resources on Information Governance Management
Recipient of multiple industry awards & recognitions, including:
Let Us Review Your Retention Schedule
Ready to take control of your information lifecycle? Unlock your organization’s full potential and stay protected with a vetted business records retention solution.