Record class / Retention period
Connect the two source records needed for records retention and disposition schedule and keep them current.
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Interactive demo· Try the search, filters, record selection, and primary action
Approvals · Documents
Records retention schedule
Each record class carries its legal, policy, or consent-based retention rule and trigger date, and the agent queues records for review when that period ends.
Book a demoSeptember 2026 · Disposition review
Records retention schedule
Record classes
8Classes in this expiry review
Eligible records
2,016Signoff and hold checks complete
Records on hold
3841 classes locked
Classes approved
38 total classes
Retention and disposition scheduleRetention periodEligible populationDisposition methodApproval status
7 years618Aug 2019 · 618 recordsSecure deletionSigned off
7 years after separation042 former employeesShred originalsHR review
10 years1,204Aug 2016 · 1,204 recordsArchive expirationSigned off
3 years506Aug 2023 · 506 recordsSecure deletionScheduled
Until hold released384384 recordsPreserveLegal hold
5 years286Aug 2021 · 286 recordsSecure deletionFacilities review
3 years from talent-pool consent742Q3 2023 · 742 recordsPrivacy deletionScheduled
5 years194Aug 2021 · 194 recordsMedia sanitizationSigned off
Workflow
What this app handles
Review the current state of records retention and disposition schedule and complete “Approve disposition list” from the same workspace.
Records governed
184,260 is calculated from the current worklist. Across 72 record classes.
Eligible records / Disposition method
Review evidence and status on each item, with exceptions brought to the front.
Approve disposition list
Write the approved result back and retain who changed what and when.
Recommended connections
Recommended systems for this app
Connect the systems and data you already use in the way your workflow needs.
- Google Drive
Document sync
- Amazon S3
Document sync
- Box
Records storage sync
- PostgreSQL
Data connection
- Legal hold and eDiscovery
Legal-hold scope and release status
- DLP and records classification
Classification, storage location, and disposition controls
Related apps
Apps used with this workflow
- Approvals · Documents
Contract renewal tracker
Customer contracts carry expiry dates, and the agent writes the renewal contract 60 days out and sends it to the account owner.
- Approvals · Documents
NDA request desk
Ask for an NDA from chat, and the agent fills the standard template, sends it for signature, and files the executed copy.
- Approvals · Documents
Policy Q&A
The agent reads the employee handbook and expense policy and answers staff questions with the exact clause.
TAILORED IMPLEMENTATION
Bring Records retention schedule into the way your team already works
Connect the systems and documents you already use, then tailor permissions, exception handling, and approvals to your operation.