AI-assisted research only. Final retention schedules should be reviewed by qualified legal counsel.

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AI-assisted legal research

Defensible retention schedules in minutes, not months.

RetainAI generates records retention schedules grounded in statute, regulation, and case law — with citations your counsel can verify.

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Healthcare · California

Patient Medical Records

Critical
Retention
6 years
Trigger
Last patient encounter
Basis
HIPAA Privacy Rule
Citation
45 C.F.R. § 164.530(j)(2)
Note: State law may impose longer periods for minor patients.

Jurisdiction-aware research

Every record type is mapped to the statutes and regulations of your selected jurisdiction — federal, state, and international.

Risk-scored & defensible

Each item is graded by litigation, regulatory, and privacy risk so you know what to escalate first.

Citations counsel can verify

Source links to eCFR, U.S. Code, GDPR, and case law — built for legal review, not blind trust.

Built for the way legal & compliance actually works.

Generate, review, route to counsel, and export — all in one workspace.

01

Select industry

Healthcare, finance, SaaS, government, and more.

02

Choose jurisdiction

Federal, state, EU/GDPR, UK, Canada, AU.

03

Add record categories

PII, payroll, contracts, medical, marketing.

04

Review & export

PDF or CSV, ready for legal sign-off.

Ship a defensible schedule this week.

Start with a demo dataset — no signup required for the MVP.

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