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

Workspace

Retention Dashboard

Monitor schedules, risk, and review pipeline.

New Schedule

Active Schedules

3

2 added this month

Industries Covered

5

Healthcare, Finance, SaaS, +2

High-Risk Records

5

Require senior review

Pending Legal Review

4

Awaiting counsel sign-off

Recent Schedules

View sources
  • Acme Health — 2026 Master Schedule

    Healthcare · United States — California · 8 records

    Open →
  • Northbridge Capital — Compliance Records

    Financial Services · United States — New York · 5 records

    Open →
  • EU Operations — GDPR Schedule

    Technology / SaaS · European Union (GDPR) · 5 records

    Open →

High-Risk Records

Prioritize for legal review

  • Patient Medical Records

    Critical

    45 C.F.R. § 164.530(j)(2)

  • Employee Payroll Records

    High

    29 C.F.R. § 516.5

  • Tax Returns & Supporting Documents

    High

    26 U.S.C. § 6501; IRS Pub. 583

  • Personally Identifiable Information (PII)

    Critical

    GDPR Art. 5(1)(e)

  • Workplace Injury Records (OSHA)

    High

    29 C.F.R. § 1904.33

Pending Legal Review

4 items
  • Patient Medical Records

    HIPAA Privacy Rule · 45 C.F.R. § 164.530(j)(2)

    Pending Review
  • Tax Returns & Supporting Documents

    IRS Recordkeeping Requirements · 26 U.S.C. § 6501; IRS Pub. 583

    Pending Review
  • Email Correspondence

    Internal Policy / Litigation Hold · Fed. R. Civ. P. 37(e)

    Pending Review
  • Marketing Consent Records

    TCPA / GDPR Consent Documentation · 47 U.S.C. § 227; GDPR Art. 7(1)

    Pending Review