Most companies keep too much, for too long, and can't say why.
We write retention schedules that survive contact with a regulator, and we help you delete what the schedule says you should have deleted years ago.
What we do
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Retention schedule development
A record-class inventory, a retention period for each class with the statute or contract that sets it, and a disposal trigger someone can actually action.
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Disposal programs
Getting from a schedule on paper to data leaving systems on a cadence — including the legal-hold carve-outs that stop it going wrong.
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Pre-audit review
A read of your current schedule against how your systems behave, before someone external does the same read.
Retention schedules
A schedule is only useful if it is specific. An extract from a mid-market manufacturing client's schedule, lightly redacted:
| Record class | Retention |
|---|---|
| Accounts payable invoices | 7 years from payment |
| Personnel files | 6 years from separation |
| Site CCTV footage | 31 days |
| Marketing consent records | Consent + 2 years |
| Vendor security questionnaires | Contract term + 3 years |
Five rows of a 214-row schedule. The other 209 are the work.
Who we work with
Mid-market companies with a compliance obligation and no records manager — most often in manufacturing, insurance broking, and clinical services. Typically we are brought in by a general counsel or a finance lead, and typically because something has already gone wrong.
We do not sell software, resell storage, or take referral fees from vendors.
Get in touch
Tell us what you keep and why you think you keep it.