Feature

Records & Legal Hold

Formal records management with retention schedules, legal holds, and defensible disposition — all backed by immutable audit logs.

Core capabilities

Record declarationPromote documents to formal record status with retention category and freeze policy.
Retention schedulesApply date- or event-based rules to control how long records are kept.
Legal holdPlace holds on individuals, folders, or search results to suspend disposition.
Disposition workflowReview, approve, and destroy records with tamper-evident audit.

Integrated with AI search

Records and legal-hold status appear in Global Search and DMS browse views. Users can filter by record state and compliance officers can quickly scope holds across workspaces.

Audit-ready by default

Every declaration, hold, retention change, and disposition action is recorded with actor, timestamp, and policy reference. Export reports for legal and compliance review.

Ready to modernize records compliance?

Combine records management with SecurityAI detection and secure sharing for a complete compliance stack.

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