Retention Wizard Makes It Easy
It is a challenge for small- to medium-sized companies to find affordable, competent, experienced resources for retention information for business records. IRCH has done the impossible in developing Retention Wizard.
Retention Wizard is a retention resource that is affordable, combines extensive legal research with the business records you use daily, and enabling you to do the impossible by selecting familiar business records and letting the Wizard expertly assemble the research and records into a retention schedule with record types, retention periods and supporting legal research in less than an hour.
You can develop and publish a professional records retention schedule based on current, applicable legal research that is updated regularly. Best of all, Retention Wizard is very affordable.
With Retention Wizard, you can create and implement a records program to organize, reference and dispose of business records that are no longer needed, confident that you are in compliance with current requirements. Know that the legal laws and regulations in Retention Wizard are researched daily, professionally categorized and indexed to support your retention efforts.
How easy is Retention Wizard?
Retention Wizard gives detailed descriptions and flexible record codes to help organize your records. You can easily customize the categories and retention periods, and print your new retention schedule for approval and distribution. It couldn’t be easier!
Retention Wizard incorporates the expertise acquired from the leading authority for more than 30 years on records retention requirements. It provides you with over 400 standard records categories pre-linked to industry-leading Federal and state legal research for each type of record.
Retention Wizard is easy to learn and use. The video below shows how.
Retention Wizard Includes
- Over 400 industry standard records categories for building your Retention Guidelines.
- Expert legal research for US Federal and state levels updated regularly
- Each record category is assigned default retention periods with supporting legal research
- Legal research is drawn from the IRCH Records Retention Database populated with thousands of retention laws and regulations already reviewed, indexed and assigned
- Industry-standard retention schedule report formats for reference and documentation
- Regular research and software updates keep your records retention schedule compliant and current
Retention Wizard helps you produce a legally-defensible, quality records retention schedule in less than an hour. Retaining expired records is burdensome and has legal risks. Choose Retention Wizard as your retention solution!
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“Defensible compliance is the mainstay of an effective records retention schedule. Solid legal regulation support is essential for developing compliant schedules which Retention Manager™ delivers.
I use the retention legal research database of over 16,000 citations as foundation for my clients’ retention schedules. Legal research updates are issued regularly and are easily integrated into the existing research. The legal group and retention rule “assignments” organizes relevant regulations into “buckets” for easy retention schedule development.
The Retention Manager™ method incorporates legal, business/operational value, and industry-standard considerations for retention decisions. Realistic retention periods are used to comply with regulatory and operational requirements.”
Su D. A. Graham, CRM, MLS