Data Retention Policy Templates

Combining our Retention Manager software with an industry-specific template makes developing and maintaining retention schedules easy. It enables companies to keep electronic content systems synchronized with the data records retention policy template. Software tools enable organizations to drastically reduce development time. And legal research and standard records series are available that address the majority of a company’s general business records.

Each document retention policy template is based on IRCH experience and expertise developing professional retention schedules for the targeted industry.

Industry templates include:

Profile Setup

Record series and types

Assigned retention periods for compliance

Applicable retention research

Regular template and research updates

Templates for the following industries are available:

*Additional industry templates in development


Financial Services




Credit Unions

Contact Us

If you are a new or existing customer, please contact us to find out how IRCH industry-specific templates for Retention Manager can accelerate your retention schedule development. 

If you don’t see your industry type listed, please contact us to learn if your industry type is upcoming or in development.

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