Product and Service Comparison

RESEARCHRetention WizardRetention Manager
General business records for Unites States federal, states, and territoriesXincludes special industries for federal
Citations analyzed and indexed for retention jurisdiction, industry, source and applicable textXX
Ambiguous research lacking specific retention are assigned best practice retention periodsXX
Legal research includes legal considerations addressing statutes of limitationsXX
Industry-specific templates with records and research availableX
Research-specific modules for insurance and international availableX
Assign legal research to existing or new record categoriesXX
Define research scope through jurisdiction selectionXX
Search legal research by multiple criteria including industry, source, jurisdiction and textXX
Customize default legal researchX
Add custom legal researchX
RECORDS
Over 400 general business records categories to selectXX
Record categories include detailed descriptions, coding, retention periods with supporting researchXX
View supporting legal research for each record categoryXX
Customize records category descriptions and retention periodsXX
Industry-specific templates with records and research availableX
Organize record series by departmentsX
Modify/edit default record seriesXX
Add organization-specific record seriesX
Office of Record function for tracking original records and copiesX
RETENTION
Default retention schedule addresses up to 80% of your general business recordsXX
Assigned retention periods based on best practice and industry expertiseXX
Included Retention Rules can be used as a Big Bucket retention scheduleX
Legal Retention period based on legal research requirementsXX
Legal Consideration period on optional research that may impact retentionX
REPORTING
Professional reports included for distributing retention schedule by print or PDFXX
Print individual citations for documentationXX
Checklist report for quick inventory of records used in the organizationX
Custom reports can be developed on a consulting basisX
Organize and print separate retention schedules by departmentX
Export retention reports to spreadsheets, document or database formatsXX
Extensive reporting showing relation between legal research and retention scheduleX
OPTIONS
Consulting Services available for customization / schedule development / updatingXX
TRAINING
Tutorial VideosXX
Online Training available with experienced instructorsX
Onsite training information available by requestX
OTHER
Windows 10 CompatibleXX
Interfaces with content or record management systemsX
Annual subscriptions provide regular program and data updates with technical support during the yearXX
Professional support staff to assist with questions and challengesXX

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PLUS CONSULTING SERVICESRetention WizardRetention Manager
A suite of custom services to help establish and maintain optimal compliance with your records retention scheduleX
Individual or group training on how to integrate Retention Manager functionality in your organizationX
Import and adapt your current retention schedule using the Retention Manager legal database and record seriesX
Supplement the default legal database with additional custom and international legal researchXX
On-going training for new users of Retention Manager to ensure uniform transition of retention schedule procedures and maintenanceX
Integrate Retention Manager with your Electronic Content Management or Records Inventory systemsX
Update your retention schedule on a scheduled or request basisX

 

Let’s discuss the best case scenario for your record retention needs and business environment.

Product Comparison
RESEARCHRetention WizardRetention Manager
Over 20,000 retention citations and regulations in our published databases13,000 citations & regulationsX
Citations analyzed and indexed for retention jurisdiction, industry, source and applicable textXX
Ambiguous research lacking specific retention are assigned best practice retention periodsXX
Legal research includes legal considerations addressing statutes of limitationsXX
Industry-specific templates with records and research availableX
Research-specific modules for insurance and international availableX
Assign legal research to existing or new record categoriesXX
Define research scope through jurisdiction selectionXX
Search legal research by multiple criteria including industry, source, jurisdiction and textXX
Customize default legal researchX
Add custom legal researchX
RECORDS
Over 400 general business records categories to selectXX
Record categories include detailed descriptions, coding, retention periods with supporting researchXX
View supporting legal research for each record categoryXX
Customize records category descriptions and retention periodsXX
Industry-specific templates with records and research availableX
Organize record series by departmentsX
Modify/edit default record seriesXX
Add organization-specific record seriesX
Office of Record function for tracking original records and copiesX
RETENTION
Default retention schedule addresses up to 80% of your general business recordsXX
Assigned retention periods based on best practice and industry expertiseXX
Included Retention Rules can be used as a Big Bucket retention scheduleX
Legal Retention period based on legal research requirementsXX
Legal Consideration period on optional research that may impact retentionX
REPORTING
Professional reports included for distributing retention schedule by print or PDFXX
Print individual citations for documentationXX
Checklist report for quick inventory of records used in the organizationX
Custom reports can be developed on a consulting basisX
Organize and print separate retention schedules by departmentX
Export retention reports to spreadsheets, document or database formatsXX
Extensive reporting showing relation between legal research and retention scheduleX
OPTIONS
Consulting Services available for customization / schedule development / updatingX
TRAINING
Tutorial VideosXX
Online Training available with professional Retention Manager instructorsX
Onsite training information available by requestX
OTHER
Windows 7 / 8 / 10 CompatibleXX
Interfaces with content or record management systemsX
Program and data update provided three times annuallyXX
Professional support staff to assist with questions and challengesXX
Plus Consulting Services
PLUS CONSULTING SERVICESRetention WizardRetention Manager
A suite of custom services to help establish and maintain optimal compliance with your records retention scheduleX
Individual or group training on how to integrate Retention Manager functionality in your organizationX
Importing and adapting your current retention schedule using the Retention Manager legal database and record seriesX
Supplement the default legal database in Retention Manager with additional custom legal researchX
On-going training for new users of Retention Manager to ensure uniform transition of retention schedule procedures and maintenanceX
Integrating Retention Manager with your Electronic Content Management or Records Inventory systemsX
Updating your retention schedule on a scheduled or request basisX
Additional and standalone service options are availableX
Online-training for Retention Manager
On-site training
Seminar/Webinar Speaker

Let’s discuss the best case scenario for your record retention needs and business environment.

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