Product and Service Comparison

RESEARCH Retention Wizard Retention Manager
General business records for Unites States federal, states, and territories X includes special industries for federal
Citations analyzed and indexed for retention jurisdiction, industry, source and applicable text X X
Ambiguous research lacking specific retention are assigned best practice retention periods X X
Legal research includes legal considerations addressing statutes of limitations X X
Industry-specific templates with records and research available   X
Research-specific modules for insurance and international available   X
Assign legal research to existing or new record categories X X
Define research scope through jurisdiction selection X X
Search legal research by multiple criteria including industry, source, jurisdiction and text X X
Customize default legal research   X
Add custom legal research   X
RECORDS    
Over 400 general business records categories to select X X
Record categories include detailed descriptions, coding, retention periods with supporting research X X
View supporting legal research for each record category X X
Customize records category descriptions and retention periods X X
Industry-specific templates with records and research available   X
Organize record series by departments   X
Modify/edit default record series X X
Add organization-specific record series   X
Office of Record function for tracking original records and copies   X
RETENTION    
Default retention schedule addresses up to 80% of your general business records X X
Assigned retention periods based on best practice and industry expertise X X
Included Retention Rules can be used as a Big Bucket retention schedule   X
Legal Retention period based on legal research requirements X X
Legal Consideration period on optional research that may impact retention   X
REPORTING    
Professional reports included for distributing retention schedule by print or PDF X X
Print individual citations for documentation X X
Checklist report for quick inventory of records used in the organization   X
Custom reports can be developed on a consulting basis   X
Organize and print separate retention schedules by department   X
Export retention reports to spreadsheets, document or database formats X X
Extensive reporting showing relation between legal research and retention schedule   X
OPTIONS    
Consulting Services available for customization / schedule development / updating X X
TRAINING    
Tutorial Videos X X
Online Training available with experienced instructors   X
Onsite training information available by request   X
OTHER    
Windows 10 Compatible X X
Interfaces with content or record management systems   X
Annual subscriptions provide regular program and data updates with technical support during the year X X
Professional support staff to assist with questions and challenges X X

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PLUS CONSULTING SERVICES Retention Wizard Retention Manager
A suite of custom services to help establish and maintain optimal compliance with your records retention schedule   X
Individual or group training on how to integrate Retention Manager functionality in your organization   X
Import and adapt your current retention schedule using the Retention Manager legal database and record series   X
Supplement the default legal database with additional custom and international legal research X X
On-going training for new users of Retention Manager to ensure uniform transition of retention schedule procedures and maintenance   X
Integrate Retention Manager with your Electronic Content Management or Records Inventory systems   X
Update your retention schedule on a scheduled or request basis   X
     

 

 

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

Product Comparison
RESEARCH Retention Wizard Retention Manager
Over 20,000 retention citations and regulations in our published databases 13,000 citations & regulations X
Citations analyzed and indexed for retention jurisdiction, industry, source and applicable text X X
Ambiguous research lacking specific retention are assigned best practice retention periods X X
Legal research includes legal considerations addressing statutes of limitations X X
Industry-specific templates with records and research available X
Research-specific modules for insurance and international available X
Assign legal research to existing or new record categories X X
Define research scope through jurisdiction selection X X
Search legal research by multiple criteria including industry, source, jurisdiction and text X X
Customize default legal research X
Add custom legal research X
RECORDS
Over 400 general business records categories to select X X
Record categories include detailed descriptions, coding, retention periods with supporting research X X
View supporting legal research for each record category X X
Customize records category descriptions and retention periods X X
Industry-specific templates with records and research available X
Organize record series by departments X
Modify/edit default record series X X
Add organization-specific record series X
Office of Record function for tracking original records and copies X
RETENTION
Default retention schedule addresses up to 80% of your general business records X X
Assigned retention periods based on best practice and industry expertise X X
Included Retention Rules can be used as a Big Bucket retention schedule X
Legal Retention period based on legal research requirements X X
Legal Consideration period on optional research that may impact retention X
REPORTING
Professional reports included for distributing retention schedule by print or PDF X X
Print individual citations for documentation X X
Checklist report for quick inventory of records used in the organization X
Custom reports can be developed on a consulting basis X
Organize and print separate retention schedules by department X
Export retention reports to spreadsheets, document or database formats X X
Extensive reporting showing relation between legal research and retention schedule X
OPTIONS
Consulting Services available for customization / schedule development / updating X
TRAINING
Tutorial Videos X X
Online Training available with professional Retention Manager instructors X
Onsite training information available by request X
OTHER
Windows 7 / 8 / 10 Compatible X X
Interfaces with content or record management systems X
Program and data update provided three times annually X X
Professional support staff to assist with questions and challenges X X
Plus Consulting Services
PLUS CONSULTING SERVICES Retention Wizard Retention Manager
A suite of custom services to help establish and maintain optimal compliance with your records retention schedule X
Individual or group training on how to integrate Retention Manager functionality in your organization X
Importing and adapting your current retention schedule using the Retention Manager legal database and record series X
Supplement the default legal database in Retention Manager with additional custom legal research X
On-going training for new users of Retention Manager to ensure uniform transition of retention schedule procedures and maintenance X
Integrating Retention Manager with your Electronic Content Management or Records Inventory systems X
Updating your retention schedule on a scheduled or request basis X
Additional and standalone service options are available X
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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