Product and Service Comparison

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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.

Request a consultation
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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