OVERVIEW

Retention Wizard

For small to medium companies, Retention Wizard melds corporate level retention technology, research, and experience into an affordable, innovative software solution. The result is records retention becomes a resource, rather than a liability. Whether paper or electronic, a retention schedule is the right tool for legal requirements, managing cost, and risk for the lifetime of aging business records.

Record Retention Software

IRCH record retention software is designed to be an easy-to-use software system that assists in the financial record-keeping and evaluation of information governance. The business record-keeping software draws on proven methodology and legal research and utilizes IRCH’s extensive consulting experience for developing records retention schedules in almost every industry. Our record retention software automates records retention and ensures legal compliance.

 

 

 

We are experts in the record keeping industry and have developed the Retention Wizard as a software program to enhance the ability of your organization to access and stor information. At IRCH, we are confident our record retention software can assist and support the effectiveness of document retention and reduce the risk with document destruction. Our Retention Wizard software makes regular updates to government information policies to secure important documents for your organization.  

What’s more, this legally-defensible, research-based retention schedule can be tailored to your organization in under an hour. IRCH does all of the work providing the retention results you need, leaving you the time to grow your business. IRCH understands that document retention is vital to an organization’s security, and we strive to provide record retention software that protects information in a controlled setting. By developing and implementing policies within our Retention Wizard software, IRCH can reduce storage management costs, and mitigate risk associated with litigation and security breaches. 

So easy!

It’s a challenge for small to medium-sized companies to find affordable, competent, experienced resources for retention information.

Enter Retention Wizard – an easy to learn, affordable resource that combines extensive legal research with business records. In less than an hour, the Wizard assembles the research and records into a retention schedule with record types, retention periods and supporting legal research. Just like that. And it’s updated regularly.

Also, with the Wizard, companies can create and implement a records program to organize, reference and dispose of business records that are no longer needed.

 

Retention Wizard includes:

Over 400 industry standard records categories for building 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.

Research and software updates keep records retention schedules compliant and current.

The Skupsky Method

The Skupsky Method

The Skupsky Retention Method includes the same components found in traditional records retention programs. It differs more in the process than the appearance. Legal retention periods represent the period you keep records for legal reasons. User retention periods represent the period record users need records…

Destroy Your Client Files Under a Records Retention Program

Destroy Your Client Files Under a Records Retention Program

Destroying client files under an appropriate retention policy may be legally permitted, protect the clients’ interest, etc. Most attorneys elect to keep their client files forever, believing that this reflects their legal duty to protect client interests. Some believe that client files belong to the clients…

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