OVERVIEW

Retention Wizard

It’s easy! 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 a right tool for legal requirements, managing cost, and risk for the lifetime of aging business records.

The software draws on proven methodology and legal research and utilizes IRCH’s extensive consulting experience for developing records retention schedules in almost every industry.

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.

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.

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