Retention Wizard Overview
How do you find the right retention answers for your business records questions?
Retention Wizard melds corporate level retention technology, research and experience into an affordable software resource for use in small- to medium companies. That software is Retention Wizard which enables smaller businesses to manage the retention of their business records as a resource rather than a liability.
Small- to medium-sized businesses can produce a research-based retention schedule that shows the legal requirements for keeping…and destroying… old records. Whether paper or electronic, a retention schedule is the right tool for managing cost and risk for the lifetime of aging business records.
Is a retention schedule feasible for a small- to medium-sized business?
Now you can develop a legally-defensible Retention Schedule tailored to your organization in under one hour. An innovative software program from Information Requirements Clearinghouse (IRCH), the most experienced resource for reliable records retention legal research for more than 30 years, Retention Wizard creates a research-based retention schedule based on your responses.
Retention Wizard draws on the proven methodology used in Retention Manager, our highly successful software and legal research tool for developing records retention schedules. It also utilizes IRCH’s extensive consulting experience for developing records retention schedules in almost every industry or regulated activity.
The legal research in Retention Wizard is retention specific, includes relevant federal and state citations and regulations, is researched daily and updated regularly.
Creating a new retention schedule with Retention Wizard is easy. Updating your retention schedule using current legal research and retention periods is even easier with Retention Wizard. IRCH does all of the work providing the retention results you need and leaving you the time to grow your business.
Manage Your Record Retention
Manage risk, costs, access and compliance.
Contact Us for a Free Consultation to learn how we can resolve your records retention needs and goals!Contact Us
“Defensible compliance is the mainstay of an effective records retention schedule. Solid legal regulation support is essential for developing compliant schedules which Retention Manager™ delivers.
I use the retention legal research database of over 16,000 citations as foundation for my clients’ retention schedules. Legal research updates are issued regularly and are easily integrated into the existing research. The legal group and retention rule “assignments” organizes relevant regulations into “buckets” for easy retention schedule development.
The Retention Manager™ method incorporates legal, business/operational value, and industry-standard considerations for retention decisions. Realistic retention periods are used to comply with regulatory and operational requirements.”
Su D. A. Graham, CRM, MLS