Records and legal hold, enforced at the data layer
Compliance is part of a document's life, not a spreadsheet someone forgot. Retention, holds, and disposition are policy on the record itself, enforced where it counts.
Audit-ready by default
Retention schedules
Each document type carries its own retention period, triggered by an event such as creation or approval, so records age out on policy rather than by memory.
Legal hold
Freeze documents against deletion for litigation or audit. A hold overrides retention until it is lifted.
Permanent retention
Mark records, for example board materials and legal filings, to keep indefinitely.
Disposition workflows
Scheduled review or destroy actions when retention lapses, with a sweep that surfaces exactly what is due.
Tamper-proof deletion guard
The platform refuses to delete records under legal hold, permanent retention, or active retention as a declared record. The guard is enforced at the data layer, not just in the interface.
Make every record audit-ready.
See retention schedules, legal hold, and disposition working on real document types.