Records Management

Records management is the discipline of knowing what you hold, how long you are required to keep it, and being able to prove both. We build retention schedules and classification structures that your team can actually follow, rather than a policy document that sits unread.

Who this is for

Organizations under regulatory or statutory retention obligations — diplomatic missions, banks, insurers, municipalities, pharmaceutical companies and law firms — where the cost of not producing a record on request is measured in penalties rather than inconvenience.

What the work involves

  • Inventory and classification — establishing what records exist, where they live and who owns them.
  • Retention scheduling — mapping each record type to its legal, regulatory and operational retention period.
  • Disposition — defensible destruction at end of life, documented so it can be evidenced.
  • Access control — who can see, edit and delete what, reviewed rather than assumed.
  • Audit trails — a record of decisions that holds up under examination.

Why it matters

Most organizations keep far more than they are required to, which raises storage cost and legal exposure at the same time. Over-retention means more material to search, review and potentially produce. Under-retention means being unable to evidence something you needed. A working retention schedule solves both.

Talk to us about your requirements — we will scope it honestly, including whether it is worth doing at your volume.