Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Information governance
Records Retention Review Preparation
Records Retention Review Preparation
Managed AI Workflows.
Prepare a review of records against an approved retention schedule and documented exceptions.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
Retention decisions require more than a file's age; ownership, record type and active holds may change what is permitted.
Help information owners identify records that need a qualified decision.
A WORKFLOW WORTH EXPLORING
Scheduled review-to-records packet
An authorized owner starts a retention review for a defined collection.
Suggest record categories and flag missing dates, ownership or exceptions for review.
WHERE JUDGMENT BELONGS
Make the review point explicit.
Qualified records owners determine retention or disposal eligibility and authorize any action.
Work within the real constraints.
AI does not establish legal retention obligations or delete records independently. Hold and exception checks must precede action.
Success needs
a useful measure.
Measure misclassification, missed exceptions, uncertain dates and review effort.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.