Start with a defined trigger
An authorized owner starts a retention review for a defined collection.
Information governance
Records Retention Review Preparation:
Records Retention Review Preparation:
the workflow in practice.
Scheduled review-to-records packet
FROM INPUT TO HANDOFFA clear job
Explore the architecture behind the pattern ↗
A clear job
for every step.
This is a proposed workflow pattern. We confirm data access, permissions, integration options and review ownership with your team before implementation.
AI does not establish legal retention obligations or delete records independently. Hold and exception checks must precede action.
Assemble the right context
Collect permitted metadata, approved retention rules, ownership and documented hold information.
Perform the bounded task
Suggest record categories and flag missing dates, ownership or exceptions for review.
Review before taking action
Qualified records owners determine retention or disposal eligibility and authorize any action.
Deliver and record the result
Record accepted decisions and execute disposal only through the approved controlled process.
Build an improvement loop
around real work.
Measure misclassification, missed exceptions, uncertain dates and review effort.
Keep the input, relevant context, review decision and final result connected. When a reviewer corrects something, use that evidence to improve the instructions or integration, then validate the change against representative cases.
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.
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 ↗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.