Your retention schedule is your first line of defense.

Your retention schedule should do more than list timeframes. It should clearly show regulators and stakeholders that your decisions are intentional, current, and defensible.

Use this software’s expert-crafted rules to complete a structured review of your information and policies. At the end of your 90 days, export a retention policy document you can save, share, and refine over time.

At any point, you can request a free 1-hour call with an information governance (IG) expert. Together, we'll map out practical next steps toward simple, provable privacy compliance.

Simplify compliance with an updated and accurate inventory.

The Access Unify | Lifecycle Retention Starter Kit gives you an out-of-the-box way to update your retention inventory fast. It helps you see what you have, how long to keep it, and which rules apply—without starting from a blank page.

Use the Access Unify | Lifecycle Retention & Privacy Manager for 90 days at no cost to:


Access and customize a best practice retention schedule for your organization, including retention recommendations

View the US Federal laws and regulations that shape your policies, including California regulations that impact retention such as the California Consumer Privacy Act (CCPA)
Identify key applications and document repositories quicky using a pre-populated template that accelerates workflows
Export your retention schedule and supporting details into an Excel spreadsheet or report for reviews, audits, and stakeholders

Inventory your important and private information starting with over 400 ready-to-go content types

Get the work that matters done

See how information management professionals use Access Unify | Lifecycle to close gaps in their schedules, reduce research time, and build confidence in every retention decision.