Start Improving Your Retention Schedule Today
Are outdated retention schedules putting your organization at risk? Let Access Unify® | Lifecycle’s legal and compliance experts help.
For a limited time, we’re offering a complimentary Retention Schedule Review Service to help you identify gaps, minimize risk, and improve your retention policies with best-practice, actionable guidance.
Fill out the form to the right to get started!
Complimentary Retention Schedule Review — Limited-Time Offer
Our experts will conduct a structured review of your existing retention schedule and provide a practical, non-sales feedback report that includes: best practices, key areas for improvement, and suggested updates based on current regulatory trends.
Key Benefits
Access Unify | Lifecycle has robust features bringing the power of up-to-date retention, privacy and security information to your fingertips, allowing you to:
- Improve defensibility in audits and legal reviews
- Minimize regulatory and operational risk
- Eliminate inefficiencies and excess storage costs
- Enhance policy visibility and staff awareness
- Benchmark against proven industry standards
How It Works
1. Policy Submission
After completing a mutual NDA, you submit your current retention schedule (Excel, PDF, etc.).
2. Expert Review
Our compliance experts perform a high-level analysis and prepare a tailored findings report.
3. Actionable Deliverables
- A clear report of missing elements, outdated policies, and areas of risk
- Specific, defensible recommendations
- Best practices to improve efficiency and compliance
4. Optional Follow-Up
Join us for a walkthrough session to review findings and discuss next steps. You’ll also receive an optional free trial of Access Unify | Lifecycle, including a sample retention schedule and mapped legal citations.
Great Team & Outstanding Support
The Access team and the Access Unify | Lifecycle tool has launched our organization ahead with our records retention schedule and compliance with new litigation and regulations!
Access Unify | Lifecycle team spent lots of time with Excellus creating our schedule and listening to our niche business.
Very User-Friendly
I am new to using Access Unify | Lifecycle, but so far it is very user-friendly and easy to update!
Very Effective Tool
We replaced our old spreadsheet retention schedule with Access Unify | Lifecycle and it is invaluable being able to associate all citations with all our record series has allowed us to defend our schedule to our stakeholders and increase buy-in.
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Built for Compliance. Designed for Confidence.
Access Unify | Lifecycle delivers expert-backed records retention and privacy governance designed to help organizations stay compliant, audit-ready, and confident in an increasingly complex regulatory environment.
By combining continuously updated legal research with managed expertise and secure software, Access Unify | Lifecycle ensures your retention schedules remain accurate, defensible, and aligned to current requirements.
Why Organizations Choose Access Unify | Lifecycle:
- Our Mission: To help organizations develop and maintain defensible retention and privacy programs that stand up to regulatory scrutiny. We make information governance secure, reliable, and confidence-driven for highly regulated organizations.
- Our Team: Behind Access Unify | Lifecycle is a dedicated team of attorneys, legal researchers, paralegals, and certified records professionals. No contractors. Just expert guidance, predictable costs, and consistent support.
- Our Expertise: With North America-based expertise and global regulatory coverage, we help organizations navigate privacy, security, and retention requirements with clarity; from governance policy through defensible disposition.
Partner with the Experts
Meet the experienced team behind Access Unify | Lifecycle’s trusted retention guidance—your partners in legal compliance, audit readiness, and schedule modernization.
Brent Martindale
Attorney, Senior Director of Professional Services and Legal Research
Omero Banuelos
Attorney, Senior Counsel Leader for Citation Mapping and Recommendations Legal Team
Samantha Poindexter
Attorney, Managed Services Team Leader and Counsel
Adam Koonce
Paralegal, Legal Citation Research Team Manager
Andrea Lipari
Paralegal and Certified Records Manager, Retention Schedule Build and Modernization Team Lead
Michelle Dunbar
Senior Project Manager
Recipient of multiple industry awards & recognitions, including:
Let Us Review Your Retention Schedule
Ready to take control of your information lifecycle? Unlock your organization’s full potential and stay protected with a vetted business records retention solution.