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Policy Center

See how much easier managing retention can be when you have an online tool that does the legal research for you.

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Policy Center is a cloud-based retention policy management platform that provides a user-friendly way to maintain up-to-date document retention guidelines. The four available subscriptions are tiered based on the level and complexity of your organization’s information governance (IG) or records and information management (RIM) program.

With Policy Center you can manage your information through the entire information life-cycle -from creation to use to disposition. Maintaining accurate document retention policies means you can:

  • Keep only the information you are required to retain
  • Confidently dispose of informationno longer needed
  • Easily and quickly access what you need when you need it
  • Significantly lower your risk of fines
  • Comply with retention laws
  • Save on electronic and physical storage costs

Policy Centre Standard Edition gives you access to a pre-built, best-practice retention schedule for electronic and physical information created in general business functions. The retention schedule is available through your online Policy Centre portal. Retention guidelines are reviewed and updated annually.

Pre-Built Retention Schedules

Standard Edition

  • Pre-built, best practice retention schedule for information created in general business departments
  • Retention requirements updated annually
  • Covers a single country (US, UK or Canada)
  • Read-only retention schedule
  • Ability to personalize record classes and modify retention rules
  • Option to add one industry-specific retention schedule*

*Click here for the latest list of pre-packaged industry standard retention schedules available.

Organizations that require retention schedule customization and need to meet regulations in multiple countries have access to more advanced versions of the platform through Policy Center Professional and Enterprise Editions. Both subscriptions offer access to an Advisory Services team of over 100 professionals with deep extensive information management and governance expertise. You’ll receive additional support for data privacy requirements, such as those required by the European Union (EU) General Data Protection Regulation (GDPR), through Policy Center Enterprise Edition.

Customized Retention and Privacy Policy Management



- Work with our expert Advisory Services team to customize your retention schedule
- Retention requirements continuously updated
- Covers multiple industries
- Option to connect policy to your content infrastructure through an open application programming interface (API)

- Coverage for up to 10 countries
- Enable up to 5 admins with editing capabilities

Includes Professional Edition features plus:

- Work with Advisory Services on your privacy policy
- Privacy requirements continuously updated
- Data flow mapping tool to record processing activities (GDPR Article 30)
- Complete global coverage
- Up to 8 admins with editing capabilities

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Learn more about web-based, technology-driven retention policy management.