Protect your organization and ensure compliance with a systematic approach to managing records throughout their lifecycle. Let our AI do the heavy lifting with document classification, applying automatic retention and disposition rules at scale and cost-effectively according to your business, legal and regulatory requirements.
Save time and reduce human error risk by using generative AI to tag your content with metadata and assign the right retention policies.
Control access and define who can view, edit, or delete records with fine grained permissions. Ensure that sensitive information is protected and accessible only to authorized personnel.
Track the actions team members take on records, such as creation, modification, access, and deletion with a comprehensive audit trail. Leverage our dashboards to gain a high-level view and better adhere to compliance requirements.
Ensure that records are disposed of securely and in accordance with policies. Leverage disposition dashboards to review disposition operations.
Ingest documents from multiple sources such as emails, scans, business applications like SAP, Salesforce and many others.
Set retention and disposition schedules based on folders and metadata. Define custom event dates to trigger the start of the retention period such as employee hiring date, invoice payment date, contract signature and other custom metadata.
Enhance security, ensure compliance, and provide accountability by tracking all actions and changes in your records.
Get notifications ahead of each disposition batch to ensure key documents are not deleted by mistake.
Manage legal documents, contracts, and compliance records with specific retention requirements.
Efficiently handle employee records, performance evaluations, training records and more.
Maintain and track financial statements, audit records, and transaction documents.
Control of patient records and other regulated documents while ensuring compliance.
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