Records management, retention and disposition
Protect your organization and stay compliant with a systematic approach to the records lifecycle. AI does the heavy lifting: classifying documents and applying retention and disposition rules at scale, according to your business, legal, and regulatory requirements.
Manage records the efficient, compliant, and secure way
Tagged by AI, filed by policy
Save time and reduce human error: generative AI tags your content with metadata and assigns the right retention policy to each record, consistently and at scale.
Sensitive records, authorized eyes
Fine-grained permissions define who can view, edit, or delete each record. Sensitive information stays protected and accessible only to the people entitled to it.
Every action on every record, tracked
Creation, modification, access, deletion: a comprehensive audit trail records what happened, and dashboards give compliance teams the high-level view they answer to.
From capture to disposition, on rails
Ingest from every source
Bring records in from emails, scans, and business applications such as SAP and Salesforce, capture feeds classification, classification feeds retention.
Retention that starts when the business says so
Set schedules by folder and metadata, and trigger retention periods on custom event dates: an employee hiring date, an invoice payment date, a contract signature. The clock starts on the event that matters, not on an arbitrary upload date.
Dispose securely, with a safety net
Records are disposed of according to policy, with notifications ahead of each disposition batch. Key documents are never deleted by mistake, and disposition dashboards to review every operation.
Learn what AODocs can do for your organization
Legal and Compliance
Manage legal documents, contracts, and compliance records with specific retention requirements.
Human Resources
Handle employee records, performance evaluations, and training records with retention built in.
Finance
Maintain and track financial statements, audit records, and transaction documents.
Healthcare
Control patient records and other regulated documents while staying compliant.
Policies and Procedures
Keep policies current, distributed, and acknowledged across the organization.
Quality Management
Run quality documentation, CAPA, and audits on the same controlled platform.
Ready to get started?
See what AODocs can do for your company, let's connect.