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Sample Retention Policy

View our sample retention policy.

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Your firm is probably saving, creating, and managing all sorts of documents on a daily basis.  Take time to consider how long you are keeping them and how to manage them. A sample retention policy is strongly encouraged to outline how long an organization should keep different types of records, like emails, contracts, financial documents, or customer data, ensuring compliance with relevant laws and regulations while also managing storage space efficiently and minimizing potential legal risks by only keeping data as long as necessary.  Included here is a document retention policy so you have an idea of where to start.

 

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