Data Retention and Deletion Process

Retention Controls

• Document-level retention tagging is supported through retention rule controls.
• Archive tagging allows records to be excluded from active workflows while retained for policy reasons.
• Admins can execute retention operations from document management workflows.

Export Before Deletion

• Firm reports, billing, assignments, and case data export tools are available for pre-deletion recordkeeping.
• Customers should complete required legal holds and export obligations before deletion.

Deletion Process

• User-initiated deletions remove records from active datasets.
• Cascading cleanup handles related references where configured by schema constraints.
• Backups may retain deleted data until the next backup lifecycle expiration.

Post-Termination Handling

After contract termination, customer data handling follows agreed instructions: export, retention window, and final deletion schedule.