Build retention collections
Create living aggregations of eligible matters for review.
04 / RETENTIONHUB
A secure, managed retention workflow.
RetentionHub helps law firms reduce long-term data risk without sacrificing defensibility, attorney oversight or client trust.
RetentionHub / review-first workflow The challenge
Retention requires judgment, not bulk deletion.
Firms often hold data too long because deletion feels risky. Retention decisions need matter context, attorney oversight and a defensible record.
Key benefits
- Review through familiar, matter-centric views
- Record clear retain, extend, destroy or return decisions
- Prevent accidental destruction through hold-safe execution
- Keep a permanent audit trail of outcomes
The solution
Retention decisions that preserve attorney judgment.
RetentionHub is built around how attorneys make consequential decisions: with matter context, document review, explicit options and a record of why a decision was made.
Review in context
Review matters and documents directly from the DMS, without spreadsheets or secondary repositories.
Preserve permanent evidence
Keep completed collections for read-only audit review.
Core capabilities
What RetentionHub brings to the workflow.
01 / CAPABILITY
Retention collections
Create living aggregations for review.
02 / CAPABILITY
Matter review
Review matters and documents directly from the DMS.
03 / CAPABILITY
Documented outcomes
Keep completed collections for audit review.
See it in context