Document Retention Policy review

Records retention policy under SEC + IRS + DOL + Sedona Principles + state.

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5 document-specific checks
+ 104 general checks
Nothing uploaded
Free forever (MIT)

What it checks

Retention schedule — record types + periods

Policy must include a retention schedule (record types + retention periods).

Critical · POL-028

Legal hold + e-discovery suspension override

Policy must provide for legal-hold override that suspends routine destruction.

Critical · POL-029

ESI / electronic records treatment

Policy must address ESI (email, IM, cloud, mobile) and how it is retained / destroyed.

Critical · POL-030

SEC / IRS / regulatory minimums

Policy must align with SEC / IRS / DOL / regulatory minimum retention requirements.

Warning · POL-031

Final disposition — secure destruction

Policy must require secure destruction at end of retention period (shredding / certificate of destruction).

Warning · POL-032

Every run also applies 104 general checks that belong to any agreement: structure, parties and signatures, defined terms, cross-references, dates, amounts, and one-sided terms.

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