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.