A full records lifecycle that handles electronic, physical, and hybrid records consistently—without gaps.
1) Capture from any source
Email, portals, file shares, line-of-business systems, and physical documents via built-in scanning with OCR.
scan • ingest • OCR
2) Automated file plan & numbering
Automated file plan assignment, auto-numbering rules, and consistent metadata for faster classification and retrieval.
file plan • auto-numbering
3) Secure, scalable repository
A scalable, governed repository for records and evidence, supporting electronic and hybrid record models.
scale • governance
4) Retention policies by default
Automated application of retention schedules, cutoff rules, and event-based triggers.
retain • cutoff • trigger
5) Holds, transfer, destroy jobs
Workflow-driven record holds; managed transfer and destruction jobs with approvals and auditability.
hold • transfer • destroy
6) Search & retrieval (Full-text + AI)
Full-text search plus AI-assisted discovery to find relevant evidence faster across large archives.
full-text • AI