Records Retention Policy Development

We develop strategies to solve any records issues you may face

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Your Proactive Solution for Managing Document Retention

At Secure Records Solutions, we think differently about records management. We focus on understanding and solving each client’s unique problem. The first step is helping you understand what you have, then applying your retention and access requirements so you can make smart decisions about what needs to be scanned, stored, or shredded. We offer a solutions-based approach to companies of all sizes navigating retention issues.
customized solution

Customized solution

We recognize the uniqueness of each client’s specific record retention requirements. Records retention needs vary across industries, locations, and record types, creating a challenge for those tasked with creating or managing a retention policy. Don’t create a DIY disaster, call in an expert to help.

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Staff training

Do you manage records for multiple locations or departments, and everyone asks you what to do with their records? Don’t worry, we handle that for you. We train your staff on your document retention policy, when to send records offsite, how to request a file for digital delivery, and so much more.
decreased cost

Decreased costs

Keeping documents past their retention is costly. First, you are paying to store something that you no longer need. And second, it’s legally discoverable, resulting in an avoidable liability. Decrease your costs by establishing a retention policy and applying it. Even better, we automate retention for you.

Why Secure Records Solutions Is The Best
Choice For Your
Retention Policy Needs

With over 20 years of experience, we are record retention policy experts helping thousands of clients automate their retention management.
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  • Customized Approach
    Borrowing a retention policy is risky. We'll create a policy tailored to your specific needs.
  • Retention Experts
    With thousands of client relationships and 20 years of experience, records management is our business. 
  • PRISM Privacy+ and NAID AAA Certified
    Compliance is a central part of retention policy development. We know how important it is to you too. 
  • Legendary Client Experience
    When you need something, you’ll talk to a live person who makes managing records the easiest part of your day.

How It Works

Retention policy management in a few simple steps
people talking at the desk illustrationRetention Management PolicyRetention management ExecutionRetention Management


We identify the documents you have, and the stakeholders involved. We collaborate with your team to establish a budget and develop a strategy.



Then we investigate the business functions your records support. Considering industry-specific requirements, we evaluate the historical, legal, and operational aspects of your retention and access needs.



Our expert team provides a recommendation and communicate your priorities and processes to your team.



Going forward, we automate the lifecycle of your information through improved access, organization, and data retention administration.

Going through a records transition?

We specialize in helping businesses manage records sets obtained in transition. Organizational restructuring, mergers, sales, legal discovery and holds or acquisitions are pivotal moments that often affect existing retention policies. Our experts are standing by to help you navigate unusual records transitions.
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Join Thousands of Happy Clients

“SRS has solved a problem for our team that is much bigger than storage. They have developed, implemented, and automated a document management system across our network that gives me confidence we are compliant with our retention policy and ensures immediate access to critical records. SRS manages the process so my team and I can focus on other important aspects of our business. It has made us more efficient as we focus on growing our business.”

Chad M.
Fortune 500 Logistics Company
Atlanta, GA

What’s Challenging You?

Do you have a document management challenge that's been keeping you up at night? Whether it's a specific issue or a broader concern, our team loves a good challenge and we’re eager to hear from you.
Call an SRS Consultant today at
1-800-614-0856 or complete this form and let us put our expertise to work for you.

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Start the Conversation