With more than 60,000 U.S. federal and state records retention requirements, this is one of the most robust suites on the market.

Federal and state laws require that businesses keep various records for a certain length of time. Finding and complying with such laws has become increasingly burdensome for companies due to the growing complexity and breadth of laws. Versatile Retention provides a comprehensive solution to this business challenge.

Active Citations

The Most Robust Retention Schedule

solution available on the market.

Key Features

Comprehensive Research

Find citations quickly by multiple criteria. Use full-text searching on all headers, citation text, and regulated parties. You can easily group, sort, and filter your results. We offer a North American research subscription (Canada + Mexico) that will keep you updated with the latest citations.

Retention Schedule Creation & Maintenance

Versatile Retention enables you to create records retention schedules at the global, company, or department level. The intuitive search engine allows you to search for citations and link them to schedule titles to show legal backing for retention rules.

Versatile Retention gives you control over updates to your retention schedule with complete change management workflow. You can initiate, edit, and approve change requests and even configure change request authorizers who are automatically notified of pending requests.

Multinational organizations will benefit from the ability to create one master schedule, easily designate which countries are covered by each schedule title, and add country-specific exceptions to the global rules. The application also stores and displays international character sets for tracking notes and rules in a country’s native language.


Versatile Retention will keep you compliant with audit history for all schedule changes and security controls to limit access. Plus, you never have to compromise security for function. Personal information is secured and configurable as user roles change.

Interview Management

The Interviews feature of Versatile Retention allows you to collect and store record title information gathered in interviews within your organization. Replace the “legal yellow notepad”and automate data gathering.

Integrated Reporting System

Versatile Retention lets you create unlimited custom reports. Customize retention schedules so you only see the data you need. The built-in Report Wizard helps you build a basic report with a few clicks of your mouse.

Live Updates*

Automatically connect to our servers daily or other defined schedule to access the latest available citations. You are notified of new updates for review when you launch the application.

* Available if support is current

Flexible Hosting Solutions

Available On-Premises, in a Software as a Service model, or via the Cloud

These Add-On Modules Complement Versatile Retention

Expand the Power of Versatile Retention

Not every person in your organization needs access to the full Versatile application, but a many might need to request access to certain records. With Versatile Web, requesting access is easy and can be done anywhere. When you add Versatile Web to Retention, you can view your retention schedules and interview data from which the records retention schedules were derived. You can even initiate and authorize change requests. Versatile Web places retention information within everyone’s reach, with minimal training.

Providing critical notifications to individuals with a need to know is becoming a top priority within the records management industry. Send personalized emails to notify users of events occurring in Versatile. Automatic notifications may be scheduled as a timed job or triggered by virtually any business process. You can rest assured that due dates and important details won’t fall through the cracks.

Think you might need more robust software?

Our other record retention solution might be what you’re looking for.

Retention Int’l keeps you up-to-date on domestic and international retention laws. Our complete retention schedule management and legal research tool gives you everything you need to globalize record retention initiatives. Paired with our expert consulting, you can feel confident you’re adhering to best global practices.
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