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Advance your expertise in retention and information governance with articles packed with industry tips, tricks, and expert insights.


INDEFINITELY MAYBE: The Case Against “Indefinite” Retention

INDEFINITELY MAYBE: The Case Against “Indefinite” Retention

by Samantha R. Poindexter, Esq. – Attorney, Managed Services Team Leader and Counsel I’m about to say something that might ruffle a...
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Rethinking Records Storage in the Age of Data Privacy and Global Regulation

Rethinking Records Storage in the Age of Data Privacy and Global Regulation

by Paul Spencer – Research Analyst Records and information management (RIM) has always had rules. In the past, it was...
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Reframing Privacy Compliance into Practical Action

Reframing Privacy Compliance into Practical Action

by Michael Crowe – Research Analyst As data privacy laws continue to expand and evolve, compliance teams are under more...
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Why Your Records Retention Schedule Needs More Than a “Set It and Forget It” Approach

Why Your Records Retention Schedule Needs More Than a “Set It and Forget It” Approach

By Brent Martindale, Attorney – Senior Director of Professional Services A few years ago, a large healthcare provider thought it...
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Avoid These Missteps: Closing the Year with 3 Valuable Lessons

Avoid These Missteps: Closing the Year with 3 Valuable Lessons

by Geneva Hurtig, Info Gov Specialist As the year comes to a close, many organizations will reflect on what worked, what didn’t,...
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The Hidden Trap in Digital Records: Why Format Matters

The Hidden Trap in Digital Records: Why Format Matters

by Chris Okum, Research Analyst A hospital was preparing for a major legal review. Years of patient documentation, treatment protocols, and compliance...
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The Hidden Records Behind GPS Technology

The Hidden Records Behind GPS Technology

by Robert Johnson, Engagement Manager – Info Governance It was not that long ago that the Global Positioning System, or GPS, was...
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Access Legal & IG Quarterly Update – Q3 2025

Access Legal & IG Quarterly Update – Q3 2025

In this quarter’s update, we’ll examine the unusual slowdown in privacy legislation this year and what the rapidly changing world...
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The Fine Print: How Legal Language Impacts Recordkeeping

The Fine Print: How Legal Language Impacts Recordkeeping

by Paul Spencer - Research Analyst Data and record retention are among the most important responsibilities of a records manager....
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The Hidden Risk of Holding On: Why Retention Matters

The Hidden Risk of Holding On: Why Retention Matters

By Michael Crowe - Research Analyst In today’s complex regulatory environment, managing records isn’t just about storing records and keeping...
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Surviving The Chaos: 3 Strategies to Stabilize Your RIM Program

Surviving The Chaos: 3 Strategies to Stabilize Your RIM Program

by Samantha R. Poindexter, Esq. - Attorney, Managed Services Team Leader and Counsel It’s undeniable: We live in chaos driven...
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What Comes After the Retention Schedule? 9 FAQs for a Successful Rollout

What Comes After the Retention Schedule? 9 FAQs for a Successful Rollout

by Brent Martindale - Attorney, Senior Director of Professional Services and Legal Research Creating a records retention schedule is a...
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What Exactly Is a Record in Records and Information Management (RIM)?

What Exactly Is a Record in Records and Information Management (RIM)?

by Robert Johnson, Engagement Manager - Info Governance When people hear the word "record," they often think of a printed...
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The Evolution of Record Retention: 5 Key Steps to Moving Beyond Paper-Based Systems

The Evolution of Record Retention: 5 Key Steps to Moving Beyond Paper-Based Systems

For decades, managing records meant rows of filing cabinets, stacks of boxes, and off-site storage rooms filled with labeled folders....
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Legal & IG Quarterly Update – Q2 2025

Legal & IG Quarterly Update – Q2 2025

The Current State of Artificial Intelligence Regulation For this quarter’s legal and information governance update, I’d like to take a...
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Using a Stoplight Approach: A Record Manager’s Guide to eDiscovery

Using a Stoplight Approach: A Record Manager’s Guide to eDiscovery

As a records manager, you’re responsible for keeping your organization prepared for eDiscovery, the process of collecting and securing electronic...
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How Often Should I Update My Record Retention Schedule?

How Often Should I Update My Record Retention Schedule?

Your record retention schedule (RRS) is the backbone of your organization’s information management program. However, building your schedule is just...
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Legal & IG Quarterly Update – Q1 2025

Legal & IG Quarterly Update – Q1 2025

This quarter’s legal and information governance update covers our regulatory outlook on consumer and data privacy for 2025, a comparative...
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Future-Proofing Your Retention Strategy to Scale with the Organization

Future-Proofing Your Retention Strategy to Scale with the Organization

As your business grows, it generates more information, making records management more complex. To avoid falling out of compliance, you...
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Balancing Privacy Regulations and Retention Guidelines: Access Experts Share Their Insights

Balancing Privacy Regulations and Retention Guidelines: Access Experts Share Their Insights

In our recent webinar, “Mission Control for Information: Balancing Privacy in the Cosmos of Records Management,” Access panelists Omero Bañuelos,...
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Staying Ahead of Regulatory Changes: Access Experts Share Their Insights and Recommendations

Staying Ahead of Regulatory Changes: Access Experts Share Their Insights and Recommendations

At a recent webinar titled "Staying Ahead of Regulatory Changes: Proactive Strategies for Effective Records Management," Access’ Omero Bañuelos, Senior...
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Document Retention Policy Best Practices: Creating and Updating a Records Retention Schedule

Document Retention Policy Best Practices: Creating and Updating a Records Retention Schedule

Here’s a riddle for you: How much investment does the average organization need to make to update a US-based organization’s...
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How the Big Bucket Approach Simplifies Records Retention

How the Big Bucket Approach Simplifies Records Retention

The average adult makes 33,000 to 35,000 decisions each day. With so many decisions to navigate, most people prefer having...
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Record Retention Schedules: Must-Haves and Things to Consider

Record Retention Schedules: Must-Haves and Things to Consider

Today’s increasingly digital workforce moves quickly, creating more information than ever before, and often in formats that didn’t even exist...
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Access Legal & IG Quarterly Update – Q4 2024

Access Legal & IG Quarterly Update – Q4 2024

Reflecting on 2024, it’s been a busy year in terms of Privacy legislation expansion in the United States. Additionally, 2024...
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Access Legal & IG Quarterly Update – Q3 2024

Access Legal & IG Quarterly Update – Q3 2024

This quarter’s legal and information governance update covers legislation extending from the 21st Century Cure’s Act that impacts the maintenance,...
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Access Legal & IG Quarterly Update – Q2 2024

Access Legal & IG Quarterly Update – Q2 2024

Staying abreast of all the new and upcoming regulations that affect your organization’s retention schedule can be a full-time job...
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Access Legal & IG Quarterly Update – Q1 2024

Access Legal & IG Quarterly Update – Q1 2024

2024 began with a flurry of activity in the EU, coming from evolving environmental efforts in the areas of greenhouse...
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