Start Improving Your Retention Schedule Today
Are outdated retention schedules putting your organization at risk? Let Virgo’s legal and compliance experts help.
For a limited time, we’re offering a complimentary Retention Schedule Review Service to help you identify gaps, minimize risk, and improve your retention policies with best-practice, actionable guidance.
Fill out the form to the right to get started!
Complimentary Retention Schedule Review — Limited-Time Offer
Our experts will conduct a structured review of your existing retention schedule and provide a practical, non-sales feedback report that includes: best practices, key areas for improvement, and suggested updates based on current regulatory trends.
Key Benefits
- Improve defensibility in audits and legal reviews
- Minimize regulatory and operational risk
- Eliminate inefficiencies and excess storage costs
- Enhance policy visibility and staff awareness
- Benchmark against proven industry standards
How It Works
1. Policy Submission
After completing a mutual NDA, you submit your current retention schedule (Excel, PDF, etc.).
2. Expert Review
Our compliance experts perform a high-level analysis and prepare a tailored findings report.
3. Actionable Deliverables
- A clear report of missing elements, outdated policies, and areas of risk
- Specific, defensible recommendations
- Best practices to improve efficiency and compliance
4. Optional Follow-Up
Join us for a walkthrough session to review findings and discuss next steps. You’ll also receive an optional free trial of Virgo software, including a sample retention schedule and mapped legal citations.
Virgo – Built for Compliance. Designed for Confidence.
Why Virgo?
Virgo provides comprehensive legal citations for information retention and governance, managed and serviced by our expert team.
- Legal and regulatory citations specific to your business and areas of operation
- Our team keeps your Virgo instance updated with applicable laws and regulations for your business.
- Over 20 data points included for each citation to provide a comprehensive view of the legal/regulatory requirement
More Than Compliance—Operational Excellence
Virgo helps you:
- Cut legal oversight costs
- Minimize staff workload
- Reduce risk and human error
- Maintain a fully auditable retention schedule
- Empower teams with easy access to the right information
Customized Retention
Create global, entity, or departmental retention schedules and attach citations to record series to support. A full audit trail supports robust change tracking.
Easy Search and Report
Search schedules and citations across a variety of metadata points. Print reports and export data in PDF, Word, Excel, and CSV.
Tailored Employee Portal
Customize views for each employee group and support a familiar search experience with our easy-to-install SharePoint Add-on.
Why Our Clients Love Virgo
- More accurate, lower-cost access to current legal research
- Easy maintenance of accurate retention schedules and inventories
- Improved communication of retention policies to staff
Partner with the Experts
Meet the experienced team behind Virgo’s trusted retention guidance—your partners in legal compliance, audit readiness, and schedule modernization.
Brent Martindale
Attorney, Senior Director of Professional Services and Legal Research
Omero Banuelos
Attorney, Senior Counsel Leader for Citation Mapping and Recommendations Legal Team
Samantha Poindexter
Attorney, Managed Services Team Leader and Counsel
Adam Koonce
Paralegal, Legal Citation Research Team Manager
Andrea Lipari
Paralegal and Certified Records Manager, Retention Schedule Build and Modernization Team Lead
Michelle Dunbar
Senior Project Manager
“The Virgo team spent lots of time with Excellus creating our schedule and listening to our niche business.
Tracy Nichols
RIM Project Manager, Excellus BCBS