Access Unify® | Lifecycle

Our retention schedule management service provides the authoritative foundation to maintain and defend lifecycle management decisions. We unify your corporate retention schedule with our regulatory research and governance expertise.

Access Unify | Lifecycle is where regulatory meaning becomes retention schedule logic.

Our standard subscription includes three coordinated services:

Regulatory Requirements

Our in-house research team curates and publishes regulations into the application as citations.

 

Managed Governance

The Regulatory Review, conducted by the Access information governance experts, ensures you receive ongoing regulatory interpretation that is aligned to your retention schedule.

 

Access Unify | Lifecycle SaaS Application

The Access Unify | Lifecycle Hub is designed for retention schedule managers, presenting the relationships between regulatory citations, retention rules, and information classes in a structured and navigable format.

Traditional retention schedules are static, periodically updated, and heavily dependent on internal interpretation. In practice, this creates:

• Gaps between regulations and retention rules

• Inconsistent interpretation across teams

• Limited traceability between requirements and decisions

• Accumulation of outdated or redundant record series

Access Unify | Lifecycle replaces the traditional approach with a continuous operating model. The retention schedule is treated as a maintained system, where regulatory requirements, retention logic, and information classes are easily updated by your governance professionals.

The Access Unify | Lifecycle Hub is your dedicated interface to manage and maintain the retention schedule.

• View mapped regulatory citations, the authoritative source

• Review retention period and trigger recommendations provided by the managed governance service

• Manage structural and governance decisions such as jurisdictional conflicts, content type and repository completeness and departmental retention readiness

The Access Unify | Lifecycle Employee Portal is available to all employees across your company to reference the retention schedule.

• Search and view retention requirements by record series or content type

• Configurable views can include retention period, trigger, content types, and filing aid repository details

• Enables consistent interpretation across departments

Our information governance and legal professionals establish and maintain your organization’s governance profile and interpret those conditions into structural retention schedule recommendations.

This service focuses on areas that require opinion and continuity:

• Interpreting regulatory requirements and determining applicability

• Maintaining and validating mapped citations as the source authority for retention rules

• Evaluating jurisdictional conflicts and retention rule exceptions

• Recommending a regulatory floor on retention periods and applicable trigger event

• Identifying gaps, overlaps, and inconsistencies in the schedule

• Supporting jurisdictional and industry-specific requirements as your business evolves

Access Unify | Lifecycle connects three layers that are typically managed separately and often inconsistently implemented. The complexity exists in translating between these layers, which is jointly managed as an ongoing process rather than a one-time configuration.

1. Regulatory Source Data – curated regulations published as citations following the Bluebook style guide

2. Retention Logic – how regulations are evaluated and converted into retexntion periods, trigger dates, and jurisdictional exceptions

3. Schedule Structure – how retention rules are organized by information class and used across the organization

• The Record Series tab displays groups of related records for retention purposes with the same retention period.

• The Citations tab lets you stay informed of new, changed, and repealed regulations and laws.

• The Access Unify | Lifecycle Knowledge Base glossary includes common field names, definitions, and examples.

• Stay up-to-date with the new features in our monthly releases.

• Watch our training videos to learn more.

For information from our Compliance team on Access Unify | Lifecycle's security posture and certification, please contact Support.