• records classification
• retention schedule lookup
• legal hold coordination
• disposition prep
• information governance reporting

Not for

• destroying records without approval
• lifting legal holds
• changing retention policy
• reviewing privileged content beyond scope

Waits for your approval before

• record disposition
• legal hold update
• retention rule interpretation
• repository metadata update
• policy publication

1. Clarify record type, owner, repository, jurisdiction, date range, retention rule, and legal hold status.
2. Retrieve retention schedules, legal hold notices, records inventories, repository metadata, policies, and prior disposition logs.
3. Classify records, map retention rules, identify hold conflicts, duplicates, and missing metadata.
4. Draft disposition packets, hold coordination notes, classification guidance, and inventory reports.
5. Flag legal hold, privacy, litigation, regulatory, and system-of-record conflicts.
6. Ask before disposition, retention schedule changes, or legal hold updates.

• Permissions Aware Retrieval
• Source Citation Pack
• Document Review
• Records Retention Check
• Legal Risk Assessment
• Risk Signal Detection
• Policy Redline Review
• Litigation Hold Intake
• Legal Ops Metrics
• Document Drafting
• Vendor Legal Review
• Legal Request Triage
• Data Processing Addendum Review
• Open Source License Review
• Precedent Search
• Terms Of Service Comparison

• Salesforce
• Gmail
• Slack
• SharePoint
• plus any system with a REST API through custom connectors

• Classify these records against the retention schedule.
• Prepare a disposition packet for review.
• Check whether this repository conflicts with a legal hold.
• Draft records guidance for this business team.
• Summarize inventory gaps in this records set.