Our Services
Comprehensive records governance solutions from policy development through final disposition—designed for compliance, built for efficiency.
End-to-End Records Governance
Legacy Retention Group provides a complete suite of services to manage your records throughout their entire lifecycle. Whether you need help developing retention policies, storing inactive records, or managing disposition, we have you covered.
Retention Policy Development
Custom retention schedules aligned with legal and regulatory requirements
Records Storage
Secure on-site and off-site physical records storage solutions
LRG+ Cloud Platform
Cloud-based records management with complete audit trails
Compliance Management
Automated tracking, legal holds, and audit-ready documentation
Secure Destruction
NAID AAA certified destruction with certificates of destruction
Document Digitization
Professional scanning and conversion of physical records to digital format
Cloud ECM
Enterprise content management for active digital documents
Retention Policy Development
A well-crafted retention policy is the foundation of effective records governance. We help organizations develop comprehensive retention schedules that meet legal requirements while supporting operational efficiency.
What's Included
Records Inventory & Assessment
We conduct a thorough inventory of your existing records to understand what you have and where it's stored.
Legal Research & Requirements Analysis
Our team researches applicable federal, state, and industry-specific retention requirements for your record types.
Custom Retention Schedule Creation
We develop a comprehensive retention schedule organized by department and record type with clear retention periods.
Policy Documentation
Complete policy documentation including procedures for implementation, exceptions, and legal holds.
Staff Training Materials
Training materials and guidance to help your team understand and follow the new retention policies.
Ongoing Updates
Annual review and updates to ensure your retention schedule stays current with regulatory changes.
Key Benefits
- Reduce legal risk by ensuring compliance with retention requirements
- Lower storage costs by identifying records eligible for destruction
- Improve response time for audits, litigation, and public records requests
- Create consistency in how records are managed across your organization
Tailored Retention Schedules
Custom policies built around your industry, jurisdiction, and record types
Records Storage
Secure, organized storage for your inactive records. We manage physical documents at your location or ours, with systematic indexing and retrieval capabilities that keep your records accessible while freeing up valuable office space.
Storage Options
What's Included
Box-Level Indexing
Standard cataloging includes department, date range, and retention details.
Chain of Custody
Complete documentation of every transfer, access, and movement of your records.
Climate Control
Temperature and humidity controlled environment to preserve document integrity.
Security Monitoring
24/7 security systems, restricted access, and visitor logging protocols.
Organized & Accessible
Every record indexed and retrievable—know exactly what you have and where to find it
LRG+ Cloud Platform
LRG+ is our proprietary records governance platform—purpose-built to replace outdated systems with a modern, secure, cloud-based solution. Access your archive inventory, track retention schedules, manage legal holds, and maintain complete audit trails from anywhere.
Inventory Search
Find any box or record instantly. Filter by department, date, type, or retention status.
Retention Tracking
Automated monitoring with alerts when records approach their disposition date.
Legal Holds
Preserve records for litigation with full documentation and release tracking.
Disposition Workflows
Structured review and approval before any destruction, with complete audit trails.
Role-Based Access
Granular permissions for administrators, managers, and read-only users.
Complete Audit Trail
Every action logged with user, timestamp, and details for compliance documentation.
Compliance Management
Stay audit-ready with proactive compliance management. We help you track retention requirements, manage legal holds, and maintain the documentation needed for regulatory examinations, litigation, and public records requests.
Compliance Services
Retention Monitoring
Proactive tracking of retention periods with automated alerts before records become eligible for disposition.
Legal Hold Administration
Implement and track litigation holds to preserve relevant records and document compliance.
Audit Support
Documentation packages and rapid retrieval support for regulatory examinations and internal audits.
Disposition Approval Workflows
Structured review and approval process before any records destruction with complete documentation.
Compliance Reporting
Regular reports on retention status, disposition activity, and compliance metrics for management review.
Regulatory Updates
Ongoing monitoring of regulatory changes that may impact your retention requirements.
Regulations We Support
Audit-Ready at All Times
Complete documentation and rapid retrieval when auditors come calling—no scrambling, no delays.
Secure Destruction
When records reach the end of their retention period, proper destruction is essential. Secure shredding services are handled directly by our sister company, Valley Green Shredding, LLC—an i-SIGMA NAID AAA Certified provider that has delivered trusted and transparent shredding services since 2011. For clients outside of Valley Green Shredding's service area, we coordinate with vetted i-SIGMA certified colleagues to ensure the same level of security and compliance nationwide.
Destruction Services
i-SIGMA NAID AAA Certified
The highest industry certification for secure document destruction—audited annually for compliance.
Certificate of Destruction
Detailed certificates documenting what was destroyed, when, and by what method.
On-Site Shredding
Mobile shredding at your location—witness the destruction of your sensitive documents.
Off-Site Destruction
Secure transport to our facility for destruction—cost-effective for larger volumes.
Scheduled Programs
Regular destruction schedules aligned with your retention policy for ongoing compliance.
Environmentally Responsible
All paper waste is recycled following destruction—supporting sustainability goals.
Our Destruction Process
- Disposition Review — Records verified eligible for destruction per retention schedule
- Legal Hold Check — Confirm no active holds that would prevent destruction
- Approval Workflow — Authorized personnel approve destruction request
- Secure Destruction — Records destroyed by Valley Green Shredding using NAID-certified methods
- Certificate Issued — Destruction certificate provided for your compliance records
Certified & Documented
Every destruction handled by Valley Green Shredding, LLC—i-SIGMA NAID AAA Certified since 2011.
Document Digitization
Transform your physical records into searchable digital assets. Through our parent company DataMerj, Inc., we offer professional document scanning and digitization services that convert paper archives into organized, accessible digital files—reducing physical storage needs while improving retrieval speed.
Digitization Services
High-Volume Scanning
Production-grade scanners capable of processing thousands of pages per day with consistent quality.
OCR Processing
Optical Character Recognition converts scanned images into searchable, selectable text.
Document Indexing
Metadata extraction and tagging for easy categorization, search, and retrieval of digital files.
Quality Assurance
Multi-point quality checks ensure every scan meets clarity and completeness standards.
Multiple Output Formats
Delivery in PDF, TIFF, JPEG, or other formats to match your system requirements.
Secure Handling
Chain of custody documentation and secure facilities protect your documents throughout the process.
Key Benefits
- Instant access to records without searching through file cabinets or storage boxes
- Reduce physical storage costs and reclaim valuable office space
- Enable full-text search across your entire document archive
- Create backup copies to protect against loss from fire, flood, or other disasters
- Support remote work with digital access to previously paper-only records
Paper to Digital
Transform physical archives into searchable, accessible digital assets
Cloud Enterprise Content Management
For organizations that need to actively work with their digitized documents, DataMerj, Inc. offers a cloud-based Enterprise Content Management (ECM) platform. This system is designed for day-to-day document management—storing, organizing, sharing, and collaborating on active digital content.
ECM vs. LRG+ — A Clear Distinction
Cloud ECM is for records management—working with active documents, collaboration, version control, and daily operations. LRG+ is for records governance—tracking retention schedules, managing legal holds, ensuring regulatory compliance, and controlling disposition of inactive records. These platforms serve different purposes and are intentionally separate to maintain a clear line between operational content management and compliance-focused records governance.
ECM Platform Features
Document Storage & Organization
Centralized repository with folder structures, tags, and metadata for easy organization.
Full-Text Search
Search across all document content and metadata to find what you need instantly.
Version Control
Track document revisions with complete version history and the ability to restore previous versions.
Secure Sharing
Share documents internally or externally with granular permission controls and expiring links.
Workflow Automation
Automate document routing, approvals, and notifications to streamline business processes.
Access Anywhere
Cloud-based platform accessible from any device with an internet connection—no software installation required.
Ideal For
- Organizations transitioning from paper-based to digital workflows
- Teams that need to collaborate on documents across locations
- Businesses requiring secure external document sharing with clients or partners
- Companies looking to digitize and actively use their scanned archives
Active Content Management
Store, organize, search, and collaborate on digital documents from anywhere
Ready to Get Started?
Contact us to discuss your records governance needs and learn how our services can help your organization.