Records Retention Schedule Development

Retention schedule consultants charge $5,000-$30,000 per project depending on organization size and complexity.

Completing 12-30 projects annually generates $100,000-$500,000 annually with 75-85% margins.

In 2025, organizations must balance legal retention requirements with storage costs and risk.

Services include legal and regulatory research, custom retention schedule development, records classification and categorization, legal hold procedures, destruction policies and procedures, and staff training on retention policies.

Successful retention consultants understand federal and state regulations, research industry-specific requirements, balance legal requirements with practical constraints, document defensible destruction practices, and provide ongoing updates as regulations change.

Can serve businesses, nonprofits, government agencies, healthcare, and financial institutions.

Many organizations lack current retention schedules or have outdated policies.

Marketing through attorneys, compliance officers, records management conferences, and professional associations.