Records Governance Made Simple
Legacy Retention Group provides comprehensive records governance, retention policy management, and secure document storage solutions. From defining retention schedules to managing the complete records lifecycle, we help organizations stay compliant and audit-ready.
What is Records Governance?
Records governance is the framework of policies, procedures, and controls that organizations use to manage their information assets throughout the entire lifecycle—from creation to final disposition.
Effective records governance ensures that your organization can:
- Meet Legal Requirements — Comply with federal, state, and industry-specific retention mandates
- Reduce Risk — Minimize exposure to litigation, audits, and regulatory penalties
- Control Costs — Eliminate unnecessary storage of records past their retention period
- Improve Efficiency — Enable quick retrieval of records when needed for business operations
- Protect Sensitive Information — Ensure proper handling and destruction of confidential data
Whether you're a municipality managing public records, a financial institution subject to SEC regulations, or a healthcare provider navigating HIPAA requirements, a well-designed records governance program is essential.
The Records Lifecycle
Creation
Records are created or received
Classification
Categorized by type and retention requirements
Active Use
Frequently accessed for business operations
Inactive Storage
Retained for compliance but rarely accessed
Disposition
Securely destroyed or permanently archived
Complete Records Management Solutions
From retention policy development to secure destruction, we handle every aspect of your records governance program.
Retention Policy Development
We help you create comprehensive retention schedules that align with legal requirements, industry regulations, and your operational needs. Our policies are tailored to your specific record types and jurisdictions.
On-Site Records Storage
Secure physical storage solutions with organized indexing, climate control, and systematic retrieval. We manage your inactive records on-site or at our secure facility with complete chain of custody documentation.
LRG+ Cloud Platform
Purpose-built for records governance and regulatory compliance. Track retention schedules, manage legal holds, and maintain complete audit history—all through a secure cloud platform with powerful reporting and role-based permissions.
Compliance Management
Stay audit-ready with our compliance monitoring services. We track retention periods, automate disposition workflows, and provide documentation for regulatory examinations and legal holds.
Document Retrieval
Need a specific document? Our retrieval service ensures you get records when you need them. Same-day service available for urgent requests, with secure courier or digital delivery options.
Secure Destruction
When retention periods expire, our sister company Valley Green Shredding, LLC provides i-SIGMA NAID AAA certified destruction. Trusted since 2011, with certificates of destruction for your compliance records.
Cloud-Based Records Management
LRG+ is our proprietary SaaS platform designed specifically for records governance. It transforms how you access, manage, and track your archived documents—with security and compliance built in from the ground up.
- Instant full-text document search
- Automated retention schedule tracking
- Legal hold management
- Role-based access control
- Complete audit trail logging
- Disposition workflow automation
- Multi-tenant architecture
- Secure AWS cloud hosting
Tailored Solutions for Your Sector
We understand that different industries have unique records retention requirements. Our team has deep experience serving organizations across multiple sectors.
Municipal Government
Public records management, meeting minutes, permits, and compliance with state retention schedules.
Financial Services
SEC, FINRA, and banking regulation compliance. Investment records, account documentation, and audit support.
Healthcare
HIPAA-compliant medical records storage, patient file management, and protected health information handling.
Education
Student records, transcripts, administrative documents, and FERPA compliance for K-12 and higher education.
Legal & Professional
Client files, case records, contracts, and litigation support with strict confidentiality controls.
Corporate & Enterprise
HR records, financial documents, contracts, and corporate governance documentation for businesses of all sizes.
Your Partner in Records Governance
Backed by over 40 years of combined Records Information Management experience—including team members from King Information Systems, who served New England and New York for 53 years.
Security First
Your records are protected with industry-leading security protocols. Our facilities and systems meet strict compliance standards including SOC 2 and HIPAA requirements.
Dedicated Support
Work with a dedicated account team who understands your organization and retention requirements. We're available when you need us for retrieval requests and questions.
Complete Visibility
Track every record through its lifecycle with our LRG+ platform. Know exactly what you have, where it is, when it's due for review, and maintain a complete audit trail.
Modern Technology
Our LRG+ platform represents a modern approach to records management—replacing outdated systems with secure, cloud-based access and automated compliance workflows.
Ready to Take Control of Your Records?
Schedule a consultation to discuss your records governance needs and learn how Legacy Retention Group can help.
Schedule a Consultation