About us
Smart Document Compliance
We built DocRetain because regulated industries deserve better than spreadsheets and manual tracking. Our platform combines intelligent automation with human oversight to transform how organizations manage document retention and compliance.
From policy creation to audit-ready reporting, DocRetain gives you complete visibility and control, without the complexity. Whether you’re in legal, financial services, or healthcare, our AI-powered system handles the heavy lifting while your team maintains final authority.
Intelligent retention policy engine
Advanced e-signature workflows
Full DMS integration (iManage, NetDocuments)
GDPR and industry-aligned compliance reports
Role-based access and audit logs
85% Time Savings
AI-powered
Automated Retention
Zero Migration
Audit-Ready
Automated Policy
85% Time Savings
AI-powered
Zero Migration
Audit-Ready
Why DocRetain?
More than Retention, it’s Compliance Orchestration
Unlike traditional tools, DocRetain isn’t just a document retention system. It's a Compliance Orchestration Platform purpose-built for multi-system legal environments, seamlessly managing retention across iManage, NetDocuments, and even SharePoint and email repositories. No workarounds. No re-training. Just smarter compliance.
What Makes Us Different
AI-powered automation with human-in-the-loop verification ensures 100% accuracy and legal accountability
The DocRetain Experience
Connect Sources
Manage, SharePoint OneDrive, File Systems
AI Scans & Classifies
Metadata extraction Pattern matching
Policy
Assignment
Automated matching Retention schedules
Review &
Approve
Human oversight Bulk actions
Automated
Actions
Archive, purge Notifications
Audit Reports
Compliance proof Export ready