Services


Automated Document Retention


DocRetain automates document retention compliance across your firm. From custom policy creation to audit-ready reports, manage the full lifecycle of your digital records effortlessly.


Key Features

    • Visual retention policy builder
    • Smart rule engine for multi-criteria application
    • Full DMS integration with iManage, NetDocuments
    • Document lifecycle visualization & alerts
    • Role-based access and audit logs
    • GDPR-aligned compliance workflows

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eSignature (Digital Certificate)


Streamline your document signing process with secure, auditable, and regulation-compliant digital certificates. Our built-in eSignature module is fully eIDAS-compliant, supports bulk sending, and is integrated directly with your DMS and retention policies.


Key Features

    • Drag-and-drop signature field editor
    • Multi-recipient workflows (sequential & parallel)
    • Multiple signature methods (draw, type, upload)
    • Secure identity verification options (email/SMS/KBA)
    • Tamper-proof audit trails
    • Real-time progress tracking
    • Retention tagging upon signature completion

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Use Cases by Industry

Solving Industry-Specific Compliance Challenges—Effortlessly

DocRetain is engineered for highly regulated industries where compliance, auditability, and document governance are not optional—they're critical. From law firms and banks to in-house legal teams in healthcare or public institutions, DocRetain adapts to your sector's needs without disrupting your current systems.

Law Firms (Large & Boutique)

Industry Challenges:

  • Managing retention across multiple DMS platforms and office locations
  • Rising compliance obligations under GDPR, SRA, and eIDAS
  • Costly storage of outdated or duplicate files
  • Disparate eSignature workflows and risk of unauditable documents

  • Seamless integration with iManage, NetDocuments, and Outlook
  • Centralised policy enforcement with practice-area-specific rules
  • E-signature module with retention-aware auto-tagging
  • Full audit trails, alerts, and compliance dashboards

    • Outcomes:

  • Lower risk during client audits or SRA inspections
  • Reduction in document storage costs
  • Time savings through automated lifecycle management

    • Financial Services & Regulatory Institutions


    Industry Challenges:

    • Regulatory pressure from MiFID II, GDPR, eIDAS, and local banking regulations
    • Retention of contracts, customer communications, and trade documents
    • Strict internal governance and audit-readiness requirements
    • Siloed records across systems, departments, and subsidiaries
    How DocRetain Helps:
    • Retention policy builder for different document classes (e.g., client KYC, trade reports)
    • eIDAS-compliant digital certificate signing for external counterparties
    • Secure document access controls and tamper-proof audit logs
    • Region-specific data storage and encryption options
    Outcomes:
    • Increased audit-readiness with defensible digital trails
    • Harmonised policy enforcement across subsidiaries
    • Reduced regulatory fines and compliance risk exposure

    Healthcare & Life Sciences (In-House Legal Teams)

    Industry Challenges:
    • Storing sensitive clinical, contractual, and compliance documents
    • Navigating multiple regulatory bodies (EMA, GDPR, MHRA, etc.)
    • Managing document signatures with external research partners
    • Aligning retention policies with research timelines and trial phases
    How DocRetain Helps:
    • Metadata-driven retention rules (e.g., by trial, study ID, or subject type)
    • Secure e-signature capture for contracts and ethics approvals
    • Full audit and version history for traceability
    • Integration with SharePoint or internal legal repositories
    Outcomes:
    • Consistent policy application across legal and research divisions
    • Shorter contract execution cycles
    • Improved defensibility in case of regulatory inquiries

    Public Sector & Government Legal Teams

    Industry Challenges:
    • Strict record-keeping and transparency obligations
    • Large volumes of administrative and procurement documents
    • Manual retention tracking and fragmented digital archives
    • Need for legally binding digital signatures for internal/external use
    How DocRetain Helps:
    • Automated enforcement of public-sector-specific retention schedules
    • Self-service e-signature workflows for procurement and contracts
    • Secure archiving and version control with public sector-grade encryption
    • SSO and role-based access for user groups and departments
    Outcomes:
    • Improved compliance with FOI, data protection, and transparency laws
    • Faster approvals and contract turnaround
    • Simplified reporting to regulatory bodies or oversight committees

    In-House Legal Departments (Corporate / Enterprise)

    Industry Challenges:
    • Supporting multiple departments while ensuring central compliance
    • Lack of visibility into retention timelines for legal-critical documents
    • Managing thousands of internal NDAs, MSAs, and HR documents
    • Siloed document workflows across tools and regions
    How DocRetain Helps:
    • Harmonised retention rules across departments and document types
    • Role-based permissions for legal, HR, finance, and external counsel
    • Bulk e-signature workflows and template libraries
    • Integration with corporate DMS or SharePoint environments
    Outcomes:
    • Greater internal compliance control and transparency
    • Time and cost savings from e-signature standardisation
    • Reduced legal exposure from expired or unmanaged documents