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Client Document Retention Checklist Builder

Generate a client-document retention checklist covering record types, authority, lifecycle, legal or business basis, versions, access, preservation, export, deletion, exceptions, and evidence.

Record group
Lifecycle trigger
Sensitivity
Policy state

Draft inputs save privately in this browser.

This checklist is not legal, privacy, records-management, tax, accounting, security, regulatory, or compliance advice. Retention and deletion rules require approved policy and qualified review for the relevant jurisdiction and records.

Retain or delete only from an approved rule.

Keep record type, source, owner, authority, period, hold, access, export, deletion method, exception, verification, and audit evidence connected.

01

Review the assumptions

Replace generic language with the actual client, scope, owner, date, evidence, and exception path.

02

Keep the source record

Attach the final version to the canonical client, project, proposal, or migration record.

03

Improve it from real outcomes

Update the reusable workflow after completion instead of silently changing active commitments.

Is this tool free?

Yes. It runs in your browser and does not require an email address.

Does Stelaah store what I enter?

No. This page generates the result in your browser and does not submit the entered values to Stelaah.

Can I use the result without reviewing it?

No. Treat the result as a working draft. Verify it against the real agreement, records, stakeholders, dates, and professional requirements.

Keep the draft connected to the client work.

Stelaah connects relationship history, projects, decisions, files, documents, and finance.