Records Management - Cimcon Software
                     Records 
Management
Automate retention, 
defensible 
disposition, and legal 
hold — without 
leaving your files 
exposed
Why CIMCON’s Records 
Management Module?
CIMCON’s Records Management module points directly at the drives 
your business already uses and applies your retention rules automatically. 
Instead of relying on manual tracking or year-end clean-up projects, the 
application continuously identifies files that have passed their retention 
period and routes them into a structured disposition workflow — no 
guesswork, no missed deadlines.
Every file that ages out of retention is surfaced to your Records Manager for 
review before it goes anywhere. From there, Legal can weigh in, place files on 
hold when needed, and release them when the hold is no longer required. 
Nothing is destroyed without a documented, auditable trail — and every 
disposition action produces a certificate of destruction your business can hand 
to auditors and regulators on demand.
Features
AI Agents
• Point the application at any drive or 
file share and apply retention rules by 
policy, department, or file type
• Continuously scans in the background 
to identify files that have passed their 
retention period
• Surfaces eligible files automatically — no 
manual audits or spreadsheet tracking 
required
Records Manager & Legal Review Workflow
• Routes retention-eligible files to 
the Records Manager for review 
before any action is taken
• Sends the reviewed list to Legal, 
who can approve disposition or 
place files on Legal Hold
• Authorized personnel can release a 
Legal Hold, sending the file back into 
the standard disposition process
Defensible Disposition & Certificates of 
Destruction
• Disposes of approved files 
automatically once the review 
and hold process is complete
• Generates a certificate of 
destruction for every disposed 
file, ready for compliance and 
audit needs
• Legal Hold files remain fully accessible 
to authorized personnel only, and are 
never destroyed while a hold is active
About Us
Established in 1988, CIMCON Softwar
e, LLC is a pioneer in end-user 
computing and model risk 
management, serving over 800 
companies across industries. 
Recognized by Gartner, Insurance 
ERM, and others as a top risk 
management vendor, CIMCON brings 
25+ years of experience and industry 
best practices to support AI & GenAI 
readiness and governance. With the 
largest global installed base, our 
feature-rich, extensively tested 
solutions offer unmatched depth, 
support, and reliability.
Contact Us
Boston (Corporate Office)
+1 (978) 692-9868
234 Littleton Road  Westford, MA 01886, 
USA
New York
+1 (978) 496 7230
394 Broadway New York, NY 10013