Unlimited retention
Keep the minimum needed, then delete it.
Unlimited keeps information for a stated purpose and period, then deletes or anonymises it when that reason ends.
Working files
Active workspace and working files are kept for the engagement and export period, then ordinary live copies are deleted within the published schedule.
Business records
Agreements, invoices and essential legal, tax, insurance, complaint or security records may be retained for the period required by law or a documented professional need.
Deletion workflow
Access is closed, export is allowed, live working data is removed and protected backups expire through their normal verified cycle.