Consulting & Legal Research
Personalized Consulting & Legal Research
We're a global leader in information governance, records management, and record retention — with the consultants, attorneys, and researchers in-house. Don't let your information challenges become a liability. We can help.
How we work
Innovate
The RIM landscape is constantly evolving. We make it our mission to stay current on the law, business practices, and industry trends.
Simplify
RIM doesn't have to be complicated. Simplicity in a RIM program is key to stakeholder compliance. A fine-tuned, practical, and easy-to-follow program can also have a noticeable effect on productivity and the bottom line.
Assess
Every organization is different. That's why we formulate our strategy to meet your organization's individual needs and risk profile.
Maintain
IG is like a garden that must be constantly tended, and maintaining an effective RIM program requires support. Let us be your partner and use our expertise to help keep your RIM program up-to-date as laws and your business change.
Where to start
Records Retention Schedules
Created from scratch, optimized, and harmonized across jurisdictions.
Retention schedules →Privacy Evaluations
GDPR, CCPA/CPRA and beyond — retention minimization, monitoring, compelled review.
Privacy services →Information Governance 101
The goals and building blocks of IG, explained the way we teach them to clients.
Start with IG 101 →Why Zasio consulting
Nothing is subcontracted
If you are tired of consultants who promise to be by your side for the duration, only to outsource your project to subcontractors, you will be pleased to know that at Zasio we perform our work 100 percent in-house. Every schedule, evaluation and citation is produced by Zasio staff — which is why we can answer for it years later, when a regulator asks how a retention period was reached.
Attorneys, not just analysts
We provide in-house citation research and consulting. Our team of highly trained legal experts is versed in the law and in business processes, and holds advanced professional certifications in information governance, records and information management, and privacy. The law behind your schedule is read by people qualified to read it.
Small city to Fortune 100
We have the training and expertise to tackle the toughest IG challenges. Whether your organization is a small business, government entity, nonprofit, or global enterprise, Zasio delivers the results you need for your records program, and the same consultants stay on it. Scope changes; the standard of research behind the work does not.
What clients say
Published references from organizations that let us use their names — audits passed, schedules defended, requirements simplified.
“Zasio's wealth of experience and expertise with information management has helped Highmark Inc. to become a company that manages its business and member records at the highest levels of confidence. The records management program that Zasio built for us has enabled our company to pass numerous records management audits with no corrective actions required. Additionally, our company mindset is now to retain records according to our policies and not to just keep everything forever. We are all in a much better place when it comes to records management.”
“As a public utility, our company is required to conform to local, state, and federal laws, as well as Utility Commissions requirements in several states. Zasio's extensive experience and exhaustive research helped us to more clearly and simply define our retention requirements, as well as ensure a more defensible and accurate policy. Additionally, their reputation in the industry enabled our company to comfortably outsource the responsibility of the research and updates, therefore reducing resources required in-house to maintain the complicated research to update the schedule.”
“Words are truly insufficient in describing Zasio's expertise, consulting ability, and patience. I have had an extensive professional life and collaborated with many consultants. Never has my experience been so illuminating, enjoyable, and overall, rich. We consider this our first phase of a records retention schedule, and once all that we need to do with it is completed, my desire is to push the institution to continue with it through the remaining departments. It is my hope that we will continue with the remaining phases, and continue the partnership with Zasio.”
“I have worked on many projects during my 17½ years here at the State Archives and this one rises to the top! It has been my hope to get an agency retention schedule developed for quite a while and with your expertise we finally did. The finished product sets a high standard for an agency specific retention schedule. I will certainly get the word out at every opportunity to let my colleagues that work with records know that our ISHS retention schedule was created by Zasio.”
Legal Research Services
The research team behind 183,000+ citations.
Our in-house attorneys and researchers maintain the citation database that powers Versatile — and the same team takes on client research: jurisdiction-specific requirements, regulatory change, and the questions Google can't answer.
Identify legal retention requirements
Our in-house team of legal professionals have researched a combined 303 countries, states, provinces, territories, self-regulated organizations, and supranational unions for more than 183,000 substantive citations — and counting.
Zasio's citations are continually updated on a rolling basis with weekly citation updates. Research quality is demonstrated through the lifecycle of each citation: beginning with initial research entry, through industry vetting, and finally, regular validation and updates — so a requirement that changes does not sit stale in your schedule until the next audit finds it.
How research powers the software →Support, on the record
"By the time we hang up the phone, it's done!"