Below is our most updated policy regarding data retention in LegalSifter.

Every Organization has two flags that drive the data retention policy.

 1. Allow Research: Clients may choose to opt in or out of research of allowing LegalSifter to use their contracts for R&D. This is part of each clients agreement with LegalSifter.

 2. Retain Deleted Documents:  As a default, we will assume Organization do not want to retain their deleted documents. Some firms will not want LegalSifter to automatically excise deleted documents, so we can set this to No. If you would like LegalSifter to retain documents that your users delete, please email help@legalsifter.com and we will update that setting.

Data Retention Details

A contract uploaded by the user stays in the LegalSifter application until:

 1. User deletes the contract by moving to Trash and deleting from Trash

  • If Retain Delete Documents is set to No, we permanently excise the associated contract files after 15 days.
  • We do retain the name of the file, the document type, and the account that uploaded it for reporting purposes.

 2. Organization terminates their paid contract for LegalSifter

  • We permanently excise all data and contracts 30 days after cancelation.
  • Some data with file names, document types, and accounts may be retained for reporting purposes (in CRM only). No contract language will be retained.

 3. LegalSifter terminates a Trial account

  • If not converted to a paid account, we inactivate at the end of the demo period.
  • We permanently excise all contracts and data 30 days after the organization is inactivated. 
  • Some data with file names, document types, and accounts may be retained for reporting purposes (in CRM only). No contract language will be retained.

Allowing Research 

When you upload a Document, if your Organization has Allow Research Set to Yes:

  • A copy of the contract is moved to a secure, internal R&D data store (in AWS S3). 
  • Documents will stay in this repository forever.

Other clients will NEVER see the contracts stored in this repository, as ONLY select LegalSifter Research and Development team members will ever see the contracts in the repository.

If Allow Research is updated to Yes after an Organization is launched:

  • The logic will add previous uploads from that organization to the research repository.
  • This is commonly the case when an organization converts from a Trial account to a paid account.

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