Setting Up Data Retention Policies

Data Retention Policies

DriversConfidence allows you to configure automatic data purging for completed cases. This feature is available on Professional and Enterprise plans.

Why Use Data Retention?

• Compliance - Meet your firm's data management requirements
• Privacy - Limit how long client data is stored
• Housekeeping - Keep your account clean of old cases

Configuring Data Retention

1. Go to Settings
2. Find the Data Retention section
3. Select a retention period (30, 60, 90, 180 days, etc.) or "Keep Forever"
4. Save your changes

How It Works

• The retention period starts from when a case is approved (completed)
• Cases in progress or pending review are not affected
• You'll receive email warnings before data is deleted
• You can download archives before deletion

What Gets Deleted

When a case is purged:

• Client responses and intake data
• Uploaded evidence and documents
• Generated PDFs
• AI-generated statements

What's Preserved

Basic records are kept for your reference:

• That a case existed
• Client name (for reference)
• Citation number
• Approval date
• Deletion date

Changing Retention Settings

You can change your retention policy at any time. Changes apply to newly completed cases; existing scheduled deletions continue as planned.