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Export & Data3 min readUpdated Aug 3, 2026

Data retention

Understand how long materials may be kept, how lifecycle tools work, and where to manage your data.

Overview

Data retention describes how long information remains available and what happens as cases age, move to trash, or reach policy limits. My Data and related lifecycle tools help you see status and take allowed actions. Retention works alongside legal holds and your own exports.

Why this feature exists

Clear retention expectations reduce anxiety. You should know that materials won’t vanish without orientation — and that you have tools to manage what you can.

Step-by-step

  1. 1

    Open My Data

    Go to Settings → My Data for a calm view of your information and lifecycle options.

  2. 2

    Review retention and lifecycle status

    Note anything scheduled, held, or awaiting action so you’re not surprised later.

  3. 3

    Export what you need to keep offline

    If you need a personal archive, create an export while materials are available.

  4. 4

    Use Trash and restore intentionally

    Move to Trash for mistakes; restore promptly if you still need an item in the active case.

Best practices

  • Don’t rely on memory for retention windows — check My Data periodically.
  • Keep offline copies of court-critical documents you must retain independently.
  • Read Trust Center and privacy materials for the broader policy picture.

Productivity tips

  • After closing a matter with counsel’s guidance, decide deliberately what to export and what to remove.
  • Set a calendar reminder to review My Data every few months for long-running cases.

Common mistakes

  • Assuming trashed items remain forever without checking policy.
  • Waiting until after a retention event to look for a file you still needed.

Frequently asked questions

Will SeraCase keep my case forever?

Retention depends on product policies, your actions, and any legal holds. Use My Data and the Trust Center for current guidance, and export materials you must keep independently.

Where do I manage my information?

Start at Settings → My Data. For security controls, use Security settings. For policy detail, visit the Trust Center.

Screenshots

Illustration placeholder — product screenshot coming soon.

Data retention screenshot placeholder

Helpful links

Related articles

  • Trash and restore

    Move mistakes aside safely with Move to Trash, and restore items when you still need them.

  • Legal holds

    Learn how legal holds help preserve materials that must not be discarded while a hold is active.

  • Exporting your case

    Create a downloadable package of your case materials when you’re ready to share or keep an offline copy.

  • Privacy overview

    How SeraCase approaches privacy in plain language — and where to read the full policy detail.

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