Milenial/Legal/Data Retention Policy
Milenial Legal

Data Retention Policy

Retention schedule for platform records, assistant conversations, audit events, and legal holds.

Updated 12/3/2025v1

Last Updated: December 3, 2025 · Effective Date: December 3, 2025

1. Purpose

This policy defines how long we retain different categories of data and our deletion procedures. Records may be deleted earlier when no longer needed or held longer when a legal hold applies.

2. Retention Periods by Data Category

Data CategoryRetention PeriodJustification
Account InformationDuration of account + 2 yearsService delivery, legal compliance
Compliance Documents7 years after uploadRegulatory requirements
Audit Trails7 yearsLegal and compliance obligations
Assistant ConversationsUp to 3 years after last activityService delivery, quality review, dispute support
Assistant Audit EventsUp to 7 yearsCompliance history, legal hold, audit trace
Transaction Records7 yearsTax and financial regulations
Support Tickets3 years after resolutionQuality assurance
Usage Analytics2 yearsPlatform improvement
Session Logs90 daysSecurity monitoring
Backup Data90 daysDisaster recovery
Legal Hold RecordsUntil hold is releasedClaims, investigations, disputes, or preservation obligations

3. Legal Hold Procedures

Data subject to legal proceedings or investigations is preserved until the hold is released, regardless of standard retention periods.

4. Data Deletion Methods

  • Soft Delete: Data marked as deleted, recoverable for 30 days
  • Hard Delete: Permanent removal from primary systems
  • Backup Purge: Removed from backups within 90 days
  • Secure Destruction: Cryptographic erasure for sensitive data

5. Account Termination

Upon account closure:

  • Active data deleted within 30 days
  • Compliance records retained per legal requirements
  • Backups purged within 90 days
  • Deletion confirmation provided upon request

6. Data Subject Requests

Deletion requests processed within 30 days. Some data may be retained for legal compliance, dispute resolution, or active legal holds.

7. Archive Procedures

Inactive accounts archived after 12 months of inactivity. Archived data retained per standard periods above.

8. Contact

Data retention inquiries: privacy@milenialinc.com

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