Which files belong in the inventory
The record list brings categories, official copies and possible duplicates together without assuming two copies are equivalent.
Records Retention & Disposal Question Builder
Know which record questions need answers before anything is discarded.
Old files can raise more questions than they answer: which copy is official, what rule applies, and is anything on hold? This AI skill organizes your inventory and supplied rules into a review package for the responsible owner and adviser.
For authorized small-business record owners preparing a retention or disposal review.
Both Codex and Claude editions included. No edition selection needed.
$19 USD · one-time purchase
Get the complete kit — $19A clearer picture of the records you are responsible for
Which items still need to be kept
A do-not-delete list makes audits, disputes, holds and unanswered preservation questions visible alongside the inventory.
Which questions need an adviser’s answer
The rule table connects a supplied period to its starting event and source. Gaps become specific questions for the responsible professional.
An organized agenda for the records conversation
The output separates the inventory, supporting rules, preservation needs and unanswered questions. For a small-business owner, that means the conversation can start with a particular record category and the information behind it, rather than a general question about whether old files can go.
What you receive
- Separate Codex and Claude skill files
- Getting Started PDF for installation and use.
- Workflow references and a helper for screening supplied inputs.
Tools, inputs and fit
A compatible Codex or Claude account with custom Skills, file and required runtime tools is needed. You supply authorized record information and adviser-approved rule sources. The kit includes both editions and a setup guide; an AI subscription and legal retention schedule are separate. Testing is recorded for Codex; complete use and saved results in Claude have not been verified. The skill neither authorizes disposal nor deletes files.
Choosing the right option
How do I receive the files?
After payment, the confirmation page provides a link to download your ZIP.
What records can the inventory cover?
The workflow covers business record categories such as customer, employee, tax, contract, vendor, insurance and cloud records. The applicable rules come from the adviser-approved sources you supply.
What if we do not yet have a retention schedule?
The inventory and professional questions can make the missing rules clear. A period and its starting event remain unknown until a supplied adviser-approved source supports them.
What makes this more useful than a file list?
It connects record categories to their official copies, possible duplicates, holds and rule sources. The unanswered questions stay alongside that context for the owner and adviser.
Bring the record inventory, holds and adviser questions together.
$19 USD · one-time purchase
Get the complete kit — $19Digital downloads cannot be returned, and change-of-mind refunds or exchanges are not offered after access is provided. If a technical access problem cannot be resolved, a refund is provided. Read the refund and support policy.