Post-sale legacy records migration & management

Keep the records.
Retire the infrastructure.

Legacy Records migrates, organizes, and manages legacy business data so regulated firms can preserve the records they still need—without maintaining the systems they no longer do.

Founder-led · Medical & financial-services experience · Direct, hands-on accountability

01 From fragmented systems
DOCClient filesMultiple repositories
DBLegacy DMSMetadata to preserve
@Email archiveYears of history
GOVERNED ARCHIVE● ACTIVE
OrganizedDocumentedAccessible
02

Into a deliberate, documented home built for long-term access.

The company changed. The records still have to remain.

One focused service

Required to keep the records. Ready to retire the systems.

We migrate records subject to SEC, FINRA, HIPAA, or other retention obligations out of the systems you no longer need and into a documented archive.

Your legal or compliance team determines what must be retained. We execute the migration and build the archive.
01

Extract

Get the records out of legacy applications, databases, file shares, and email archives.

02

Preserve & validate

Keep useful context and metadata, reconcile the expected records, and document what moved.

03

Archive

Organize the data in a searchable, accessible, and governed long-term archive.

Delivery option 01

Your archive, delivered.

Your organization takes ownership in the destination you choose.

Delivery option 02

Hosting & data custodianship.

Legacy Records can host and manage the archive for continued access.

Discuss your legacy records

Long-term hosting & hands-on custodianship

You are not buying another repository. You are transferring responsibility.

Legacy Records becomes the long-term partner equipped to own that responsibility—managing the access, safeguards, and ongoing care that keep your retained data available without creating another system for you to worry about.

Access continuity

No forgotten credentials.

Authorized access is documented and managed so the archive does not depend on one person remembering an old password.

Key stewardship

No lost encryption keys.

Critical access information is managed as part of the archive—not left behind with a retired server or departed administrator.

The archive stays ready, and we stay accountable—at a fraction of the cost and effort of maintaining the entire legacy environment. If the day comes when you need the data, we are still here.

Custodianship supports your retention program; your legal and compliance teams remain responsible for defining applicable requirements.

Founder-led, by design

Deep migration experience inside regulated environments.

Legacy Records is led by an experienced data and technology practitioner with hands-on expertise in document management, legacy platforms, complex migrations, metadata, validation, and information governance.

That work has been done from inside medical and financial-services organizations—not solely from the perspective of a software vendor or outside consultant. Clients work directly with someone who understands both the technical details and the operational reality of preserving regulated business records.

Start a conversation

Start with the records

Tell us what must remain—and what you want to retire.

Tell us about the sale, acquisition, closure, legacy systems, and records that still carry an obligation. We'll help determine what the archive should contain and who should own it long term.

A firm has been sold or acquiredRecords must be retainedLegacy systems need to be retiredLong-term hosting or custodianship may be needed
Share only what is necessary for an introductory conversation. Please do not include confidential client records.