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By LEIDIT Β· ServiceNow Native
Records Management for ServiceNow

Electronic Records Management.Automated.

Stop managing records manually. LEIDIT's ERM solution automates retention schedules, disposition, and eDiscovery holds β€” natively inside ServiceNow, in full compliance with federal regulations.

ServiceNow Elite Partner SBA 8(a) Certified Federal Ready
Records Manager
ServiceNow Β· ERM Module
Live
DOJ-CONTRACT-2024-001
Legal Agreement Β· 7yr retention Β· Created Jan 2024
Active
AUDIT-REPORT-Q3-2024
Audit Records Β· eDiscovery Case #24-441
Legal Hold
TEMP-LOG-FILE-2024-09
System Logs Β· Auto-disposal Β· Expires Mar 2025
Pending Disposal
POLICY-MANUAL-V2.4
Policy Document Β· 3yr retention applied
Schedule Applied
4
Lifecycle Stages
Zero
Manual Reviews
100%
Audit Ready
Platform capabilities

Four Modules.
Complete Records Automation.

Every aspect of your ServiceNow records lifecycle β€” from creation to disposal β€” automated, auditable, and compliant.

Automatic Identification & Disposal

Automatically identify and delete temporary ServiceNow records eligible for disposal β€” eliminating unnecessary data, optimizing storage, and reducing costs.

  • Auto-flags records matching disposal criteria
  • Zero manual review cycles required
  • Reduces storage overhead continuously
  • Full audit trail for every disposal action
eDiscovery Holds Management

Simplify the creation, application, and removal of legal holds on ServiceNow records β€” preserving information relevant to legal proceedings and regulatory investigations.

  • One-click hold placement and release
  • Prevents accidental disposal of held records
  • Full chain of custody documentation
  • Supports FOIA and litigation response
Automated Records Disposition Schedule

Effortlessly apply disposition schedules to ServiceNow records using metadata β€” ensuring compliance with regulatory policies and automating retention and disposal processes end-to-end.

  • Metadata-driven schedule assignment
  • NARA and DoD 5015.2 alignment
  • Disposition triggers fire automatically
  • Exception handling built in
Retention Schedule Application

Apply retention schedules to ServiceNow records with ease β€” managing the full lifecycle from creation to disposal in alignment with regulatory requirements and organizational policies.

  • Policy-driven retention by record type
  • Supports multi-year retention windows
  • Auto-extends on legal hold placement
  • Dashboard visibility across all categories
Inside the App

See Records Management in Action

Real screenshots from the application β€” a guided 4-step wizard that takes you from record selection to automated disposition in minutes.

Wizard Steps
4-Step Guided Process
Platform
ServiceNow Native
servicenow.com Β· Records Management Β· Home
Records Management for ServiceNow β€” Dashboard overview
Records Management β€” New Record Step 1: Primary Information
Records Management β€” Step 3: Select records for disposition
Records Management β€” Step 4: Review and submit disposition schedule
Your central hub β€” manage all disposition schedules, approvals, and records from one dashboard
Dashboard
Records Lifecycle

From Creation to Disposal β€”
Every Stage, Automated.

ServiceNow records move through a defined lifecycle. LEIDIT automates every transition β€” no manual triggers, no missed deadlines, no compliance gaps.

Stage 01
Record Created
A ServiceNow record is created. The ERM module detects it and begins lifecycle tracking immediately.
Stage 02
Retention Applied
Based on record metadata and category, the correct retention schedule is applied automatically.
Stage 03
Legal Hold
If a legal matter is initiated, an eDiscovery hold is placed instantly β€” pausing disposal, preserving the record intact.
⚠ Conditional
Hold releases automatically once the legal matter resolves.
Stage 04
Automated Disposal
When the retention period expires and no holds are active, disposition executes automatically with a full audit trail.
Every stage logged, auditable, and compliant β€” without a single manual step.
LEIDIT's ERM module runs continuously inside ServiceNow, processing records around the clock β€” freeing your team to focus on mission-critical work while compliance happens automatically in the background.
The Federal Records Challenge

Federal Agencies Are Drowning
in Manual Records Management.

Federal agencies managing thousands of records across ServiceNow face a common problem: retention schedules applied by hand, disposal decisions made case-by-case, and eDiscovery holds placed reactively. The result is compliance risk, storage bloat, and teams spending hours on work that should be automatic.

NARA requirements, DoD 5015.2 standards, and FOIA obligations demand a level of records precision that manual processes simply can't deliver at scale.

Built for Federal Compliance NARA Β· DoD 5015.2 Β· FOIA Β· eDiscovery ready
LEIDIT team β€” ServiceNow Elite Partner
Three Problems That Demand Automation
Manual records management fails agencies on every front.
Challenge 01
No Automated Retention Scheduling
Records sit in ServiceNow with no retention policy applied β€” or worse, with the wrong one applied manually. Compliance teams scramble during audits to demonstrate proper lifecycle management.
Challenge 02
eDiscovery Holds Placed Too Late
When litigation begins, legal teams race to place holds before records are disposed. Without automation, records critical to legal proceedings can be deleted β€” creating serious liability.
Challenge 03
Storage Bloat from Unmanaged Temp Records
Temporary records β€” system logs, staging data, test entries β€” accumulate indefinitely without automatic disposal, increasing storage costs and making real records harder to find.
LEIDIT automates the entire records lifecycle β€” natively inside ServiceNow, with zero manual intervention.
Every retention schedule applied automatically. Every eDiscovery hold placed the moment it's needed. Every eligible record disposed on schedule β€” with a complete audit trail that satisfies NARA, DoD, and FOIA requirements.

Ready to Automate Your
Records Lifecycle?

Book a personalized demo and see exactly how LEIDIT's ERM solution would work for your ServiceNow environment β€” from retention scheduling to automated disposal and eDiscovery holds.

ServiceNow Elite Partner
SBA 8(a) Certified
Federal Ready