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From policy to practice.

Records retention software from LexShift. Your team defines the schedule, and your data follows it, with every decision shown.

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Our Unified Platform for Policy and Data

Together, Orchestrate and Illuminate deliver a complete, end-to-end solution. Orchestrate defines the “what” and the “why”—your single source of truth for retention policy. Illuminate provides the “how”—leveraging AI to execute that policy at scale. Whether used together or independently, they provide the clarity you need to govern with confidence.

Orchestrate

Orchestrate Your Policy

Stop struggling with static tools and rigid legacy platforms. Orchestrate is the dynamic platform built by practitioners, for practitioners. It combines deep structural flexibility with multi-layered legal intelligence, powered by the world’s most comprehensive records retention research platform and curated by our own experts. The result is a defensible “single source of truth” that makes your retention schedule actionable for your workforce, your auditors, and your entire tech ecosystem.

Illuminate

Illuminate Your Data

Illuminate is your on-premise, autonomous data classification engine designed to give you total visibility and control over your information. Illuminate’s AI follows your rules, not its own—executing the instructions you provide (like your retention schedule or privacy definitions) to classify data at scale. Because it runs securely in your environment and “shows its homework,” Illuminate delivers the safe, future-proof power you need to defensibly dispose of ROT and govern your records, without your data ever leaving your control.

Assessing how aligned your program is today?
This is a useful place to start:
LexShift Discovery Questionnaire

We can help

Our Implementation Services

Technology is only as powerful as the expertise behind it. As leading information governance and privacy practitioners, we provide the full spectrum of consulting services to ensure your technology investment delivers measurable value from day one.

  • Global Retention Schedules: Develop, refresh, and maintain defensible schedules across all jurisdictions.

  • Policy Design: Build robust RIM policies and procedures tailored to your risk profile.

  • Program Strategy: Design comprehensive technology and change management strategies.

  • Research Curation: Procure and curate the specific legal research needed to support your unique compliance requirements.

  • Rapid Deployment: Hands-on configuration of RIM controls and workflows for immediate speed-to-value.

  • Seamless Migration: Expert handling of legacy data ingestion and system transition.

  • Operational Alignment: Translate complex legal requirements into operational reality.

  • Ongoing Enablement: We don't just hand off software; we partner. From "train the trainer" models to post-go-live advisory, we ensure your team is empowered to own the solution long-term.

Ready to modernize your information governance?

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About Us

By Practitioners For Practitioners

LexShift was born from a simple truth:

The gap between policy and action is where risk lives.

We close that gap by delivering the complete solution. Built by practitioners who lived the frustration of static spreadsheets, antiquated legal research, and black-box tools, we empower organizations with a unified platform that delivers both the policy foundation and the execution engine—making information governance dynamic, defensible, and intelligent.

When  Experience  Matters

Our Team

Jeffrey Sharer

Jeffrey Sharer

Chief Executive Officer
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John Isaza

John Isaza

Chief Operating Officer
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Jason Stearns

Jason Stearns

Chief Success Officer
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Terry Wong

Chief Technology Officer
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Shirley Qin

Chief Product Officer
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Andrew Borodenko

Director of Operations
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T'Don Marquis

Chief Revenue Officer
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Our Strategic Ecosystem & Partners

Stop Managing Risk. Start Mastering It

See how Orchestrate and Illuminate can solve your unique policy and data challenges

Schedule a personalized consultation with one of our practitioners today and move from complexity to clarity.