DR
Document Retention Map
🔵 Stable🕐 updated 2026-07-19
🔷 SkillSpec L3
pm-cowork
Decide what documents to keep, for how long, and where — the personal/small-biz retention map by category (tax, legal, medical, warranties, employment), jurisdiction-flagged periods, and the destruction discipline for what's past its date. Use when asked how long do I keep tax documents, can I shred this, set up a document retention system, or what papers does my small business need to keep. Produces the category map with keep-periods (flagged verify-locally), the keep-forever list, the digitize rules, and the annual purge ritual.
What to give it
▸The scope — personal household, freelancer, or small business (business adds employment, corporate, and customer-data categories with their own clocks)
▸Jurisdiction, loosely — retention periods are set by local tax law, statutes of limitations, and industry rules; every stated period is a common-pattern placeholder flagged for local verification
▸The current state — boxes? A scanner backlog? Already digital? The rollout starts from reality
▸Special categories — property owned, ongoing disputes, professional licensing — each extends specific clocks
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓Every period carries its who-can-ask logic and the verify-locally flag
✓The keep-forever list is present and short
✓Paper-original requirements are distinguished from scan-sufficient, both flagged
✓Purge methods specify shredding for identity-bearing paper
✓The annual ritual is calendared with its three moves
⚠️ What it refuses to do
Do not state retention periods as legal fact — category logic + local verification, always
Do not keep everything forever — expired identity-bearing paper is risk, not safety
Do not bin what should shred — retention discipline includes the exit
Do not let the scanner backlog block the system — forward-filing starts today; the backlog drains opportunistically
Do not skip the ongoing-dispute check — active disputes freeze every related clock, and the map must say so
Install
npx pm-claude-skills add --agent claude # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcpRelated skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="document-retention-map"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>💬 Discussion
Document Retention Map is one of 750 open-source professional AI agent skills — all SkillSpec L3.
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