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Capture, Archive, and Govern Business Email

Smarsh automatically captures, preserves, and archives business email with complete context. The resulting searchable records help regulated organizations strengthen email surveillance, simplify email eDiscovery, support regulatory recordkeeping, and reduce communications risk.

Trusted at global scale by regulated teams

Smarsh Named Leader in 2025 Gartner® Magic Quadrant™ for DCGA

40+ million messages processed per day

Trusted by the globe's leading financial institutions

Built for SEC17a-4, FINRA 3110/4511, FCA &FOIA recordkeeping

Email compliance starts 
at the source

Business email is automatically captured from Microsoft Exchange, Microsoft 365, Google Workspace, Salesforce, and other supported platforms as communications occur. Messages, attachments, metadata, and conversation history are preserved in their native format automatically, without manual archiving or employee action.

Strengthen email surveillance

Support SEC, FINRA, CFTC, FCA, and public sector recordkeeping requirements with automated email surveillance and configurable supervision workflows. Identify communications that require review, streamline regulatory response, and maintain searchable records for audits, investigations, litigation, and email eDiscovery.

Simplify retention and discovery

Automatically archive business email in accordance with regulatory requirements and internal email policies while preserving message fidelity and conversation history. Search, legal hold, and export capabilities help compliance, legal, and records teams quickly locate, review, and produce communications for audits, investigations, FOIA requests, and email eDiscovery.

Extend your existing archive

Capture business email once and securely deliver it to the Smarsh Platform, your existing archive, records management solution, or enterprise data lake without replacing existing infrastructure. Extend communications governance while continuing to use existing technology investments and the systems you already trust.

How email capture & archiving works

Every business email follows a secure, automated workflow from mailbox to archive, creating reliable records that remain searchable, accessible, and ready for compliance, investigations, records management, and legal discovery.

Collect communications automatically

Business email is collected through journal capture and other supported integrations as messages are sent and received. Communications are automatically preserved without manual exports, mailbox management, or employee action, creating a reliable foundation for compliance.

Preserve every interaction

Each message is preserved in its native format with attachments, metadata, routing information, timestamps, and conversation history. Message integrity is maintained to support supervision, audits, investigations, legal discovery, and long-term records management.

Search, supervise, and retain

Captured email is securely delivered to the Smarsh Platform or your existing archive. Compliance, legal, IT, and records teams can search communications, apply retention policies, place legal holds, supervise activity, and produce records from one centralized location.

Email capture & archiving capabilities

Purpose-built to help regulated organizations manage business email throughout its lifecycle—from automated capture and supervision to long-term retention, discovery, and governance.

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Automated email capture

Automatically capture inbound, outbound, and internal business email from supported cloud and on-premises email platforms. Preserve communications without disrupting employee workflows or requiring manual intervention.
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Native message preservation

Preserve email threads, attachments, inline images, signatures, participant information, message headers, routing details, and metadata in their native format. Maintain authentic, searchable records that support compliance, investigations, and records management.
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Flexible retention and email policies

Apply retention schedules and email policies across business communications from a centralized platform. Support legal, regulatory, and organizational requirements while simplifying long-term records management.
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Policy-based email surveillance

Monitor business communications through configurable supervision workflows that help identify potential compliance concerns, policy violations, and business risks. Strengthen oversight with more consistent and efficient review processes.
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Email eDiscovery and legal hold

Search millions of communications in seconds, place legal holds, review responsive content, and export records for litigation, investigations, public records requests, and regulatory examinations. Accelerate discovery while reducing the time required to locate and produce communications.
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Unified communications governance

Bring together email with Microsoft Teams, Slack, Zoom, WhatsApp, SMS, voice, social media, and more than 100 supported communication channels. Govern business communications from a single platform with a unified view across every supported channel.
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Works with your existing archive

Archive business email within the Smarsh Platform or securely deliver captured communications to your existing archive, records management solution, enterprise repository, or enterprise data lake. Extend communications governance without replacing your existing infrastructure.

Complete email communications coverage

Business email contains far more than message text. Every communication is preserved in its native, unaltered format while maintaining chain of custody. Built-in retention policies, legal hold workflows, and flexible export tools simplify records management and support compliance, investigations, and email eDiscovery.

Inbound, outbound, and internal email

Complete email conversations and threads

Attachments and embedded files

Images and inline content

Sender and recipient information

CC and BCC recipients, including 
distribution lists

Message headers and routing details

Timestamps and delivery information

Metadata

Built for Regulated Organizations

Purpose-built to meet the communications governance, recordkeeping, and email compliance requirements of highly regulated industries.

Capture and archive business email to help support SEC Rule 17a-4, FINRA Rules 3110 and 4511, CFTC, FCA, and other regulatory requirements. Maintain searchable business records, strengthen supervision, and simplify examinations, investigations, and legal discovery.

Support the Federal Records Act, FOIA requests, state public records laws, NARA guidance, agency retention schedules, and internal investigations through automated email capture and long-term preservation.

Preserve business email to support records retention, organizational governance, legal discovery, and internal investigations while helping reduce communications risk across clinical, research, and administrative teams.

Strengthen communications governance with automated email capture, long-term retention, supervision, legal hold, and eDiscovery while maintaining complete, searchable business records across the organization.

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Govern business email with greater efficiency

Business email remains one of the most important systems of record. Smarsh helps regulated organizations simplify email surveillance, support regulatory recordkeeping, streamline email eDiscovery, and reduce communications risk through automated capture, supervision, and archiving.

Frequently asked questions

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