Guides and films for people who handle sensitive work.
Product updates, security guides and practical advice for lawyers, property managers, investigators and HR teams.
Films
Four short films, each under a minute.
Articles
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Choosing a Classification Scheme for Your Archive
A classification scheme decides how every record is grouped and found. How to choose between functional, subject and organisational schemes, and how to keep one simple enough to use.
Digital Archiving Best Practices for Small Organisations
Archiving is not backup and it is not storage. It is keeping records findable, readable and trustworthy for as long as they are needed. Eight practices that make that true on a small budget.
Legal Holds: What to Do When Litigation Is Likely
Once a dispute is reasonably likely, routine deletion must stop for the relevant records. How to scope, issue, track and eventually release a legal hold in a small organisation.
Archiving Physical and Digital Records Together
The box in the basement and the folder on the drive describe the same matter. An archive that only knows about one of them is half an archive.
Why Shared Drive Folders Are a Compliance Risk for Professionals
Drive is an extraordinary tool — and, for professionals handling sensitive records, a compliance risk most organisations underestimate.
Landlord Record Keeping: What to Keep, For How Long, and Where
Tax, safety, deposit and tenancy law each want different records for different periods. One list, one place, and the dates that trigger each.
How to Archive Email for the Long Term
A mailbox is not an archive. How to decide which emails are records, which format to keep them in, and how to make sure they still open and make sense in ten years.
Data Retention: How Long Should You Keep a Closed Case?
Keeping everything forever is not a policy. Neither is deleting things when the drive fills up. Here is how to think about the middle.
Collection Records and Accession Registers for Small Collections
An accession register is the one record that proves what you hold and how you came to hold it. What to record, how to number items, and how to keep it from drifting.Open your first case today
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