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.
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How to Run Votes for an Owners’ Association or Committee Online (And Keep the Record)
Between meetings, decisions still need making. How to run a vote online that members trust, that produces a record, and that does not turn into a reply-all thread.
Sub-Cases and Roll-Ups: Managing a Building as One Record With Many Units
A building is not a folder of flats. It is a thing with its own budget, its own owner and its own questions — answered from the units beneath it.
Contractor and Supplier Records for Landlords
The plumber you call at midnight should not be a name in your phone. What landlords should keep about each contractor and supplier, and how to link their work to properties.
Maintenance Requests Done Right: From Tenant Report to Contractor Quote to Invoice
A leaking tap is a small job. Losing track of it is not. A maintenance request is a case with a beginning, a contractor and an end.
How to Choose Software for Managing Rental Properties: A Buyer’s Checklist
Property software ranges from a rent tracker to a full accounting suite. Here is how to work out which you need, and the fifteen questions to ask before you pay for either.
Polls: Getting a Decision From Twelve Owners Without Twelve Phone Calls
Anyone who has managed a block of flats knows the problem: one decision, many people, no meeting. Polls are built for exactly that.
From Rent Roll to Ledger: Connecting Cases to QuickBooks, Xero and NetSuite
The rent table on a tenancy case already knows who owes what. The accounting integration lets it say so to the books — and hear back.
How to Document a Tenant Repair Request From First Message to Closed Job
A repair that is not documented did not happen — as far as a tribunal, an insurer or a future buyer is concerned. Here is the record a request should leave behind.
Rent Increases: The Notice, the Dates and the Proof
A rent increase is only as good as the records behind it: the right notice, served correctly, with dates you can prove. What landlords should keep at each step.Open your first case today
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