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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Working Across Two Workspaces: Personal and Organisation
You are always in exactly one workspace. Understanding which one — and what belongs where — is most of what there is to know about Herarx.
Backups Are Not Recovery: How to Know Your Records Would Come Back
A backup is a claim. A restore is proof. Four questions to ask any provider — and the copy you should be keeping yourself.
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.
How to Keep Clients Updated on Their Case Without Endless Emails
Clients want to know what is happening. You want to stop writing the same status email. Both are fixed by giving them a window onto the matter instead of a summary of it.
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.
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.
How to Build a Client Intake Form That Creates the Case for You
Intake forms that end up as PDFs in an inbox are data entry deferred. Here is how to design one whose answers become the fields of the matter, with nothing retyped.
Case Management Software for a Small Law Firm: The Features That Matter and the Ones That Don’t
Big-firm systems are built for big-firm problems. A two-to-ten-lawyer practice needs a different list. Here it is, with the trade-offs spelled out.
What Is an Audit Trail, and Why Does Your Business Need One?
An audit trail is the record of who did what, when — kept by the system, not by the people it describes. Here is what it is for, what makes one trustworthy, and how to read it.Open your first case today
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