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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Defining Case Statuses Your Whole Team Agrees On
If two people would set a different status on the same case, your statuses are not working. How to define a short set of statuses with clear entry and exit rules.
Organising a Case File from Day One: The Right Workflow
The worst time to think about how you will organise a case is when you are already three weeks into it.
The 7 Habits of Investigators Who Never Lose Evidence
The professionals who consistently win cases are not the best at fieldwork. They are the best at documentation.
How to Share Files with Clients Without Compromising Security
Sending a file to a client is one of the highest-risk moments in any professional workflow — the point where a document leaves your control.
Sharing With Clients: The Portal Model vs the Attachment Model
An attachment is a copy you have lost control of. A portal is a window you can close. The difference decides most data-protection incidents.
Generated Documents: One Design, Every Letter
If you have ever opened last month’s letter, changed the name and the date, and saved it as a new file, this post is for you.
Six Questions to Ask Before You Move Off Spreadsheets
Spreadsheets are not the enemy. They are the right tool until a specific moment — and these six questions tell you whether you have reached it.
Two-Factor Authentication for Small Firms: A Setup Guide That Takes an Afternoon
Every regulator, insurer and client now expects 2FA. Here is how a small practice turns it on everywhere that matters, in one afternoon, without locking anyone out.
A Research Data Management Plan Template for a Small Lab or Study Team
Funders ask for a DMP; ethics boards ask where consent lives. One document answers both if it is written around how the study actually runs. Here is the skeleton.Open your first case today
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