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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Contacts Are Not a Rolodex: People, Companies and the Roles They Play
The same person can be a tenant in one case, a guarantor in another and a witness in a third. Your contact list should know that.
How to Organise Case Files Digitally: A System That Still Works in Five Years
Folder trees rot. Naming conventions drift. Here is a way to organise case files that survives new staff, new matters and the day you have to hand everything over.
Templates: Why Every Case Should Start From a Shape, Not a Blank Page
A blank form is a decision deferred. A template is the decision made once — and applied every time, by everyone.
What Evidence Do You Need to Win a Tenancy Deposit Dispute?
Deposit disputes are decided on documents, not on who sounds more reasonable. Here is exactly what adjudicators, courts and deposit schemes ask for, wherever you rent.
What Is a Case, Anyway? The Mental Model Behind Herarx
Every tool has one idea at its centre. Ours is the case: one record that holds everything about one matter, and nothing about any other.
How to Document a Verbal Agreement
A spoken agreement can be binding, but proving its terms is another matter. How to turn a conversation into a written record the other side has seen and not disputed.
How to Set Up a Records System for a New Business
The best time to set up records is before there are many of them. A simple structure for a new business: what to record, where it lives, who sees it and how long it stays.
Client Onboarding Checklist for Professional Services
From first enquiry to first piece of work: the checks, documents and conversations that stop problems later. A checklist for accountants, consultants, advisers and other firms.
The Case for Typed Fields Over Free-Text Notes
A note says "rent is 950, due on the 1st". A typed field says it in a way you can sort, filter, total and remind on. When to use each, and how to make the switch.Open your first case today
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