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
RSS feed
How to Prepare a Hearing Bundle From Your Case Files
A bundle is your case file edited for a stranger: selected, ordered, paginated and indexed. A practical method that starts from well-kept records, not a last-minute scramble.
How to Hand Over a Case When Someone Leaves
When a colleague leaves, their matters should not leave with them. A handover note structure, the questions to ask before their last day, and what to check afterwards.
A Records Retention Schedule Template You Can Adapt
A retention schedule is a table, not an essay. Here are the columns it needs, a worked example you can copy, and the habits that stop it going stale.
File Naming Conventions People Actually Follow
Most naming conventions fail because they ask too much. A short, sortable pattern, the rules worth enforcing, and the ones to drop so your team actually uses it.
Records Management vs Document Management: What Is the Difference?
Document management helps you work on files; records management governs what you must keep, for how long, and how you prove it. Why the difference matters and how to cover both.
What Is Case Management? A Plain-English Definition
Case management means keeping everything about one matter in one record, from first contact to closure. What that looks like in practice, who uses it, and when you need it.
How to Write a Case Note That Still Makes Sense in Five Years
A case note is written for a stranger: the colleague, auditor or judge who reads it years later. Seven habits that keep notes clear long after you have forgotten the matter.Open your first case today
Free for up to 5 cases. Or look around the live demo first, no sign-up.