Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
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.
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.
Employee Onboarding Checklist Template for a Small Business (Day −10 to Day 90)
A checklist with owners and relative dates, not a list of good intentions. Copy it, attach it to the new-starter record, and let the dates move when the start date does.
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.
Onboarding a New Employee: A Checklist That Runs Itself
Onboarding fails in the gaps between people. Make the new starter a case, and the gaps have names, dates and owners.
Building a Dashboard You Will Actually Look At
Most dashboards are built once, admired, and never opened again. The ones that survive answer a question their owner asks every week.
The Calendar That Knows Your Cases: Deadlines, Tracked Dates and Two-Way Sync
A calendar with your meetings in it is a diary. A calendar with your cases in it is a workload. Here is how the two became one.
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.
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.
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.