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
Two-Factor Authentication Is Not Optional Anymore: Here Is the Data
Accounts with multi-factor authentication enabled are 99.9% less likely to be compromised. The professional case for enabling it is now unanswerable.
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.
Deletion Protection and the 30-Day Trash: Designing for the Mistake You Haven't Made Yet
Nobody plans to delete the wrong case. Everybody eventually does. The system should assume it.
Two-Person Approval for Sensitive Actions
Some actions are too consequential for one person to take alone. Which actions deserve a second pair of eyes, how to design the check, and how to keep it from becoming a rubber stamp.
How to Handle a Subject Access Request, Step by Step
Someone has asked for everything you hold about them. You have a deadline, a search to run and redactions to make. Here is the process, and how to make the next one take an hour.
How to Write a Data Retention Policy for a Small Business (With a Template)
A retention policy is a table, a trigger and a habit. Here is a one-page version you can adopt this week, and how to make the software enforce it.
Roles, Not Plans: Designing Permissions for a Small Team
In an organisation workspace, features are switched on by role — not by who is paying. Here is how to design roles that match how a team actually works.
Data Retention: How Long Should You Keep a Closed Case?
Keeping everything forever is not a policy. Neither is deleting things when the drive fills up. Here is how to think about the middle.Open your first case today
Free for up to 5 cases. Or look around the live demo first, no sign-up.