Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
What to Send a Client at the Start of a Matter
The first documents a client receives set expectations for the whole matter. What to send, in what order, and how to record that the client received and agreed to it.
What to Send a Client at the Start of a Matter
The first documents a client receives set expectations for the whole matter. What to send, in what order, and how to record that the client received and agreed to it.
Choosing a Classification Scheme for Your Archive
A classification scheme decides how every record is grouped and found. How to choose between functional, subject and organisational schemes, and how to keep one simple enough to use.
Working Across Two Workspaces: Personal and Organisation
You are always in exactly one workspace. Understanding which one — and what belongs where — is most of what there is to know about Herarx.
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.
Herarx on iPhone, Windows and Android: What Each App Is For
Three apps, one account. They are not the same app on three screens — each is shaped for where you are when you open it.
How to Prove When a Document Was Created, Sent or Received
File dates can be changed. Email dates can be forged. What actually proves timing, from the weak to the strong, and how to have the strong kind by default.
Backups Are Not Recovery: How to Know Your Records Would Come Back
A backup is a claim. A restore is proof. Four questions to ask any provider — and the copy you should be keeping yourself.
Grievance or Complaint? How HR Should Tell the Difference
Not every complaint is a formal grievance, and treating one as the other causes problems either way. How HR can classify what comes in, record the decision and route it correctly.
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.