Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
Interviewing Research Participants Remotely: Records and Consent
Video and phone interviews add new consent, recording and storage questions. How to run remote research interviews so the records are clean and the consent is provable.
Interviewing Research Participants Remotely: Records and Consent
Video and phone interviews add new consent, recording and storage questions. How to run remote research interviews so the records are clean and the consent is provable.
Exit Interviews: What to Record and What to Do With It
Exit interviews only help if the answers are recorded consistently and actually reviewed. What to ask, what to write down, what to keep out of the file, and how to act on patterns.
Reference Requests: What HR Can Say, and What to Record
A reference can help a former employee or expose you to a claim. How to handle reference requests consistently: who gives them, what to say, and what to keep on file.
Collecting Field Data on a Phone: A Practical Guide
Phones make field data collection fast, and messy if there is no structure. How to set up forms, photos, timestamps and sync so what you capture on site is usable back at the desk.
Document Access Rules for Remote and Hybrid Teams
When people work from home, cafes and phones, the office door no longer protects anything. Practical access rules for remote and hybrid teams handling sensitive records.
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.
Co-Owned Property: Keeping Records Everyone Trusts
When a property has two or more owners, disagreements usually start with the records. How to keep income, costs, decisions and documents so every co-owner can see and trust them.
Shared Inbox vs Case-Based Email: Which Scales?
A shared inbox works well for a small team and a steady flow. Once work is organised by matter, filing mail to the matter scales better. Here is how to tell which you need.
How to Track Time Per Matter Without Hating It
Time recording fails when it is left to the end of the week. Simple habits for capturing time against each matter as you work, with enough detail to bill and defend it.