Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
Self-Managing or Using a Letting Agent: Who Keeps the Records?
Handing a property to an agent does not hand over responsibility for the records. Who should hold what, what to ask your agent for, and what to keep yourself.
Self-Managing or Using a Letting Agent: Who Keeps the Records?
Handing a property to an agent does not hand over responsibility for the records. Who should hold what, what to ask your agent for, and what to keep yourself.
Disciplinary Procedures: The Records You Need at Each Step
A fair disciplinary process is one you can prove was fair. The records to create at each stage, from the first concern to the appeal outcome, and how to keep them.
End-of-Tenancy Checklist for Landlords
From notice to deposit return, the steps and records that make the end of a tenancy smooth, and the evidence you will need if the deposit is disputed.
How to Log a Phone Call Properly (and Why It Matters Later)
Phone calls leave no trace unless you make one. What a good call log records, how soon to write it, and the details that settle disputes months later.
The Hidden Cost of Using Email as a Filing System
Email feels like a record because everything is in it. Why an inbox is a poor filing system, what it costs you when a matter is disputed, and what to do instead.
How to Store Copies of Identity Documents Securely
Passport and ID copies are a gift to fraudsters. Whether you need to keep them at all, how to store them if you must, and when to delete them.
How to Take a Witness Statement That Holds Up
A statement holds up when it is in the witness's own words, in order, with sources and gaps admitted. How to prepare, question, draft and sign one, and what to keep afterwards.
Password Hygiene for Small Offices: A No-Nonsense Guide
Most small-office breaches start with a reused or shared password. Six rules that matter, three that do not, and how to roll them out without a revolt.
Tenant Screening Records: What to Keep and What to Delete
Screening applicants creates a pile of sensitive personal data. What to keep for successful tenants, what to delete for everyone else, and how to decide the timings.