Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
Secure Alternatives to Email Attachments for Sensitive Documents
Email was never designed to carry confidential files. Five alternatives, ranked by how much control they give you after you press send.
Secure Alternatives to Email Attachments for Sensitive Documents
Email was never designed to carry confidential files. Five alternatives, ranked by how much control they give you after you press send.
Security Keys vs Authenticator Apps: Which Second Factor Fits Your Practice?
Both are vastly better than a password alone. They fail in different ways, and the right choice depends on how you and your team actually work.
How to Choose Software for Managing Rental Properties: A Buyer’s Checklist
Property software ranges from a rent tracker to a full accounting suite. Here is how to work out which you need, and the fifteen questions to ask before you pay for either.
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.
Legal Holds: What to Do When Litigation Is Likely
Once a dispute is reasonably likely, routine deletion must stop for the relevant records. How to scope, issue, track and eventually release a legal hold in a small organisation.
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.
Archiving Physical and Digital Records Together
The box in the basement and the folder on the drive describe the same matter. An archive that only knows about one of them is half an archive.
A Bring-Your-Own-Device Policy for Small Firms
Staff will read client email on their own phones whether you have a policy or not. What a short, workable BYOD policy should cover, and the controls that make it realistic.
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.