Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
Generated Documents: One Design, Every Letter
If you have ever opened last month’s letter, changed the name and the date, and saved it as a new file, this post is for you.
Generated Documents: One Design, Every Letter
If you have ever opened last month’s letter, changed the name and the date, and saved it as a new file, this post is for you.
An Evidence Log Template for Investigations (And Why a Spreadsheet Isn’t One)
The columns an evidence log needs, the rules that keep it trustworthy, and the reason the log should live with the case rather than in a workbook.
Six Questions to Ask Before You Move Off Spreadsheets
Spreadsheets are not the enemy. They are the right tool until a specific moment — and these six questions tell you whether you have reached it.
How to Run a Workplace Investigation Fairly (And Prove You Did)
Fairness in a workplace investigation is mostly procedure: the right steps, in the right order, with a record. Here is the sequence and what to write down at each stage.
Research Data Management for Small Teams: Cases as Study Records
Funders now ask for a data management plan. Ethics committees ask where consent forms are. Both questions are easier when each study is a case.
How to Structure a Research Project Record
A research project record should let someone outside the team understand what was done, with what approvals and data, years later. A practical structure that scales from one study to many.
Two-Factor Authentication for Small Firms: A Setup Guide That Takes an Afternoon
Every regulator, insurer and client now expects 2FA. Here is how a small practice turns it on everywhere that matters, in one afternoon, without locking anyone out.
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.
A Research Data Management Plan Template for a Small Lab or Study Team
Funders ask for a DMP; ethics boards ask where consent lives. One document answers both if it is written around how the study actually runs. Here is the skeleton.