Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
Two-Person Approval for Sensitive Actions
Some actions are too consequential for one person to take alone. Which actions deserve a second pair of eyes, how to design the check, and how to keep it from becoming a rubber stamp.
Two-Person Approval for Sensitive Actions
Some actions are too consequential for one person to take alone. Which actions deserve a second pair of eyes, how to design the check, and how to keep it from becoming a rubber stamp.
Email Belongs in the Case: Why We Built Mail Into Herarx
Half of every matter happens in email. A case system that cannot see it is only ever half right. Here is how Mail works, and what it does not do.
How to Handle a Subject Access Request, Step by Step
Someone has asked for everything you hold about them. You have a deadline, a search to run and redactions to make. Here is the process, and how to make the next one take an hour.
HR Case Files: Handling a Grievance Without a Paper-Trail Nightmare
A grievance is a process with steps, dates, people and documents. Treat it as a case from the first email and the tribunal bundle writes itself.
How to Archive Email for the Long Term
A mailbox is not an archive. How to decide which emails are records, which format to keep them in, and how to make sure they still open and make sense in ten years.
The Best Way to Track Rent Payments as a Small Landlord (Without a Spreadsheet)
A rent ledger has to answer three questions instantly: who owes what, since when, and what was agreed. Here is how to keep one that does, for one unit or fifty.
Investigators in the Field: Working From a Phone Without Losing the Thread
The best note is the one written where you are standing. The phone view is built for exactly that — and for nothing else.
How to Track Deadlines Across Many Cases Without Missing One
One case is easy. Forty is where deadlines get missed. The structure that makes every date visible in one place, ranked by what is due next, with someone responsible for each.
How to Write a Data Retention Policy for a Small Business (With a Template)
A retention policy is a table, a trigger and a habit. Here is a one-page version you can adopt this week, and how to make the software enforce it.