Insights for people who
handle sensitive work
Product updates, security guides, and practical advice for case managers, investigators, and compliance teams.
Data Retention: How Long Should You Keep a Closed Case?
Keeping everything forever is not a policy. Neither is deleting things when the drive fills up. Here is how to think about the middle.
Data Retention: How Long Should You Keep a Closed Case?
Keeping everything forever is not a policy. Neither is deleting things when the drive fills up. Here is how to think about the middle.
How to Write a Privacy Notice in Plain Language
A privacy notice people can actually read: what it must cover, a section-by-section structure, plain-language rewrites of the usual legalese, and how to keep it true.
How to Share Files With Clients in a Privacy-Compliant Way (GDPR and Beyond)
Email attachments are the leading cause of reportable data breaches in small firms. What privacy law actually expects, and the sharing methods that satisfy it.
Automations That Actually Save Time: Five If-Then Rules Worth Setting Up
Most automation is theatre. These five rules are the ones our customers keep after the novelty wears off.
Chain of Custody for Digital Evidence: A Practical Checklist
A gap in the chain of custody is all opposing counsel needs. This checklist covers collection, storage, access and transfer for photos, files, emails and messages.
Deposits, Deadlines and Disputes: Keeping Tenancy Records That Hold Up
When a deposit dispute goes to adjudication, the side with the better records usually wins. Here is what "better" means in practice.
How Long Should You Keep HR Records After an Employee Leaves?
There is no single answer — but there is a method. How to set a retention period for each kind of employee record, and how to actually enforce it.
The Landlord's Year: A Month-by-Month Tenancy Calendar
Most tenancy problems are calendar problems in disguise. Here is the year laid out, and how to make the dates come to you.
Keeping a Tenant Communication Log
A tenant communication log is the dated record of every exchange about a tenancy. What to log, a format that works, and how to keep it without retyping your inbox.