Blog
Practical writing for the people who run document exchange at professional services firms — records managers, practice directors, deal teams and the security people who get asked to approve all of it.
Everyone knows they should delete documents eventually. Almost nobody can say on what basis, on what trigger, or with what evidence. Here is how to build a schedule that holds up.
Most data rooms are organised the way the seller's documents happen to be filed. The good ones are organised the way the buyer's questions arrive. Here is a structure that holds up.
Every firm we speak to knows email is the wrong tool for confidential documents. Far fewer can articulate exactly why — which makes the habit hard to break. Here are the five failures, named.
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