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  • Can you throw it away?
    Can you throw it away?
    Use this elegant decision tree to help your people understand the ifs, whens, and hows of getting rid of documents. Keep versus shred may feel like second nature to your compliance and legal teams, but your other employees often need more guidance. This...

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  • Template: Visual Legal Hold
    Template: Visual Legal Hold
    Help employees easily understand their obligations when lawsuits happen. When litigation lands, it’s critical that employees know how to navigate a legal hold. Why, then, are so many of them basically unreadable mountains of legalese? Use this...

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  • Destroy It Securely
    Destroy It Securely
    This simple graphic instructs your team that shredding—not the trash can—is how you get rid of docs securely.

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  • Dawn Raid: How to Respond
    Dawn Raid: How to Respond
    Dawn Raids can be scary, but Happy Cloud knows what to do. Educate your team on how to respond when government agents come knocking. Your team shouldn’t be unprepared for a surprise visit from regulators. This piece offers some tried-and-true steps...

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  • Legal hold in effect
    Legal hold in effect
    It's bold, it's clear, it feels like this should be the hook of a catchy song. Remind your employees not to delete anything when there's a legal hold in place.

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  • Check the document retention schedule
    Check the document retention schedule
    People forget that—even if they're finished with a document—your document-retention policy prohibits destroying it. Remind them that your company's policy gives them a handy schedule.

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  • If it's disclosed, it can be managed If it's disclosed, it can be managed
    If it's disclosed, it can be managed
    Everyone thinks they can manage their own conflicts. Use this graphic piece to help your team identify and disclose all conflicts, all while reducing the stigma of doing so. One of employees’ core misunderstandings about conflicts of interests is...

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