How to build an email continuity plan for project-based firms
Project email doesn't disappear when people leave. It gets locked in inboxes that belong to individuals, not to the business.
This guide shows you how to fix that and how to assess where your firm stands today.
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What you'll learn
The three pillars every email continuity plan must address, filing, retention, and retrieval and why most firms can only answer one of them with confidence.
A five-step framework for building a plan from audit to implementation, regardless of where your firm is starting from.
The most common pitfalls that leave firms exposed, including why shared drives, shared mailboxes, and M365 retention settings are not a continuity strategy.
A ten-question self-assessment that tells you exactly which gaps to prioritise and what maturity level your firm is at.