Sectors
Law firms and legal practices
The value lies in the way your practice operates. Privileged material is taken out, and client matters can stay out.
Check my estimatePrivilege first
Before anything is shared, privileged material is removed. A practice can start with templates and training material alone, keeping every client matter out of scope.
Your own professional duties and agreements set the limits on what your practice may include. That decision belongs to you and your counsel. We offer no legal advice. Your counsel is welcome on the 15-minute call.
Common record types
- Precedent templates and clause libraries
- Training guides and practice checklists
- Know-how notes and research memos
- Matter workflow, intake through close
- Billing narratives without client details
Where most owners start
Templates and training material usually come first. They reflect how the practice reasons without a single client file involved. Workflow records can follow if you and your counsel agree. Otherwise, the scope simply stays with the know-how.
Every scope, large or small, goes through the same preparation. Our partner, License Your Data, sticks to the scope you approve, puts placeholders in place of names and identifiers and gets your approval on a sample first. Your originals never leave your systems.
Questions owners ask
Is any matter included without our consent?
No. Matters only go in if your practice and its counsel choose to include them.
When is the copy shown to us?
You see and approve a sample before anything is shared.
Is there a fee?
Nothing, and everything begins under NDA.
Good to know
- Clients, opposing parties and your attorneys are swapped for placeholders.
- Leave out whatever practice group or folder you choose.
- Originals stay in your document system. No logins are requested.