By industry
Legal practice records
The value is in how your practice works. Privileged material is taken out, and client matters can stay out.
Check my estimateA sensible place to begin
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. If they do not, the conversation simply stays with the know-how.
Whatever goes in, the copy is prepared the same way. 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.
Privileged material stays out
Privileged material is removed before anything goes out. You may keep all client matters out, starting with nothing but templates and training material.
What can be included depends on your practice's professional duties and its agreements. That decision belongs to you and your counsel. We do not give legal advice, and your counsel is welcome on the 15-minute call.
What usually comes up
- Template and clause libraries
- Internal checklists and training guides
- Internal research and know-how
- Matter workflow from intake to close
- Billing narratives, client details removed
Good to know
- Placeholders replace clients, opposing parties and your own lawyers.
- You can exclude any practice group or folder.
- Nobody asks for logins, and originals stay in your document system.
Questions owners ask
Can any matter be included without our say so?
No. Only your practice and its counsel can choose to include a matter.
When do we see the copy?
A sample comes to you for approval before anything goes out.
What do we pay?
Nothing. It all starts under NDA.