Industries
Law firms and legal practices
The value lies in the way your practice operates. Client matters can be kept out, and privileged material is removed.
See my estimateGood to know
- Placeholders replace clients, opposing parties and your own lawyers.
- Any practice group or folder can be held back.
- Nobody asks for logins, and originals stay in your document system.
Where most owners start
Templates and training material are the usual first scope, because they show how the practice thinks without touching a single client file. Workflow records can follow if you and your counsel agree. If you do not agree, things simply stay with the know-how.
However much you include, the copy is made the same way. License Your Data works only from the scope you approve, replaces names and identifiers with placeholders and shows you a sample before anything goes out. Your originals never leave your systems.
Records that tend to qualify
- Template and clause libraries
- Practice checklists and training guides
- Internal research and know-how
- Matter workflow, intake through close
- Billing narratives without client details
Quick answers
Is a matter ever included without our say?
No. Only your practice and its counsel can choose to include a matter.
When do we get to review the copy?
Before anything goes out, you approve a sample.
Does this cost anything?
It costs nothing, and everything starts under an NDA.
Starting with privilege
Privileged material is removed before anything goes out. Every client matter can stay out of scope, and a practice can begin with templates and training material only.
What can be included depends on your practice's professional duties and its agreements. The decision rests with you and your counsel. We offer no legal advice. Your counsel is welcome on the 15-minute call.