Industry notes
Legal practices and their know-how
The records worth discussing are the ones that reveal how your firm does its work. Privileged material is removed, and client matters can stay out entirely.
Check my estimateWhere firms often begin
Many firms start with material that never touches a client file, such as the template library, onboarding checklists for new associates and internal memos on how common questions are handled. Should that go well, and with your counsel in agreement, the discussion can expand later. If not, nothing further is asked of you.
However the scope starts, the copy is made the same way. License Your Data touches only what you approve, puts placeholders where names and identifiers appeared, and shows you a sample before anything is shared. The original records stay in your systems throughout.
Other things to settle
- Every name is replaced. Clients, opposing parties, your lawyers and your staff become placeholders in the copy, and addresses and account numbers are removed.
- Your precedents stay yours. You license a copy. Originals stay in your document management system, and you can hold back any practice group or folder.
Records firms usually discuss
- Precedent banks and templates, with how standard clauses evolved
- The checklists and guides that help new lawyers find their feet
- Internal research and know-how memos
- Workflow records tracing a matter from intake to close
- Time and billing narratives, minus any client details
Confidentiality and privilege
This is the first thing every firm raises, and it should be. Before anything is shared, privileged material is taken out. A firm can keep every client matter out of scope and start with its own know-how only.
What your firm can include depends on its own professional duties and agreements. That is a decision for your firm and its counsel, and we do not give legal advice. Invite counsel to the 15-minute call or to scoping, as suits the firm.
Common questions
What does the firm pay?
Nothing. It is free, and everything begins under NDA.
Will we have to grant access to our document system?
No passwords are asked for or shared. Originals never leave your systems, and you approve a sample before anything goes out.
Are client matters required?
No. Matters are included only when your firm and its counsel decide so.
Being a law firm does not change the number.
Start with three questions and see your indicative range.