Industry guide
Law firms and legal practices
The value is in how your practice works. Privileged material is removed, and client matters can be kept out.
Check my estimateQuick answers
Is a matter ever included without our say?
No. Matters only go in if your practice and its counsel choose to include them.
At what point do we see the copy?
You see and approve a sample before anything is shared.
What do we pay?
There is no cost, and an NDA comes first.
Privilege first
Before anything is shared, privileged material is removed. 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. That call is yours and your counsel's. We offer no legal advice. Your counsel is welcome on the 15-minute call.
What usually comes up
- Template and clause libraries
- Checklists and training material
- Internal research and know-how
- Workflow from new matter to closing
- Billing narratives with client details removed
Other things owners ask about
- Clients, opposing parties and your attorneys are swapped for placeholders.
- Any practice group or folder can be held back.
- Your originals never leave your document system. No logins are asked for.
A good first scope
Most practices begin with templates and training material, since they show how the practice thinks without touching any client file. Workflow records can come later 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. License Your Data uses only the scope you sign off on, swaps names and identifiers for placeholders and has you review a sample before anything is shared. Nothing original ever leaves your own systems.