Industries / Law firms
For law firms
Your firm's know-how, without the privileged material
The first thing law firms raise is privilege. Here is how scope works when the records come from a firm.
Check my rangeWhat tends to be useful
A law firm's most valuable records tend to show how the firm runs, rather than any one client's matter. Consider everything a firm collects to sharpen its lawyers:
- Precedent banks and templates, and how they evolved
- Issue checklists, research memos and training material
- Workflow records showing how work is opened, staffed and closed
- Internal know-how notes written after a change in the law
The first concern: privilege
Privileged material is removed. What may be included depends on your engagement terms and professional duties, and your firm and its own counsel make those decisions. Legal advice is not something we offer. You and your counsel agree the scope before anything is prepared, and material you regard as privileged or confidential is excluded.
Client matters can be left out completely
Plenty of firms leave all client matters out and share only internal know-how. On its own, that is a complete scope. If your firm and counsel do decide to include some matter records, names and identifiers are replaced with placeholders in the copy, including clients, opposing parties and your own lawyers and staff.
Common questions from firm owners
- Is every system needed?
- No. One well kept system, such as a precedent bank or a knowledge library, can be enough to start the conversation.
- Who from our firm should take part?
- Most often a managing partner, whoever handles document management, and the counsel the firm relies on for this kind of question.
- Does our practice have to change?
- No. Your lawyers keep working in the same systems, and nothing about client service changes.
Who tends to qualify
The usual fit is a firm of at least 20 full-time people with 3 or more years of records kept in Google Workspace, Microsoft 365 or a document management system. Smaller firms may qualify too if their precedents go back years and are well kept. Your practice area has no effect on the estimate.
How the copy is prepared and reviewed
Everything starts under NDA. The de-identified copy comes from License Your Data, our licensing partner, while your originals never leave your document management system. No passwords are ever asked for or shared. You can exclude any system, folder, client or matter, and you approve a sample before anything goes out. There is no cost to your firm.
Find out what your records might be worth
Within minutes, a License Your Data specialist calls to book a 15-minute call.