Industries / Law firms
The know-how of your firm, never your clients' secrets
Law firms keep years of templates, checklists and process records. This internal know-how is what labs want. Privileged material comes out, and client matters can be left out completely.
Check my estimateValuable records
Records that often qualify
You pick which of these are in. Leaving any of them out is always fine.
- Workflow recordsThe way work is opened, staffed, followed and closed at the firm.
- Matter records, only if chosenAdded only where you and your counsel agree they belong.
- Checklists and guidesHow the firm teaches its people to spot issues and avoid mistakes.
- Templates and formsHow experienced lawyers structure documents and pick clauses for different situations.
What firms worry about most: privilege
Duties of privilege and confidentiality are real limits, and they take priority. Privileged material comes out. Client matters can stay out completely, so the copy can be built from internal know-how alone.
Deciding what belongs in scope is a matter for you and your counsel. We do not offer legal advice, and we never say whether licensing is permitted for your firm.
Making the copy
An NDA is in place from the start. License Your Data prepares a de-identified copy in which clients, opposing parties and your own lawyers become placeholders. You approve a sample before anything goes out. Your originals stay in your document and practice management systems.
Short answers
Three things owners ask
Are client matters required?
No. Matters are optional, and many firms leave them all out.
Does any of this cost us?
Nothing. You pay no fee, and an estimate request carries no commitment.
Can we hold back a practice group?
Yes. Any practice group, folder or period can be excluded.