Industries
For law firms: how the practice runs
At a law firm, the useful records are those that show how the practice operates. Anything privileged comes out, and client matters can remain fully out of scope.
See my estimateA common starting point
A firm can begin with the material that never touches a client file: the template library, the onboarding checklists for new associates and the internal memos that explain how the firm handles common questions. If that works and counsel is on board, the scope can grow 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. Your originals never leave your systems.
Records firms usually discuss
- Template libraries and precedents, showing how clauses changed over the years
- Checklists and training material used to bring new lawyers up to speed
- Internal research and know-how memos
- Workflow records tracing a matter from intake to close
- Billing narratives with the client details removed
Also worth settling
- Placeholders for names. The copy swaps out clients, opposing parties, your own lawyers and staff, together with addresses and account numbers.
- 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.
Privileged and confidential material
This is the first thing every firm raises, and it should be. Privileged material is removed before anything goes out. Client matters can be left out completely, and a firm may begin with internal know-how alone.
Your firm's professional duties and agreements determine what it can include. Your firm and its counsel make that decision, and we give no legal advice. Bring counsel into the 15-minute call or into scoping, whichever suits you.
Questions firms ask
Does it cost the firm anything?
No cost at all, and all of it starts under NDA.
Do we have to include any client matters?
No. Client matters are optional and go in only if your firm and counsel choose to include them.
Does anyone need to get into our document system?
No. Passwords are never requested or shared, your originals stay put, and you sign off on a sample first.
Your industry never changes the number.
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