Law firms

Your firm's expertise, minus the privileged material

Privilege is what law firms ask about first. Here is how scoping works for a firm's records.

What is usually valuable

The most useful records from a law firm are usually about how the firm works, not about any one client. Consider everything a firm collects to sharpen its lawyers:

How templates and precedent banks changed over the years
Research memos, issue checklists and training material
Workflow records on how matters are opened, staffed and closed
Internal notes prepared when the law shifted

The first worry: privilege

Privileged material is taken out. What can be included depends on your engagement terms and your professional duties, and those are decisions for your firm and its own counsel. 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

Many firms exclude every client matter and include just their internal know-how. That is a complete scope on its own. If your firm and counsel choose to include some matter records, the copy replaces names and identifiers with placeholders, covering clients, opposing parties, and your own lawyers and staff.

A typical fit

A typical fit is a firm with 20 or more full-time staff and 3 or more years of records kept in a document management system, Microsoft 365 or Google Workspace. Smaller firms with many years of well kept precedents may also qualify. Practice area does not change the estimate.

Questions owners in this field ask

Do we have to include every system?: No. A single well kept system, like a precedent bank or knowledge library, may be enough to begin 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 this change how we practice?: No. Your lawyers keep working in the same systems, and nothing about client service changes.

How the copy is prepared and reviewed

The first step is an NDA. The de-identified copy comes from License Your Data, our licensing partner, while your originals never leave your document management system. Nobody asks for a password, and none is shared. You can exclude any system, folder, client or matter, and you approve a sample before anything goes out. Your firm pays nothing.

See the value of your firm's records

A specialist from License Your Data calls within minutes to set up a 15-minute call.

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