For law firms

The know-how of your firm, with privileged material left out

Privilege is what law firms ask about first. Here is how scope works when the records come from a firm.

Where the value tends to be

The most useful records from a law firm are usually about how the firm works, not about any one client. Think of the material a firm builds up to make its lawyers better:

Templates and precedent banks, and how they changed over time
Issue checklists, research memos and training material
Workflow records showing how work is opened, staffed and closed
Know-how notes written after the law changed

The first worry: privilege

Anything privileged is removed. What may be included depends on your engagement terms and professional duties, and your firm and its own counsel make those decisions. We do not give legal advice. You and your counsel agree the scope before anything is prepared, and material you regard as privileged or confidential is excluded.

Client matters can stay out entirely

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 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.

Who tends to qualify

Firms that fit tend to employ 20 or more full-time staff and have kept records in Microsoft 365, Google Workspace or a document management system for 3 or more years. Smaller firms may qualify too if their precedents go back years and are well kept. The estimate is the same for every practice area.

Questions owners in this field ask

Is every system needed?: No. A single well kept system, like a precedent bank or knowledge library, may be enough to begin the conversation.
Who on our team needs to be involved?: Usually a managing partner, whoever runs your document management, and the counsel your firm relies on for questions like this one.
Does our practice have to change?: No. Nothing about client service changes, and your lawyers keep using the same systems.

Making and checking the copy

It all begins under 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 may leave out whatever system, folder, client or matter you like, and nothing goes out until you approve a sample. It costs your firm nothing.

See what your records could be worth

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

Check my range