Industries / Law firms
Your firm's expertise, not your clients' confidences
A law firm builds up years of templates, checklists and process records. That internal know-how is what labs look for. Privileged material comes out, and client matters can be left out completely.
Check my estimateUseful records
What tends to 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, by choice onlyIncluded only where you and your counsel decide they belong.
- Checklists and guidesHow your firm trains people to catch issues and avoid errors.
- Templates and formsHow experienced lawyers structure documents and pick clauses for different situations.
The question we hear most: privilege
Privilege and confidentiality are firm limits, and they always come first. Privileged material comes out. Client matters can be left out entirely, so the copy can rest on internal know-how alone.
What belongs in scope is something to decide with your counsel. We do not offer legal advice, and we never say whether licensing is permitted for your firm.
How your copy gets made
It all begins under an NDA. 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. The originals stay in your document and practice management systems.
In brief
Three things owners ask
Can we hold back a practice group?
Yes. You can exclude any practice group, folder or period.
Must we include client matters?
No. Matters are optional, and leaving them all out is a normal choice.
Does any of this cost us?
No. It is free for you, and requesting an estimate commits you to nothing.