// Industries · Law firms
Your firm runs on process. Your clients' files stay privileged.
A firm's operations are written down: intake steps, matter workflow, billing procedures, internal templates and how the work gets organized. That operational trail can be evaluated. Client files, privileged communications and anything about a matter never leave.
The systems your team already writes in
Nothing new to install. What counts is years of work on the same systems, connected across them.
// Your written record
Years of connected work
6 systems, one trail
What's in, and what stays out
Typically licensable
- Intake and matter-management workflow
- Internal templates and checklists with no client content
- Billing and operations procedures
- Internal chat about how the firm runs
Stays out
- Client files and matter documents
- Privileged or confidential communications
- Anything identifying a client or a matter
- HR and payroll
Who counts toward the 30
Count attorneys, paralegals, legal assistants, intake and operations staff who work in your systems daily.
Questions owners ask
- What about client confidentiality?
- Client files and privileged communications stay out entirely. Your professional rules apply, and your ethics counsel reviews the scope before anything is signed. We do not give legal advice.
- Our templates were written for clients.
- Templates that carry client content stay out. Blank internal templates and checklists can be in scope.
- We're a small firm.
- It depends on how many people work at a desk. Under 30, there may be a smaller program; book a data consultation and we'll tell you which.
Book your data consultation
Tell us about your company. A data specialist calls you by the next business day. Nothing you tell us commits you to anything.