Law practices, with privileged material removed

A great deal of a practice's value lives in material written for its own lawyers:

• Precedent banks and templates
• Internal training and checklists
• Know-how and research memos
• Intake, staffing and workflow records
• Narratives from billing, every identifier taken out

In anything that stays, the names of clients, other parties, lawyers and staff are replaced with placeholders, as are matter numbers and other identifiers. You, and your counsel if you like, review a sample before anything is shared.

Originals never leave your systems, and nobody asks for passwords. Buyers license only the prepared copy you approved, and you can hold back any practice group or template set.

Privileged material is removed from the copy. Client matters can be left out completely, and many practices never put them in. It is for the practice and its counsel to judge what suits your professional obligations, if anything. Legal advice on this is not something we give.

Request the estimate, which never asks for client names or documents. On the brief call, collect the answers counsel will need, such as which systems are in play, what the placeholders do and the review process for the sample. Stopping is always an option before approval. The practice keeps the choice to continue or stop the entire time, with no cost whichever you pick.

A buyer receives a prepared copy of the internal material you approved. An example is a precedent with the drafting notes that explain when each clause is used, with every name and identifier replaced. Such documents show how skilled attorneys think, which is seldom found in public text. Privileged material is taken out, client matters can be excluded entirely, and nobody outside the practice ever accesses your document system. Your counsel can check the sample first.