Upton SupplyData AdvisorsGet my range

Law firms and their counsel decide the scope.

Privilege is the first thing a firm asks about. Here you can see how privileged material is kept out and how the practice and its lawyers make each call on scope.

Your firm's own methods, not its clients' files

What interests AI labs is the record of how careful legal work is put together. Most of that lives outside any single client file:

  • Precedent banks, templates and why particular clauses were picked
  • Checklists, research memos and training material written for your own lawyers
  • How intake, staffing and matters run, as recorded in your practice management system
  • Billing narratives with every name and identifier taken out

Your precedents stay with the firm

The source documents remain on your side, and nobody requests credentials. What buyers license is the prepared copy of your approved material, used for model training and testing. You can hold back any practice group, template set or period you consider core to the firm.

Removing privileged material

Privileged and confidential material is removed from the copy. Whether client related material has a place here is a decision for the firm and its lawyers, and we offer no legal advice about it. Client matters can stay out entirely. For many firms, internal know-how is the whole scope.

When in doubt about a folder or practice group, the easy choice is to exclude it.

Placeholders replace names and matters

In anything that does stay in scope, the names of clients, opposing parties, your own lawyers and staff are replaced with placeholders. The same applies to every matter number and identifier. Before anything is shared, you look over a sample and sign off, seeing exactly the material a buyer would get.

A sensible first step for a firm

Begin with the estimate, and during that first brief call raise what your counsel will want to know. Many firms arrive with a list covering the systems under discussion, how placeholders work, and the steps of sample review. Counsel can review the sample ahead of any sharing, and the firm is free to halt at any time prior to approval. You give no client names or documents for the estimate, and the range does not change with your practice area.

What firms ask first

Is a law firm able to be involved?

That question belongs with your counsel, not with us. We can walk you through each step, while your counsel judges what, if anything, suits the firm's obligations.

Is our first call confidential?

Yes. It all begins under an NDA, and sharing happens only once you approve.

Does it cost the firm anything?

No. You pay nothing at any step.

Check where my firm starts.

The range uses team size and years in business. Practice area plays no part in the figure.

How many employees does your company have?

Indicative estimate based on your answers. Not an offer or guarantee.