Industries/Legal and professional services
Your firm's files show how expert work actually gets done.
AI labs license de-identified matter files, workpapers, templates and correspondence from established law, accounting, consulting and staffing firms. Privileged and client-identifying material is handled within your professional obligations.
- Free evaluation, about 3 minutes
- De-identified before delivery
- You approve every system and date
- No cost to you, ever
- IntakeConflict check, engagement letter, scope agreed
- ResearchMemos on the governing rules and precedent
- DraftingThree drafts, partner markups, client comments
- NegotiationRedlines exchanged, two issues escalated
- CloseFinal documents, closing checklist, invoice
Teaches a model how professionals scope, draft, revise and close real work.Illustrative example
20 office staff, 6 years
Plus 3 or more years of records in your own systems.
Some buyers accept law firms from 6 staff and accounting firms from 10.
Ranges are indicative, not offers, and come from the same model as our estimator. Buyer figures are as published by that buyer; no affiliation implied.
The law firm and professional services records buyers ask for
One well-documented system can qualify. You choose what's included, and anything can be left out.
Matter and engagement files
The full arc of a client engagement, from intake to close.
SharePointTemplates, precedents and playbooks
The firm's accumulated know-how in reusable form.
Microsoft 365
Google DriveDocument managementWorkpapers and checklists
How engagements are planned, tested, reviewed and signed off.
ExcelClient and counterparty correspondence
How advice is explained, negotiated and documented.
Outlook
GmailRecruiting and placement records
For staffing firms: how roles are scoped, sourced and filled.
SalesforceFrom your systems to a licensed copy
Your originals stay in your systems, untouched.
Your systems
Microsoft 365Google DriveYou approve the scope
Systems, date ranges, clients and lines, in writing.
De-identified
People, companies, addresses and account numbers replaced or removed.
Licensed copy
Used for AI training. Never published or resold.
How we handle privilege and client confidentiality
Client and counterparty names, matter numbers, financial details and personal information are replaced or removed. Privileged material, sealed matters and anything under a protective order stay out of scope unless your counsel approves otherwise.
Removed before delivery
- People's names, replaced with placeholders
- Customer, client and company names
- Addresses, phone numbers and emails
- Account, policy and card numbers
- Social Security numbers, dates of birth, health details
- Passwords, gate and alarm codes
What buyers keep
- The request or problem
- The diagnosis, decision or outcome
- Prices, quantities and timelines
- How the work moved between people and systems
Your originals never leave your systems. Only the agreed copy is processed.
What you need
Not sure how much data you have? Nobody expects you to. Volume is measured later, on a call.
Full-time employees
That's the only size bar. If that many people work at a computer, you likely qualify.
Questions owners ask
Still unsure? The valuation is free and commits you to nothing.
Request an evaluationCan a law firm license its records at all?
Often, with care. Your professional obligations come first, so your counsel decides what is in scope. Firm know-how such as templates, precedents and internal guides is usually the easiest place to start; client files need de-identification and, in some cases, client consent.
We're a small firm. Do we qualify?
Specialist firms often qualify with fewer people than other businesses. Some buyers start at 6 to 10 professionals for legal and accounting firms, because the work is dense with expertise.
Do accounting workpapers have value?
Yes. Workpapers, close checklists and review notes show how professionals test, reconcile and sign off, which is hard to find anywhere else.
Can we exclude specific clients?
Yes. Scope is set by client, matter type, system and date range, in writing, before anything is exported.
Does the valuation commit us to anything?
No. It's free and creates no obligation. If you qualify, the final offer comes in writing after a review of your systems. Nothing leaves your systems until you sign.
See what your law firm and professional services records could be worth.
Free, about two minutes, no obligation.