How your firm runs matters is worth more than you might think
Law firms of all practice areas may qualify, subject to the same requirements and a privilege review. Firms build deep, carefully documented processes: intake, conflict checks, matter tracking, deadlines and billing.
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Who fits
- Law firms of all practice areas: personal injury, family, estate planning, business and corporate, real estate, title opinion and oil & gas, immigration, employment, criminal defense, bankruptcy, IP and more
- Legal departments and legal operations teams
- Title, insurance, compliance and other professional services firms
- Practices with years of matter history in practice management software
What a provider looks at
- A desk team: employees and contractors who work at a desk in your company's email and software. Field and hourly crews who aren't in the systems aren't the desk count.
- Several years of history in your systems.
- Work across systems, such as email, chat, file storage, CRM, tickets and billing.
- Requirements vary by provider, sector and dataset, and the provider confirms fit.
What a licensable workflow can look like
A new inquiry goes through intake and a conflict check, becomes a matter with tasks and deadlines, moves through drafts and internal review, and ends with time entries, a bill and a closing checklist.
A generic illustration, not a real client. Labs value the sequence of steps, decisions and handoffs across systems; how personal details are handled belongs in the agreement.
Records that count
- Intake, conflict-check and matter-opening workflows
- Matter management: tasks, deadlines and status tracking
- Internal templates, checklists, SOPs and training material
- Time entry and billing workflows
- Staff emails and team chat about how work gets done
- Document management activity and organization
Good to know
- Client files, privileged communications and work product carry duties to your clients, and client agreements are excluded upfront. Your firm's own operational records are the focus, and the provider's review sorts out what's licensable.
- Ethics and confidentiality rules vary by jurisdiction. Please check with your own ethics counsel; we don't give legal advice.
- Client and party names, emails and identities are handled as the agreement specifies.
- Kept out unless a review and the agreement say otherwise: privileged material and client matter files, health information and biometric data, payment card and bank account numbers, passwords and credentials, data about minors, export-controlled or classified information, another party's data or licensed third-party content, and sensitive personnel, safety or critical infrastructure details. Scope is a choice, so you can leave out anything else, such as pricing or trade secrets.
- Workflow data from QuickBooks, NetSuite and HR systems still counts.
- Usually not a fit anywhere: data involving minors, export-controlled or classified data, mostly paper records with little digital history, or records you don't have the rights to license.
- How personal details are removed or replaced belongs in the agreement, and the provider's review sorts out what's licensable. When in doubt, it's worth a conversation.
Tools your team already uses
Common law firms (all practice areas) software we see. Don't see yours? Other systems can hold the same kind of work, and old or retired systems can count too.
Practice management
- Clio
- MyCase
- Filevine
- Smokeball
- PracticePanther
- Litify
Large-firm financials
- Aderant
- 3E (Thomson Reuters)
Document management
- iManage
- NetDocuments
eDiscovery
- Relativity
What counts is your team's own work in and around these tools: the emails, tickets, notes, tracking and billing. No files are collected on this site, and we never ask for passwords.
Product names are trademarks of their respective owners and are listed for reference only; no affiliation or endorsement is implied.
See If You Qualify
A few quick questions. No files needed, and we never ask for passwords.
Opens the fit check on historypays.com in a new tab. No files are collected on this site.