Selling firm data

Can I sell my law firm data? The contract questions after counsel's

Updated

Client confidentiality decides whether a firm may license anything at all. The software contract decides what it can still hand over.

Answer the law firm questions

Counsel's question comes first

Precedents, and matter or time data with every client identifier removed, are the candidates a firm might license. Whether it may, and after what step, is a question for counsel under the conduct rules on confidentiality, and this site takes no law firm enquiry until it is answered.

What the practice software terms on the board say

  • Ownership: 5 of the 6 vendors on the table say the firm's data is the firm's; PracticePanther's terms do not say.
  • The vendor's own use: Filevine may use subscriber data in de-identified, aggregated form, and PracticePanther may publish aggregate, anonymized reports on system usage and trends.
  • AI training: no document on the table addresses it.
  • Getting the data out: Actionstep gives 20 days after termination to request a backup, Smokeball 30 days of access and PracticePanther a file on a written request within 90 days; Hoowla delivers a back-up on request, Karbon warns termination may involve deletion and Filevine's agreement does not say.

The table on the home page gives every practice software vendor's answer with a link to the terms it comes from.

Source: Law firm software data terms

Could the firm license anything? Answer the questions, then join the list

A short set of questions about the firm, its systems and its records, and a work email. The list hears first when law firm enquiries open.

The confidentiality questions

Where is the firm regulated?

Whose confidentiality duty covers the records the firm has in mind?

  • No client information is asked for or accepted
  • No law firm enquiry is taken until counsel has answered the question for the sector
  • One email list, and you can leave it in one click

Sources

This site's own datasets, every figure quoted from its source and dated:

  • Who buys law firms UK (3 figures): 3 UK law firm acquisitions, each quoted from the buyer's or the firm's own announcement, read 28 October 2026.
  • SRA AI client information (7 figures): 7 provisions of the SRA's rules, UK data protection, legal services and copyright law on client information, AI training, software providers, who may own a firm and staff work, each quoted from the regulator's or the law's own page, read 28 October 2026.
  • Who buys law firm data for AI (6 figures): 4 of 6 buyers and marketplaces whose own pages we read name legal documents or legal services among the data they take, each answer quoted, read 27 October 2026.
  • The Lawfirm Records Retention carries 1 published figure read from 1 source's own page, from 36 to 36 month, read 24 October 2026.
  • Law firm software data terms: 2 of 6 law firm software vendors whose terms we read reserve the right to use their customers' data in aggregated or anonymised form, read 8 October 2026.
  1. AI Features in Clio Manage – Home
  2. MyCase MCP | 8am MyCase Help Center
  3. Terms of Service | Clio
  4. Terms of Service | Clio UK
  5. Terms of Service | PracticePanther
  6. a.storyblok.com
  7. Terms | Actionstep
  8. Filevine Subscription Agreement | Filevine

See where the firm stands before a buyer calls

A short set of questions about the firm, its systems and its records, and a work email. The list hears first when law firm enquiries open.

Answer the law firm questions