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.
Vendor keeps aggregated or anonymised use
Who owns the business's data
Training AI on the business's data
Export at exit
How every vendor answered
Every row is a single vendor, and every answer expands to the wording it was taken from, the document it came from and when it was read. "Not stated" is used when the document says nothing on the point.
| Vendor | Who owns the business's data | Vendor keeps aggregated or anonymised use | Training AI on the business's data | Export at exit |
|---|---|---|---|---|
| Actionstep | the business | not statedNot addressed in Actionstep Terms | not statedNot addressed in Actionstep Terms | 20 days |
| Filevine | the business | reserved | not statedNot addressed in Filevine Subscription Agreement | not statedNot addressed in Filevine Subscription Agreement |
| Hoowla | the business | not statedNot addressed in Hoowla Terms and Conditions | not statedNot addressed in Hoowla Terms and Conditions | on request |
| Karbon | the business | not statedNot addressed in Karbon Terms of Use | not statedNot addressed in Karbon Terms of Use | no export promised |
| PracticePanther | not statedNot addressed in PracticePanther Terms of Service | reserved | not statedNot addressed in PracticePanther Terms of Service | 90 days |
| Smokeball | the business | not statedNot addressed in Smokeball Terms of Service (US) | not statedNot addressed in Smokeball Terms of Service (US) | 30 days |
Where each answer was read (24)
- Actionstep, Actionstep Terms, read 2026-10-08, Who owns the business's data:
Title to, and all Intellectual Property Rights in, the Data remain Your property.
- Actionstep, Actionstep Terms, read 2026-10-08, Vendor keeps aggregated or anonymised use: Nothing on this document answers it (45,726 characters of document text, read 2026-10-08).
- Actionstep, Actionstep Terms, read 2026-10-08, Training AI on the business's data: Nothing on this document answers it (45,726 characters of document text, read 2026-10-08).
- Actionstep, Actionstep Terms, read 2026-10-08, Export at exit:
You are entitled to receive a backup of your Data provided the request is made within 20 days following termination of this agreement
- Filevine, Filevine Subscription Agreement, read 2026-10-08, Who owns the business's data:
As between the Parties, Subscriber owns all right, title, and interest in Subscriber’s Data, including Output generated from that Data.
- Filevine, Filevine Subscription Agreement, read 2026-10-08, Vendor keeps aggregated or anonymised use:
Filevine may use Subscriber’s Data in de-identified, aggregated form (“Anonymized Data”) to improve and enhance the Services and for other development, diagnostic, and corrective purposes
- Filevine, Filevine Subscription Agreement, read 2026-10-08, Training AI on the business's data: Nothing on this document answers it (32,698 characters of document text, read 2026-10-08).
- Filevine, Filevine Subscription Agreement, read 2026-10-08, Export at exit: Nothing on this document answers it (32,698 characters of document text, read 2026-10-08).
- Hoowla, Hoowla Terms and Conditions, read 2026-10-08, Who owns the business's data:
The Customer shall own all right, title and interest in and to all of the Customer Data
- Hoowla, Hoowla Terms and Conditions, read 2026-10-08, Vendor keeps aggregated or anonymised use: Nothing on this document answers it (34,632 characters of document text, read 2026-10-08).
- Hoowla, Hoowla Terms and Conditions, read 2026-10-08, Training AI on the business's data: Nothing on this document answers it (34,632 characters of document text, read 2026-10-08).
- Hoowla, Hoowla Terms and Conditions, read 2026-10-08, Export at exit:
the Supplier shall use reasonable commercial endeavours to deliver the back-up to the Customer within thirty (30) days of its receipt of such a written request
- Karbon, Karbon Terms of Use, read 2026-10-08, Who owns the business's data:
Karbon does not claim ownership of Your Content.
- Karbon, Karbon Terms of Use, read 2026-10-08, Vendor keeps aggregated or anonymised use: Nothing on this document answers it (67,568 characters of document text, read 2026-10-08).
- Karbon, Karbon Terms of Use, read 2026-10-08, Training AI on the business's data: Nothing on this document answers it (67,568 characters of document text, read 2026-10-08).
- Karbon, Karbon Terms of Use, read 2026-10-08, Export at exit:
You understand that any termination of Services may involve deletion of Your Content associated therewith from our live databases.
- PracticePanther, PracticePanther Terms of Service, read 2026-10-08, Who owns the business's data: Nothing on this document answers it (27,891 characters of document text, read 2026-10-08).
- PracticePanther, PracticePanther Terms of Service, read 2026-10-08, Vendor keeps aggregated or anonymised use:
Such rights shall include permission for Panther Software to generate and publish aggregate, anonymized reports on system usage and trends
- PracticePanther, PracticePanther Terms of Service, read 2026-10-08, Training AI on the business's data: Nothing on this document answers it (27,891 characters of document text, read 2026-10-08).
- PracticePanther, PracticePanther Terms of Service, read 2026-10-08, Export at exit:
Panther Software will make available to you a file of the User & Client Data if you so request in writing within ninety (90) days of termination.
- Smokeball, Smokeball Terms of Service (US), read 2026-10-08, Who owns the business's data:
You retain all rights of ownership of all data You upload, import, or generate into or as part of Your Subscription.
- Smokeball, Smokeball Terms of Service (US), read 2026-10-08, Vendor keeps aggregated or anonymised use: Nothing on this document answers it (53,863 characters of document text, read 2026-10-08).
- Smokeball, Smokeball Terms of Service (US), read 2026-10-08, Training AI on the business's data: Nothing on this document answers it (53,863 characters of document text, read 2026-10-08).
- Smokeball, Smokeball Terms of Service (US), read 2026-10-08, Export at exit:
Smokeball shall grant You access to the Smokeball Subscription for thirty (30) days after the expiration or termination of Your Subscription Term for the sole purpose of permitting You to retrieve Your data.
Set aside after reading
26 named documents were read and left out because they are not what this board covers; each reason is below. They are counted, never answered.
- AI Features in Clio Manage – Home: a help-centre article, not terms
- MyCase MCP | 8am MyCase Help Center: a help-centre article, not terms
- Terms of Service | Clio: the box has not read this page
- Terms of Service | Clio UK: the box has not read this page
- a.storyblok.com: the PDF read holds no text (0 characters)
- Filevine AI Acceptable Use Policy | Filevine: Filevine's acceptable use policy for its AI features, which governs conduct and not the customer's data; Filevine's Subscription Agreement is read on this board
- General Terms And Conditions | IRIS: an index of IRIS's legal documents, with no terms of its own
- What will happen to my information if I stop paying or cancel my account? | PracticePanther Help Center: a help-centre article, not terms
- a.storyblok.com: the PDF read holds no text (0 characters)
- Privacy Policy | Clio: the box has not read this page
- Privacy Policy | CosmoLex: a privacy policy on personal information, not the customer terms; it says nothing on the firm's own data
- Privacy Policy - Rocket Matter: a privacy policy on personal information, not the customer terms; it says nothing on the firm's own data
- Privacy Policy: a privacy policy on personal information, not the customer terms; it says nothing on the firm's own data
- Privacy Policy | Karbon: a privacy policy on personal information, not the customer terms; it says nothing on the firm's own data
- Privacy Notice | iManage: a privacy policy on personal information, not the customer terms; it says nothing on the firm's own data
- NetDocuments Privacy Notice: a privacy policy on personal information, not the customer terms; it says nothing on the firm's own data
- Legal Compliance Tools for Law Firms | CosmoLex: a product or legal index page with no customer terms of its own
- Legal information about our products and services | Harvey: a product or legal index page with no customer terms of its own
- Legal Accounting Software for UK Law Firms | Hoowla: a product or legal index page with no customer terms of its own
- Legal | NetDocuments: a product or legal index page with no customer terms of its own
- Practical Guidance and Legal Research | LexisNexis: a product or legal index page with no customer terms of its own
- Legal | Thomson Reuters: a product or legal index page with no customer terms of its own
- the universe, rule 1: the box has not read this page
- Clio help, AI features in Clio Manage: a help-centre article on Clio's AI features, not terms
- LEAP UK, data security: LEAP UK's data security page, not terms
- LEAP, security: LEAP's security page, not terms
Method
Each vendor's own published terms were read through estate-fetch and stored whole (sha256 on every row).
For every document, four questions were answered from the vendor's own words: who owns the business's data, vendor keeps aggregated or anonymised use, training AI on the business's data, export at exit.
Every stated answer carries the sentence it rests on, checked against the stored text; 'not stated' means the document read does not address the question.
A vendor with several documents reads 'varies' where they disagree.
6 vendors, 6 documents.
3 named documents are still to be read and are not counted yet.
35 sources, with links
- AI Features in Clio Manage – Home (read, set aside)
- MyCase MCP | 8am MyCase Help Center (read, set aside)
- Terms of Service | Clio (read, set aside)
- Terms of Service | Clio UK (read, set aside)
- Terms of Service | PracticePanther (the vendor's published terms, cited for reporting)
- a.storyblok.com (read, set aside)
- Terms | Actionstep (the vendor's published terms, cited for reporting)
- Filevine Subscription Agreement | Filevine (the vendor's published terms, cited for reporting)
- Filevine AI Acceptable Use Policy | Filevine (read, set aside)
- Terms of Service | Smokeball UK (not yet read)
- Terms of Service | Smokeball (the vendor's published terms, cited for reporting)
- General Terms And Conditions | IRIS (read, set aside)
- What will happen to my information if I stop paying or cancel my account? | PracticePanther Help Center (read, set aside)
- a.storyblok.com (read, set aside)
- Privacy Policy | Clio (read, set aside)
- Terms & Conditions (the vendor's published terms, cited for reporting)
- Terms Of Use | Karbon | Karbon (the vendor's published terms, cited for reporting)
- Terms and Conditions | LexisNexis UK (not yet read)
- Privacy Policy | CosmoLex (read, set aside)
- Privacy Policy - Rocket Matter (read, set aside)
- Privacy Policy (read, set aside)
- Privacy Policy | Karbon (read, set aside)
- Privacy Notice | iManage (read, set aside)
- NetDocuments Privacy Notice (read, set aside)
- Legal Compliance Tools for Law Firms | CosmoLex (read, set aside)
- Legal information about our products and services | Harvey (read, set aside)
- Legal Accounting Software for UK Law Firms | Hoowla (read, set aside)
- Legal | NetDocuments (read, set aside)
- Practical Guidance and Legal Research | LexisNexis (read, set aside)
- Legal | Thomson Reuters (read, set aside)
- the universe, rule 1 (read, set aside)
- Clio, security (not yet read)
- Clio help, AI features in Clio Manage (read, set aside)
- LEAP UK, data security (read, set aside)
- LEAP, security (read, set aside)
Cite it or embed it
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.
Who owns the business's data, by vendor: the business 5 of 6, not stated 1 of 6 (law firm software terms, read 8 October 2026).
Vendor keeps aggregated or anonymised use, by vendor: not stated 4 of 6, reserved 2 of 6 (law firm software terms, read 8 October 2026).
Training AI on the business's data, by vendor: not stated 6 of 6 (law firm software terms, read 8 October 2026).
Export at exit, by vendor: a number of days 3 of 6, no export promised 1 of 6, not stated 1 of 6, on request 1 of 6 (law firm software terms, read 8 October 2026).
Reference: "Law firm software data terms", updated 2026-10-08, https://selllawfirmdatatoai.com/datasets/lawfirm-software-data-terms/.
CSV download (24 answers, worked out 2026-10-08)