Practice software terms

Law firm software data ownership: what the vendors' terms say

Updated

Most practice management contracts on our board say the data is the firm's. The clauses that matter come next: the vendor's own use and the exit.

Answer the law firm questions

Whose data the contract says it is

5 of the 6 vendors on our board state that the customer owns its data; the remaining contract does not say. For a firm, that ownership clause is the starting point for any licence, not the end of the question.

The vendor's pooled use

2 of 6 keep a right to use customer data in aggregated or anonymised form. A legal AI buyer will want to know whether a version of the same data can already reach the market through the vendor.

The exit window

Three contracts on the board name a fixed number of days to take data out at the end; the windows we read were 20, 30 and 90 days. A firm that cannot get its history out cannot deliver it to anyone, so the exit clause is worth knowing before any negotiation.

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

Questions, answered directly

Which legal software terms give a fixed export window?

On our board, three vendors name a number of days: 20, 30 and 90. The table on the home page shows which vendor gives which.

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