Library

Documentation your procurement team will ask for.

Each document is prepared against your firm’s own requirements rather than served as a generic PDF, so we release it on request. Tell us who you are and what you need it for.

7 documents in the library · 6 released on request
Procurement

Security & Procurement Pack

Encryption posture, hosting region, sub-processor list, DPA, and a completed response to your firm's own security questionnaire.

Compliance

Data Residency & Privacy Regime Matrix

How matter data, documents and client-portal traffic are handled against GDPR, UK DPA, CCPA, PDPA, UAE data protection law and the DPDP Act.

Onboarding

Implementation Playbook

Migration sequence from a shared inbox or an incumbent suite: matter import, document vault load, role mapping, and the cutover week.

Finance

Billing & Invoice Format Reference

The invoice fields produced per market — VAT, sales tax and GST layouts — and how per-matter versus per-retainer billing is configured.

AI

LegalGPT Governance Note

What the assistant reads, what it never writes without review, how output is logged, and the controls a firm can set per practice area.

Product

Client Portal Walkthrough

What your client sees on their phone, what is masked in sensitive matters, and how access is granted and revoked per matter.

Insight

Practice notes

Published notes on hearing and deadline discipline, client communication, and outgrowing the shared inbox.

Open access