Mutual NDA
Signed before anyone at Litigify opens your materials. Conflicts names use restricted fields, and our team doesn’t open uploads until conflicts clear and the NDA is signed.
Security & confidentiality
Security, through the life of a matter.
A considered handling process, subject to your firm’s requirements. Counsel determines privilege; Litigify agrees confidentiality, access and permitted uses before the full record moves. The brief estimator’s AI reads only what you choose to upload.
What happens to documents you upload to the estimator.
- They go straight from your browser to private storage, into a private case file. Your browser holds its key, and if you’re signed in it’s also linked to your account.
- An AI model, through OpenAI’s API, reads them to identify the filing, count the pages and suggest the documents commonly filed next. OpenAI states that it doesn’t use API data to train its models and may keep it for up to 30 days to monitor abuse.
- No one at Litigify opens them until you start an assignment, conflicts clear and the mutual NDA is signed.
- You can delete the case file from the estimator at any time.
- Keeping sealed or protective-order material out of uploads is your responsibility.
Follow the information through the work.
Intake
NDA before confidential intake; conflicts details collected in restricted fields.
Client portal
Direct secure transfer; our team opens files only after conflicts clear.
Drafting
The assigned team works from approved materials.
Attorney review
Counsel directs substantive decisions and final approval.
Delivery
Drafts in your template, with the delivery packet.
Return or destruction
Retention, legal holds and disposition agreed with the firm.
Agree the route and its controls.
| Firm size | Proposed channel options | Confirm before use |
|---|---|---|
| Solo & small firms | The Litigify client portal and a matter-specific address; firm-approved Clio, MyCase, Dropbox or Box links, or encrypted email | Confirm the channel’s access, encryption, link expiry and retention before use |
| Mid-size firms | The Litigify client portal with named access, or your ShareFile, NetDocuments or iManage | Confirm identity controls, audit requirements, permissions and access removal |
| Large & national firms | Firm-approved DMS guest access, Kiteworks, Relativity, Everlaw or virtual desktop workflow | Confirm the firm’s environment, residency, access controls and outside-counsel requirements |
These are proposed engagement channels, not a claim that a particular control or integration is already certified or deployed. Confirm technical safeguards in the security review before transfer.
A boundary around each matter.
Protective orders
Identify restrictions, designations and outside-counsel requirements before assignment.
Need-to-know access
Agree the assigned team and access boundaries; no general-purpose sharing of the matter.
Matter separation
Confirm the workflow for conflicts, team access and separation of restricted material.
AI use
The brief estimator’s AI reads what you upload to scope the work. For drafting, set provider, retention and approved uses for your matter, or choose the no-generative-AI lane.
Metadata and return
Scrub delivery metadata, check comments and tracked changes, and agree disposition terms.
Your firm remains on the record.
In your template
Drafts arrive under the firm’s caption and formatting, with metadata scrubbed.
Off the service list
Litigify does not become a court service contact and never requests ECF or PACER credentials.
Restricted records
Sealed and attorneys’-eyes-only materials use a separate restricted lane. Counsel reviews, signs and files; the firm’s docketing remains the system of record.
Agree the end of the matter at the outset.
Retention and legal holds
The engagement sets the retention schedule and return or destruction process. Firm schedules and legal holds are honored; Litigify commits to notify the firm of a subpoena affecting its records.
Incident notification
The engagement includes notice within 24 hours after confirming an incident affecting the firm’s data, with the response contacts and coordination process agreed before transfer.
Assurance materials
Request the available questionnaire responses and supporting documents for vendor review. No report, certification or control is represented before its scope and status are confirmed.
Questions for vendor review.
Can our firm use its own transfer system?
Yes. The proposed engagement can use your firm’s ShareFile, iManage or NetDocuments, encrypted email or approved guest access. Access, retention and permitted AI processing must be agreed before transfer.
Is Litigify claiming SOC 2 certification?
No certification or assurance report is represented here. Request the security packet to confirm the availability, scope and date of any assurance material for your vendor review.
Can you complete our security questionnaire?
Identify the questionnaire and review deadline in the proposal form. Scope, supporting materials and any required controls are confirmed before an engagement is accepted.
Does an NDA guarantee privilege?
No. Counsel evaluates privilege, confidentiality, supervision and disclosure requirements for the matter. An NDA, restricted access and agreed handling support the process; they do not determine a legal privilege.
What happens at the end of a matter?
Return, retention or destruction is governed by the agreed engagement terms, legal holds and applicable obligations. Confirm those terms before records are transferred.
Membership from $1,500 a month