FREE ASSESSMENT

how much control do you really have over your case data?

Your data may live inside your case management system, but that doesn’t always mean your team can access it, connect it, move it, or use it the way you need.

Take this 3-minute assessment to see where your organization has flexibility- and where you may want to ask better questions.

See where your biggest gaps are.

Get personalized questions to take to your technology provider.

Understand how your current setup could affect reporting.

Data Ownership Assessment — 25 questions

access & visibility

  1. Can your team access the information it needs without relying on the vendor?
  2. Can you get a complete copy of your data when you need it?
  3. Is the data you receive usable outside the platform?
  4. Can you report on the information leadership and operations actually care about?
  5. Can you access the underlying data needed for custom reporting or analysis?

integrations & connected tools

  1. Can you connect third-party tools your team chooses?
  2. Can you access APIs or other integration methods without unnecessary restrictions?
  3. Can you move data between systems without significant manual work?
  4. Can you add specialized legal technology without rebuilding your workflows around it?
  5. Do you clearly understand any fees or limits tied to APIs and integrations?

AI + future technology

  1. Can you use your case data with AI tools outside your core platform if you choose?
  2. Can you clearly control what an AI tool can and cannot access?
  3. Can you introduce AI without duplicating or manually moving large amounts of data?
  4. Could you change AI providers later if a better option emerged?
  5. Can your existing permissions and governance carry through when AI is connected?

migration

  1. Could you export all of the data your team would need to move?
  2. Do you know exactly what is included — and excluded — from a full export?
  3. Would relationships between matters, contacts, documents, notes, and other records stay intact?
  4. Do you understand any fees, timing limits, or restrictions tied to getting your data out?
  5. Would another provider realistically be able to work with what you receive?

contracts & long-term flexibility

  1. Do you know who owns the data entered into your platform?
  2. Do you know what happens to your data when the agreement ends?
  3. Do you know how long you have to retrieve your data after leaving?
  4. Do you know whether access, exports, APIs, or integrations cost extra?
  5. Do you know what support is available if you decide to migrate?

talk through your results.

If your results surfaced questions around reporting, integrations, AI, migration, or data access, we’re happy to talk through your current environment.

Talk with our team