Most Small Firms Operate Without Formal Operational Documentation
Many small and mid-sized law firms operate effectively day-to-day but lack written internal documentation explaining how decisions are made, how disruptions are handled, or how sensitive materials are managed.
This gap rarely causes issues — until operations are questioned during an incident, dispute, or external review.
Operational Documentation Built for Review
This documentation does not replace firm counsel and does not constitute legal advice. It exists to clearly articulate how a firm operates when clarity matters most.
When a Firm Has No Policies, Every Inquiry Becomes a Crisis.
Bar investigators, insurers, and opposing counsel all ask the same question. Here is what happens when you cannot answer it.
The bar investigator asks for your written data security policy. The absence of a written policy is itself evidence of neglect.
Opposing counsel subpoenas your firm's written SOPs. No written procedures means no evidence of a standard of care.
Your cyber liability insurer asks for your incident response plan. Without one, your claim may be denied.
Your carrier requests documentation of your risk management practices. Firms without written policies pay more — or lose coverage.
"A lawyer shall make reasonable efforts to prevent the inadvertent or unauthorized disclosure of, or unauthorized access to, information relating to the representation of a client."
Adopted in all 50 states. Written policies are the primary evidence of "reasonable efforts."
Choose the Kit That Fits Your Practice
15 core policy documents for solo and low-risk practices. Everything you need to demonstrate operational compliance.
Expanded documentation for active litigation practices, including chain-of-custody and evidence handling protocols.
Comprehensive documentation for high-stakes practices with enhanced incident response and audit-ready language.
From Intake to Delivery in 48 Hours
Complete the Intake Form
A 10-minute form captures your firm's practice areas, size, technology, and state requirements.
We Draft Your Documents
Your firm-specific documentation is drafted and assembled using your intake data — all 15 documents in parallel.
Review & Delivery
A compliance specialist reviews every document for consistency and completeness before secure delivery within 48 hours.
You're Covered
Receive your complete documentation kit via a secure link. Implement, distribute to staff, and document acknowledgment.
Documentation That Pays for Itself.
If your firm saves just 5% on a $10,000 annual malpractice premium, the Tier 3 kit pays for itself in the first year — with complete documentation remaining in place for years to come.
Beyond insurance savings, documented policies protect you in bar complaints, client disputes, and regulatory inquiries — providing a clear record of professional diligence.
See PricingTrusted by Attorneys Across the Country
"We were flagged during a malpractice audit for missing written policies. Praxis delivered everything we needed in under two days. Our broker was impressed."
"I had been putting off building our internal policies for two years. Praxis made it effortless. The documents are professional, thorough, and actually defensible."
"Our cyber liability carrier required documented security policies as a condition of renewal. Praxis turned around everything we needed in 48 hours."
Your Practice. Your Policies. Your Protection.
Join hundreds of solo and small firm attorneys who have secured their practice with Praxis documentation. Delivered in 48 hours. Built to last.