Categories
Legal Tech & AI

A Federal Judge Just Ruled Your AI Research Isn’t Privileged. Here’s What That Means for Every Law Firm in America.

Two days ago, Judge Rakoff granted a motion that should make every attorney using cloud-based legal AI very uncomfortable. The reasoning is straightforward. The implications are enormous.

On February 10, 2026, Judge Jed Rakoff of the Southern District of New York ruled that documents a defendant generated through Claude (Anthropic’s AI) are not protected by attorney-client privilege or work product doctrine.

The case is United States v. Heppner, 25 Cr. 503 (SDNY). (Full docket on CourtListener) The ruling was on the government’s motion to compel. And the logic applies far beyond this one case.

Let me explain why this matters to you.


The Government’s Argument (Which Won)

The DOJ’s motion was surgical. Four independent grounds, any one of which was sufficient:

1. The AI is not an attorney.
No privilege attaches to communications with a non-attorney third party. Claude is a commercial product, not legal counsel. There is no attorney-client relationship. This one’s obvious.

2. No expectation of confidentiality.
This is where it gets interesting. The government cited Anthropic’s privacy policy, which permits:

  • Collection of prompts and outputs
  • Use for model training
  • Disclosure to governmental authorities

The defendant voluntarily shared information with a platform whose own terms allow government access. You can’t claim confidentiality when the vendor’s ToS explicitly permits disclosure.

3. Retroactive privilege doesn’t work.
The defendant tried to argue that sharing the AI outputs with his attorney made them privileged. Judge Rakoff wasn’t having it. Pre-existing, non-privileged materials don’t become privileged just because you hand them to your lawyer later. This is Privilege 101.

4. Work product requires attorney direction.
The defendant created these documents on his own initiative, not at counsel’s direction. The work product doctrine protects materials prepared by or for a party’s attorney. It doesn’t protect a layperson’s independent research.

Four arguments. Four wins. Motion granted.


“But That Was a Criminal Defendant Using Consumer AI”

Yes. And that’s what makes this ruling dangerous, not limited.

The privilege analysis doesn’t turn on who’s typing. It turns on the architecture.

Read the government’s brief again. The confidentiality argument was based on Anthropic’s privacy policy. Not the defendant’s status. Not the nature of the queries. The vendor’s terms.

Those terms don’t change when an attorney does the typing. Claude’s privacy policy is the same whether you’re a criminal defendant or a senior partner at a white shoe firm.

If your legal AI tool runs through a cloud service whose terms permit data collection, training, or disclosure, you have the same confidentiality problem. The keyboard operator doesn’t matter. The vendor’s policies do.


The Architecture Problem Nobody Wants to Discuss

Here’s the part the legal AI vendors don’t want you thinking about.

Most legal AI tools operate as cloud services. Your prompts go to their servers. Their models process your queries. Your client’s information passes through infrastructure you don’t control, governed by terms you probably haven’t read carefully.

Go read your legal AI vendor’s privacy policy right now. (I’ll wait.)

Look for these phrases:

  • “may use data to improve our services”
  • “may disclose information in response to legal process”
  • “may share data with service providers and affiliates”

Found them? Congratulations. You’ve just identified why a substantially motivated opposing counsel could make a very uncomfortable argument about your AI-assisted work product.

Judge Rakoff didn’t create new law. He applied existing privilege principles to a new technology. And those principles don’t care whether the AI has a legal-specific marketing team.


What the Reddit Lawyers Are Saying

This case hit r/law and r/lawyers hard. The analysis in those threads is worth reading.

One commenter nailed the architectural point:

“Heppner is not really an ‘AI case.’ It is an architecture case. Judge Rakoff did not create a new anti-AI rule. He applied very traditional privilege principles… If you feed litigation strategy into a remote service whose own policy permits retention, training use, or disclosure, you are going to have a hard time arguing reasonable expectation of privacy.”

Another pointed out the discovery implications:

“Every single discovery request should be seeking non-privileged AI usage.”

And perhaps most concerning:

“Even in single-tenant deployments, if the vendor continues to manage the data and has AWS KMS access, a substantially motivated attorney could win the compulsion.”

These aren’t legal tech skeptics. These are practicing attorneys working through the implications in real time.


Two Architectures. Two Very Different Privilege Analyses.

Architecture A: Cloud-First Legal AI

  • Your data travels to vendor servers
  • Vendor ToS permits data collection, training, disclosure
  • No expectation of confidentiality (per Heppner analysis)
  • Potentially discoverable

Architecture B: Local-First Legal Software

  • Your data stays on your hardware
  • No third-party vendor with disclosure rights
  • No ToS permitting training or government access
  • You control storage, access, and retention

The Heppner ruling analyzed Architecture A and found no privilege protection. Architecture B was never at issue because there was no third party to analyze.

This isn’t a new argument. It’s just that most of the industry ignored it in the rush to ship cloud-based AI features. Now there’s case law.

Related: See the full breakdown: A Federal Judge Just Made Your Cloud Legal AI Discoverable


The Question Your Clients Will Eventually Ask

Here’s the scenario that should keep legal AI vendors up at night:

A sophisticated corporate client reads about Heppner. They call their outside counsel. They ask a simple question:

“What cloud services touch our privileged communications? And what do those vendors’ terms say about data retention and disclosure?”

If your practice management software, your document automation, your AI research tools, your time tracking… if any of it runs through cloud services with standard vendor ToS, you now have an uncomfortable conversation ahead.

“We use industry-standard security” isn’t going to cut it. The question isn’t about security. It’s about contractual rights to your data.


60-Second Firm Hack

This week’s challenge: Read your legal AI vendor’s privacy policy. The whole thing. Look specifically for language about data collection, model training, and disclosure to authorities. Then ask yourself: if opposing counsel cited this policy in a motion to compel, how would you respond?

If you don’t like the answer, that’s useful information.


Off the Record

TimeNet Law was designed as Mac-native, local-first software from day one. Not because we predicted Heppner. Because we believed attorneys should control their own data.

Your billing records, your client communications, your matter information… it lives on your hardware, governed by your policies, accessible only to you.

No cloud vendor ToS. No data collection for training. No disclosure provisions to worry about.

When Judge Rakoff analyzed the privilege question in Heppner, he examined a cloud service’s terms and found no confidentiality protection. That analysis simply doesn’t apply to software that never sends your data to a third party.

This wasn’t a marketing decision. It was an architecture decision. And architecture, it turns out, has legal consequences.

See also: Privacy Fortress: How Local-First Architecture Protects Your Data

See how local-first practice management works →


“The best time to think about data architecture was before you had client data. The second best time is now.”
— Perry, Founder, TimeNet Law

Categories
TimeNet Law

What Happens When You Call TimeNet Law Support

When it comes to legal software support, most lawyers have been trained to expect nothing. Ticket queues. Canned responses. Days of waiting. Let me tell you about a Sunday night that shows how legal software support should actually work. — Perry, Founder & Developer


It’s 9pm. I’m at home. My phone rings.

An attorney. Panicked. Their entire database had vanished. Years of client records, invoices, billing history — gone. Poof. And they had court the next morning.

Imagine that moment. Imagine having to tell a judge, “Sorry, your honor, the computer ate my homework.”

I didn’t send them to a ticket queue. I didn’t tell them to wait until Monday for business hours. I didn’t transfer them to a Level 1 support rep reading from a script.

I took the call. We screen-shared. I walked them through restoring everything from their backup. By the end of the night, their data was back, their case was organized, and they walked into court the next morning like nothing happened.

That’s what happens when you call TimeNet Law support.


Legal Software Support That Ships Features by Lunch

A few months ago, an attorney called with a specific problem. They needed to discount a particular client in a very specific way — something the software didn’t do yet.

At most companies, this is where you’d hear: “Thanks for the feedback! We’ll add it to our feature request backlog and the product team will review it in a future sprint.”

Translation: Never gonna happen.

Here’s what I said: “Let me see what I can do.”

I hung up. Built the feature. Tested it. Shipped it.

They had it on their computer by lunch.

Not in the next quarterly release. Not in version 12.4. Not “coming soon.” That same day. Before their sandwich.


No System Is Perfect

I’m not going to pretend TimeNet Law never has bugs. Every piece of software does. The question isn’t whether problems happen — it’s what happens when they happen.

Recently, a lawyer hit a serious but obscure bug that stopped them from generating invoices at a critical moment. Billing day. Clients waiting. Cash flow on the line.

They reached out. I investigated. Found the cause. Built a fix.

They had it within the hour.

Not a workaround. Not a “we’re aware of the issue.” A fix. Deployed. Done.

You don’t buy software expecting perfection. You buy software expecting a solution when something goes wrong. And when that solution is “the guy who wrote the code is personally fixing it right now,” that’s a different level of confidence.


What You’re Actually Buying

When you sign up for TimeNet Law, you’re not buying a license to use software owned by a private equity firm that sees you as recurring revenue. You’re buying software you actually own.

You’re buying a relationship.

You’re buying direct access to the person who built every feature, who knows every line of code, who actually wants to hear what’s not working and fix it immediately.

You’re buying 9pm Sunday phone calls. Lunch-time feature releases. Hour-long bug fixes.

You’re buying the thing that big software companies literally cannot offer — because their developers are ten layers removed from customers, and their support teams are measured on ticket closure rates, not on whether your problem actually got solved.


Try This Level of Legal Software Support With Clio

Next time your billing software has an issue, try calling the person who wrote it.

See how far you get.

At Clio, you’ll navigate a support portal, wait for a response, maybe get escalated if you’re lucky, and almost certainly hear some version of “we’ll pass this along to the development team.”

At TimeSolv — now owned by the same private equity firm that owns Rocket Matter, CosmoLex, and Tabs3 — you’ll get the same runaround. Different brand name, same faceless support experience.

At TimeNet Law, you’ll get me.

That’s not a marketing line. That’s my actual phone number. My actual email. My actual voice on the other end when you call.


This Is What I Love

I know it sounds strange, but customer support is one of my favorite parts of running TimeNet Law.

There’s a rush you get when you solve someone’s problem. When you hear the relief in their voice. When you turn a panic moment into a “wow, that was easy” moment.

That feeling doesn’t happen when you’re managing a ticket queue from a distance. It happens when you’re in the trenches with your customers, treating their emergencies like your emergencies.

Twenty-plus years in, I still get that rush. I still love picking up the phone. I still love shipping a fix and hearing someone say, “Wait, it’s already done?”

That’s the difference between software built by someone who cares and software owned by someone who cares about returns.


— Perry

Founder & Developer, TimeNet Law

Yes, I really answer my own phone: (541) 261-9785

And my own emails: [email protected]


P.S. — Stuck with support that treats you like a ticket number? Let’s talk. Experience real legal software support. I promise you’ll actually reach a human. Specifically, the human who built the thing.

Learn more about what makes TimeNet Law different: Privacy Fortress | Why Independence Matters

Categories
Industry Analysis

Looking for a Rocket Matter Alternative? Your Firm Needs a Seatbelt, Not a Spaceship

If you’re searching for a Rocket Matter alternative, you’ve probably figured out an uncomfortable truth about legal billing software: the flashier the marketing, the shakier the foundation.

The name sounds exciting. Rocket ships. Blasting off. Growth to the moon. But when it comes to running your law firm’s finances, you don’t need a rocket ship. You need something that actually works – reliably, predictably, every single day.

You need a seatbelt. Not something flashy. Something that protects you when things get rough.

If you’re Googling for a Rocket Matter alternative, let’s talk about what’s really going on – and what to look for instead.


What’s Actually Behind Rocket Matter

In 2020, Rocket Matter was acquired by Lightyear Capital, a New York-based private equity firm. They rolled it into a new holding company called ProfitSolv – a name that tells you exactly where their priorities lie.

ProfitSolv doesn’t just own Rocket Matter. They also own:

  • TimeSolv
  • CosmoLex
  • Tabs3

And in June 2025, they brought in additional investment from FTV Capital to fuel even more acquisitions.

This is the playbook: Buy up legal billing platforms. Consolidate. Cut costs. Raise prices. Squeeze maximum profit from each customer.

When a company named “ProfitSolv” owns your billing software, who do you think they’re solving problems for – you, or their investors?


What Users Are Actually Experiencing

Rocket Matter has a 4.4 rating on Capterra – respectable on the surface. But dig into the reviews and patterns emerge:

Platform Instability

Multiple users report the same frustration: the system goes down, freezes, or crawls.

“The connectivity to Rocket Matter via web can sometimes be down. I believe it is a server issue.”

“Freezes and gets slowed down often.”

For software that handles your billing – the literal engine of your revenue – “sometimes down” isn’t acceptable. You need rock-solid reliability, not crossed fingers. Consider software that runs entirely on your machine — so when their servers have a bad day, your firm keeps working.

The Lost Billing Nightmare

One reviewer shared a horror story that should make every attorney wince:

“We had an issue with losing billing one month and the backup was corrupted. We had to work round the clock to recreate the billing to get paid that month.”

Read that again. A law firm lost a month of billing data. The backup was corrupted. They had to manually recreate everything just to get paid.

Your billing software is supposed to prevent catastrophes like this – not cause them.

Limited and Inflexible Reporting

Attorneys depend on accurate reports for everything: tracking billable hours, measuring profitability, bonus calculations, client billing. Here’s what users say about Rocket Matter’s reporting:

“Limited capabilities when it comes to billing and reporting; no flexibility or customization.”

“The limitations of the reporting – the names of the reports which makes it difficult to find a report – who starts off reporting with ‘I want to’ – it feels very juvenile.”

“Certain reports could use improvement to make use of the information more user friendly.”

When your reporting feels “juvenile,” that’s a problem. Your billing software should feel like it was built by people who understand how law firms actually work.

Support That Disappears When You Need It

What happens when something goes wrong? One managing attorney’s experience:

“We had serious issues for over one month while RM engineering was ‘investigating’ the problem. Our assigned customer service representative was rude and refused to take any responsibility on behalf of RM.”

A month of “investigating” while your firm deals with broken software. Customer service that won’t take responsibility. This is what happens when support becomes a cost center to minimize rather than a feature to invest in.

Per-User Pricing That Adds Up Fast

Rocket Matter charges $39 to $129 per user per month, depending on which tier you need. That adds up quickly:

  • 3 users on the Premier plan: $267/month ($3,204/year)
  • 5 users on Elite: $425/month ($5,100/year)
  • 10 users on Premier: $890/month ($10,680/year)

And here’s the thing about PE-owned software: those prices tend to go up over time. Investors expect returns. Your subscription is how they get them. It’s why more attorneys are looking to own their software with a one-time purchase instead.


The Private Equity Playbook (Again)

If you’ve read our posts about TimeSolv, CosmoLex, or other billing platforms, this will sound familiar. It’s the same playbook, run by the same company:

  1. Acquire multiple competing products
  2. Consolidate operations to cut costs
  3. Raise prices gradually (you’re already locked in)
  4. Reduce support (it’s expensive and doesn’t help the bottom line)
  5. Prepare for exit (sell to an even larger PE firm, or go public)

At no point in this playbook does “build the best possible product for solo attorneys” appear as a priority. You’re not the customer they’re optimizing for. You’re the revenue stream.


What Rocket Matter’s Privacy Policy Reveals

We read the fine print. It’s as outdated as you’d expect from a PE-owned company.

A Privacy Policy From 2020

Rocket Matter’s privacy policy was last updated in January 2020 – six years ago.

Since then:

  • CCPA became enforceable
  • AI transformed the tech landscape
  • Data privacy expectations evolved dramatically
  • They were acquired by ProfitSolv

Six years. No updates. What are they actually doing with your data now? The policy doesn’t say.

The ProfitSolv Data Pipeline

Their policy allows sharing data with “affiliated entities.”

Rocket Matter, TimeSolv, CosmoLex, and Tabs3 are all owned by ProfitSolv. “Affiliated entities” means all of them – plus whatever company ProfitSolv acquires next.

Your data doesn’t just live in Rocket Matter. It potentially flows across the entire ProfitSolv portfolio.

Sharing With “Business Partners”

The policy mentions sharing with advertising networks and “business partners” for marketing purposes.

Your confidential client data, handled by a company that shares information with advertising networks. Think about that.

What This Means For Your Practice

When your billing software’s privacy policy is six years old and mentions sharing with ad networks, you have to ask: What protections actually exist for your client data?

Rule 1.6 doesn’t have an exception for vendors who forgot to update their privacy policy. Your ethical obligations apply regardless of whose server holds your data.


What to Look for in a Rocket Matter Alternative

If you’re ready to switch, here’s what actually matters when evaluating any Rocket Matter alternative:

Stability Over Flash

Your law firm doesn’t need a rocket ship. It needs software that works – every time, without drama. No outages during billing deadlines. No “investigating” for weeks while your practice suffers.

Boring reliability beats exciting instability every single day.

Transparent, Predictable Pricing

You should know exactly what you’ll pay – and trust that number won’t mysteriously climb because some PE firm needs to hit quarterly targets.

No “contact sales” games. No surprise fees. No strategic price adjustments.

Support From People Who Actually Care

When you have a problem, you should talk to someone who can solve it – ideally someone who actually built the software. Not a ticket system that takes a month to investigate obvious problems.

Reports That Make Sense

Your reporting should be powerful, flexible, and intuitive – not “juvenile.” When you need to know your firm’s financial health, the answers should be one click away.

Independence

The best predictor of how software will treat you in five years is who owns it today. Independent companies don’t have PE investors demanding 20% growth at any cost. They can focus on building great products.


The TimeNet Law Approach: A Different Kind of Rocket Matter Alternative

We’ve been building legal billing software for over 20 years. While everyone else was chasing rocket ships and billion-dollar valuations, we focused on something simpler: software that works.

No private equity. TimeNet Law is independently owned. We don’t have investors demanding we squeeze more revenue from every customer. We don’t have board meetings about “strategic price optimization.”

Stability you can count on. Our platform doesn’t go down. Your data doesn’t disappear. When billing day comes, everything works exactly like it should. No drama. No crossed fingers.

Direct access to people who build the product. When you call support, you might talk to someone who actually wrote the code. We’re small enough to know our customers and responsive enough to actually help – the same day, not a month later.

Transparent pricing. Our prices are on our website. What you see is what you pay. No surprise increases, no nickel-and-diming, no “we’re adjusting rates to better serve you” emails.

Your data, always accessible. Full export capabilities. If you ever want to leave, your data comes with you. We don’t believe in holding firms hostage.

We’re not flashy. We don’t have a name that promises intergalactic growth. What we have is two decades of quietly serving attorneys who just want billing software that works.


60-Second Firm Hack: The “Split the Difference” Negotiation Close

Next time a client pushes back on your quoted fee, try this: Quote slightly higher than your target, let them counter, then “split the difference” to land exactly where you wanted.

Example: You want $5,000. Quote $5,500. They counter with $4,500. You graciously offer to meet in the middle at $5,000.

They feel like they won. You got your number. Everyone’s happy.

Works for flat fees, settlement negotiations, and that raise you’ve been meaning to ask for.


Making the Switch: Easier Than You Think

We know switching billing software feels risky. You’ve got years of data, established workflows, and a team that’s finally figured out the current system (even if it frustrates them).

Here’s how we make it painless:

Data migration support. We’ll help you move your clients, matters, and billing history. Our team has done this hundreds of times – including many Rocket Matter migrations.

Real training. Not a webinar and good luck. Actual onboarding with people who understand how attorneys work.

No long-term contracts. If TimeNet Law isn’t right for you, you’re not trapped. We’d rather earn your business every month than lock you in.

Go at your own pace. Run both systems in parallel if that makes you comfortable. We’ll support whatever works for your firm.


The Bottom Line

Rocket Matter sounds exciting. Rockets! Blasting off! Growth! But your law firm’s billing isn’t a moonshot – it’s the foundation everything else depends on.

You need software that’s stable. Reliable. Predictable. Built by people who care more about serving attorneys than serving investors.

Before you switch to another platform, ask the hard questions: Who owns this company? What are their incentives? Will they still be independent in five years, or will they be another line item in a PE portfolio?

Your billing software should be a seatbelt – something that protects you, every day, without you having to think about it. Not a rocket ship that might explode on the launchpad.


Ready to See the Difference?

Curious what TimeNet Law looks like in action? We’ll give you a real demo – not a pitch deck with hockey stick projections – and answer every question you have.

Schedule a Demo

Or, if you just want to keep learning without any pressure, join Off the Record – our private newsletter with the must-have tips, secrets, and news every attorney needs to know. No sales pitches. Just value.

Subscribe to Off the Record


Thinking about making the switch? We’ve helped hundreds of firms migrate from platforms that promised them the moon. Reach out – we’re real people who actually respond, the same day, every time.

Categories
Industry Analysis Legal Tech & AI Privacy & Security

AI and Your Client Data: What Every Attorney Needs to Know After Anthropic’s Legal Plugin Launch

AI client confidentiality just became the most important issue in legal tech.

The Earthquake

Something just happened that made Thomson Reuters lose 15% of its stock value in a single day. LexisNexis’s parent company dropped 14%. DocuSign fell 11%.

Wall Street is calling it the “SaaSpocalypse.”

And what caused all of this? A company called Anthropic released a free plugin.

If that sentence confuses you — how does a free plugin crash the stock market? — you’re not alone. Let me explain what’s actually happening, what it means for your practice, and why your client data is at the center of all of it. We need to talk about it.

First, Let’s Get Our Terms Straight

Anthropic is the company that makes Claude, one of the leading AI systems (think: ChatGPT’s main competitor).

Claude Cowork is their new tool that lets AI actually do work on your computer — not just chat with you, but read your files, edit documents, and complete multi-step tasks.

The legal plugin is an add-on that turns Cowork into a legal workflow machine: contract review, NDA triage, compliance checks, and more.

Here’s the key part: you give it access to folders on your computer, and it reads and edits files in those folders.

Including your client files.

WHAT This Actually Does

Imagine hiring a paralegal who:

  • Reviews contracts against your firm’s playbook, flagging clauses as green (fine), yellow (watch this), or red (problem)
  • Sorts incoming NDAs into three piles: auto-approve, needs quick review, needs full review
  • Generates briefings on legal topics in minutes
  • Creates templated responses for discovery holds and data requests

That’s what this plugin does. You point it at your contract folder, tell it your firm’s preferences, and it goes to work.

The kicker? It’s free and open-source. Anyone can use it. Anyone can customize it.

WHY Wall Street Panicked

Here’s the business story, explained simply.

For years, legal tech companies have followed the same playbook:

  1. License AI technology from Anthropic or OpenAI
  2. Wrap it in legal-specific features
  3. Charge law firms $500-2,000 per month

Think of it like a restaurant. Anthropic grows the vegetables (the AI). Legal tech companies buy those vegetables, cook them into meals (legal products), and sell them to you at restaurant prices.

Last week, the vegetable farmer opened their own restaurant. And they’re giving away the food for free.

That’s why stocks crashed. Every legal tech company built on Anthropic’s technology just discovered that their supplier is now their competitor. The “wrapper + workflow” business model — which described most legal AI startups — suddenly looks vulnerable.

As one analyst put it: “For the first time, a foundation-model company is packaging a legal workflow product directly into its platform, rather than merely supplying an API to legal-tech vendors.”

Translation: The company that makes the engine just started selling complete cars.

HOW This Changes Your Practice

Let’s be honest about what’s coming:

The Good

  • Lower barriers to AI adoption. Solo practitioners and small firms can now access enterprise-level contract review without enterprise-level budgets.
  • More competition = better tools. Legal tech companies will have to compete on actual value, not just “we have AI.”
  • Customization. Because it’s open-source, tech-savvy firms can tailor it to their exact workflows.

The Concerning

  • Your files, their servers. When you give Cowork access to a folder, it reads those files. The AI processes that content. Where does that data go?
  • Security researchers have already found vulnerabilities. One team demonstrated how a malicious document could trick Cowork into uploading your files to an attacker’s account — without your approval.
  • It’s a “research preview.” Anthropic’s own warning: “Cowork is a research preview with unique risks due to its agentic nature and internet access.”

The Reality Check

Early reviews from attorneys who’ve tested it? Mixed at best. One legal tech columnist reported: “To the extent I’ve been able to put it through its paces, the results have been… underwhelming.”

Another reviewer on social media showed it confidently producing incorrect contract analysis. The consensus: impressive demo, not ready for real client work.

AI Client Confidentiality: The Question Nobody’s Asking

Here’s what keeps me up at night:

When you use these tools, where does your client’s confidential information actually go?

With Cowork, your documents are processed by AI running on Anthropic’s infrastructure. The tool “runs on your computer” but executes work in a “virtual machine environment” — which means your data travels. For attorneys serious about confidentiality, software that works entirely on your own machine isn’t just a preference — it’s a safeguard.

Now consider:

  • ABA Model Rule 1.6 requires “reasonable efforts to prevent the inadvertent or unauthorized disclosure” of client information.
  • What constitutes “reasonable efforts” when using AI tools that security researchers have already shown can be exploited?
  • Have you read the terms of service? Do you know if your client data can be used to train future AI models?

The legal industry is racing to adopt AI. The ethics rules haven’t caught up. And the first major AI-related malpractice case hasn’t happened yet.

Don’t be the test case.

WHEN Does This Get Real?

My honest timeline:

Right now (2026): Early adopters experimenting. Most firms watching. Technology impressive but unreliable for critical work.

12-18 months: The bugs get worked out. Major legal tech vendors respond with better offerings or competitive pricing. Clearer guidance emerges on ethics compliance.

2-3 years: AI-assisted document review becomes standard practice for routine matters. Firms that haven’t adapted start losing competitive bids.

5+ years: The practice of law looks fundamentally different. The question isn’t whether to use AI, but which AI and how.

But here’s the thing: you don’t have to be first. In fact, when it comes to AI client confidentiality, being first carries real risk.

What You Should Do Today

1. Audit Your Current AI Use

Are associates using ChatGPT or Claude for research? Have they uploaded client documents? Most firms have “shadow AI” usage they don’t even know about.

2. Establish Clear Policies

Before anyone in your firm uses AI tools on client matters, answer these questions:

  • Which tools are approved?
  • What data can be input?
  • Do clients need to consent?
  • How do we document AI usage?

3. Get Informed Consent

Consider updating engagement letters to address AI tool usage. “We may use AI-assisted tools for [specific purposes]. These tools process information on third-party servers. Do you consent?”

4. Prioritize Local-First Solutions for AI Client Confidentiality

When evaluating legal tech, ask: “Where does my data go?”

Tools that keep data on your own systems — rather than sending everything to the cloud — eliminate an entire category of risk. The efficiency gains of AI don’t require sacrificing control over client information. Better yet, consider a one-time purchase alternative — so your practice isn’t dependent on yet another subscription that could change its terms overnight.

5. Audit Your Billing Software’s Privacy Policies

There’s a lot of pretty scary stuff lurking in most privacy policies these days. You should know what you’re agreeing to.

6. Watch, Don’t Jump

Let the early adopters find the landmines. In 12-18 months, we’ll know which tools actually work, which vendors survive, and what the ethics guidance looks like.

The Bottom Line

Anthropic’s legal plugin is a genuine inflection point. The “SaaSpocalypse” isn’t hype — the business model for legal AI is changing in real time.

But amid all the excitement about efficiency and disruption, one question matters more than any other:

When you process a client’s confidential merger documents through AI, do you know — really know — where that data goes, who can access it, and whether it’s being used to train systems that might surface that information elsewhere?

If you can’t answer that question with certainty, you’re not ready.

The future of legal AI is coming. Make sure you can protect AI client confidentiality when it arrives.


Questions about AI client confidentiality? Want to discuss how to implement AI tools while maintaining data security? Get in touch — these conversations matter.

Categories
Industry Analysis Practice Management Privacy & Security

I Read the Privacy Policies of Every Major Legal Billing Platform So You Don’t Have To

You probably didn’t read the legal billing privacy policy when you signed up for your practice management software. Nobody does. That’s what they’re counting on.

But you need to.

I did read them. All of them. And what I found should make every attorney very, very uncomfortable.

You may be asking, how are they getting away with this? Well, it starts with massive consolidation. Keith Porcaro wrote a very good article covering this recently on Bloomberg Law.

TL/DR: These privacy policies, price hikes, and worsening of quality and support will continue. Because if they’re all the same company, they’re betting on lawyers having nowhere else to go. But you and I know that’s not the case. TimeNet Law is, and always will be, 100% independent.

Now, back to these privacy policies. Strap in, it’s gonna get ugly.

Let’s start with the worst one.


MyCase’s Legal Billing Privacy Policy: “We Collect Your Medical Information”

This is a direct quote from MyCase’s privacy policy, buried in their California supplement:

“In addition, we may collect… including insurance policy number, education, employment history, and medical information.”

Medical information. From your legal billing software. Let that sink in.

But it gets worse. Here’s what they admit about your clients’ data:

“Inputs you submit to our AI-powered tools… Such information may include Sensitive Personal Information, including information relating to the cases or financial information of our Customers’ clients.”

Your clients’ confidential case information. Their financial data. Sent to third-party AI models. The LLM providers powering “MyCase IQ” are processing your attorney-client privileged communications.

And here’s how they describe the psychological profiles they’re building on you:

“Inferences: drawn from the information collected, including preferences, characteristics, behavior, attitudes, and aptitudes.”

They’re not just tracking what you do. They’re analyzing who you are.

My personal favorite admission:

“We do not have actual knowledge that we have sold or shared the personal information of children under the age of 16.”

“To our knowledge.” That’s lawyer-speak for: we ARE selling data, we just don’t track ages.

And about that data sharing:

“We share information with advertising partners and other third parties, including through the use of cookies, pixels and other similar technologies, to support our advertising activities, including for ‘cross-context behavioral advertising.’

Translation: Your activity in MyCase follows you around the internet so advertisers can target you.


Clio’s Legal Billing Privacy Policy: Building Psychological Profiles

Clio’s privacy policy includes this gem about the “profiles” they build:

“Profile reflecting a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.”

Psychological trends. Predispositions. Intelligence. Aptitudes.

This isn’t practice management. This is surveillance capitalism wearing a legal tech costume.

Their data collection table in Annex 2 is remarkably candid:

Geolocation information, Inferences about personal preferences and attributes drawn from profiling, Internet activity

They know where you are, what you’re doing online, and they’re drawing inferences about your personality from it.

Here’s what happens with their tracking cookies:

Targeting cookies record your visit to our Website, the pages you have visited and the links you have followed. We will use this information to make our Service and the advertising displayed on it more relevant to your interests. We may also share this information with third parties for this purpose.”

Your browsing behavior gets shared with advertising networks. From your legal billing software.

And they’re refreshingly honest about who controls those third-party trackers:

“Please note that third parties (including, for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies, over which we have no control.”

They don’t even know what their advertising partners are doing with your data.


CosmoLex’s Legal Billing Privacy Policy: Eight Years Outdated

CosmoLex’s privacy policy was last updated May 24, 2018.

Let that sink in. Eight years old. Written before ChatGPT. Before most modern data protection laws. Before anyone was talking about AI training on user data.

But the real horror is what’s IN the policy. Like this admission about “Flash cookies”:

“Flash cookies are also accompanied by a browser cookie. If you delete the browser cookie, the Flash cookie may automatically create (or re-spawn) a replacement for the browser cookie.”

Zombie cookies. Tracking that regenerates after you delete it. Technology so outdated most security experts thought it died years ago. But CosmoLex is still using it. In 2026.

And their stance on your privacy preferences:

“We do not respond to ‘Do Not Track’ signals at this time.”

At least they’re honest about ignoring you.

But here’s the kicker — their data sharing with “marketing partners”:

“We may share your Usage Data with our marketing partners including third party service providers, advertisers, advertising networks and platforms, and advertising agencies to serve and offer personalized ads. We may share Personal Information with our marketing partners to correlate and match our list with our marketing partners’ lists for purposes of creating an ‘audience’ for serving personalized ads.”

They’re literally matching your information against advertising databases to build targeting profiles.


The ProfitSolv Problem: One Empire, Five “Competitors”

Here’s something most attorneys don’t realize: CosmoLex, TimeSolv, Rocket Matter, and Tabs3 are all owned by the same company — ProfitSolv.

From TimeSolv’s privacy policy:

“We may share your information with other companies in the ProfitSolv organization. Other ProfitSolv companies may reach out to you for marketing purposes.”

Think you’re comparison shopping? You’re comparing products designed to funnel revenue — and data — to the same private equity investors.

TimeSolv’s legal billing privacy policy also admits to psychological profiling:

“Inferences drawn from other Personal Information: Profile reflecting a person’s preferences, characteristics, psychological trends, predispositions, behavior, attitudes, intelligence, abilities, and aptitudes.”

The exact same language as Clio. Almost like they’re all copying from the same playbook.


The 8am Empire: MyCase, LawPay, and Friends

MyCase isn’t a standalone company either. It’s part of 8am (formerly AffiniPay), which operates:

  • MyCase
  • LawPay
  • CasePeer
  • DocketWise
  • CPACharge
  • ClientPay

From their privacy policy:

“8am operates the website www.8am.com and various websites for our branded practice management and payment solutions, including… 8am AffiniPay, 8am CasePeer, 8am ClientPay, 8am CPACharge, 8am DocketWise, 8am LawPay, and 8am MyCase.”

All the same company. Your data flows between all of them.


What Every Legal Billing Privacy Policy Reveals

Here’s the summary:

Company AI Training Psych Profiling Ad Sharing Policy Age
MyCase ⚠️ EXPLICIT Dec 2025
Clio Oct 2025
CosmoLex 8 YRS OLD
TimeSolv 3.5 yrs old
Rocket Matter ⚠️ 6 YRS OLD

Every single one shares data with advertising networks. Every single one builds psychological profiles. And most haven’t updated their policies to account for modern AI capabilities — which means we have no idea what they’re actually doing with your data now.


What This Means for Your Practice

If you’re using any of these platforms, here’s what’s happening:

  1. Your client data may be training AI models. MyCase explicitly admits this. Others are suspiciously silent.
  2. Advertising networks know you’re an attorney. And they know your browsing habits, your location, and your “psychological trends.”
  3. “Anonymized” data isn’t safe. These policies all include language about sharing “anonymized” or “aggregated” data freely. Research consistently shows this data can be re-identified.
  4. The “competition” is an illusion. ProfitSolv and 8am control most of the market. Switching between their products doesn’t protect your data.
  5. Your privacy preferences are ignored. Multiple policies explicitly state they don’t honor “Do Not Track” requests.

There’s Another Way

TimeNet Law stores your data locally on your Mac. We don’t have servers. We don’t have advertising partners. We don’t build psychological profiles.

We literally cannot see your data. It never leaves your computer unless you choose to sync it with your own cloud service.

Our privacy policy is one paragraph: Your data is yours. We never see it. Period.

That’s not a marketing angle. It’s architecture. When your software runs locally, privacy isn’t a policy — it’s physics.

See how TimeNet Law works

Categories
TimeNet Law

The Sunday Brief Inaugural Edition

The Sunday Brief

The Sunday Brief

Legal tech. Practice hacks. No fluff.

February 1, 2026 • Inaugural Edition

THE BRIEFING

The Gmail Wake-Up Call

Millions of stolen email credentials are floating around the dark web right now. Google says it wasn’t them—”infostealer” malware harvesting passwords from infected devices.

Here’s why you should care even if you’ve never touched Gmail:

Credential stuffing. Your paralegal uses the same password for her personal Gmail and your firm’s document management system. Hackers don’t need to breach you. They just try the stolen credentials on everything until something opens.

ABA Model Rule 1.6 requires “reasonable efforts” to prevent unauthorized disclosure of client information. Know what’s not reasonable? Letting staff reuse passwords across personal and firm accounts.

The settlements are already piling up. Orrick paid $8 million. Houser LLP paid $1.3 million. Both started with compromised credentials.

Your Monday morning action list:

  • MFA everywhere. Every system. No exceptions. Yes, even that one.
  • Unique passwords only. Get everyone on a password manager today.
  • Run a credential audit at haveibeenpwned.com. Set a reminder or just do it now. I’ll wait.
  • Training isn’t one-and-done. Your staff is the target, not your server.

The cost of proactive security is always a rounding error compared to the cost of explaining a breach to your clients.

AI Is Coming for Billable Hours. Ready or Not.

Thomson Reuters dropped a report this week that should make every managing partner choke on their coffee: 90% of legal dollars still flow through hourly billing—the same model that’s dominated since Eisenhower was president.

Here’s the problem. GenAI can now accomplish in minutes what once took hours. Firms are deploying this technology and then… trying to bill for it by the hour.

That’s like installing a V8 engine and charging for horse feed.

GCs with stagnant budgets are watching BigLaw raise rates to $2,000/hour for associates using the same AI tools available to their in-house paralegal. How long before they start asking questions?

The firms that survive will shift from time-based to value-based pricing. The firms that don’t will learn what dinosaurs learned about adaptation.

Sidley Austin’s Former Chair Just Defected to an AI Law Firm

When the guy who ran Sidley Austin’s executive committee leaves to join an “AI-native” law firm, you pay attention.

Mike Schmidtberger led the 2,100-lawyer firm from 2018 to 2025. He just joined Norm Law as chairman. His quote:

“It’s a rare opportunity to help build the law firm of the future from the ground up.”

Blackstone just pumped another $50 million into Norm Ai, the affiliated tech company.

This isn’t a retirement hobby. This is a signal flare. The question isn’t whether AI will reshape legal practice. It’s whether you’ll be ahead of the curve or under it.

Courts Are Done Playing Nice About AI Hallucinations

A U.S. appeals court issued a warning about AI-generated errors this week. The message is simple:

You’re responsible for what you file. Period.

AI doesn’t cite-check itself. AI doesn’t verify case holdings. AI invents cases with perfect confidence and zero remorse.

The court “doubted” one litigant’s claim that he didn’t use AI, but declined to sanction him. This time.

Use AI to draft. Use AI to research. But verify everything like your bar card depends on it. Because it does.

THE PLATFORM

Private AI Is Finally Here

For those of you watching AI from the sidelines because of confidentiality concerns: the wait is over.

Tools like Jan.ai now let you run AI locally on your Mac. No cloud uploads. No data leaving your machine. Works offline once installed.

You can build assistants for contract review, first drafts, case prep, and knowledge management—all without sending a single byte of client data anywhere.

This isn’t about replacing your judgment. It’s about handling the repetitive work safely so you can focus on the work that actually requires a law license.

If you’ve been waiting for AI that doesn’t compromise client confidentiality, stop waiting.

Microsoft’s January Update Is a Dumpster Fire. Again.

I wish I was making this up.

Microsoft’s first Patch Tuesday of 2026 has caused: black screens, PCs that won’t boot, Outlook crashes, apps freezing, and—my personal favorite—PCs that refuse to shut down.

Forbes literally called it a “nightmare.”

Microsoft released not one but two emergency patches to fix what they broke. Some users are still dealing with the fallout.

Meanwhile, Mac users updated macOS in the background, closed their laptops, and went home for dinner.

Every. Single. Month. And people still ask me why I recommend Mac for law firms.

22 hours
Real-world battery life on the MacBook Air M4.
Most Windows laptops? 6-10 hours. Some advertised at 17 deliver 6.

All-day court sessions. Coast-to-coast flights. Eight-hour depositions. No outlet hunting. No “low battery” panic during closing arguments. Sometimes the boring specs matter most.

THE HACK

The Solo Ceiling

Read something this week that hit home: “No attorney can excel at every task alone.”

Solo practice is a trap. The pride of running your own show becomes the prison of doing everything yourself. Intake calls. Scheduling. Document organization. Billing. Client follow-ups. It eats your day alive.

One family law solo tracked her time: 12 hours per week on admin. After bringing in virtual support, she cut that by 60%.

Do the math. If you bill $300/hour and spend 12 hours weekly on admin, that’s $3,600 in lost revenue per week. Every single week. $187,200 per year you’re leaving on the table to send calendar invites.

Strategic delegation isn’t admitting defeat. It’s recognizing that your value is in the legal work, not the filing.

The “Email Jail” System

Here’s how to stop drowning in email by Tuesday morning.

Set three specific time blocks for email each day. That’s it. 8:30am. 12:30pm. 4:30pm. 30 minutes each.

Outside those windows? Your email client stays closed. Not minimized. Not hidden. Closed.

“But what about urgent matters?”

Urgent matters come by phone. If someone can’t be bothered to call, it’s not urgent. It’s just labeled urgent.

The average attorney checks email 74 times per day. That’s 74 context switches. 74 cognitive resets. 74 opportunities to lose focus on the brief that’s actually due.

Try it for one week. Your billable hours will thank you. Your sanity will thank you more.

ONE THING TO TRY THIS WEEK

Open your password manager. (You have one, right?)

Find three accounts with reused passwords. Make them unique. Start with anything touching client data.

Takes ten minutes. Could save your practice.

Want More of This?

The Sunday Brief lands in your inbox every week. Legal tech news, practice hacks, and the platform tips that keep you ahead of the curve.

Subscribe to The Sunday Brief →

No marketing. No BS. Just an email you actually want to read every week. That’s my promise.

— Perry

Categories
Industry Analysis

Looking for a CosmoLex Alternative? You Might Already Be Using One

Looking for a CosmoLex alternative? Before you switch, you need to know the truth about who owns CosmoLex and what that means for your firm.

You’re Not CosmoLex’s Customer. You’re Their Product.

Meet ProfitSolv, the company behind CosmoLex that you’ve never heard of. That’s by design.

ProfitSolv was created in 2020 by Lightyear Capital, a private equity firm. They didn’t build software. They bought it:

Year Acquisition
2020 TimeSolv, Rocket Matter, LexCharge
2021 Tabs3, CosmoLex
2022-2024 Law Ruler, TitleTap, Clear View Social, Orion
2025 FTV Capital joins as co-investor

CosmoLex, TimeSolv, Rocket Matter, and Tabs3 are all owned by the same private equity firm.

Think you’re comparison shopping? You’re comparing products designed to funnel revenue to the same investors. Different logos. Same investor meetings.

Here’s what makes it worse: In late 2024, Lightyear was actively shopping for a buyer. They wanted to flip the whole thing. In June 2025, they brought in FTV Capital instead. More PE hands in the pot.

Their own press release brags about “scaling the business 10x since 2020.” That’s not growth from delighting customers. That’s growth from squeezing them.


The Timeline Nobody Talks About

CosmoLex has a 4.6 rating on Software Advice from 340 reviews. Looks great. But read the recent reviews, specifically from 2021 onward. A pattern emerges.

That’s when ProfitSolv took over.

“Going Downhill Since 2021”

“Been with Cosmolex since 2017/2018…. While for years I raved about the product, its been going downhill since 2021. All they do is increase prices without generating more value to consumer. Final straw for me was when they locked me out for alleged billing errors, even though from my end they were collecting money from me every month.”

Locked out of your own billing data. Over a billing dispute with them. Let that sink in. When your data lives on someone else’s server, they hold the keys, not you.

“The Initial Sales Pitch Is Great”

“Horrific and do not recommend it. The customer service is designed to waste your time. It is about you having enough time to switch to another software.”

“The initial sales pitch is great but once they have you, zero customer service and prices keep skyrocketing.”

This is the PE playbook: invest in sales, cut everything else.

“Liars — Go Elsewhere”

“The salesman told us that clients could upload documents into a client portal. NOPE! Not a live function yet. We paid to have assistance with moving from prior system. WASTE of money. We did all the work, and what they did for us had to be redone.”

“The OLD version was fine. NextGen is not ready to be deployed. It is very glitchy. ONE example: timesheets ‘clear out’ already entered data. Known issue for over 6 months. No fix.”

Six months of a known bug with no fix. For time tracking software. At a law firm. Think about that.

“The Accounting System Is a Joke”

“The accounting system is a joke. The bank-feed regularly just stops syncing with no notification. We have spent so much time reconciling our books this year as a result of issues that Cosmolex refuses to address claiming its the result of their third-party vendor.”

When your accounting software creates accounting problems, something has gone very wrong.


The CosmoLex Alternative Trap

Here’s what makes this insidious.

When you search “CosmoLex alternative,” what comes up?

  • TimeSolv? Same owner.
  • Rocket Matter? Same owner.
  • Tabs3? Same owner.

The SEO game is rigged. ProfitSolv optimizes all four brands to show up for “alternative” searches. An attorney frustrated with CosmoLex switches to Rocket Matter, thinking they’ve escaped. They discover the same parent company, same support infrastructure, same PE-driven incentives.

This is a shell game. Different logos, same ownership, same outcome.


The PE Playbook (They All Run It)

If you’ve read our posts about TimeSolv, Rocket Matter, or MyCase, this sounds familiar. Because it’s the same playbook:

  1. Acquire promising software with loyal customers
  2. Consolidate multiple brands (but keep them looking separate)
  3. Cut costs on support, development, anything that doesn’t drive immediate revenue
  4. Raise prices. Where are customers going to go?
  5. Prep for exit by making the numbers look good for the next buyer
  6. Sell to the next PE firm. Repeat.

CosmoLex, TimeSolv, Rocket Matter, and Tabs3 are all in step 5 right now. Lightyear has been openly shopping for buyers. When they find one, expect “strategic optimizations.” Corporate speak for higher prices and fewer humans answering the phone.

It raises a question every attorney should ask: what if you could own your billing software outright, instead of renting it from a company preparing for its next flip?


What to Look for in a Real CosmoLex Alternative

If you want to genuinely escape, not just trade one PE brand for another, here’s what to look for:

Independent Ownership (Really Verify This)

Google “[company name] private equity” before you sign anything. If PE owns them, your experience will eventually follow the same arc: aggressive sales → declining support → rising prices → exit → repeat.

Stability Over “NextGen” Hype

CosmoLex’s NextGen rollout broke timesheets for months. That happens when companies cut development to boost margins. Look for software that evolves steadily, not revolutionary updates that break existing workflows.

Support That Solves Problems, Not Tickets

When billing breaks, you need help now. Not a ticket number. Not “engineering is looking into it.” Someone who understands the software and fixes the problem. This only exists at companies where support is a value center, not a cost to minimize.

Your Data, Always Yours

One reason attorneys stay trapped in software they hate: migration fear. Your software should make exports easy. Confident companies don’t hold data hostage.


Twenty Years. Same Owner. No Exit Strategy.

TimeNet Law has been building legal billing software for solo and small firms for over 20 years.

No private equity. No investors demanding we “scale 10x.” No preparation for an exit. When you call us, you’re talking to the people who built the software. Not a portfolio company.

Direct developer access. Contact support and you might reach someone who wrote the code. We’re small enough to know customers by name.

No NextGen disasters. We don’t ship half-baked features to hit quarterly targets. We don’t break timesheets and leave you hanging for six months.

Stable pricing. We don’t play the acquire-then-squeeze game. No “we’re raising prices because we can” emails.

Your data is yours. Full export, always. If you want to leave, your data comes with you. We’d rather earn your business monthly than trap you with switching costs.

We’re not flashy. We’re not backed by Lightyear or FTV or whoever comes next. We’re the CosmoLex alternative that’s actually independent. A real escape from the consolidation machine.


Making the Switch

You’ve got years of client data, billing history, and trust accounting in CosmoLex. Migration feels overwhelming, especially when users report that CosmoLex’s paid migration help was “a waste of money.”

Here’s how we handle it:

Real migration support. We’ve helped hundreds of firms escape CosmoLex, TimeSolv, Rocket Matter, and others. We know the file formats, the pitfalls, and how to make sure nothing gets lost.

Actual onboarding. Not a webinar link. Not “here’s the docs, good luck.” Training with humans who understand how law firms work.

No lock-in. No 12-month contracts. We’d rather earn your business monthly with software that works.


The Bottom Line

CosmoLex might have been good software once. Longtime users say as much. “I raved about it for years… until 2021.” That’s when ProfitSolv took over, and that’s when the decline began.

Now it’s one of four brands in a PE portfolio, all optimized for investor returns. Support is slower. Bugs last longer. Prices keep climbing. And somewhere in New York, PE partners are preparing to flip it to the next buyer.

You didn’t sign up for this. You signed up for software that works and support that helps.

The real escape isn’t switching to another ProfitSolv brand. It’s finding a company that isn’t playing the same game.


See What Independent Looks Like

No pitch decks about “synergies.” No vague promises about next-generation features. Working software and straight answers.

The trial never expires. 3 client limit in trial mode. Unlimited after that. Call or email when you have questions. Same day response, every time.

Start Your Free Trial →

Or join Off the Record, our newsletter with the tips, secrets, and industry news every attorney needs. No sales pitches. Just value.

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Thinking about leaving CosmoLex? Make sure your “alternative” isn’t just another costume on the same PE company. Reach out. Real people who actually respond, same day, every time.

Categories
TimeNet Law

20+ Years, Same Owner: A Promise to Lawyers

In 2003, TimeSlips abandoned their Mac users.

No warning. No migration path. Just a memo that said, basically, “Thanks for your money. Good luck.” That moment changed everything for me — and it’s why I’ve spent the last 22 years building independent legal software that lawyers can actually trust.

Attorneys who had built their entire practice on that software were suddenly stranded. Years of client records, billing history, trust accounting — all trapped in an application that would never be updated again.

I watched it happen. And I decided: never again.


I Didn’t Build Independent Legal Software to Get Rich

I built it because lawyers needed something reliable, and nobody else was stepping up.

I wasn’t chasing a market opportunity. I wasn’t pitching VCs. I was a developer who happened to know time tracking and billing inside out, watching attorneys flood my inbox begging for help.

So I helped.

Twenty-two years later, I’m still here. Same guy. Same phone number. Same mission: build software lawyers can actually trust.


The Buyout Offers Never Stop

I get acquisition offers monthly. Sometimes weekly.

Private equity firms. Competitors looking to “consolidate.” Holding companies that want to add TimeNet Law to their portfolio of legal software brands — right next to all the other companies they’ve hollowed out.

I had months-long discussions with TimeSolv about selling. This was right before they got acquired by ProfitSolv. I’m incredibly glad I walked away.

Because I watched what happened next.

TimeSolv, Rocket Matter, CosmoLex, Tabs3 — all owned by the same private equity firm now. Clio has raised over $5 billion and just got hit with an antitrust lawsuit for allegedly trapping lawyers in their ecosystem.

When attorneys search for “alternatives,” they often end up with another company owned by the same people they’re trying to escape.

I knew this was coming. I could see the playbook years ago: roll up the industry, squeeze the customers, optimize for EBITDA instead of user experience.

I wanted no part of it.


The Last Few Years Were Hard

I’ll be honest: it hasn’t been easy competing against companies with billion-dollar war chests.

There was a period where people wondered if TimeNet Law was going away. I get it. When you’re one developer going up against marketing machines that spend more on Google Ads in a month than I’ll make in a year, it’s easy to look small.

But small isn’t the same as going away.

Small means I answer the phone when you call. Small means I can ship a feature request by lunch. Small means no board meetings, no investor pressure, no “we need to hit growth targets so let’s raise prices 40%.”

Small means I give a damn about every single user — because I can.


Why Independent Legal Software Matters More Than Ever

Here’s what I want you to know:

TimeNet Law is not going anywhere.

This is my life’s work. My passion project. I’ve poured thousands of hours into this software, worked with hundreds of law firms, obsessed over every detail. I’m not handing it over to some holding company so they can turn it into another subscription trap. You deserve to own your tools, not rent them.

The legal tech industry is consolidating into a handful of mega-vendors who see attorneys as revenue units. Prices are going up. Support is going down. Data portability is becoming a joke.

That’s exactly why independent legal software matters more than ever.

You deserve software built by someone who actually uses it. Someone who picks up the phone. Someone whose success depends entirely on your success — not on impressing a board or hitting an exit multiple.

If you’re fed up with the PE-backed giants, check out our Privacy Fortress — we built TimeNet Law to keep your data yours, not to monetize it.


22 Years In. Just Getting Started.

I started TimeNet Law because attorneys got abandoned by a company they trusted.

I kept building it because I fell in love with the work — with the craft of making software that genuinely helps people run their practices.

And I’m still here because the industry needs at least one option that isn’t owned by private equity, isn’t harvesting your data, and isn’t going to get acquired next quarter.

When you become a TimeNet Law customer, you’re not getting a vendor. You’re getting a partner.

And that partner is me.

— Perry

Try TimeNet Law free and see what independent legal software feels like.

Categories
Industry Analysis Practice Management

71% of Lawyers Have Been Held Hostage by Their Software

Clio just published their 2026 Legal Trends Report, and it confirms what many of us already suspected about legal software data lock-in. Buried in there is a stat that made me set my coffee down.

71% of lawyers have been held hostage by their software vendors.

That’s their word. Hostage.

The average ransom? $24,861 to get their own files back. Four weeks of downtime while they wait.


The part that kills me

This report comes from a VC-backed cloud software company. They’re sounding the alarm about legal software data lock-in—a problem their entire business model creates.

I’m not saying that to be snarky. I genuinely think it’s worth sitting with for a second.

The call is coming from inside the house.


How legal software data lock-in became normal

Somewhere along the way, “software” stopped meaning “a tool you own” and started meaning “a service you rent.”

And look, I get it. Cloud practice management software is convenient. Updates happen automatically. You can log in from anywhere.

But there’s a trade-off nobody talks about at the sales demo:

Your files live on someone else’s computer.

When everything’s fine, that’s invisible. When you want to leave? Suddenly legal software data lock-in becomes very, very visible.


The math nobody does

Let’s say you’re paying $100/month per user for practice management software. Pretty standard these days.

Three users. Five years.

That’s $18,000.

At the end of those five years, you own nothing. And if you want to leave, apparently you’ll pay another $25,000 and lose a month of productivity getting your own files out.

I don’t know. That math has never made sense to me.


There’s another way

I’ve been building legal practice management software for over 20 years. Old school, I know.

TimeNet Law runs on your Mac. Your files live on your computer. If you want to sync across machines, you can—Dropbox, iCloud, whatever you prefer. Your choice. No cloud required. No data held hostage on someone else’s servers.

You pay once. You own it. Updates and support included for a year, renewals optional after that.

If you decide to stop paying for updates, nothing happens. Your software keeps working. Your data stays yours. We never lock you out.

Because it’s your software. No data lock-in. Ever.


I’m not here to bash anyone

Clio makes good software. So do a lot of cloud providers. This isn’t about them being evil.

It’s about understanding what you’re signing up for. When your data lives on someone else’s servers, you’re in a relationship where they hold more cards than you do. That’s just the reality of legal software data lock-in.

For some firms, the trade-off is worth it. For others, it’s not.

I just think you should get to make that choice with your eyes open.


If the Clio report has you thinking about ownership, here’s what it looks like to actually own your practice management software.

Or just try the free trial and see for yourself. No credit card. No sales call. Just software.

— Perry

Categories
Industry Analysis

The Rise of Monopolies in Legal Billing

The rise of monopolies in legal billing services

Something Strange is Happening with Legal Billing

Have you noticed it? Everything has switched to monthly billing. Prices are skyrocketing. Support is worse. You’re being flooded with marketing: “book a demo!”, “try our partner!” “upsell to this new feature!”

And all of these systems are starting to look the same. Same features, same UI, same sales pitch, same marketing overload, and same lackluster customer service.

What’s going on here? Well, in just the past few years, huge organizations have bought up dozens of legal billing and legal services companies. They’ve conglomerated them all under a small handful of large umbrellas. And that’s bad news for you.

Why It Matters

As they continue to kill competition, the same story plays out. Prices go up, options go down. Support suffers under massive pressure to cut costs and please shareholders.

These private equity firms and large banks don’t care about you or your law firm. They only care about one thing: money.

You’re inundated with upsells, marketing gimmicks and flash sales. And the prices are insane and rising. More features get paywalled behind expensive plans and packages. And when you have a question, or worse, a problem, you’re stuck on hold or talking to someone who’s managing dozens of different systems.

Shady business practices become the norm. Pay more for this, lose access to your data if you don’t do that, and they leverage your private data to advertising and marketing firms. It’s a slippery slope, until one day, only two or three options exist, and they’re all the same, and they’re all overpriced, and they all come with the same rock bottom customer service.

Conglomeration of legal billing services leads to higher prices and worse options

Fight Back

TimeNet Law is different. We’ve rejected countless offers to sell our business into this same system. We’ve opted to stay independent. And while we know we’re up against insurmountable odds, the David and Goliath story plays out.

If you’re against monopolies, price gouging, being held hostage to an ever increasing monthly payment, and being at the mercy of a low tier support team that only sees you and your law firm as a dollar sign, you can fight back. You can support independent hold-outs like TimeNet Law.

Stop paying rent on your law firm software. One price. You own it. No more monthly hostage payments.