Your client data stays protected.
Your professional obligations stay yours

Yes, with appropriate supervision. Everything Kounsel runs is operational: billing, books, intake, marketing, technology and administration. Legal judgment stays with you. Professional-conduct rules permit lawyers to use outside nonlawyer assistance with appropriate supervision, and every action the Kounsel team takes is logged so oversight is straightforward.

No. Kounsel is paid a flat monthly fee for services, the same way you would pay a bookkeeper, IT firm or office manager. The fee is not calculated as a percentage of your legal fees and is not tied to the outcome or economics of any matter.

Your client data remains isolated to your firm on SOC 2 Type II audited infrastructure, encrypted at rest and in transit. Only the people who need it to perform work for you can access it, and that access is logged. Your client data is never shared with other Kounsel firms. Aggregate, anonymized patterns may be used to inform benchmarks across Kounsel firms.

Only at your explicit direction. Access to client information is permission-aware and logged. Kounsel does not use information about your matters to train shared AI models, and our approach is designed around the obligations addressed in ABA Formal Opinion 512.

You do. Nothing moves in or out of trust without your approval. Kounsel maintains the records required by your jurisdiction, including the register, individual client ledgers, monthly three-way reconciliation and required retention. You review, you approve, and the record shows it.

No. Kounsel sets your firm up with its own Stripe account, in the firm’s name, with Stripe handling identity verification and the link to your bank. When a client pays an invoice by card or bank transfer, the payment is charged directly to your firm’s Stripe account and settles to your firm’s bank on Stripe’s standard payout schedule. Kounsel never holds the funds and adds no fee of its own; Stripe deducts its standard processing fee, and Kounsel records each payment and fee against the right invoice so your books reconcile. Card and bank details are entered on Stripe’s secure page and are never seen or stored by Kounsel. Online payments settle to your operating account; retainers and other trust deposits go to your trust account by check or direct deposit.

Kounsel is designed to work behind your firm’s brand. Communications can go out under your firm’s name, from your firm’s email and phone. Where disclosure or client consent is required by your engagement terms or applicable professional-conduct rules, you control how it is handled.

Yes. Every action is logged, and matter, billing and trust records can be exported in a usable form for a client request, audit or bar inquiry. Client-file retention follows your engagement terms and applicable jurisdictional requirements, with documented destruction when the retention period ends.

Your data is yours. On request, you receive your matters, clients, documents and records in a usable form. Systems we connect to rather than replace, such as your accounting and email platforms, never leave your control. Kounsel’s remaining copies are handled according to the retention and deletion terms in your agreement.