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Trust

Built for how firms are allowed to win work.

The questions a general counsel asks before a first call, answered in writing: the rules Monition is built on, what happens to your data, and what comes next on security.

Read the brief for your general counselSee the data flow
  1. 01Conduct rules
  2. 02What we never do
  3. 03Your data
  4. 04Security roadmap
  5. 05Brief for your general counsel

Professional conduct

Seven rules, built into the product.

They are written into every firm’s agreement as well. A screen that would break one of them does not exist.
  1. 01Organisations only

    Monition reads about companies. Individuals, consumer debtors and sole traders are excluded before anything is forecast.

    Where you see it: Applied when records are read
  2. 02Conflicts cleared first

    Every company goes to your conflicts team and is cleared in your own system before a word is drafted. A blocked company stops there.

    Where you see it: Conflicts queue
  3. 03The partner sends, never Monition

    A partner edits, signs and sends from their own email. Monition has no way to send anything to anyone.

    Where you see it: Introduce
  4. 04Clients are alerted, never approached

    When a filing touches an existing client, the relationship partner gets an alert. Monition never suggests approaching a company that may be adverse to a client.

    Where you see it: Client alert
  5. 05Drafts cite the record, never the prediction

    A draft refers only to public records the recipient can read for themselves. It never mentions a forecast.

    Where you see it: Introduce
  6. 06Your data stays yours

    Read-only access to your CRM. Your data is never pooled with another firm and never used to train a model.2

    Where you see it: Onboarding
  7. 07A flat fee per firm

    Never a fee per company, per introduction or per matter, so no one is paid for a referral.3

    Where you see it: Each firm’s agreement

What we never do

The list that does not change.

If a firm asks for any of these, the answer is no. Monition will never:
  • Send an email, letter or message on anyone’s behalf
  • Contact a company, or anyone who works at one
  • Ask for access to a partner’s inbox or calendar
  • Forecast anything about individuals, consumers or sole traders
  • Suggest approaching a company that may be adverse to a client
  • Mention a forecast in a draft
  • Pool one firm’s data with another’s, or train a model on it
  • Charge per company, per introduction or per matter
  • Change or delete anything in your CRM
  • Claim a certificate it does not hold

Where the rules sit

Each rule is a step in the product, not a policy page.

Four screens from Monition, with a fictional firm and fictional companies.

Onboarding

Read-only from the first click.

A firm connects its CRM with read-only access, names the practices it wants, and uploads a client list so clients are never treated as companies to approach.

It also tells Monition how its conflicts process works, so the next step can wait for it.

Onboarding · read-only CRM, practices, client list, conflicts process.1

Conflicts queue

Nothing is drafted until your team clears it.

Each company waits here while your conflicts team checks it in your own system. Monition records the answer; it does not make it.

A blocked company stops. It never reaches a partner as a suggestion.

Conflicts · pending, cleared and blocked, as recorded from the firm’s own system.1

Client alert

A client in the record gets an alert, not an approach.

When a filing touches a company on your client list, the relationship partner is told what the record says and when it was filed.

Monition never suggests approaching a company that may be adverse to that client.

Client alert · the relationship partner hears first; the client is never approached.1

Introduce

The partner edits, signs and sends.

The draft cites only records the recipient can read for themselves. It never mentions a forecast.

The partner changes what they like and sends it from their own email, or doesn’t. There is no send button in Monition.

Introduce · a first draft that cites public records only, opened in the partner’s own email.1

Your data

What comes in, what goes out, and what never moves.

Public records come in one way. Your CRM is read, never written. The only thing that leaves is a draft, and it leaves through your partner’s email.

In · public

The public record

  • Dockets
  • Company registries
  • Liens and charges
  • Lenders’ filings
  • Regulator notices

Organisations only. Records about individuals are dropped here.

Read daily, one way

Monition · your firm’s own workspace

Nothing here is shared with another firm.

  1. 01ReadRecords are matched to companies.
  2. 02Forecast and identifyWho will need counsel, for what, and when.
  3. 03Find a way inWhich partner already knows someone, from your CRM.
  4. 04Wait for conflictsNothing moves until your team clears it.
  5. 05DraftA first draft citing public records only.
Read-only: contacts, relationships, client list

Your firm

CRM

Monition reads. It never writes, changes or deletes.

Company name, for a checkCleared or blocked

Your firm

Conflicts system

The check runs in your system, by your team.

The draft, opened in the partner’s own email

Your partner

Their own email

They edit, sign and send. Or don’t. Monition never sends.

Only the matters your team chooses

Your firm · optional

Export to your CRM

A file your team imports. Nothing is pushed.

Never to another firmNo pooling, no shared models of your relationships.
Never into trainingNot ours, not a provider’s.
Never to the companyMonition has no channel to anyone outside your firm.
How data moves when Monition runs at a firm.2

What Monition holds about your firm

DataFromUsed forKept for
Public recordsDockets, registries, liens and charges, lenders’ filings, regulator noticesForecasts and identification[retention to confirm]
Contacts and relationshipsYour CRM, read-onlyFinding which partner has a way in[term + period to confirm]
Client listYour firm, at onboardingClient alerts, and keeping clients out of everything else[term + period to confirm]
Conflicts resultsYour conflicts teamStopping blocked companies before drafting[term + period to confirm]
Drafts and partner editsYour partnersThe draft itself; nothing else[term + period to confirm]

Hosting region [to confirm]. When a firm leaves, its data is deleted and the deletion confirmed in writing.2

Security roadmap

What comes next, in order.

Dates are added as they are fixed. We do not show a badge for anything we do not hold.4
  1. [date]Separate data for each firm

    Each firm’s data kept apart from every other firm’s, at the database level.

    Planned
  2. [date]Encryption in transit and at rest

    For everything Monition holds about a firm.

    Planned
  3. [date]Single sign-on

    Firm users sign in through the firm’s own identity provider.

    Planned
  4. [date]Audit log

    Who approved a draft, who exported, and every conflicts result, kept for the firm to inspect.

    Planned
  5. [date]Data processing agreement

    A standard agreement for every firm, reviewed by our counsel.

    Planned
  6. [date]Independent penetration test

    Run by an outside tester; a summary shared with firms on request.

    Planned
  7. [date]Independent security certification

    [standard to confirm]

    Planned

Brief for your general counsel

Thirteen questions, answered in writing.

Draft · version [0.1] · [date]
[legal entity]

Forward this page, or print it: the print version is the brief alone.

Request the brief by email
Monition · Brief for a firm’s general counselOrigination intelligence for law firmsDraft

  1. Does Monition contact anyone on the firm’s behalf?

    No. Monition prepares a first draft for a partner. The partner edits it, signs it and sends it from their own email, or decides not to. Monition has no sending capability.

  2. Who does Monition forecast about?

    Organisations only. Individuals, consumer debtors and sole traders are excluded when records are read, before any forecast is made.

  3. How are conflicts handled?

    Before anything is drafted, the company is passed to the firm’s conflicts team and cleared in the firm’s own system. Monition records the result as pending, cleared or blocked. A blocked company goes no further.

  4. What happens when a filing touches one of our clients?

    The relationship partner receives an alert. The client is never treated as a company to approach, and Monition never suggests approaching a company that may be adverse to a client.

  5. What does a draft say about how the firm found the company?

    Only what the public record says. A draft cites records the recipient can read for themselves. It never mentions a forecast or Monition.

  6. What access to our systems does Monition need?

    Read-only access to the CRM, to see which partner already knows someone at a company, and a client list for alerts. It never asks for mailbox, calendar or document access, and it cannot change anything in the CRM.

    Scopes per CRM: [to confirm per system]

  7. Is our data shared with other firms or used to train models?

    Never. A firm’s data is never pooled with another firm’s and never used to train a model, ours or a provider’s.

  8. Where is data hosted, and for how long is it kept?

    Hosting region: [to confirm]. Retention: [term + period to confirm]. When a firm leaves, its data is deleted within [period to confirm] and deletion confirmed in writing.

  9. Who processes our data besides Monition?

    The hosting and model providers are agreed with each firm in writing before it starts, and a firm is told before one changes.

  10. How is Monition paid?

    A flat fee per firm. Never per company, per introduction or per matter, so no one is paid for a referral. Pricing is agreed with each firm.

  11. What security certifications does Monition hold?

    Not yet. The security roadmap on this page lists what is planned and when, and nothing on it is claimed until it is held.

  12. How will we know whether the forecasts are any good?

    Every forecast is scored against what later appears in the public record, misses first. Week 8 for every firm is a scorecard. How scoring works.

  13. Is Monition giving legal advice?

    No. Monition is not a law firm and gives no legal advice. It shows partners what the public record says and who they already know.

Questions this brief does not answer: [contact email]. Values in [brackets] are confirmed in writing before a firm starts.

The next filing is already on the record. Hear about it first.

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