Keepance for Attorneys

The AI workspace built for
attorney-client confidentiality.

Your client files stay on your machine. Your API key routes directly from your computer to the model provider. Keepance is never in that loop. Local-first, BYOK, one-time price. Includes the Legal Practice template pack.

30-day free trial. No card required. The Legal Practice template pack is included in Professional.

ABA Op 512 compliant approach
Heppner-aware workflow
Privilege-safe by design
Buy once. No subscription.

What actually happens to your data

Three things that matter when you're running client work through an AI tool.

Find contradictions across depositions. Every finding cites page and line.

Drop in a deposition transcript. Ask Keepance to cross-reference it against prior statements, a witness's affidavit, or documents from your discovery folder. It reads all the files locally and surfaces inconsistencies with direct citations. Nothing leaves your machine to do it.

  • Transcript and prior statement both stay in your workspace folder
  • Findings save as a Markdown file you can edit and share
  • Every citation includes the source document, page, and line
  • AI audit log records the model, timestamp, and token cost
Keepance — Deposition Contradiction Finder
Deposition p.23: "never visited after December" Conflict
March 14 statement: references a January 8 site visit Conflict
Deposition p.7: identified role as project manager Consistent
Affidavit para. 4: described same role Consistent
Saved to Deposition Notes.md  ·  All files stayed on your machine

Drop in a production set and ask it questions. Answers cite the document and page.

Keepance indexes the PDFs in your workspace using embeddings that run locally. Ask it to categorize a production set by relevance, pull the indemnification clause from a contract stack, or find every reference to a specific witness across hundreds of pages. Every answer includes the source citation.

  • PDF indexing runs on your machine, not a cloud server
  • Ask across a full folder of documents in one conversation
  • Results save back to Markdown automatically
  • Practical limit: roughly 500 pages per session (AI context window)
Keepance — Document Q&A
Your question
"What does the purchase agreement say about the indemnification cap?"
The indemnification cap is $2.5M per Section 14.3(b) — 12 months of contract value. Purchase_Agreement_Final.pdf · p. 47 The carve-out for fraud and gross negligence is unlimited, per Section 14.3(c). p. 47 No cap applies to IP indemnification per Section 14.3(d). p. 48

Generate a formatted privilege log from your document set.

Give Keepance your document set and it drafts a privilege log with entries for attorney-client and work product designations. The log is a Markdown file in your workspace — editable, reviewable, and yours. You review every entry before it goes anywhere.

  • Entries include document description, date, parties, and privilege basis
  • Attorney-client and work product designations handled separately
  • AI-generated output — you review and edit before serving
  • All documents processed locally, nothing transmitted to a third-party server
Privilege Log — Halvorsen Estate
Document / DescriptionBasis
2026-01-08 Email, counsel to client — strategy re: estate dispute A-C
2026-01-14 Memo, litigation analysis prepared in anticipation of suit WP
2026-01-22 Draft pleading with counsel annotations WP
Draft only. Review all entries before serving. AI cannot verify privilege; attorney judgment required.

Three developments that change the calculus on cloud AI.

These aren't theoretical. They're a court ruling, formal ethics guidance, and a patent law wrinkle that IP practitioners need to know about.

S.D.N.Y. 2026

The Heppner ruling: consumer AI without attorney direction means no privilege protection

A February 2026 ruling from the Southern District of New York found that a defendant who used consumer Claude on his own — no attorney direction, no confidentiality safeguards — saw no privilege protection for those AI interactions. The court drew a clear line.

The Kovel-theory framing matters here. Privilege extends to third parties when their assistance is necessary for the attorney to provide legal advice and the attorney maintains direction over the process. Consumer AI use, operating outside counsel's control, doesn't satisfy that standard.

A counsel-directed, local-first workflow keeps the attorney in control of the process from start to finish. Keepance doesn't mediate the interaction — your API key goes directly from your machine to the provider.

United States v. Heppner, No. 1:25-cr-00503-JSR (S.D.N.Y. Feb. 17, 2026)
ABA July 2024

ABA Formal Opinion 512: the profession's first formal AI confidentiality guidance

ABA Formal Opinion 512, issued July 2024, is the profession's first formal guidance on AI use. The confidentiality analysis goes past Terms of Service review. It addresses where data actually travels during processing, and what disclosure and informed consent obligations apply when client information moves to a third party.

"We don't train on your data" and "your data is private" are not the same statement. Data can be private-ish and still move through infrastructure you don't control and cannot audit. The opinion's analysis is favorable to local-first approaches, where the question of third-party data handling largely dissolves.

With Keepance, the data doesn't move to a Keepance server. It goes from your machine to the model provider you chose, under the API terms you agreed to directly.

ABA Formal Opinion 512 (July 2024)
EU Absolute Novelty

For IP attorneys: cloud AI use before filing carries international patentability implications

The EU's absolute-novelty rule means that certain disclosures to a third party before a patent application is filed can affect international patentability. Whether a given AI provider interaction constitutes a qualifying prior disclosure is a genuinely unsettled question in patent law.

I'd encourage IP practitioners to discuss it with colleagues who specialize in international patent prosecution. What I can say about the product is that with a local-first workflow, the technical disclosure never reaches a third-party server in the first place. It goes from your machine to the model provider's inference endpoint. Keepance is not in that path.

Whether that removes the concern for your specific situation is a legal question. But the question gets simpler when the data doesn't move.

EU Patent Convention, Art. 54 — absolute novelty requirement

Seven templates for legal work

Each one runs locally, asks the right questions, and produces a real document in your workspace. Included in Professional.

1

Deposition Contradiction Finder

Cross-references a deposition transcript against prior statements, affidavits, or documentary evidence to surface inconsistencies. Every finding includes a page and line citation from both sources.

2

Evidence Gap Analyzer

Maps what you have against what you'd need to support each element of a claim or defense. Flags what's missing and suggests categories of evidence worth seeking in discovery.

3

Case Timeline Builder

Reads your documents and extracts a chronological event log, with the source document attached to each entry. Produces a Markdown file you can edit, annotate, and share with co-counsel.

4

Privilege Log Drafter

Generates a formatted privilege log from your document set, with entries for attorney-client and work product designations. Output is a draft — you review and finalize every entry before it leaves your desk.

Privilege waiver risk: Running client documents through any AI tool raises privilege questions. This template processes documents locally with your own API key — no Keepance server handles the content. But you should review the specific provider's data terms and confirm your approach with your bar counsel before use.
5

Discovery Document Triage

Reviews a production set and categorizes documents by relevance, privilege flag, and suggested next action. Practical limit is roughly 500 pages per session due to AI context window constraints — this is a pre-review tool, not a replacement for Relativity or a full e-discovery platform.

Volume note: AI context windows cap what can be processed in a single run at approximately 500 pages. For large productions, use this tool to triage batches. It is not a replacement for dedicated e-discovery platforms.
6

Patent Disclosure Draft

IP Sub-Pack

For patent and IP attorneys: structures a draft disclosure with claims architecture, prior art notes, and figures description from your technical notes. The technical information stays on your machine during processing — relevant given EU absolute-novelty considerations before filing.

IP practitioners: The output is a working draft, not a filed document. Prior art review and claims strategy require attorney judgment. The local-first workflow addresses the disclosure-to-third-party question, but consult with IP counsel on your specific international filing strategy.
7

Client Intake Synthesizer

Turns a new client intake form or meeting notes into a structured matter summary: parties, timeline, key facts, flagged issues, and open questions. Also generates search parameters for an initial conflict check — note that AI generates those parameters, it does not perform the conflict check itself.

Conflict check disclaimer: This template generates conflict search parameters based on the intake information you provide. It does not run a conflict check, access your conflicts database, or make any determination about whether a conflict exists. Running the actual conflict check is your responsibility.
A note on volume and scope: AI is not a replacement for Relativity or a full e-discovery platform. The practical ceiling for a single AI session is approximately 500 pages due to context window limits. These templates are designed for solo and small-firm workflows — pre-trial prep, intake synthesis, privilege logging, and research assistance — not large-scale e-discovery production review.

One price. Yours to keep.

No subscription. No monthly seat fee. No access cut off when you stop paying. You buy it, you own it.

Personal
$49
one-time · all platforms

  • All core Keepance features
  • Local-first AI workspace
  • PDF chat and document indexing
  • Wiki-links, backlinks, full-text search
  • Claude, GPT, Gemini, Ollama (local models)
  • Mac, Windows, Linux
Download free for 30 days

Legal Practice templates not included

Practice
$399
one-time · up to 5 seats

  • Everything in Professional
  • Up to 5 seats
  • All three practice packs
  • White-label template customization
  • Email support
  • Priority access to new packs
Buy Practice for $399

All plans include a 30-day free trial. No credit card required to download.
Perpetual license. 14-day refund, no questions asked. Sold via LemonSqueezy as merchant of record.