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Counsel Guard  ·  The Private Practice Protocol

Your Practice Deserves
Better Than Email

Six precision tools built for how attorneys actually work.
Reduce malpractice exposure. Automate secure intake. Protect every client exchange.
Every day, sensitive client information travels through channels never designed to carry it. Not because attorneys are careless — but because no one built them anything better. Counsel Guard is the private practice protocol your firm has been operating without.
Explore the Tools View Pricing
ABA Ethics Compliant
Secure Cloud Storage
No Enterprise Contract Required
Built for Solo & Small Firms
Complete Audit Trail
The Case for Change

Consider how your practice
handles sensitive information today.

Most small firms operate with enterprise-level liability and consumer-grade tools. The gap between those two things is where problems live — and where Counsel Guard operates.

Foundation

It Is Simply Easier

Last week, an attorney emailed a client requesting their Social Security number. The client complied. The number arrived, sat in an inbox, got buried in a thread, and will live on a mail server indefinitely. No protocol existed to handle it differently. It just happened — the way it always happens. There is a better way to work, and better tends to also mean safer. Counsel Guard tools take less time than the methods you are using now.

Efficiency

The Protocol Advantage

Attorneys operating without documented protocol carry something their clients never see: the background anxiety of knowing things are not being handled with the rigor they deserve. Counsel Guard replaces that background noise with a system, a record, and the quiet confidence of knowing every sensitive exchange has a verifiable trail, a defined lifecycle, and a proper end. Malpractice insurers notice. Clients notice. You notice.

Security

Your Ethical Obligation

Bar associations are increasingly clear: attorneys have an ethical obligation to protect client data — and "I used Gmail" is not a defense. Large firms have security infrastructure. Solo practitioners carry the same obligation with none of the same resources. Counsel Guard was built specifically for that gap. Six tools. One suite. Zero enterprise budget required.

Attorney's meeting

The impression you make
before you say a word.

When a client hands you sensitive information, they are not just completing a form. They are making a judgment about whether you can be trusted with the most consequential details of their life.

"The way you handle my information tells me everything about how you will handle my case."

Counsel Guard gives small firms the tools to demonstrate — tangibly, visibly — that their information handling is deliberate, secure, and professional. Not because you said it was. Because they experienced it.

The Suite

Six Tools. One Protocol.

Each tool addresses a specific vulnerability in how small firms handle sensitive information — built for the way attorneys actually work, not the way enterprise software assumes they do.

Secure Message Burner
01 of 06
Secure Message Burner
Send & Destroy  ·  Anchor Tool

Send any sensitive content — a Social Security number, account credentials, case notes, a settlement figure — as a link that renders once and permanently destroys itself. No attachment. No inbox residue. No trail.

  • Link self-destructs immediately after the recipient opens it once
  • Console logs the timestamp and IP address of every view
  • Deactivate any unsent link instantly from your dashboard
  • Works with typed messages or uploaded files — PDF, Word, images, and more
What ChangesSensitive information stops living in email threads. Every transmission has a defined lifespan and a verifiable end.
$29/ month standalone
Dead Man's File
02 of 06
Dead Man's File
Time-Released Document Vault

Upload a document and set a delivery date. If you do not check in before that date, the file is automatically sent to a designated recipient. Check in and the clock resets.

  • Estate attorneys hold wills and final instructions with guaranteed delivery
  • Time-sensitive disclosures move automatically without requiring your availability
  • Evidence preservation schedules and case deadlines managed passively
  • Encrypted storage with check-in confirmation sent to your email
What ChangesCritical documents have a guaranteed delivery path that does not depend on anyone remembering to act.
$39/ month standalone
Client Intake Portal
03 of 06
Client Intake Portal
Encrypted  ·  Single-Use  ·  Branded

Build a branded intake form with exactly the fields your practice requires. The client completes it once through a secure link. You download the submission, and the data is permanently purged from the server.

  • No sensitive intake data sitting in a shared email inbox
  • Client sees your firm name and logo — not a generic third-party form
  • Submission data destroyed after download — no lingering server exposure
  • No migration or integration required — works alongside your existing workflow
What ChangesThe intake process reflects the standard of care your firm actually maintains — before the first meeting begins.
$49/ month standalone
Secure File Request
04 of 06
Secure File Request
One-Time Upload Link  ·  Expires on Use

The reverse of the Secure Message Burner. Send a client or opposing counsel a one-time upload link. They upload the document. It lands in your console. The upload link expires immediately.

  • No email attachments, no Dropbox folders with indefinite access
  • Upload link cannot be reused, reshared, or revisited after first use
  • Every upload logged with timestamp and sender IP address for your records
  • Accepted file types fully configurable — documents, images, and more
What ChangesReceiving sensitive documents becomes as controlled as sending them.
$29/ month standalone
NDA Timestamp Vault
05 of 06
NDA & Agreement Timestamp Vault
Hashed  ·  Timestamped  ·  Verifiable

Both parties acknowledge the document through Counsel Guard. The system generates a cryptographic hash and issues a timestamped receipt to both parties. Lightweight acknowledgment without DocuSign overhead.

  • NDAs, engagement letters, conflict waivers, and informed consent documents
  • Cryptographic document hash provides tamper-evident verification
  • Timestamped receipt delivered to both parties automatically
  • Creates a documented record that presentation and acknowledgment occurred
What Changes"They said they never saw it" becomes a much harder argument to make.
$39/ month standalone
Conflict Check Log
06 of 06
Conflict Check Log
Searchable  ·  Permanent  ·  Exportable

A private, searchable internal log where every new client name and matter is recorded before engagement. Immutable entries. Full export on demand. A documented conflict check process your malpractice insurer can verify.

  • Timestamped, unalterable record of every conflict check performed
  • Search by client name, matter type, date range, or clearing attorney
  • Export to CSV or PDF for bar submissions, audits, and insurer requests
  • Takes under 60 seconds per matter — most firms currently have no documented process
What Changes"We have a conflict check process" becomes something you can prove.
$19/ month standalone
Inside the Console

See It Before You Commit

Every Counsel Guard tool is managed through a clean, private admin console. Your branding. Your logo. Your firm name on every page your clients see.

Secure Message Burner Console
Secure Message Burner ConsoleCreate, track, terminate, and audit every burn link from one dashboard.
Burn Link Management
Full Audit TrailEvery link logged with status, view timestamp, and viewer IP address.
Pricing

Enterprise-Grade Protection.
Solo Practice Pricing.

Individual tools available separately. The full suite — all six tools, one console, one login — is where the protocol becomes complete. Commit annually and save 20%.

Monthly Annual Save 20%
Solo Practice
Single Tool
Starting at $19/ mo
 
Pricing varies by tool — each is priced individually based on its capabilities. See individual tools above.
  • One tool of your choice
  • Branded recipient pages
  • Full admin console
  • Activity log and audit trail
  • Additional tools
  • Priority support
  • Custom domain
Most Popular
Complete Suite
All Six Tools
$179/ mo
 
  • All six Counsel Guard tools
  • Branded recipient pages
  • Full admin console
  • Complete audit trail and logs
  • Priority support
  • Up to 3 attorney logins
  • Custom domain support
Small Firm
Multi-Attorney
$299/ mo
 
  • All six Counsel Guard tools
  • Branded recipient pages
  • Full admin console
  • Complete audit trail and logs
  • Priority support
  • Up to 10 attorney logins
  • Custom domain support

ABA Ethics Compliant  ·  Secure Cloud Storage
Counsel Guard tools are designed around ABA Model Rules 1.6 (Confidentiality) and 1.1 (Competence). All data is encrypted at rest and in transit. No third-party ad networks. No data sharing. Your client information is never used for any purpose beyond delivering the tool you purchased.

The protocol your practice
has been operating without.

Counsel Guard is currently available by application to solo practitioners and small law firms. Early access includes onboarding support and founding pricing — locked in for the life of your account.

Review the Tools

No enterprise contracts. No minimum seats. No setup fees.

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