Keeping a Legal Matter Together in Montana

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The second conversation about a matter is usually more useful than the first, and it is only more useful if the first one is still there. What follows is how that applies to Montana matters, including the ones where keeping a record is the wrong choice.

The Montana Matters That Run Long

Montana matters run long because land matters do. An easement negotiation may take a season, and the instrument then governs for generations, meaning the record of what was negotiated outlives everyone involved.

They concentrate in property, land, and real estate and landlord and tenant matters, the two areas generating the highest volume from this state.

What Re-Explaining Costs Here

What was proposed, what was refused, and what the parties understood at signing is the context successors will need. A recorded instrument says what it says; the negotiation explains why.

Handing a Matter to an Attorney

For water rights adjudication and mineral title, both of which need counsel, documented historical use accumulated over years is frequently the substance of the claim.

When to Keep, and When to Delete

An archive is useful and it is also a record, and the source material for this page does not say so. Two facts are worth knowing before you accumulate years of conversations about a dispute.

A record can be requested: If a matter reaches litigation, material you hold about it may be something the other side is entitled to see. That is usually not a reason to avoid keeping records, and it is a reason to keep them deliberately rather than by default. For anything heading toward a formal proceeding, it is a question worth asking an attorney about early.
Someone else may be able to reach your account: An archive is private at the server level. It is not private from a person who can open your phone or knows your password. If your matter concerns someone with access to your devices, particularly in a domestic situation, deleting as you go is the safer practice, and using a device and an email address they cannot reach is safer still.
Closed matters do not need to stay open: Deleting a resolved matter costs you nothing and reduces what exists about it. There is no penalty for a smaller archive.
You control it: Individual conversations or the whole archive can be deleted at any time, and deletion is permanent. Current retention and deletion specifics are on the main conversation history page rather than repeated here, because they are operational details that change.

What Is Kept

Every conversation Messages and responses, with the documents you uploaded and the documents drafted for you, all attached to the matter they belong to.

The documents themselves The original file plus any analysis produced about it. Upload a lease in January and both the file and the analysis are there in June, unchanged.

Context carried forward Mention an earlier matter and the relevant history can be pulled forward rather than re-pasted. You can turn that off in settings if you prefer each conversation to start clean.

Available on any device The same archive on web, iOS, and Android. Sign in anywhere and the matters are there.

Finding Things Again

Named for the matter
Rename any conversation for what it actually is, which is what makes a long matter findable a year later.
Searchable
Search across everything for a counterparty, a document name, or a term. Useful when you know a conversation happened and not when.
Grouped
Related conversations can be kept together so a matter spanning months stays coherent rather than scattered across a chronological list.
Exportable
Export a single conversation or the whole archive. Useful for your own records and for handing a matter to an attorney.

Privacy

Yours to access Only you, or authorised team members on a Business account, can see your history. It is not shared with third parties.

Not used to train public models Your conversations and uploaded documents are not used to train public AI models. That is the current commitment and it is stated plainly rather than as a guarantee about all future policy, which nobody can honestly make.

Portable Export your history whenever you want, in standard formats, for your own records or to hand to counsel.

Not a billed constraint Conversation history is included on every plan including the free tier.

Montana Frequently Asked Questions

Is it worth keeping records about a permanent instrument?

Usually yes, and longer than you would expect. The negotiation history explains what the recorded document does not, and successors dealing with the same easement in twenty years will need it.

Can I share a matter with my attorney?

Yes. Export the conversation and bring it, or share it directly. The practical benefit is that the attorney can start on substantive questions instead of spending the first part of a consultation on intake, which is what you would otherwise be paying for.

What happens if I stop paying?

Your history remains on your account if you move to the free tier. If you close the account entirely, the data is deleted after a grace period during which the account can be restored. Current specifics are on the main conversation history page.

Can I stop it referencing past conversations?

Yes, in account settings. Some people prefer every conversation to start clean, which is a reasonable preference and fully supported.