One
central FAQ page
Frequently Asked Questions
Answers to common rollout, security, and data questions.
If you need specifics for your workflow, request a demo and we can walk through your exact setup.
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Getting Started
It depends on your rollout scope. Many firms start with active matters first and expand in phases.
Yes. You can start with a trial signup and evaluate fit before broader adoption.
No. A phased migration is common and usually less disruptive for legal teams.
SweetBean is designed to support remote and in-office workflows with the same core routes.
Security & Confidentiality
Current controls include role-based access support, controlled share links, and document audit workflow support.
Yes. Sharing options can include expiration and optional password protection.
Yes. Share links can be ended through in-app workflows.
No. SweetBean provides software controls, and your firm remains responsible for legal and ethical compliance decisions.
Data Ownership & Export
Your firm controls its operational records and export decisions.
Yes. Firm-level export routes are available for portability planning.
Document and invoice download pathways are available in current workflows.
Admin and role-gated controls are used to manage governance access.
Workflow & Billing
The connected time and invoicing routes are built to reduce reconciliation friction compared with disconnected tools.
No. It focuses on core legal operations and continues to evolve with feature updates.
For account and billing policy specifics, request a demo and we can provide current terms for your plan.
Use the demo contact route and include your firm size, practice area, and workflow priorities.
Need answers mapped to your exact workflow?
Request a walkthrough and we will focus on your current process, team structure, and rollout plan.