The six guides
Each guide covers where the useful records sit in that kind of business, and the worry owners in that field tend to raise first. Choose yours.
All the guides follow one outline: the records worth a look, why labs want them, the first concern owners raise and a few plain answers. The estimate is not affected by any of them; only headcount and years in business count.
Construction and architecture
RFIs, submittals, change orders and daily logs. Owner files reviewed first.
Read the guideEngineering firms
CAD, calculations, design reviews and test results. Client designs get checked first.
See the guideHVAC and home services
Work orders, dispatch and technician notes. Homeowner details become placeholders.
Open the guideManufacturers
Quality records, routings and supplier quotes. Customer drawings reviewed first.
Read the guideMedical practice operations
Records from scheduling, staffing and the billing office. Patient data is excluded.
Open the guideLaw practices
Internal know-how, checklists and templates. Privileged material removed.
See the guideAll sectors
One bar, one set of rules
The typical fit is 20 or more full-time staff and 3 or more years in business, with records in business software. Smaller teams with years of history may qualify too.
- Originals never move out of your systems.
- Passwords are never requested.
- Placeholders replace names and identifiers.
- You sign off on a sample before anything is sent.
Other kinds of business
Accounting firms, freight and 3PL companies, distributors, insurers, finance teams, software companies and professional services firms also keep their work in business software. The estimate lists fourteen business types plus Other, and your sector never changes the range.
Pick your type in the estimate. During the 15-minute call, a specialist from License Your Data walks through which of your records could be in scope and which should stay out.
What differs between sectors
Only two things. First, where the valuable history lives: for a builder in RFIs and change orders, for an engineering firm in design reviews, for a service company in work orders. Second, what needs a careful look before anything enters scope, such as owner drawings, client designs, privileged material or patient data.
What never changes is the order of things. An NDA comes first, your originals stay where they are, names become placeholders, and nothing is sent until you approve a sample. Nothing costs you anything at any step.