Across sectors
One standard, one set of rules
The usual fit is 20 or more full-time staff and at least 3 years in business, with records kept in business software. Teams under that size with years of history can still qualify.
- Your originals stay in your systems.
- No passwords are ever asked for.
- Names and identifiers become placeholders.
- Before anything goes out, you approve a sample.
The six guides
Each guide explains where the useful records sit in that kind of business, and the concern owners in that field usually raise first. Pick 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 site logs. Owner files reviewed first.
Open the guideEngineering firms
CAD, calculations, design reviews and test results. Client designs reviewed first.
See the guideHVAC and home services
Technician notes, dispatch and work orders. Homeowner details replaced.
Read the guideManufacturers
Quality records, routings and supplier quotes. Customer drawings reviewed first.
Open the guideMedical practice operations
Records from scheduling, staffing and the billing office. Patient data is excluded.
Read the guideLaw practices
Templates, checklists and internal know-how. Privileged material removed.
See the guideOther types 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 offers fourteen business types plus Other, and your sector does not change the range.
Select your business 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 changes from sector to sector
Two things. First, where the useful history sits: a builder keeps it in RFIs and change orders, an engineering firm in design reviews, a service company in work orders. Second, what needs a closer look before anything is in scope, such as owner drawings, client designs, privileged material or patient data.
The sequence of steps never changes. An NDA comes first, your originals stay put, names become placeholders, and nothing goes out until you approve a sample. Every step is free to you.