Guides by sector
Each guide explains where the useful records sit in that kind of business, and the concern owners in that field usually raise first. Choose yours.
Each guide is built the same way: which records to look at, why labs value them, the usual first concern and some straight 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.
Read the guideEngineering firms
CAD, calculations, design reviews and test data. Client designs get checked first.
See the guideHVAC and home services
Technician notes, dispatch and work orders. Homeowner details replaced.
See the guideManufacturers
Routings, supplier quotes and quality records. Customer drawings get checked first.
Read the guideMedical practice operations
Scheduling, billing office and staffing records. Patient data is kept out.
Open the guideLaw practices
Internal know-how, checklists and templates. Privileged material is removed.
See the guideAcross sectors
One bar, 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. Smaller teams with years of history may qualify too.
- Your originals stay in your systems.
- Passwords are never requested.
- Placeholders replace names and identifiers.
- Before anything goes out, you approve a sample.
Not in a guide?
Accounting firms, freight and 3PL companies, distributors, insurers, finance teams, software companies and professional services firms keep their work in business software too. The estimate offers fourteen business types plus Other, and your sector does not change 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
Just 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 has to be reviewed closely before anything is in scope, like 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. Every step is free to you.