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.
Select your business type in the estimate. On the 15-minute call, a specialist from License Your Data will go through which records could be in scope for you and which should stay out.
What differs between sectors
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 closer look before anything is in 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 put, names become placeholders, and nothing goes out until you approve a sample. Nothing costs you anything at any step.
All 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 a long history may qualify as well.
- Your originals stay in your systems.
- Nobody ever asks for a password.
- Names and identifiers become placeholders.
- You sign off on a sample before anything is sent.
Six sector 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. Find your sector.
Each guide is built the same way: which records to look at, why labs value them, the usual first concern and some straight answers. None of them changes the estimate, which depends only on headcount and years in business.
Construction and architecture
RFIs, submittals, change orders and site logs. Owner files are reviewed first.
See the guideEngineering firms
CAD, calculations, design reviews and test results. Client designs are reviewed 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.
Open the guideMedical practice operations
Scheduling, billing office and staffing records. Patient data is excluded.
See the guideLaw practices
Templates, checklists and internal know-how. Privileged material comes out.
Open the guide