How data is handled

What stays out, and who decides

A license covers how work is done. The people your business serves are not part of it. Here is how that is kept true.

What is left out

A license is no place for some kinds of information. The following are excluded or de-identified before any sharing:

Client, patient and customer personal information
Passwords, credentials and access keys
Card numbers, bank details and account numbers
Anything you mark as off limits during scoping

How de-identification works

When a record is useful but holds personal details, those details can be taken out or swapped before it is shared. What the record shows about the work stays; who it was about does not. The approach is agreed with you during scoping, together with the details you want removed.

If you decide against it

Before anything is signed, you can end it at any point. Should you choose to stop, no data leaves your systems. You can also ask us to delete the details you gave in the estimate form. Our privacy policy covers how to ask for that and what we retain to respect it, such as a do not contact record.

Questions worth raising in scoping

Scoping is your chance to set the boundaries. Owners often ask questions like these:

Could a whole system like payroll or HR be excluded completely?
Can we exclude specific clients, projects or mailboxes?
What personal details get removed, and how is it verified?
What date ranges are worth including?

All of these are settled with you before anything is shared.

You keep your records

A license does not remove your records. You keep them and keep running your business on them. Through License Your Data, our licensing partner, a license gives a buyer the right to use the data you approved.

Your sign off comes first

Nothing is shared without your approval. You review the proposed scope, adjust it as you see fit, and only the approved part is licensed. You can stop before signing at any time.

Professional rules and your counsel

If your firm works under professional rules, such as a law firm, accounting firm or medical practice, scope is decided with you and your own counsel, and client or patient data stays out. Whether licensing is legal for your firm is not something we advise on.

No passwords and no originals

Whatever you include, two things stay fixed. Your originals stay in your systems: License Your Data, our licensing partner, makes a de-identified copy, and that copy is all that gets licensed. And no passwords are ever asked for or shared, at any step. Everything starts under NDA, and you approve a sample before anything goes out.

Start with your range

The estimate is free and does not commit you to anything.

Get my range