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Fields we work with

Every industry asks a different first question

Law firms are concerned about privilege. Freight brokers are concerned about their lanes. Here is how six industries handle the concern they raise first.

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Six industries in detail

Each page below covers what kind of records tend to be useful in that field, the concern owners in that field raise first, and how it is handled. The estimate is the same whatever your industry.

Law firms

Templates, precedents, checklists and internal know-how, with privileged material removed and client matters left out if you choose.

Read about law firms

Accounting practices

Engagement checklists, close procedures and review workflows, while client files and taxpayer data stay out.

More on accounting firms

Medical and dental practices

Workflows for scheduling, billing and administration. Business-operations records and nothing else. Patient data stays out.

Healthcare operations in detail

Manufacturing

Supplier threads, nonconformance reports, quality records and work instructions from the floor.

More on manufacturing

Freight and logistics

Load history, dispatch notes, exceptions and claims, with shippers, carriers and drivers replaced by placeholders.

Read about freight and logistics

For engineering firms

Design reviews, revisions, calculations and test results, with client-owned designs reviewed in scoping.

More on engineering firms

Why that first question counts

Owners almost never open with a question about money. What they ask is what happens to the people they serve, and whether anything private could leave the company. We open each industry page with that question, because the answer settles whether going further makes sense.

The common ground across industries

The specifics vary, but the process stays the same. First comes a 15-minute call. A de-identified copy is prepared by License Your Data, our licensing partner, and buyers license the copy. Your originals never move, passwords are never requested, and nothing goes out until you approve a sample.

Professions with their own rules

Law firms, accounting firms and healthcare practices work under professional and legal rules. With these firms, you and your own counsel decide the scope, and client or patient data stays out. Whether licensing suits your obligations is a legal question we do not advise on.

Other industries

Distributors, insurance agencies, finance firms and professional services firms reach out to us as well, along with software companies and HVAC and home services businesses. Companies with 20 or more full-time staff, at least 3 years of operating history and records kept in business software can choose their type, or "Other", when they start the estimate.

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Industry has no effect on the estimate. Start it in about a minute.

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