Sectors
Different sectors, different first questions
Choose the page nearest to your business for what typically counts and what you can hold back.
Get my rangeA page per sector, six in all
Each page sets out which records usually count for that kind of business, what owners worry about first and what can be held back.
Construction and architecture
Restricted sites, bid pricing and drawings that belong to the owner.
Read moreEngineering and product design
Client designs under NDA and controlled technical data.
See the pageHVAC and home services
Your customer list plus homeowner names and addresses.
Open pageAccounting and tax practices
Client files and taxpayer data stay out.
Read moreMedical and dental practice operations
Operations records alone, with patient data left out.
See the pageSoftware and IT services
Customer data in tickets, client code and the products you build.
See the pageRules that apply in every sector
- Under NDA. Every discussion begins under an NDA.
- Originals stay where they are. What License Your Data prepares is a de-identified copy.
- Placeholders. Names and identifiers are replaced before anything leaves.
- Exclusions you choose. Any system, folder, client or matter can stay out.
- A sample first. Nothing goes out until you approve it.
Your business not here?
Freight and 3PL, distribution, manufacturing, insurance, finance, law, professional services and Other are all options in the form too. Every one of these keeps years of email, files and history in its tools.
At insurers and financial firms, policyholder and customer account data is kept out. For law firms, scope is decided with you and your counsel, and client data stays out. Legal advice is not something we offer.
Three answers on every sector page
- Which records count. Day to day files and threads that show how that kind of business gets its work done.
- The first worry. What owners in that sector ask about first, and how it gets handled.
- What you can hold back. Beyond the universal rules, the particular things you may keep out.
Your sector and your number
Your range comes from team size and years in business. Your sector is the third question in the form. That answer is context for License Your Data before the call, not a factor in the estimate.
What makes records useful is the same in any sector: a team in the same tools for several years, leaving a written trail of real work.
Read the closest sector page, then pick your team size below to begin. The specialist who calls will already have your answers, so the 15-minute call can stay on your own tools and exclusions.