Corey Holdings

Safeguards

You draw the line. Your originals stay behind it.

Straight answers to what owners ask before replying: originals, passwords, the sample, placeholders, NDA and cost.

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Before you reply, the usual questions

Do our originals leave our systems?
Never. What License Your Data works from is a de-identified copy of your scope, while the originals remain where they are.
Does anyone need our logins?
Never. Passwords and logins are not asked for and not handed over.
Do we see anything before it goes out?
Yes. A sample of the prepared copy comes to you for approval, and nothing is shared until then.
Is it possible to hold things back?
Yes. Hold back whichever system, folder, client or matter you like, no explanation required.
How are names handled?
Names and identifiers are replaced with placeholders: people, clients, companies, addresses and account numbers.
Is there a cost?
Nothing at all. It is free for you, and an estimate does not obligate you.
Do you sign an NDA?
Yes. Everything starts under NDA.

Excluded whenever you choose

Any department, mailbox, folder, client, matter, date range or whole system can be left out. No reason is required. If you are unsure about a set of records, leaving it out is always an option.

Plenty of owners begin with just one or two systems and expand the scope only after seeing the sample.

Always excluded

  • Any client records from law or accounting practices.
  • Any patient records from healthcare providers.
  • Policyholder data of insurers and customer account data of financial firms.
  • Any record that lacks your approval.

How placeholders work

De-identification replaces anything that points to a person or account, like names, email addresses, phone numbers and account numbers, with placeholders. What is left is the shape of the work: the requests, steps and decisions.

Before approving, you review the outcome in the sample. A record that cannot be cleaned to your satisfaction can simply stay out.

Practices with extra rules

Law, accounting and healthcare practices decide scope with us together with their counsel, and client or patient data stays out. Legal advice is not something we give, and we never say licensing is allowed for any practice.

Your details on this site

What you type into the estimate form is used to prepare your estimate and to contact you about it. Read the Privacy Policy for everything, or opt out through the Do not sell or share page.

Begin with your range and take your time on the rest.

Nothing is shared without your approval.

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