By sector
Different sectors, different first questions
Find your closest match below to learn what usually qualifies and what you can keep out.
Get my rangeA page per sector, six in all
Every page lists the records that usually count in that line of work, the worry owners mention first and the things you can hold back.
Construction and architecture
Drawings owned by the project owner, bid pricing and restricted sites.
Read moreEngineering and product design
Controlled technical data and client designs covered by NDA.
See the pageHVAC and home services
Homeowners' names and addresses, and your customer list.
See the pageAccounting and tax practices
Client files and taxpayer data never go in.
See the pageMedical and dental practice operations
Only business operations. Patient data is kept out.
Open pageSoftware and IT services
Customer data in tickets, client code and the products you build.
Open pageRules for all sectors
- Under NDA. Every discussion begins under an NDA.
- Originals stay where they are. In their place, License Your Data prepares a de-identified copy.
- Placeholders. Before anything leaves, names and identifiers are swapped out.
- Exclusions you choose. Any system, folder, client or matter can stay out.
- A sample first. It needs your approval before any release.
Missing your sector?
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. Law firms decide scope with us together with their counsel, and client data stays out. Legal advice is not something we offer.
Three answers on every sector page
- Which records count. The routine threads and files that reveal how work happens in that field.
- The first worry. What owners in that sector ask about first, and how it gets handled.
- What you can hold back. Items specific to the sector you can exclude, on top of the rules that apply everywhere.
How sector fits the estimate
Two answers drive your range: team size and years in business. Your sector is the third question in the form. It gives License Your Data context before the call and never changes 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.
Start with the page that fits you best, then choose your team size below. The specialist who calls will already have your answers, so the 15-minute call can stay on your own tools and exclusions.