Fields we work with
Every field has a different first question
A law firm worries about privilege. A freight broker worries about its lanes. This is how six industries deal with the first concern they raise.
Get my estimateA closer look at six industries
The pages below each describe the useful records in a field, the first concern owners in it raise, and the way it is addressed. Your industry does not change the estimate.
For law firms
Internal know-how, checklists, precedents and templates, with privileged material removed and client matters kept out when you prefer.
Read about law firmsAccounting firms
Engagement checklists, close procedures and review workflows, while client files and taxpayer data stay out.
More on accounting firmsFor healthcare practices
Scheduling, billing and administrative workflows. Business-operations records and nothing else. Patient data is left out.
Healthcare operations in detailFabrication and production
What the shop floor keeps: instructions, quality records, nonconformance reports, supplier email.
Manufacturing in detailFreight and logistics
Claims, exceptions, dispatch notes and load history, with placeholders for shippers, carriers and drivers.
Read about freight and logisticsEngineering practices
Design reviews, calculations, revisions and test results, with client-owned designs checked during scoping.
Read about engineering firmsWhy the first question matters
Money is seldom the first thing owners ask about. Their first question is about the people they serve, and whether something private might end up outside the business. Every industry page begins with that question, since its answer decides whether a conversation is worth having.
What all industries share
The details differ, but the process does not. First comes a 15-minute call. License Your Data, our licensing partner, makes a de-identified copy, and that copy is what buyers license. Originals stay in your systems, nobody asks for a password, and a sample comes to you for approval before anything goes out.
Regulated firms
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. We give no legal advice about whether licensing fits your duties.
Other fields
Other fields we hear from include distribution, insurance, finance, professional services, software, HVAC and home services. With 20 or more full-time staff, 3 or more years of trading and records in business software, select your business type in the estimate, or pick "Other".
Get your range
Every industry gets the same estimate. Start it in about a minute.