By industry
Six fields, each with its own concerns
Each page covers the concern owners in that field raise first. Any business type in our questions is welcome.
Get my estimateBefore you pick a page
Industry is used to match you with buyers. It does not move your range, which depends on team size and years in business. The key is that your team works in business software and has built up some years of records.
Each one names the records that tend to come up in that industry and answers the top concern. Treat it as a head start for the 15-minute call, not a promise about what a buyer wants. The rules do not change by industry: originals stay in your systems, names and identifiers become placeholders, and you approve a sample before anything goes out.
Pick your industry
Construction and architecture
Change orders, drawings and RFIs. Owner-held material and sensitive projects can stay out.
Engineering firms
Calcs, models and the reviews around them. Export-controlled data and client designs can be left out.
HVAC and home services
Tech notes, dispatch logs and work orders. The copy never includes homeowner names or addresses.
Legal practices
Checklists, templates and practice know-how. Client matters can stay out, and privileged material is removed.
Tax and accounting practices
Procedures and templates, not returns. Client files and taxpayer data can stay out.
Freight and distribution
Exceptions, orders and load records. Customer and carrier names are replaced in the copy.
Your industry is not listed?
Manufacturing, insurance, finance, healthcare, professional services and software are covered in the questions too. Choose the closest match, or Other. The specialist from License Your Data goes through your systems the same way on the call, and anything you want left out stays out.
If you keep client or patient information, you and your counsel set the scope, and that information is excluded. Whether licensing is lawful or right for you is not something we advise on.
The rules never change by industry
Original records
Originals are never moved out of your systems. Everything is done on an approved copy.
Logins
No industry is ever asked for them, and none are shared.
Placeholders
Placeholders take the place of names and identifiers first.
Leaving things out
Any system, folder, client or matter can stay out.
Ask on the call
If the concern in your field is not covered here, bring it up on the 15-minute call. The specialist from License Your Data will tell you plainly whether it can be handled, and if it cannot, that part stays out. You are also welcome to email us before you start.