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Engineering firm records

The trail from requirement to released design is what matters here. Export-controlled data and client designs can be excluded.

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Client work and confidentiality

Client ownership and confidentiality terms cover a lot of engineering work. Including any of it depends on your contracts and your counsel, and we offer no legal advice. During scoping, client-owned work can be left out, and in any case client names become placeholders.

Export-controlled technical data, common on defense and aerospace programs, is flagged in scoping and can be excluded entirely.

What usually comes up

Common questions

Do we have to give access to our PDM?

Not at all. No password is ever requested or shared.

Is it fine to start small?

Yes. Begin with one system or one product line and leave out everything else.

What do we sign first?

An NDA comes first. There is no cost, and nothing is shared without your approval.

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A good first scope

Many firms begin with work they own outright: design reviews, revision trails and test records on in-house products. You can review client programs one by one down the line, with counsel, or exclude them permanently. You decide on each addition.

Every scope, large or small, goes through the same preparation. Working from your approved scope alone, License Your Data replaces names and identifiers with placeholders, then shows you a sample before any copy is shared. The original files stay in your systems the whole time.

Good to know

A few quick questions, the same for every business.

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