Sectors we work with
Every field leaves a different trail of work, and each one has its own worry about what should stay private. Choose yours to see both.
Check my estimateA closer look at six
Begin with your sector
Every page explains which records tend to be useful and the first concern owners in that field raise.
Accounting and CPA firms
Close routines, workpapers and reviewer notes. Client files and taxpayer data can be kept out.
Read moreSoftware firms
Repos, reviews, tickets and docs. Client code and customer details can stay out.
Read moreManufacturing
Supplier quotes, routings and quality files. Customer drawings can be left out.
Learn moreConstruction
Bids, RFIs, change orders and daily logs. Pricing and owner files can be kept out.
Learn morePractice operations
Scheduling, billing and staffing records only. Patient data stays out.
Read moreFreight and logistics
Load history, dispatch notes and claims. Rates and customer names can be left out.
Learn moreAlso a fit
Other companies that get in touch
A team that works in business software daily may well have records that fit too. The estimate asks your industry, and Other is a valid answer.
Finance
Operating and review process, scoped together with your counsel.
Professional services
Proposals, delivery plans and project files.
HVAC and home services
Work orders, dispatch and technician notes.
Distribution
Account service threads, orders and stock questions.
Architecture
RFIs, coordination and drawing revisions.
Engineering
Calculations, design reviews and revision history.
Insurance
Servicing and quoting workflow, with personal data removed.
Law firms
Templates and process records, scoped with your counsel. Privileged material and client matters stay out.
Your sector does not move the estimate
The range comes from team size and years in business, so two companies with the same headcount and history start in the same place, whatever they do. Your sector gives the specialist from License Your Data a sense of your likely systems and the records that need extra care, which makes the 15-minute call useful from the first minute.
The same in every sector
Details change from field to field. The safeguards do not. An NDA is in place from the start. Passwords are never requested. Placeholders replace names and identifiers, your exclusions stay out, and nothing goes out until you approve a sample. Your originals never leave your systems, whatever field you are in.
A note for regulated firms
Where professional confidentiality applies, scope is set with you and your own counsel, and client or patient data is kept out. We never give advice on whether licensing is permitted for your firm.