How you work, not who you serve

Left out from the start

A license never includes certain things. Before anything is shared, these are left out or de-identified:

• Personal information about clients, patients and customers
• Login details, passwords and keys
• Account numbers and bank or card details
• Anything you mark during scoping

De-identified where it helps

Some records are useful because of what they show about the work, even if they mention a person. Then the identifying details can be taken out or swapped, so the work stays and the person goes. How that is done is agreed with you in scoping.

You keep your records

Your records stay in your possession when you license. You hold on to them, and your people keep working from them every day. License Your Data, our licensing partner, handles the license.

A practical checklist for scoping

When the time comes to set the scope, owners often find it useful to decide:

• Which systems are in, and which stay out entirely
• Which dates are covered
• Any team, mailbox, client or project that stays out
• Which details are removed from the records that remain

All of these are agreed with you before any sharing.

If you change your mind

You can step back at any point before signing, and nothing from your systems is shared if you do. You may also ask us to delete what you told us in the estimate form. How to make that request is covered in our privacy policy.

You sign off on scope

The proposal comes to you before anything happens. You can change it, narrow it or say no. What gets licensed is what you approved, and only after signing.

Professions with their own rules

For law, accounting and healthcare firms, scope is decided with you and your own counsel, and client or patient data stays out. Whether licensing is legal for your firm is not something we advise on.

The fixed ground rules

Whatever you include, your original files stay in your systems. The only thing licensed is the de-identified copy from License Your Data, our licensing partner. No one asks for your password. An NDA is signed up front, names and identifiers turn into placeholders, and a sample needs your approval before anything is shared. None of it costs you anything.