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Industries we see

Every field has a different first question

For a law firm, the worry is privilege. Freight brokers are concerned about their lanes. Below, six industries and how each first concern is handled.

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Six industries, up close

Each page below explains which records tend to be useful in that field, what owners there ask first, and how that is handled. Industry has no effect on your estimate.

Law firms

Templates, precedents, checklists and internal know-how, with privileged material taken out and client matters excluded if you wish.

Law firms in detail

For accounting firms

Review workflows, close procedures and engagement checklists, leaving client files and taxpayer data out.

More on accounting firms

For healthcare practices

Billing, scheduling and admin workflows. Only business-operations records. No patient data is included.

Read about healthcare operations

Fabrication and production

Work instructions, quality records, nonconformance reports and supplier threads from the shop floor.

Manufacturing in detail

Carriers and 3PLs

Load history, dispatch notes, exceptions and claims, with shippers, carriers and drivers replaced by placeholders.

Read about freight and logistics

For engineering firms

Test results, calculations, revisions and design reviews, where scoping reviews any client-owned designs.

Engineering firms in detail

Why that first question counts

Owners rarely ask about money first. What they ask is what happens to the people they serve, and whether anything private could leave the company. We open each industry page with that question, because the answer settles whether going further makes sense.

The common ground across industries

The details differ, but the process does not. It starts with a 15-minute call. A de-identified copy is prepared by License Your Data, our licensing partner, and buyers license the copy. Your originals never leave your systems, no passwords are asked for, and you approve a sample before anything goes out.

Professions with their own rules

Law, accounting and healthcare practices operate under professional and legal rules. For these firms, scope is decided with you and your own counsel, and client or patient data stays out. We give no legal advice about whether licensing fits your duties.

More industries

We also hear from distribution companies, insurance agencies, finance firms, professional services firms, software companies, HVAC and home services businesses. Companies with 20 or more full-time staff, at least 3 years of operating history and records kept in business software can choose their type, or "Other", when they start the estimate.

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Every industry gets the same estimate. You can start it in roughly a minute.

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