Your work, never your people

Left out from the start

A license never includes certain things. The following are excluded or de-identified ahead of any sharing:

• Personal information about clients, patients and customers
• Passwords, keys and login details
• Account numbers and bank or card details
• Whatever else you flag in scoping

De-identified where it helps

Some records matter for what they reveal about the work, even if a person is mentioned. Then the identifying details can be taken out or swapped, so the work stays and the person goes. You agree the method with us during 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.

You approve the scope

You see what is proposed before anything happens. You may change it, narrow it or turn it down. Only the approved part is licensed, and only once you sign.

If you decide against it

Before signing, you can pull back at any time, and nothing from your systems is shared. You can also ask us to delete the details you gave in the estimate form. Our privacy policy explains how to make that request.

A practical checklist for scoping

Owners setting the scope usually find it helps to settle:

• The systems included and the ones kept out entirely
• The date ranges to include
• Which teams, mailboxes, clients or projects are excluded
• The details to strip from whatever records remain

Each point is settled with you before anything is shared.

Regulated professions

With law, accounting and healthcare firms, the scope is agreed with your own counsel, and client or patient data is kept out. We do not advise on whether licensing is legal for your firm.

Rules that always hold

No matter what you include, the original files stay put. License Your Data, our licensing partner, prepares a de-identified copy, and only that copy is licensed. Nobody asks you for a password. Names and identifiers become placeholders, an NDA is signed before anything else, and you approve a sample before anything goes out. You pay nothing for any of it.