Your work, never your people

Excluded from day one

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

• Personal details on customers, patients and clients
• Passwords, keys and login details
• Card, bank and account numbers
• Anything else you flag during scoping

De-identified where useful

A record can be valuable for what it shows about the work, even when it names someone. In that case the details that identify someone can be stripped or replaced, keeping the work and dropping the person. You agree the method with us during scoping.

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. Our privacy policy explains how to make that request.

The scope is yours to approve

Nothing happens until you have seen the proposal. You can change it, narrow it or say no. What gets licensed is what you approved, and only after signing.

Scoping, as a checklist

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

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

You settle each one with us before anything is shared.

Your records remain yours

Licensing does not move your records out of your hands. They stay with you, and your team uses them daily as before. The license is handled through License Your Data, our licensing partner.

Regulated professions

For law, accounting and healthcare firms, scope is decided with you and your own counsel, and client or patient data stays 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. The only thing licensed is the de-identified copy from License Your Data, our licensing partner. You will never be asked for a password. Names and identifiers become placeholders, an NDA is signed before anything else, and you approve a sample before anything goes out. All of it is free for you.