Fields we work with
Each industry starts with its own question
Law firms are concerned about privilege. A freight broker worries about its lanes. Below, six industries and how each first concern is handled.
Start my estimateA closer look at six industries
The pages below each describe the useful records in a field, the first concern owners in it raise, and the way it is addressed. Your industry does not change the estimate.
For law firms
Internal know-how, checklists, precedents and templates, with privileged material removed and client matters kept out when you prefer.
Read about law firmsFor accounting firms
Engagement checklists, close procedures and review workflows, with client files and taxpayer data kept out.
Read about accounting firmsFor healthcare practices
Billing, scheduling and admin workflows. Business-operations records and nothing else. Patient data stays out.
Healthcare operations in detailManufacturers
Supplier threads, nonconformance reports, quality records and work instructions from the floor.
Read about manufacturingFreight and logistics
Claims, exceptions, dispatch notes and load history, with placeholders for shippers, carriers and drivers.
More on freight and logisticsFor engineering firms
Test results, calculations, revisions and design reviews, where scoping reviews any client-owned designs.
Read about engineering firmsWhy we start with the first question
Money is seldom the first thing owners ask about. They ask what happens to the people their business serves, and whether anything they consider private could end up outside the company. We open each industry page with that question, because the answer settles whether going further makes sense.
What all industries share
The specifics vary, but the process stays the same. First comes a 15-minute call. License Your Data, our licensing partner, makes a de-identified copy, and that copy is what buyers license. Originals stay in your systems, nobody asks for a password, and a sample comes to you for approval before anything goes out.
Regulated professions
Law firms, accounting firms and healthcare practices work under professional and legal rules. With these firms, you and your own counsel decide the scope, and client or patient data stays out. We do not give legal advice on whether licensing fits your obligations.
Other fields
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.
See your range
Industry has no effect on the estimate. Start it in about a minute.