Your work, never your people

Excluded from day one

Some items never belong in a license. Before anything is shared, these are left out or de-identified:

• Client, patient and customer personal information
• Login details, passwords and keys
• Bank, card and account numbers
• 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. In that case the details that identify someone can be stripped or replaced, keeping the work and dropping the person. The method is settled with you in scoping.

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. The privacy policy sets out how to ask.

A checklist for scoping

When it is time to set scope, owners often like to decide:

• The systems included and the ones kept out entirely
• Which dates are covered
• Which teams, mailboxes, clients or projects are excluded
• Which details get removed from the remaining records

You settle each one with us before anything is shared.

You keep your records

Your records stay in your possession when you license. They stay with you, and your team uses them daily as before. Licensing runs through our licensing partner, License Your Data.

You sign off on scope

The proposal comes to you before anything happens. Edit it, trim it or decline it, as you wish. Only the approved part is licensed, and only once you sign.

Regulated professions

At law, accounting and healthcare firms, you and your own counsel decide the scope, and no client or patient data goes in. We do not advise on whether licensing is legal for your firm.

Rules that always hold

Whatever is in scope, your originals never leave your systems. License Your Data, our licensing partner, prepares a de-identified copy, and only that copy is licensed. No one asks for your password. Placeholders replace names and identifiers, an NDA comes first, and nothing goes out until you approve a sample. None of it costs you anything.