Your work, not your people

Left out from the start

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

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

De-identified where useful

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. How that is done is agreed with you in scoping.

The scope is yours to approve

You see what is proposed before anything happens. Edit it, trim it or decline it, as you wish. Only what you approve is licensed, and only after you sign.

Your records remain yours

A license does not take your records out of your hands. You hold on to them, and your people keep working from them every day. Licensing runs through our licensing partner, License Your Data.

A checklist for scoping

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

• The systems included and the ones kept out entirely
• Which dates are covered
• Teams, mailboxes, clients or projects to leave out
• Which details are removed from the records that remain

Each point is settled with you before anything is shared.

Changing your mind

Before signing, you can pull back at any time, and nothing from your systems is shared. You may also ask us to delete what you told us in the estimate form. How to make that request is covered in our privacy policy.

Professions with their own rules

For law, accounting and healthcare firms, scope is decided with you and your own counsel, and client or patient data stays out. Whether licensing is legal for your firm is not something we advise on.

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. 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.