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The records your team writes every day

Much of how a business runs has already been written down. Below is what usually qualifies, where it sits, and what you are free to exclude.

Where they live

Email

Mailboxes on Gmail, Outlook or Microsoft 365.

Files

Dropbox, SharePoint, Google Drive and other shared folders.

Chat

Teams and Slack conversations.

Customer systems

Quotes, account notes and CRM entries.

Support

Help desk tickets and replies.

Projects

Task lists, boards and progress updates.

Finance tools and ERP

Orders and invoices, inventory and the close.

Engineering

Issues, reviews and source repositories.

Tools missing from this list can still qualify. What matters is that the records sit in business software your company runs.

Why some records matter more

The records that matter most show work being done, not just its result. A thread where a customer problem gets solved. A proposal and each revision that formed it. One ticket traced from complaint to solution. These show the reasoning behind everyday decisions, which is exactly what is missing from public text.

A long history helps as well. Seeing the same kind of task handled many times, by different people, is what makes a body of records worth licensing.

Older systems count too

Plenty of companies have switched tools over time. Years of useful history can sit in a retired project tool, a past mail server or archived shared folders. Raise them during the call. They are considered next to the systems in use today, and leaving them out is equally easy.

Common formats

Records come in many shapes, and most of them can be considered:

  • Message threads from email and chat
  • Documents, sheets and decks
  • CAD files and technical specifications
  • Comment histories on tickets and tasks
  • Code reviews and source code

Ask on the call about any format you do not see here.

What happens to the records

Nothing original leaves your systems. License Your Data builds a copy from the records you select, replaces names and identifiers with placeholders, and waits for your approval of a sample before any sharing.

What you can leave out

Exclusions may cover systems, folders, teams or periods of time. Anything sensitive can be stripped out or de-identified ahead of sharing. Healthcare, legal and accounting practices set scope alongside their lawyers, and no client or patient data is included.

You keep your records, and nothing is shared without your approval.

Find out what your records could earn

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