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Three steps to licensing your records

It begins with the estimate, found at the top of the home page. After that come three steps, and none of them moves forward without your yes.

The starting point

Our home page estimate asks three things: how big your team is, how long you have been in business and what type of business you run. Team size sets where a range begins, and years in business moves it up or down. The type of business never moves the number.

When the form is in, License Your Data, the partner that handles licensing, has a specialist call you within minutes. That first call is brief. Its job is booking the 15-minute call whenever it suits you. Indicative estimate based on your answers. Not an offer or guarantee.

Step one: a 15-minute call

This is a conversation, nothing more. An NDA covers it, so you can explain how your business runs openly. The specialist will ask which tools your team works in, how many years of history they hold, and what you already know should never be included.

You are never asked for passwords, exports or access to your systems. If the fit is not there, the process ends with the call.

Step two: a de-identified copy

Should you continue, License Your Data makes a version of just the records you picked. The original records do not leave your systems. In the copy, names and identifiers are replaced with placeholders, and anything you exclude is simply absent: a system, a folder, a client or a matter.

Part of the copy then comes to you for review. You either approve, ask for changes, or walk away. Nothing is shared until you approve.

Third step: buyers license it

The approved copy is licensed by AI labs through License Your Data, to build and evaluate their models. Only the version you signed off on is licensed. Nothing changes in your own records, systems or daily routines.

No step costs you anything. There is no obligation when you ask for an estimate.

Shared versus never shared

The line is drawn before any work begins, and only you can move it.

Shared only with your approval

  • A prepared copy of your chosen records
  • Just the folders, years and systems you selected
  • Placeholders where names and identifiers were
  • Exactly what the approved sample contained

Never shared

  • Your originals, which stay in your systems
  • Passwords, logins or any system access
  • Anything you leave out, whether a matter, client, folder or system
  • Patient and client data at healthcare, law and accounting firms

What to think about first

  • Which tools store your email, chat, files and customer records
  • How many years of history each holds
  • Clients, matters or departments that should stay out
  • Which colleagues should look it over before you sign off

Start with your estimate

About a minute at the top of our home page. A specialist then calls to book your 15-minute call.

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