Industries we work with

On each page you will find the records that commonly qualify and the question owners raise first.

Records at accounting firms, law firms and healthcare organizations belong to the clients and patients they serve. Scope is set together with the practice and its lawyers, and no client or patient data is included. We do not advise on whether licensing is permitted for any practice. See accounting practices and law practices.

Firms that sell expertise keep much of it in writing: how work is scoped, how problems are solved and how projects are handed over. Professional services and software firms fit here. Insurance and finance companies can include their operating routines, with customer account and policyholder data removed or de-identified.

Field businesses write down a lot about how each job was won and finished, often across several tools at once. Quotes, dispatch logs and callbacks capture on-site judgment that seldom shows up in public. HVAC, home services and construction all sit here, with two covered on dedicated pages above.

Coordination between plants, warehouses, carriers and customers leaves a detailed trail of problems and fixes. Manufacturing and logistics are covered on their own pages above. Distributors keep similar records: order changes, backorders, returns and vendor terms.

Select Other when you fill in the form. Nothing changes about how either one works. Most companies that fit have 20 or more full time staff and three or more years in business, with records in business software. Even smaller companies with plenty of history may fit, which makes asking worthwhile.