The records your team writes every day

Tools missing from this list can still qualify. All that matters is that they sit in the business tools your company runs.

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

• Message threads from email and chat
• Spreadsheets, documents and slide decks
• CAD files and technical specifications
• Tickets and tasks with their comment threads
• Code reviews and source code

If a format is missing from the list, raise it on the call.

Records matter most when they capture the work itself rather than just the end result. An exchange where a client problem is worked out. A proposal and the revisions that shaped it. A ticket that moves from report to fix. These show the reasoning behind everyday decisions, which is exactly what is missing from public text.

Years of records add value too. A collection of records earns its value from the same task being handled again and again by different staff.

Most businesses have changed software over the years. Archived shared drives, an old email server or a project tool you no longer use may still hold years of history. Bring them up on the call. They can be considered alongside the systems your team uses today, and left out just as easily.

Your originals never move. License Your Data prepares a copy of the records you choose, with names and identifiers replaced by placeholders, and you approve a sample before anything goes out.

Exclusions may cover systems, folders, teams or periods of time. Sensitive data may be de-identified or kept out before any sharing. Law, accounting and healthcare firms decide scope with their own lawyers, and anything on clients or patients is kept out.

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