Three steps to licensing your records

On the home page, the estimate covers three questions: team size, years in business and business type. Where a range begins comes from team size, then the number of years you have operated moves it higher or lower. The number stays the same whatever your business type.

When the form is in, License Your Data, the partner that handles licensing, has a specialist call you within minutes. That opening call is quick. The goal is to set up the 15-minute call when it is convenient for you. Indicative estimate based on your answers. Not an offer or guarantee.

It is just a conversation. Because it is under NDA, you can speak freely about how your company operates. Expect questions about the tools your team uses, how far back their history goes, and anything you already know must stay out.

There is no request for a password, a data export or any system access. Should the fit not be there, the call is where it ends.

When you decide to keep going, the team at License Your Data builds a copy of what you selected. Your original files stay in 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 approve it, ask for changes, or stop. Nothing goes out until you say yes.

AI labs license the approved copy through License Your Data and use it to train and test their models. Only the version you signed off on is licensed. Your records, systems and day to day work stay just as they were.

There is no cost to you at any step. There is no obligation when you ask for an estimate.

The line is set before any work starts, and you are the only one who can move it.

• Where your chat, email, documents and customer records live
• The number of years each one covers
• Clients, matters or departments that should stay out
• Who on your team should check it before you approve