How licensing works, step by step

On the home page, the estimate covers three questions: team size, years in business and business type. The starting point of a range is set by headcount, and time in business raises or lowers it. Business type never changes the number.

After you submit, a specialist from our licensing partner, License Your Data, calls you within minutes. That opening call is quick. Its job is booking the 15-minute call whenever it suits you. Indicative estimate based on your answers. Not an offer or guarantee.

This is a conversation, nothing more. It takes place under NDA, which lets you talk openly about how the business works. You will be asked which tools your staff use, how much history they contain, and what you already want excluded.

No one will ask you for login details, an export or system access. When the fit is missing, things end with that call.

If you decide to continue, License Your Data prepares a copy of the records you chose. Originals stay inside your own systems. Placeholders take the place of names and identifiers in the copy, and whatever you exclude is just not there, whether it is a system, folder, client or matter.

After that, you check a sample of what was prepared. You either approve, ask for changes, or walk away. Until you approve, nothing is shared.

AI labs take a license to the approved copy via License Your Data, then use it for training and testing 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.

• Which tools hold your email, files, chat and customer records
• The number of years each one covers
• Any clients, matters or teams to leave out
• Which colleagues should look it over before you sign off