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The everyday records your team creates

Most of what keeps a company running is already in writing. Here is what tends to qualify, where it lives, and what you can leave out.

Where the records are kept

Email

Email accounts on Outlook, Gmail or Microsoft 365.

Files

Google Drive, SharePoint, Dropbox and shared folders.

Chat

Threads and channels in Slack and Teams.

Customer systems

CRM records, notes and quotes.

Support

Help desk requests and responses.

Projects

Boards, task lists and status updates.

Finance tools and ERP

Orders, invoices, stock and close routines.

Engineering

Code repositories, reviews and issues.

If your software is missing here, it may still count. The key is that the records live in business software your company uses.

Common formats

Records take many forms, and most can be considered:

  • Email and chat message threads
  • Documents, spreadsheets and presentations
  • CAD drawings and technical specifications
  • Tickets and tasks with their comment threads
  • Your codebase and its reviews

If a format is not on this list, ask about it on the call.

What makes a record useful

The records that matter most show work being done, not just its result. A thread where a customer problem gets solved. 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 history help too. Records are worth licensing when they show one type of job handled repeatedly by various people.

Older systems also count

Many companies have changed tools over the years. A former mail server, an old project tool or a folder archive can still contain years of valuable history. Mention them on the call. They can be considered alongside the systems your team uses today, and left out just as easily.

How records are handled

Your originals never leave your systems. License Your Data makes a copy of what you pick, with placeholders in place of names and identifiers, and a sample comes to you for approval before anything is shared.

What can stay out

Any system, folder, team or date range can be left out. Sensitive data can be excluded or de-identified before anything is shared. Healthcare, legal and accounting practices set scope alongside their lawyers, and no client or patient data is included.

The records remain yours, and none are shared unless you approve.

See what your records could be worth

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