Who qualifies
Your company, its history and its records
Three factors decide if your records merit a closer look. Most established companies meet every one.
Get my estimateSigns of useful records
Years of history
Years of records show how the work shifts over time.
Conversation
Threads, tickets and comments where a team solves a problem together.
Joined up work
One job showing up in email, the project tool and the invoice.
Steadiness
A team of 20 or more adding records week in, week out.
The history
A minimum of three years in business. A longer history tends to mean more records, and your years in business are one of the two inputs that shift your indicative range. The other is team size.
Industries
Business type is used to match you with buyers. It does not affect your range. For law, accounting or healthcare, scope is decided with you and your counsel, and client and patient data stays out.
- Accounting
- Law
- Healthcare
- Manufacturing
- Freight and 3PL
- Distribution
- Construction
- Insurance
- Finance
- Professional services
- Software or tech
- HVAC
- Home services
- Other
Which records count
Records qualify when they sit in business software your team has used for some time. Typically, that means:
Mail history
Customer, vendor and internal threads, often going back years.
Documents and drives
Proposals, procedures, specs and reports kept in shared folders.
Chat
Slack or Teams threads where everyday calls are made.
CRM
What happened with each account, deal and follow up.
Service tickets
Requests, responses and how each one was closed.
Project tools
Boards and task lists that trace every handoff along the way.
Finance and ERP
Purchase orders, invoices and the sign-offs behind them.
Code
Repos, pull requests and the review comments on them.
Your company
- Twenty or more people on the team, counted across all locations.
- Based in the US and operating as an established business.
- You are the owner, or you can bring the owner in.
No preparation needed
Before requesting an estimate, there is nothing to export, clean or rearrange. It asks about the company, not the files. Later, on a call, a specialist from License Your Data helps you choose systems and date ranges.
Not sure you fit?
Try the questions anyway. It takes a few minutes, it is free, and if you do not meet the bar you will see that straight away. Should a buyer fit later, you will hear from us.