What is kept out
Your work, never your people
Labs are after how work gets done. They have no need to know whom it was done for. This is how private information is kept private.
Get my rangeKept out from the beginning
Some things are never part of a license. These are excluded or de-identified before anything is shared:
- Client, patient and customer personal information
- Keys, logins and passwords
- Account numbers and bank or card details
- Anything else you flag during scoping
De-identification, where it helps
A record can be valuable for what it shows about the work, even when it names someone. Then the identifying details can be taken out or swapped, so the work stays and the person goes. How that is done is agreed with you in scoping.
The scope is yours to approve
The proposal comes to you before anything happens. Edit it, trim it or decline it, as you wish. Only what you approve is licensed, and only after you sign.
If you decide against it
Up to the point of signing, you may step away, and in that case nothing leaves your systems. You can also ask us to delete the details you gave in the estimate form. The privacy policy sets out how to ask.
Your records remain yours
Licensing does not move your records out of your hands. You keep them, and your team keeps using them every day. Licensing runs through our licensing partner, License Your Data.
Scoping, as a checklist
Owners setting the scope usually find it helps to settle:
- The systems included and the ones kept out entirely
- Which date ranges are included
- Which teams, mailboxes, clients or projects are excluded
- Which details get removed from the remaining records
Each point is settled with you before anything is shared.
Professions with their own rules
For law, accounting and healthcare firms, scope is decided with you and your own counsel, and client or patient data stays out. Whether licensing is legal for your firm is not something we advise on.
Rules that always hold
Whatever you include, your original files stay in your systems. License Your Data, our licensing partner, prepares a de-identified copy, and only that copy is licensed. You will never be asked for a password. Names and identifiers become placeholders, an NDA is signed before anything else, and you approve a sample before anything goes out. All of it is free for you.