Your safeguards
You set the boundary, and your originals stay inside it.
Originals, passwords, the sample, placeholders, NDA and cost. Owners ask about these first, so here are clear answers.
See my estimateQuestions that come up first
- Do we hand over passwords?
- No. No password or login is ever requested or received.
- Is there an NDA?
- Yes. Everything starts under NDA.
- Do we pay anything?
- Nothing at all. It is free for you, and an estimate does not obligate you.
- Is it possible to hold things back?
- Yes. Hold back whichever system, folder, client or matter you like, no explanation required.
- What happens to names?
- People, clients, companies, addresses and account numbers are all swapped for placeholders.
- Will our originals ever leave our systems?
- No. Originals never leave your systems. License Your Data prepares a de-identified copy of what is in scope.
- Do we see anything before it goes out?
- Yes. A sample of the prepared copy comes to you for approval, and nothing is shared until then.
Placeholders, plainly
De-identification replaces anything that points to a person or account, like names, email addresses, phone numbers and account numbers, with placeholders. What is left is the shape of the work: the requests, steps and decisions.
You see the result in the sample before you approve. If a record cannot be cleaned to your standard, it just stays out.
Excluded whenever you choose
You can leave out any department, mailbox, folder, client, matter, date range or entire system. No reason is required. When you are unsure about some records, you can always keep them out.
A common approach is to start small with a system or two, then broaden scope after reviewing the sample.
Always out
- Client records held by law and accounting practices.
- Any patient records from healthcare providers.
- Policyholder data of insurers and customer account data of financial firms.
- Whatever you have not signed off on.
Practices with extra rules
For law, accounting and healthcare practices, scope is decided with you and your counsel, and client or patient data stays out. We give no legal advice, and we never tell a practice that licensing is permitted for it.
Your information on this site
We use what you enter in the estimate form to prepare your estimate and to contact you about it. The Privacy Policy covers it in full, and the Do not sell or share page lets you opt out.