Construction
Bids and change orders, RFIs and timelines, plus the project files linking them.
In detail
Six sectors and six distinct concerns
Every page covers the records that usually count there and the first question owners ask, from law firm privilege to the customer lists a carrier keeps.
Law firms
For a firm, the first question is privilege.
Read the pageAccounting firms
Client files and taxpayer data can be kept fully out of scope.
Go to this pageHealthcare operations
For healthcare businesses and practices, only business operations are in scope.
Read the pageEngineering firms
A lot of engineering work is owned by clients or covered by an NDA.
Read the pageFreight, 3PL and logistics
For carriers, brokers and 3PLs, the usual concern is customer lists and past rates.
Read the pageSoftware companies
Customer details often appear in tickets and logs, and client agency work may be theirs.
Open the pageField service and the trades
When a company dispatches people to jobs, it builds a close account of winning, planning and wrapping up each one. Quotes, dispatch notes and follow ups hold judgment calls that are rarely written down anywhere else.
HVAC
Maintenance history, calls for service, notes from dispatch and quotes from every site.
Home services
Bookings and estimates, crew notes, and follow ups after each job wraps.
Goods that get made and moved
Distributors and plants are in constant contact, and much of that contact is written. As exceptions and delays happen, the fixes are recorded too. There is a separate freight and logistics page above.
Manufacturing
Production planning, quality notes, work orders and supplier threads.
Distribution
Inventory issues, order questions, returns and follow ups with suppliers.
Professional services
Project handoffs, statements of work, proposals and deliverable templates.
Insurers and financial firms
The scope can include operating workflows. Customer and account data can be excluded or de-identified before anything is shared.
Insurance
Renewal, servicing and internal claims workflows, with policyholder details left out.
Finance
Internal procedures and operating files, minus customer account data.
Other
Not seeing your business here? Select Other on the form. The estimate works just the same.
Where client and patient duties come first
Law firms, accounting firms and healthcare organizations carry duties that shape everything else. In their case the scope is agreed together with the firm's own counsel, with no client or patient data included. We do not advise on whether licensing is right or permitted for any firm. There are separate pages on law firms, accounting firms and healthcare operations.
How your sector makes a difference
Your business type does not change the range. Team size and years in business set it. Later on, when you talk with the specialist and when the copy gets prepared, sector matters because it decides which tools hold valuable records and what stays out.
Any sector, the same range.
What kind of business you run does not alter the figure. Begin with the size of your team.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.