Construction
RFIs, bids, change orders, timelines and the project files that connect them.
In detail
Six sectors, each with its own first question
These pages set out the records that count in each sector and what owners usually ask first, whether privilege in legal work or customer lists in freight.
Law firms
A law firm starts with the question of privilege.
Read the pageAccounting firms
Client files and taxpayer data can be kept fully out of scope.
Read the pageHealthcare operations
For a practice or healthcare business, the scope is business operations only.
Read the pageEngineering firms
A lot of engineering work is owned by clients or covered by an NDA.
See the detailsCarriers and logistics
Customer lists and rate history are what carriers, brokers and 3PLs tend to ask about.
Open the pageSoftware companies
Customer details often appear in tickets and logs, and client agency work may be theirs.
See the detailsTrades and field work
Firms that dispatch staff to job sites keep careful notes on how jobs get won, scheduled and finished. The judgment calls in dispatch logs, estimates and follow ups seldom show up in any other place.
HVAC
Maintenance history, calls for service, notes from dispatch and quotes from every site.
Home services
Crew notes, estimates, bookings and the follow ups that come after a closed job.
Goods that get made and moved
Plants and distributors coordinate all the time, and a lot of it ends up in writing. Delays, exceptions and fixes get logged as they occur. Freight and logistics is covered on its own page above.
Manufacturing
Work orders, quality notes, supplier email and production planning.
Distribution
Order questions, inventory issues, returns and vendor follow ups.
Professional services
Proposals, statements of work, deliverable templates and project handoffs.
Finance and insurance
Workflows that run the business can be in scope. Account and customer data can be removed or de-identified before any sharing.
Insurance
Renewal, servicing and internal claims workflows, with policyholder details left out.
Finance
Procedures and operating documents used internally, without customer account data.
Other
Not seeing your business here? Select Other on the form. Your range is worked out the same way.
Firms with obligations to clients and patients
The duties carried by law, accounting and healthcare organizations shape every other choice. For them, scope is decided with the firm and its own counsel, and client and patient data stays out. Whether licensing is permitted or suitable for any firm is not something we advise on. See the pages for law firms, accounting firms and healthcare operations.
Where sector comes into it
The range is the same whatever your business type. Team size and years in business set it. Sector matters later, on the 15-minute call and when the copy is prepared, because it shapes which systems hold the useful records and what needs to stay out.
Your business, your estimate.
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.