Finova USA MergeCheck my range

Three steps to licensing your records

Your first step is the estimate on our home page. Then there are three steps, and nothing moves without your approval.

Where it starts

The estimate on our home page asks three things: your team size, your years in business and your type of business. Team size sets where a range begins, and years in business moves it up or down. Business type never changes the number.

Within minutes of your form arriving, you get a call from a License Your Data specialist. This first call does not take long. The goal is to set up the 15-minute call when it is convenient for you. Indicative estimate based on your answers. Not an offer or guarantee.

Step one: a 15-minute call

This is a conversation, nothing more. It takes place under NDA, which lets you talk openly about how the business works. You will be asked which tools your staff use, how much history they contain, and what you already want excluded.

There is no request for a password, a data export or any system access. When the fit is missing, things end with that call.

Second step: a de-identified copy

If you choose to go on, License Your Data puts together a version of your selected records. Your original files stay in your systems. Inside that copy, names and identifiers become placeholders, and every exclusion is simply absent, be it a matter, a client, a folder or a whole system.

You then review a sample of that copy. You can approve it, request changes, or stop there. Until you approve, nothing is shared.

Third step: buyers license it

AI labs take a license to the approved copy via License Your Data, then use it for training and testing models. Nothing beyond the approved copy falls under the license. Your systems, records and everyday routines remain exactly the same.

There is no cost to you at any step. Requesting an estimate commits you to nothing.

Shared versus never shared

That line is fixed before work begins, and you alone can shift it.

Shared, after you approve

  • The prepared version of your selected records
  • Only the systems, folders and years you picked
  • Placeholders where names and identifiers were
  • Exactly what was in the sample you approved

Never shared

  • Your originals, which stay in your systems
  • Passwords, logins or any system access
  • Whatever you drop, from a full system to a single matter
  • Client and patient data held by law, accounting and healthcare firms

What to think about first

  • Which tools hold your email, files, chat and customer records
  • The number of years each one covers
  • Clients, matters or departments that should stay out
  • Who on your team should check it before you approve

First, get the estimate

It takes a minute or so, up top on our home page. A specialist follows up by phone to book the 15-minute call.

See my estimate