Construction
Bids and change orders, RFIs and timelines, plus the project files linking them.
In detail
Six sectors and six distinct concerns
On each page you will find which records tend to matter for that sector and the concern owners raise first, such as privilege for lawyers or client lists for carriers.
Law firms
A law firm starts with the question of privilege.
See the detailsAccounting firms
Client files and taxpayer records can sit wholly outside the scope.
Open 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.
Read the pageCarriers and logistics
For carriers, brokers and 3PLs, the usual concern is customer lists and past rates.
See the detailsSoftware companies
Tickets and logs frequently include customer details, and some agency work is owned by clients.
Go to this pageField and trade work
Businesses that send crews out keep a full record of how every job got won, planned and completed. The judgment calls in dispatch logs, estimates and follow ups seldom show up in any other place.
HVAC
Quotes, service calls, dispatch notes and the maintenance history for each 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. As exceptions and delays happen, the fixes are recorded too. Freight and logistics is covered on its own page above.
Manufacturing
Work orders, quality notes, supplier email and production planning.
Distribution
Returns, order questions, inventory problems and chasing vendors.
Professional services
Project handoffs, statements of work, proposals and deliverable templates.
Finance and insurance
Operating workflows can be in scope. Customer records and account details may be kept out or de-identified ahead of sharing.
Insurance
Servicing and renewals plus internal claims workflows, without any policyholder details.
Finance
Procedures and operating documents used internally, without customer account data.
Other
If your business is not listed, pick Other on the form. Your range is worked out the same way.
Firms that owe duties to their clients and patients
The duties carried by law, accounting and healthcare organizations shape every other choice. In their case the scope is agreed together with the firm's own counsel, with no client or patient data included. We give no advice on whether licensing suits, or is allowed at, a given firm. For more, see the pages on law firms, accounting firms and healthcare operations.
What your sector changes
What kind of business you run does not move the range. Staff count and years trading decide it. Your sector counts afterward, during that short call and the preparation of the copy, because it affects where useful records sit and what must be kept out.
Your business, your estimate.
The type of business has no effect on the number. Start with your team size.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.