Construction
RFIs, bids, change orders, timelines and the project files that connect them.
In detail
Six sectors, each with its own first question
Each of these pages covers the records that tend to matter in that sector and the question owners raise first, from privilege at a law firm to customer lists at a carrier.
Law firms
Privilege is the first thing a firm asks about.
See the detailsAccounting firms
Taxpayer data and client files can stay out of scope entirely.
Open the pageHealthcare operations
For a practice or healthcare business, the scope is business operations only.
Read the pageEngineering firms
Many engineering records are client property or bound by NDA.
Read the pageFreight and logistics
For carriers, brokers and 3PLs, the usual concern is customer lists and past rates.
Read the pageSoftware companies
Tickets and logs often carry customer details, and agency work may belong to clients.
Read the pageField service and the trades
Businesses that send crews out keep a full record of how every job got won, planned and completed. Follow ups, quotes and notes from dispatch record decisions you will rarely find elsewhere.
HVAC
Quotes, service calls, dispatch notes and the maintenance history for each site.
Home services
Bookings and estimates, crew notes, and follow ups after each job wraps.
Producing and shipping goods
Distributors and plants are in constant contact, and much of that contact is written. Exceptions, delays and fixes are recorded as they happen. Freight and logistics has its own 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
Proposals, statements of work, deliverable templates and project handoffs.
Finance and insurance
Operating workflows can be in scope. Account and customer data can be removed or de-identified before any sharing.
Insurance
Servicing, renewal and internal claims workflows, without policyholder details.
Finance
Procedures and operating documents used internally, without customer account data.
Other
If yours is not here, simply choose Other there. The estimate works just the same.
Firms with duties to clients and patients
Accounting practices, law firms and healthcare organizations work under duties that come before all else. 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. For more, see the pages on 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. 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.
The range for your sector.
Business type does not change the number. Your team size comes first.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.