For agencies and consultancies
Get paid for the know-how behind your client work.
Every brief, proposal, revision round and client report shows how your team turns a fuzzy request into work a client signs off on. AI labs pay for that kind of record. We license selected records on your behalf, respect client confidentiality and negotiate the best available price.
Systems we often see
- Asana
- Monday.com
- ClickUp
- HubSpot
- Figma
- Frame.io
- Harvest
- Google Workspace
- Microsoft 365
- Slack
- Zoom
Partner estimate for qualifying records: $100K to $1M+. Buyer interest and value are not guaranteed.
- No files or logins to start
- You pay nothing unless a license is signed
01 Why AI labs care
What your records show that AI can’t do yet.
AI can produce a first draft. It still struggles with everything around the draft: reading what a client actually wants, scoping the work so it's profitable, absorbing feedback without losing the idea and proving results afterward. Your records show that loop on real projects, again and again.
What makes agencies and consultancies’ records valuable
- Complete project loops: brief, proposal, drafts, feedback rounds and final sign-off
- Revision histories that show how feedback was interpreted and applied
- Proposals and scopes that show how work was priced and positioned, including the ones that lost
- Reporting that ties work to results over months or years
02 Workflows
The work with the most value.
Buyers look for complete pieces of work, start to finish. In your industry, these are the strongest.
Briefs and discovery
Intake calls, questionnaires and the briefs written from them, including what changed once the work started.
Proposals and scoping
Statements of work, estimates and pitch decks, with notes on what won or lost.
Feedback and revisions
Comment threads, revision rounds and the decisions that got a deliverable approved.
Project and campaign management
Timelines, task boards, handoffs and the course corrections made along the way.
Client reporting
Monthly reports, performance analysis and the recommendations that came out of them.
03 Connected records
One piece of work, followed end to end.
This is what connected history looks like, and why it’s worth more than any single file.
Illustrative exampleInvented details. Not client data.
A pitch, from brief to signed scope
- EmailA regional credit union asks for help with a member-referral campaign on a $60,000 budget.
- Discovery notesThe intake call surfaces the real goal: younger members, not just more referrals.
- ProposalTwo scope options are drafted. The team recommends the smaller one, with a test phase.
- Comment threadThe client pushes back on timing, so the test phase is cut to three weeks.
- Statement of workThe revised scope is signed, with success measures agreed up front.
Each document is ordinary. Together they show how an agency listens, advises and earns the work. Client names, brands and contact details are replaced before anything is shared.
04 Privacy and rights
What stays out, and what’s reviewed first.
Every industry has its own sensitive material and its own rules. For agencies and consultancies, these come first.
Always excluded or removed
Before anything is shared, these stay out entirely or are replaced.
- Deliverables your clients own under work-for-hire or IP assignment terms, unless rights are cleared
- Client confidential information, unreleased campaigns and strategy covered by NDAs
- Stock images, fonts, syndicated research and other third-party licensed material
- Talent, influencer and customer personal information
- Client names, brands and contact details (replaced with consistent stand-ins)
- Passwords, ad account access and API keys
Rights reviewed before any records are shared
Who owns the work
Many agency contracts assign ownership of deliverables to the client or treat them as work made for hire. Client-owned work is separated from your own process records, such as briefs, notes and internal discussion, before anything is considered.
Confidentiality clauses
Master services agreements and NDAs often restrict how client information can be used, sometimes long after the relationship ends. They're reviewed client by client, and some clients' records may stay out.
Third-party materials
Stock assets, fonts, syndicated research and licensed data come with their own license terms, which may not permit reuse for AI training. Third-party material stays out unless its license clearly allows it.
This isn’t legal advice. We flag what we find and encourage you to have your own counsel review. How records are protected
05 How it works
From first conversation to signed license.
We negotiate on your behalf and manage the process. You approve every term, and you pay nothing unless a license is signed.
- 01
Start with a conversation
Tell us about your business, the systems you use and how far back your records go.
No files or logins needed - 02
Agree on what’s in scope
Together we decide what’s included and what stays out. Rights and privacy are reviewed before anything is shared.
You set the boundaries - 03
Bring offers to the table
We present your opportunity to AI labs, compare the offers and negotiate price and terms.
We negotiate for you - 04
Approve and get paid
Nothing moves until you sign. Records are prepared and delivered under the terms you agreed.
Your signature, your call
06 Questions
Questions from agencies and consultancies.
New to this? Start with our plain-English guide to licensing business data.
If our clients own the deliverables, is there anything left to license?
Often, yes. Your briefs, internal discussions, process notes, estimates and the way the work evolved are frequently your own records, even when the final deliverable belongs to the client. The rights review separates the two before any records are shared. This isn't legal advice, so your counsel should confirm.
Which agency records are most valuable?
Complete project loops with the feedback attached: the brief, the proposal, the drafts, the comments and the approved result. Several years of that across many clients is what buyers look for.
Do our clients need to know?
Client identities are replaced and confidential material is excluded. Where a contract requires a client's consent, the client is asked first or their records stay out. You decide the scope before anything is shared.
