For professional services firms
Get paid for the expertise behind your engagements.
Consultants, advisors and specialist firms sell judgment. Every scope, research memo, review note and client recommendation records how that judgment is applied. 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
- Microsoft 365
- Google Workspace
- SharePoint
- Box
- Salesforce
- HubSpot
- Asana
- Smartsheet
- 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 summarize a report. It still struggles with expert work from start to finish: scoping a fuzzy problem, deciding which evidence matters, building an analysis a partner will sign and explaining a hard recommendation to a client. Your engagement records show that process, including the review that catches what juniors miss.
What makes professional services firms’ records valuable
- Engagement histories from proposal through final deliverable
- Review notes that show senior judgment correcting and sharpening the work
- Research and analysis with the sources and reasoning behind each conclusion
- Years of engagements across many clients and situations
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.
Proposals and scoping
How a client's problem was framed, priced and staffed, including proposals that didn't win.
Research and analysis
Workplans, interview notes, data analysis and the memos that pulled findings together.
Quality review
Partner and manager review comments, the questions they raised and the revisions that followed.
Client communication
Status updates, difficult conversations and how recommendations were explained and defended.
Methods and templates
Templates, methodologies and playbooks refined over years of engagements.
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 recommendation, from first question to client sign-off
- Engagement letterA family-owned distributor asks whether to consolidate two warehouses.
- WorkplanThe team plans site visits, a cost model and interviews with eight managers.
- Analysis memoThe model shows consolidation saves $410,000 a year but puts two key accounts at risk.
- Review notesThe engagement partner asks for a phased option that protects those accounts.
- Final presentationThe client chooses the phased plan and engages the firm to support it.
Each document is ordinary. Together they show expert judgment being built, challenged and delivered. Client names, people 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 professional services firms, these come first.
Always excluded or removed
Before anything is shared, these stay out entirely or are replaced.
- Privileged material, including work done at the direction of a client's attorneys
- Client confidential information under NDAs or engagement terms that prohibit reuse
- Health, benefits and other sensitive personal information from client files
- Deliverables your clients own, unless rights are cleared
- Client names, people and contact details (replaced with consistent stand-ins)
- Passwords, data room logins and access codes
Rights reviewed before any records are shared
Engagement terms and NDAs
Engagement letters and NDAs usually define how client information may be used, and some restrict reuse indefinitely. They're reviewed client by client, and some engagements may stay out.
Privilege
Work done for a client's attorneys, for example in litigation support or investigations, can be covered by legal privilege. Privileged material stays out of scope entirely.
Regulated client data
Firms that handle benefits, health or financial information for clients may be bound by HIPAA business associate agreements or financial privacy rules. That information stays out.
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 professional services firms.
New to this? Start with our plain-English guide to licensing business data.
Our clients hired us for confidentiality. Can we really do this?
Sometimes, and carefully. Client identities are replaced, confidential and privileged material is excluded, and engagement terms are reviewed before any records are shared. Where terms prohibit reuse, those records stay out. This isn't legal advice, so your counsel should confirm.
Which professional services records are most valuable?
Engagements followed from start to finish with the review notes attached: the proposal, the workplan, the analysis, the partner's comments and the final recommendation. Several years across many clients is what buyers look for.
We're project-based with small teams. Is that a problem?
Not necessarily. Value comes from the depth and variety of engagements as well as headcount. The free estimate is a good first check, and a conversation will tell you more.
