Industries we work with

Each one describes which records tend to count there and what owners in that industry ask about first.

Companies that sell know-how record much of it, including how they scope work, fix problems and hand projects over. This group covers professional services and software businesses. Operating routines at insurance and finance firms can be included, while account data on customers and policyholders is excluded or de-identified.

Healthcare organizations, law firms and accounting practices hold records owned by their patients and clients. The practice and its lawyers decide scope, and anything on clients or patients is kept out. We do not advise on whether licensing is permitted for any practice. See accounting practices and law practices.

Businesses in the field write a great deal about winning and finishing each job, usually in more than one system. Quotes, dispatch logs and callbacks capture on-site judgment that seldom shows up in public. This group includes construction, HVAC and home services, two of which are covered above.

Coordinating plants, warehouses, carriers and buyers produces a detailed history of what went wrong and how it got solved. You will find pages above for manufacturers and logistics firms. A distributor keeps comparable files: changed orders, backorders, returns and terms with vendors.

Choose Other on the form. You get the same estimate and the same steps. Most qualifying companies employ 20 or more people full time, have operated for three years or longer and keep records in business software. Smaller teams with years of history may still qualify, so it is worth asking.