Construction
Bids, change orders, RFIs, schedules and the job files that tie them together.
In detail
Six sectors, each with its own first question
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
Privilege is the first thing a firm asks about.
Go to this pageAccounting firms
Client files and taxpayer records can sit wholly outside the scope.
See the detailsHealthcare operations
For a practice or healthcare business, the scope is business operations only.
Read the pageEngineering firms
Engineering files often belong to clients or fall under NDA.
Read the pageLogistics and freight
The concern for most carriers, brokers and 3PLs is the customer list and the rate history.
Read the pageSoftware companies
Customer details often appear in tickets and logs, and client agency work may be theirs.
See the detailsTrades and field work
Firms that dispatch staff to job sites keep careful notes on how jobs get won, scheduled and finished. Dispatch notes, quotes and follow ups capture judgment calls that rarely appear anywhere else.
HVAC
Service calls, dispatch notes, quotes and maintenance history across sites.
Home services
Booking, estimates, crew notes and the follow ups after a job closes.
Producing and shipping goods
Coordination between plants and distributors never stops, and most of it gets put in writing. Exceptions, delays and fixes are recorded as they happen. Freight and logistics is covered on its own page above.
Manufacturing
Quality notes, supplier email, work orders and production schedules.
Distribution
Vendor follow ups, returns, inventory issues and order questions.
Professional services
Statements of work, proposals, deliverable templates and handoffs between projects.
Insurance and financial services
The scope can include operating workflows. Before anything is shared, customer and account details can be left out or de-identified.
Insurance
Servicing and renewals plus internal claims workflows, without any policyholder details.
Finance
Operating documents and internal procedures, with customer account data left out.
Other
If yours is not here, simply choose Other there. The range works the same way.
Firms with obligations to clients and patients
The duties carried by law, accounting and healthcare organizations shape every other choice. For them, scope is decided with the firm and its own counsel, and client and patient data stays out. We do not advise on whether licensing is right or permitted for any firm. See the pages for law firms, accounting firms and healthcare operations.
What your sector changes
Business type has no effect on the range. Years in business and headcount decide it. Sector matters later, on the 15-minute call and when the copy is prepared, because it shapes which systems hold the useful records and what needs to stay out.
Any sector, the same range.
Business type does not change the number. Begin with the size of your team.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.