Skip to content
Check your data

Are your records ready?

Eight quick questions. See what is ready, and what to fix first.

  1. 1Does your business own these records?Not files you hold for clients.
  2. 2Do the records go back three years or more?
  3. 3Can you see a request and its result together?For example, a ticket and how it was solved.
  4. 4Does someone on your team have admin access to your tools?
  5. 5Do client contracts, NDAs, or regulations limit sharing?
  6. 6Do the records hold health, card, or other sensitive personal details?
  7. 7Are most of the records in English?
  8. 8Do ten or more people create these records?

0 of 8 answered

Read more

Careful handling3 min read

What to check before sharing data

Check permission, private details, and who can see the records.

Read the guide
Careful handling4 min read

Do you own the records you want to license?

Access is not ownership. Check client files, staff messages, and software terms first.

Read the guide
Preparation5 min read

How to export your business records

Where the export tools are in common business software, and what to check first.

Read the guide