FAQ and security

Plain answers before you start.

Where your originals stay, who sees what, and what needs your approval. Plus the essentials about the estimate.

Regulated businesses and opt outs

Our business is a law, accounting or healthcare practice. Are we able to join?: Scope is decided with you and your counsel, and client or patient data stays out. We do not advise on whether licensing is legal or right for your practice.
How do I stop calls or texts?: Reply STOP to any text, or use the Do not sell or share page linked at the bottom of every page.

Do our originals ever leave our systems?: No. Your originals stay right where they are. Only a separate de-identified copy, prepared by License Your Data, is licensed.
Will anyone ask for our passwords?: No. No passwords or logins are ever asked for or shared, at any stage.
Do we see what goes out before it does?: Yes. You approve a sample of the de-identified copy before anything goes out. If the sample is not right, nothing moves.
What happens to names and identifiers?: They are swapped for placeholders. A thread still shows that a customer asked for a revised quote, just not who that customer was.
Can anything be left out?: Yes. You can exclude any system, folder, client or matter, for any reason.
Is an NDA in place?: Yes. An NDA is in place before any detail about your records is discussed.
How much does it cost us?: Nothing. You pay nothing at any stage.

How is my range set?: Team size sets where the range starts, and years in business adjust it. The number is the same whatever your industry.
Does the range count as an offer?: No. The range is an indicative estimate based on what you told us. Real value depends on buyer interest and a review of your records.

Which companies is this for?: The usual fit is 20 or more full-time staff and at least 3 years in business, with records in tools such as Google Workspace, Microsoft 365, Slack, a CRM or an ERP. Smaller teams with years of history may qualify.
How long is the estimate?: Around a minute. Four short questions, and your range updates as you answer.
Who will call me once I submit?: Usually within minutes, a License Your Data specialist, our licensing partner, to arrange a 15-minute call.
Does asking for an estimate open our systems to anyone?: No. The form collects only the answers and contact details you type in. Your systems are not touched.
Can several people join the call?: Yes. Owners often bring a partner, an operations lead or an adviser, particularly for the scope discussion.

Still have a question? Write to j.raymond@directplannow.co.

Get your indicative range in about a minute.