What happens after you check your fit.

It starts with four answers and a first call. You approve the scope and every term before anything is signed.

Four questions about your business. Nothing to upload.

The five steps in full.

Check your fit
Answer four questions about your business and tell us how to reach you. We'll schedule a call.
What leaves your business:
Your four answers and how to reach you.
First call
Talk us through your business and the systems it runs on. We explain how licensing works and whether a closer look makes sense.
What leaves your business:
What you tell us on the call.
A closer look
If you decide to go ahead, answer more detailed questions about your systems and how far back they go.
What leaves your business:
Your answers about your systems. The records stay where they are.
Your review
Read the proposed scope and any offer from an AI company. We go through each term and what it means for your business, and then you say yes or no.
What leaves your business:
Nothing. You read the terms and decide.
License and payment
Sign the license. Whoever runs your systems helps pull the records in scope, and you're paid on the dates the license sets.
What leaves your business:
The records in the signed scope, with personal information taken out.

Timing depends on the AI company.

You can stop at any point before you sign.

After the first call, you decide whether to take a closer look. The call itself commits you to nothing.
You pick the systems and the years. Anything you name stays out.
You agree how personal information comes out before any record is prepared.
Every fee and obligation is in writing before you sign.

Names and contact details come out before any record goes to an AI company. You see a sample first, and the rest of each record stays readable.

Example

In your system

Dana Reyes called about her invoice. Call her back at (312) 555-0142 or email dana@example.com.

In the licensed copy

Customer 1 called about her invoice. Call her back at phone removed or email email removed.

A made-up record.

Nothing. You can stop after the first call or turn down any offer later.

A first call to start. If you go ahead, a few hours from whoever manages your systems.

On the dates your license sets. The AI company proposes those dates in its offer, and you decide whether to accept them.

Only the AI company you sign with learns your name.

We'll go through each one with you on a first call.

Four questions about your business. Nothing to upload.