Construction
Bids, change orders, RFIs, schedules and the job files that tie them together.
In detail
Six sectors, each with its own first question
These pages set out the records that count in each sector and what owners usually ask first, whether privilege in legal work or customer lists in freight.
Law firms
For a firm, the first question is privilege.
Open the pageAccounting firms
Taxpayer data and client files can stay out of scope entirely.
Go to this pageHealthcare operations
Healthcare practices and businesses scope business operations and nothing else.
Go to this pageEngineering firms
A lot of engineering work is owned by clients or covered by an NDA.
Open the pageFreight and logistics
For carriers, brokers and 3PLs, the usual concern is customer lists and past rates.
Read the pageSoftware companies
Tickets and logs often carry customer details, and agency work may belong to clients.
Go to this pageField and trade work
Firms that dispatch staff to job sites keep careful notes on how jobs get won, scheduled and finished. Quotes, dispatch notes and follow ups hold judgment calls that are rarely written down anywhere else.
HVAC
Service calls, dispatch notes, quotes and maintenance history across sites.
Home services
Estimates, bookings, crew notes and any follow up once a job is done.
Producing and shipping goods
Coordination between plants and distributors never stops, and most of it gets put in writing. Delays, exceptions and fixes get logged as they occur. Freight and logistics has its own page above.
Manufacturing
Production planning, quality notes, work orders and supplier threads.
Distribution
Inventory issues, order questions, returns and follow ups with suppliers.
Professional services
Statements of work, proposals, deliverable templates and handoffs between projects.
Finance and insurance
The scope can include operating workflows. Customer and account data can be excluded or de-identified before anything is shared.
Insurance
Servicing, renewal and internal claims workflows, without policyholder details.
Finance
Operating documents and internal procedures, with customer account data left out.
Other
Not seeing your business here? Select Other on the form. Your range is worked out the same way.
Where client and patient duties come first
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.
How your sector makes a difference
Your business type does not change the range. Team size and time in business set it. Later on, when you talk with the specialist and when the copy gets prepared, sector matters because it decides which tools hold valuable records and what stays out.
The range for your sector.
What kind of business you run does not alter the figure. 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.