Construction
Bids and change orders, RFIs and timelines, plus the project files linking them.
In detail
Six sectors, six different concerns
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
Client files and taxpayer records can sit wholly outside the scope.
Go to this pageHealthcare operations
Healthcare practices and businesses scope business operations and nothing else.
See the detailsEngineering firms
A lot of engineering work is owned by clients or covered by an NDA.
Read the pageFreight and logistics
Customer lists and rate history are what carriers, brokers and 3PLs tend to ask about.
Go to this pageSoftware companies
Tickets and logs frequently include customer details, and some agency work is owned by clients.
See the detailsField and trade work
Businesses that send crews out keep a full record of how every job got won, planned and completed. 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
Bookings and estimates, crew notes, and follow ups after each job wraps.
Goods that get made and moved
Plants and distributors coordinate constantly, and much of that coordination is written down. Fixes, delays and exceptions are written down in real time. There is a separate freight and logistics page above.
Manufacturing
Quality notes, supplier email, work orders and production schedules.
Distribution
Order questions, inventory issues, returns and vendor follow ups.
Professional services
Proposals, statements of work, deliverable templates and project handoffs.
Insurance and financial services
The scope can include operating workflows. Customer records and account details may be kept out or de-identified ahead of sharing.
Insurance
Internal claims, servicing and renewal workflows, minus policyholder details.
Finance
Procedures and operating documents used internally, without customer account data.
Other
Choose Other on the form if your type of business is missing from the list. Your range is worked out the same way.
Firms that owe duties to their 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 give no advice on whether licensing suits, or is allowed at, a given 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. Staff count and years trading decide it. Your sector counts afterward, during that short call and the preparation of the copy, because it affects where useful records sit and what must be kept out.
Any sector, the same range.
Business type does not change the number. Start with your team size.
How many employees does your company have?
Indicative estimate based on your answers. Not an offer or guarantee.