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 four steps in full.

  1. 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.

  2. 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.

  3. A closer look

    If you decide to go ahead, tell us more about your systems. AI companies that want records like yours make offers.

    What leaves your business:

    What you tell us about your systems. The records stay where they are.

  4. Terms and payment

    Read any offer with us. We go through each term and what it means for your business. If you sign, you're paid on the dates the license sets.

    What leaves your business:

    The records the license covers, sent from your own systems with personal information taken out.

Timing depends on the AI company.

Where you have the final say.

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.

How personal information comes out.

Names and contact details come out before any record goes to an AI company, and the rest of each record stays readable. You approve what's shared before it leaves.

Customer note

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.

Common questions

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

A first call to start. If you go ahead, whoever runs your systems answers most of the questions that follow.

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

No AI company learns your name until you say it can.

See how these steps would run for your business.

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

Four questions about your business. Nothing to upload.