Here’s exactly what partnering with us looks like.
1. Intro call:
We learn about your firm, what you do, and answer your questions.
2. Data scoping:
We look at what systems you use, what records you have, and how many years they cover.
3. Agreement:
We agree on licensing terms, including exactly what’s included and what’s not.
4. Anonymization:
Client names and identifying details are removed and figures re-randomized before anything is used.
5. Secure transfer:
Your data is moved to us securely.
6. Payment:
You get paid.