Consulting, engineering, architecture, and advisory firms produce the same records every engagement: a scoping conversation, a proposal, a plan, the delivery, and a review. Those sequences, repeated across hundreds of clients, are what buyers building business-task models want to learn from.
No dataset needed to start. Current threshold: 20+ desk staff, 3+ years of records, data in 3+ systems.
Every industry has records that are excluded as a class, records that need consent, and records that are clearly yours. These are the ones that come up in professional services manifests. Your counsel draws the final line.
Informational only. We do not provide legal, tax, or compliance advice, and we do not decide what your company is permitted to license. Every seller we represent has counsel review the manifest before buyers see it.
Professional-services firms tend to land in the middle of the range: the records are rich in method and decision, but client-ownership clauses often reduce how much of the delivered work can be included.
Years of continuous history, outcomes attached, and linkage across systems move the number more than industry does. A manifest tells you where your company actually sits; the estimator is a rough first pass.
The multiplier is one of several published factors behind the estimator. It reflects current buyer demand for this sector's workflows and the usual share of records that survive the rights screen.
Indicative range observed across the market for single-company operational data licenses. Not a quote. Actual value depends on buyer demand, data quality, rights, and exclusivity.
Client threads, approvals, scheduling, decisions in writing.
Playbooks, templates, proposals, checklists, process docs.
Deal stages, notes, and why customers said yes or no.
How your team solves problems in real time.
Invoices, approvals, exceptions, and how work actually gets done.
Usually quite a lot. The proposal, the scoping emails, the project plan, the internal reviews, the methodology, and the timesheets are typically the firm's own records. The manifest separates what you own from what the client owns, and only the first category goes to market.
Not from the licensed copy. Client names, staff names, and identifying details are replaced with consistent fictional values, and documents that would identify a client from context are generalized or excluded. You review the sample before anything is licensed.
Twenty-plus desk staff with three or more years of records in three or more systems is the current threshold, so yes. Value depends more on the depth of your records than on headcount: a 25-person firm with eight years on one project tool and one CRM is a stronger set than a 60-person firm that migrated systems twice.
Seven questions. No dataset. First offer in 24 to 48 hours of a complete manifest.
Measured from a complete data manifest. A first offer is a process target, not a guarantee; buyers decide eligibility, price, and terms.