Find the fit.
Tell us what records your business keeps. We start with categories, systems and date ranges—not the records themselves.
- Record categories and source systems
- Retained history and approximate volume
- Known permissions, restrictions and decision-maker
Choose a route.
We review potential licensing routes, the open questions, and the effort involved. You decide whether an introduction is worth exploring.
- Possible program criteria and open questions
- The information and effort a next step may require
- A decision on whether to explore an introduction
Approve the introduction.
We agree on a named recipient and the exact information to share. Any potential referral compensation is disclosed before the handoff.
- A named recipient and the exact approved details
- Disclosure of potential referral compensation
- A distinct permission record before the handoff
Decide what comes next.
We coordinate the handoff. You and the receiving program review any data scope, handling arrangements and licensing terms separately.
- Introduction and attribution coordination
- Separate review of any records, scope and terms
- Your choice on whether to continue