What records may qualify
Digital records from years of running the business. If it's in a system your team uses every day, it's probably worth a look.
Email and correspondence
Years of Outlook or Gmail: customer questions, vendor back-and-forth, internal decisions.
Estimates, quotes, and proposals
How your company priced work, what won, what didn't, and how scope changed.
Invoices and accounting
QuickBooks and similar files: billing, costing, payments, and adjustments over time.
Job and project records
Orders, revisions, status notes, logs, deliverables, and the files that close out each project.
Customer, sales, and support history
CRM records, tickets, service notes, and the conversations behind each account.
Schedules and calendars
Who did what, when, and what happened: teams, appointments, and deadlines.
Systems we see often
You don't need any particular software. These are just common places where good records live.
- Microsoft 365, Outlook, and SharePoint
- Google Workspace and Gmail
- QuickBooks and other accounting software
- Project management and job-tracking software
- Scheduling and booking tools
- Salesforce, HubSpot, and other CRMs
- Zendesk and other support desks
- Shared drives full of project folders
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What usually doesn't qualify
- Paper files, boxes, and filing cabinets
- Records you no longer own or can't access, for example after selling the company
- Records that belong to your clients under contract
- Patient or medical records
- Very short histories, usually under about five years
- Anything already licensed exclusively to someone else
A quick self-check
If most of these sound like your company, it's worth a conversation.
- You own the company, or you're an owner-level decision-maker.
- The company has been operating for five years or more.
- Your records are digital and you can still get to them.
Find out what your records are worth.
About a minute. No fees. Nothing is shared without your approval.