Free tool · Operating owners
Can your company license its records?
Before anyone pays for your records, they will ask whether you own them. Six questions tell you where you stand and exactly what to fix.
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How this works
Four steps, about as many minutes.
- Answer six questions about contracts and records.
- Each answer comes back green, yellow or red.
- Every yellow and red gets a one-line fix.
- Get the fix list as a PDF if you want to keep it.

Rights decide the deal before price does
The most common reason a licensing conversation stops is not price. It is a clause in a customer contract that says the customer's information can only be used to serve that customer, or a piece of code a contractor wrote without ever signing over the rights, or records mixed in that carry rules of their own, like patient or borrower information.
None of these are rare and most of them are fixable. The fix just has to happen before anyone starts work, not after.
The six things buyers check
Customer contracts that limit use of your records. Contractor work without an IP assignment. Regulated records mixed into the systems. Lenders, investors or a board who must sign off. Staff or customers in places with stricter privacy rules. And whether your software plans let you export at all.
What a red means
A red is not a no. It usually means one pile of records stays out, or one paper gets signed first. The fix line tells you which.
This is a checklist, not legal advice. Confirm anything yellow or red with your own lawyer.
Questions about this tool.
My customer contracts are standard. Do I still need to check?
Yes, quickly. Many standard contracts include a clause on how customer information can be used. Read the confidentiality and data sections of your three biggest customer contracts.
What is an IP assignment?
A short signed paper where a contractor confirms the work they did for you belongs to you. If one is missing, a one-page assignment signed now usually fixes it.
We have patient or borrower records. Is that a no?
Not always. Those records usually stay out, and the rest of how the business runs may still be fine. It depends on how they are mixed in.
Is this legal advice?
No. It is a checklist that shows you what to look at. Confirm anything flagged with your own lawyer.
See what your company's records could be worth.
Costs you nothing · five quick questions · about a minute · no files
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