What company-owned data may qualify, by industry

Providers generally look for documented office workflows: how real work moves across the tools a team already uses. The starting point is records the company itself created or controls. Licensed third-party data, such as a vendor’s base map, a purchased well dataset or stock creative, belongs to its vendor and isn’t automatically included.

Requirements vary by provider, sector and dataset, and the provider confirms fit for its own program. Nothing on this page is a decision, a valuation or a promise that any category will be accepted.

What “company-owned” means here

Think of work your people produced in software they already use: how a ticket was resolved, how a proposal was built, how an order was fixed. A subscription to a tool doesn’t make every record in it the company’s. Client files, partner data and vendor content can sit next to your own workflow, and those rights are reviewed before anything is included.

For the broader list of record types, see What data qualifies. Each industry below also has its own page.

Accounting and CPA firms

Accounting firms run on repeatable processes: engagement checklists, review notes, client requests and deadline tracking across tax, audit and advisory work. What often counts is the firm’s own workflow around that work: practice-management tracking, internal SOPs, templates, staff emails and the firm’s invoicing.

Financial reports and statements, including clients’ returns and financials, stay out. Client files you hold under engagement letters may belong to those clients, and professional confidentiality rules apply. The accounting and CPA page has more detail. We don’t give legal or accounting advice.

Law firms of all practice areas

Law firms of all practice areas may qualify, subject to the provider’s requirements and a privilege review. A firm isn’t automatically in. Smaller specialist firms may warrant individual review. Privilege and client confidentiality aren’t waived, and they aren’t assumed to disappear because a name could be removed.

What often counts is how the firm runs: intake, conflict checks, matter tracking, deadlines, internal templates and billing workflows. Client files, privileged communications and work product carry duties to your clients. Ethics and confidentiality rules vary by jurisdiction, so please check with your own ethics counsel. See the law firms page.

Healthcare and medical billing

Healthcare administration runs on detailed workflows: eligibility checks, claim edits, denial follow-up, prior authorizations and scheduling. Health information itself, including protected health information in patient records, is always left out. Pediatric records involve minors and are generally not a fit.

What else can be reviewed depends on your agreements, including business associate agreements with the providers you serve. Your compliance advisor should weigh in; we don’t give legal or compliance advice. See healthcare and medical billing.

HVAC, plumbing and electrical

Trades businesses often have a busy office: CSRs, dispatchers, estimators, service managers and accounting staff. Years of calls, tickets, estimates, service agreements and follow-ups in field-service software, phones and email are the documented work. Field techs and installers who don’t work at a desk in your systems aren’t the desk team.

Call recordings need to have been made with consent. Homeowner names, addresses and phone numbers are handled as the agreement specifies. See HVAC, plumbing and electrical.

Insurance agencies

Agencies document quotes, binds, endorsements, renewals, certificates and claims follow-up. The agency’s own servicing workflow is usually the starting point. Client personal data, policy numbers and claim details tied to a person are handled as the agreement specifies. Health information in life, health and benefits files is always excluded. Carrier agreements and carrier-owned data may restrict what can be licensed. See insurance agencies.

Marketing agencies

Agencies turn briefs into finished work through drafts, internal review, client feedback, approvals and reporting. Your own briefs, process, project tracking and billing are usually yours. Client deliverables, ad accounts and client-owned assets may belong to the client. Licensed stock images, fonts and music belong to their licensors and aren’t part of a license. See marketing agencies.

Support teams, BPOs and help desks

Support-heavy businesses, BPOs and call centers often hold years of ticket threads, chats, resolutions and (where recording was permitted) call recordings. Zendesk and Freshdesk are examples of where that history can live. Using one doesn’t make every ticket eligible.

Records you create for client brands under a master service agreement may belong to those clients. Your own QA, training, scheduling and process records are usually yours. Caller names, phone numbers and account details are handled as the agreement specifies. See support teams, BPOs and call centers.

Meetings and transcripts

Zoom, Microsoft Teams and Google Meet recordings and transcripts your company made, where recording was permitted, can document how decisions were made. Permission and consent still matter. A recording isn’t automatically in scope just because the file sits in your account.

Project management

Task history, assignments, approvals and status updates in tools such as Jira, Asana, Monday.com and Notion, plus code history, can show how work actually moved. The useful part is the sequence of steps, decisions and handoffs, not every attached file a client may own.

GIS and mapping

Map layers, annotations and spatial analysis your own team created can be company-owned work. Licensed base maps and third-party datasets underneath that work belong to their vendors and aren’t automatically included. A company-made layer isn’t the same thing as the basemap it sits on.

Oil and gas

Oil and gas has its own depth: operators, drilling, oilfield services, midstream and land. Desk work lives in the office, dispatch and field-office systems, not with rig hands who never use them. For a site written just for that industry, visit BlackGoldData.com. There’s also an oil and gas page on BidMyData.

What usually stays out

Kept out unless a review and the agreement say otherwise: privileged material and client matter files, health information and biometric data, payment card and bank account numbers, passwords and credentials, data about minors, export-controlled or classified information, another party’s data or licensed third-party content, and sensitive personnel, safety or critical infrastructure details. You can also leave out anything else sensitive, such as pricing or trade secrets.

Next step

Run the readiness check, then check your company’s fit when you’re ready. No files are collected on this site, and we never ask for passwords.