FOR PROFESSIONAL FIRMS
Your firm sells judgement, and it has written every instance of it down
Memoranda, engagement notes, redlines, internal debate about how to advise. Professional services produce reasoning as the actual product, documented at a density almost no other industry reaches.
HANDLING PRIVILEGE AND CONFIDENTIALITY
Scope is defined before a single file is looked at
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01
We establish scope first
Six questions establish what systems exist. Nothing confidential moves at this stage, and there is no obligation either way.
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02
You decide what is in scope
The licence covers a defined slice. Material your obligations do not permit you to license simply is not in it.
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03
Anonymization in preparation
Identifying fields are stripped as part of preparing the data, before anything is shared onward.
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04
Payment on completion
Net 30 to 60, once the approved data has been shared and anonymized. Typically $100K to $2M.
THE OBLIGATIONS QUESTION
What firms raise before anything else
What about client confidentiality and privilege?
Scope is yours to set, and it is set before anything moves. Material you are not free to license does not enter the licence. Anonymization then happens in preparation, ahead of any onward sharing.
Do we need client consent?
That depends on your engagement terms and your jurisdiction, and it is a judgement your firm has to make. We define scope around what you can license, not the reverse.
Who reviews the material?
We do, and only to the extent needed to price it. After that it is anonymized and built into data sets. We do not disclose which labs take which data.
What is a realistic number for a firm our size?
Deals typically land between $100K and $2M. Depth of history and how much visible reasoning the record contains matter far more than headcount.
SPEAK WITH A MANAGING PARTNER
Price the thinking your firm has already committed to paper
Six questions and a short conversation will tell you whether there is a deal here. Nothing you tell us leaves Polyshares.
Check your data