Data protection

We count your records without taking a copy.

Until you sign a license, we work from counts and descriptions, the way an estimator works from drawings without owning the building.

We sign an NDA before we look.Then we work only from the counts your office gives us.

Most firms don't need to give us a login.Your office manager runs the reports in our guide, or your software vendor answers in one email. If they get stuck, we'll walk them through it.

Buyers see your Data SOQ and nothing else.They don't get files or samples, and your name goes to a buyer only after you approve them.

Records move once, after you sign.One export, never a live connection to your systems, to the processor named in your license.

What we won't do

Take a copy of your records, at any stage
Show your files or name to a buyer you haven't approved
Send buyers samples or files
Include payroll, HR, federal or defense work
Own or resell your records. The license is between you and the buyer

Buyers get the reasoning with the names taken out.

The buyer removes identifying details, in-house or through a specialist they hire, and pays for it. You approve who does it, the standard is written into your license, and you review a cleaned sample before training starts.

YOUR RECORD TODAY From: Mike Alvarez, mike@coastalmech.com GC: Hallmark Builders Project: St. Mary's Hospital, Tower B, 1400 J Street Note: "RFI 212: duct conflicts with beam at grid C-4. Reroute adds $18,400. Called Dave at Hallmark, he's pushing back."

WHAT A BUYER RECEIVES From: person_4f21ba GC: gc_7c19 (the same stand-in on every job with them) Project: Hospital, 6 floors, Sacramento region Note: "RFI: duct conflicts with beam at a grid line. Reroute adds $18,400. Called the GC's project manager, who is pushing back."

Illustrative. The names and project are made up.

What comes out	What replaces it	What stays
People's names, emails, phones, signatures	"Project Manager 3"	Who decided what, and when
Your clients, GCs, owners, architects	"General Contractor 14," the same every time	How each relationship went
Project addresses and site names	City or region	Project type, size, schedule
Title blocks, stamps, logos	Removed	Drawings, markups, RFI references
Faces, plates, GPS and author data in files	Blurred or stripped	The conditions the photo shows
Call recordings	Transcripts with names replaced. Audio only if you agree	What was said and decided

No method removes every trace from every file. So the license also bars the buyer from trying to identify anyone, requires them to tell you and delete anything identifying they find, and lets you audit that they did.

Still have a question? Talk to a principal.

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