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Industry · Consulting & professional services

Consulting & professional services data licensing for AI.

Quick answer

Consulting and professional-services firms capture expert reasoning: research, analysis, deliverables, review cycles and client feedback. That expert decision-making is scarce on the public internet and of interest to AI developers building analyst and expert agents.

Business context#

Client confidentiality comes first. Firm-authored templates, methodologies and anonymized work product are the usual starting points.

  1. 01Your work records
  2. 02Personal details removed
  3. 03You approve the release
  4. 04Licensed to AI developers
How it works with SourceX: Your work records → Personal details removed → You approve the release → Licensed to AI developers.Illustrative

Valuable consulting & professional services datasets#

Valuable consulting & professional services datasets
DatasetWhat it contains
Project workflowsScoping, planning and delivery steps
Research and analysisExpert work product
Review cyclesPartner/manager feedback on drafts
TemplatesFirm methodologies

How AI developers use it#

  • Analyst agents
  • Expert evaluation datasets
  • Drafting assistants

Privacy, legal and security considerations#

  • Client confidentiality
  • Engagement terms
  • Third-party data in deliverables

How SourceX approaches it#

We start with a description of your systems — no data leaves your company during assessment. If there's relevant demand, we propose scope, permitted use and preparation requirements for your approval, and nothing is delivered without an executed agreement and your explicit authorization.

Related data categories

Systems that hold this data#

  • Zendesk
  • Salesforce
  • Jira
  • GitHub
  • NetSuite
  • ServiceNow
  • Slack
  • Internal software
  • Confluence
  • Notion
  • SharePoint
  • LMS platforms
  • Google Drive

How much data is enough#

As a general guide, buyers look for years of consistent history (typically 2+ years) and tens of thousands of records or more in one system. Smaller sets can qualify when the work is rare. Assessed deal by deal.

Sample record

Illustrative · fictional

record_id
rec_8f21c0
created / closed
2023-04-11 → 2023-04-12
category
Billing question
request
Customer [NAME] asks why invoice [ID] was charged twice.
steps
1. Checked payment log 2. Found duplicate 3. Issued refund
outcome
Resolved · refund issued
actors
customer, agent_tier1

Rules that may apply

  • Federal Wiretap Act 18 U.S.C. 2511

    Applies to recorded calls and intercepted communications; some states require all-party consent. Assessed deal by deal.

  • California Consumer Privacy Act Cal. Civ. Code 1798.100 et seq.

    May apply where records include personal information of California residents and the business meets the law's thresholds. Assessed deal by deal.

Reviewer note: applicability is confirmed with counsel for each deal. Not legal advice.

All industries · Healthcare administration · Legal · Healthcare

Frequently asked questions

Can a consultancy license client deliverables?

Generally only with client consent or after rigorous de-identification; firm methodologies are often more straightforward.

Related resources

See if your company qualifies

A short company assessment. No data uploads are needed.

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See if your company qualifies