Your clients' records, a fee for you.
Many of your clients hold years of email, tickets and documents that AI developers pay to license. Introduce them, we run the deal, and you earn a disclosed share of our fee.
Five steps, and you only do the first two.
One introduction is all it takes. We handle the assessment, the buyers and the paperwork, and keep you updated throughout.
A client with years of records
25+ staff, two or more years of email, tickets or documents, and two or more systems. Trading or winding down.
One email, and you're done
Copy us in with your client, or send them the free estimate. We agree your share in writing before anything moves.
We run the deal end to end
Estimate, readiness review, buyer outreach, data room, negotiation and delivery. Your client approves every buyer and term.
You stay informed. Your client stays in control.
Transparent by design
Your client knows about your fee and agrees to it, as your professional body requires.
Paid when we're paid
Within 14 days of each payment we receive, on every licence signed within 12 months of your introduction.
Built around your professional rules.
Every referral is written down, disclosed and consented to before any deal moves. Check your own body's guidance too.
You see the clients first
Year-end, restructuring and closure work shows you who has years of records. Fees disclosed in line with the ICAEW Code of Ethics.
Disclosure and consent built in
A written agreement, the fee disclosed to your client and their consent recorded, as SRA rules on referral arrangements require.
Value hidden in a sale or wind-down
Records can add value to a sale or a solvent closure. We never pay or receive fees for insolvency appointments.
Have a client in mind?
Send one email with your client copied in. If it isn't a fit, we'll say so, and they owe nothing.