Built for established businesses with desk teams
Industry matters less than how your team works. If your people have spent years solving problems across email, chat, CRM, ticketing and other software, labs may want to license that history.
What a provider looks at
Requirements vary by provider, sector and dataset. This site doesn't set a minimum headcount, age or system count, and the provider confirms fit for its own program.
A desk team
Employees and contractors who work at a desk in your company's email and software. Field and hourly crews who aren't in the systems aren't the desk count; whether contractors count depends on the provider.
Several years of history
Usable operating history in your systems. Old or retired systems can still hold it.
Work across systems
Email, team chat, file storage, CRM, support desk, project tools, accounting, phone system and more. See record types.
What a provider still confirms
- Whether the company owns or controls the records
- Whether client contracts, confidentiality terms or privilege limit what can be licensed
- Which records are usable for the provider's current program
- What stays out, and how personal details are handled under the agreement
None of this is a guarantee; each provider decides whether records meet its current needs. Any industry can be reviewed, including nonprofits and the public sector. Law firms of all practice areas may qualify, subject to the provider's requirements and a privilege review.
Industries we cover
The strongest fits have many people working in real software every day. Click your industry for a page written for your business, with a sample workflow. Don't see yours? Any industry can be reviewed.
Healthcare & medical billing
Practices, clinics, billing companies and back-office teams working claims, scheduling and intake. Health information itself is always excluded.
Read more →Accounting & CPA firms
CPA firms, accounting practices and finance teams running client work across practice and accounting software.
Read more →Law firms (all practice areas)
Law firms of all practice areas, plus legal departments and professional practices with long, well-documented matters and procedures.
Read more →Engineering
Civil, structural, mechanical, electrical and MEP engineering firms with years of calculations, specs, drawings and project correspondence.
Read more →Architecture
Architecture and interior design firms with years of drawing sets, proposals, RFIs, submittals and client correspondence.
Read more →Construction
General contractors, subcontractors and builders whose office teams run estimating, bids, RFIs, change orders and daily logs.
Read more →HVAC, plumbing & electrical
Home and commercial service contractors whose office teams run dispatch, estimates, service agreements and customer calls.
Read more →Property management
Teams handling leasing, maintenance requests, owner reporting and tenant communication across many systems.
Read more →Manufacturing
Manufacturers and machine shops whose office teams run quoting, work orders, engineering changes, quality and customer service.
Read more →Insurance agencies
Independent agencies and brokerages with years of quoting, servicing, renewals and claims-support history in an agency management system.
Read more →Marketing agencies
Marketing, advertising, creative and digital agencies with years of briefs, campaigns, approvals and client communication.
Read more →Support teams, BPOs & call centers
Support-heavy businesses, BPOs and call centers whose Zendesk or Freshdesk tickets, chats, resolutions and consented call recordings show real problem-solving.
Read more →Oil & gas
Also see BlackGoldData.com, Dan's oil & gas site. Operators and E&Ps, drilling contractors, oilfield and well services, midstream, and land and mineral firms. Office, dispatch and contract staff in your systems count.
Read more →Software & IT
SaaS companies, IT services firms and MSPs with years of tickets, CRM history, project boards and code history.
Read more →Consulting
Advisory and consulting firms whose projects live in email, shared drives, CRM and project tools.
Read more →Ecommerce & wholesale
Customer service, purchasing, fulfillment and account teams coordinating orders across platforms.
Read more →Logistics & operations
Dispatch, customer service and operations teams solving problems across TMS, ERP, email and chat.
Read more →Recruiting & staffing
Staffing agencies, recruiting firms and executive search teams with years of ATS, CRM and placement history.
Read more →Other industries
Established businesses in other industries may qualify too. Requirements vary by provider, sector and dataset, and the provider confirms fit.
See if you qualify →Oil & gas: operators, drilling, services, midstream and land
Operators and E&Ps, drilling contractors, oilfield and well services, midstream companies and land firms can all qualify. Office, engineering, dispatch and field-office staff are the desk team, and contract landmen working in your systems may count too, depending on the provider. See the records and software that count for each segment, from WellView and field tickets to Enverus, Quorum and runsheets in Microsoft Access.
Dan also runs BlackGoldData.com (opens in a new tab), a separate site just for oil & gas owners, title-opinion firms and land offices.
Signs a review makes sense
- Years of records on cloud systems (older systems count too)
- A help desk, CRM or project tool in daily use
- Someone on your team who administers your systems (nobody asks for logins)
- The owner makes the decision, or can be involved
- You're closing, selling or switching systems
Usually not a fit
- Mostly paper records with little digital history
- Data involving minors
- No rights to the data, or records that belong to your clients
- Export-controlled or classified data
On the fence? It's worth a conversation. Run the See If You Qualify check or check your company's fit.
See If You Qualify
A few quick questions. No files needed, and we never ask for passwords.
Opens the fit check on historypays.com in a new tab. No files are collected on this site.