Expertise, written down
Agents for marketing, legal, finance and operations need examples of how experts work: how a brief becomes a campaign, how a contract is negotiated, how a forecast is revised. Professional services firms record that every day in project tools, document histories and email.
By type of firm
| Firm | Potentially licensable | Main constraint |
|---|---|---|
| Marketing and PR agencies | Briefs, creative revisions, campaign workflows, reporting templates | Client ownership of work product |
| Law firms | Internal templates, process documentation, de-identified workflow data | Privilege and professional confidentiality rules |
| Consultancies | Methodologies, project plans, analysis workflows | Client confidentiality clauses |
| Accounting firms | Close processes, review checklists, de-identified workflows | Client confidentiality and regulation |
| Field service companies | Job notes, estimates, dispatch and scheduling histories | Customer personal information |
Start with what the firm owns
Records a firm producesWho owns the record?
Held for clientsConfidential. Licensing needs client terms that allow it.
Client deliverablesMatter filesClient briefs
Owned by the firmWhere licensing usually starts
Internal templatesProcess documentationMethodologiesReview checklistsReporting templates
Where to start
Separate what the firm owns outright, such as its own processes and templates, from what it holds for clients. The first category is usually where licensing starts. Then work through the rights checklist with counsel.