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Free AI data tool · Procurement

Data license readiness checklist

Quick answer

Answer each question yes, no or not sure. You get a list of open items and a Markdown copy to share with your team or counsel.

0 of 14 answered
  1. Ownership
  2. 1. The company created or owns the records, or has written permission to share them.

    Records you hold for someone else (a client, a partner) may not be yours to license.

  3. 2. Software vendor terms allow exporting and reusing this data.

    Some tools restrict what you can do with exports or derived data.

  4. 3. Customer contracts don't forbid sharing their data or using it for other purposes.

    Confidentiality and data-use clauses often cover tickets, files and messages.

  5. Personal details
  6. 4. Your privacy notice or policies cover this kind of reuse, or personal details will be removed first.

    Privacy laws tie reuse of personal data to what people were told.

  7. 5. There is a plan to remove or mask names, contact details and other personal details, with a human review.

    Automated checks miss things; buyers will ask how removal was verified.

  8. 6. Health, financial, children's or other sensitive categories are excluded or specially handled.

    These categories carry stricter rules in most places.

  9. 7. Call or video recordings had the consent required where they were made.

    Recording consent rules differ by state and country.

  10. Confidential material
  11. 8. Passwords, keys, trade secrets and unreleased plans are excluded.

    These should never leave the company, even inside a licensed dataset.

  12. 9. Employee records (HR, payroll, reviews) are excluded or covered by policy.

    Employee data has its own notice and consent expectations.

  13. Terms
  14. 10. You know which uses you will allow (e.g. model training, evaluation) and which you won't.

    The license should list allowed uses rather than leave them open.

  15. 11. You have decided whether the license is exclusive or non-exclusive.

    Exclusivity changes price and who else you can license to.

  16. 12. Duration, territory and what happens to the data when the license ends are defined.

    Deletion or retention after the term is a common negotiation point.

  17. Approval
  18. 13. A named person (owner, executive or counsel) will approve the final dataset before delivery.

    Final sign-off keeps control with the company.

  19. 14. Delivery will be secure (encrypted transfer or drive) with a record of what was sent.

    A delivery record supports audits and later questions.

Yes
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No
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14

Open items (14)

  • The company created or owns the records, or has written permission to share them.
  • Software vendor terms allow exporting and reusing this data.
  • Customer contracts don't forbid sharing their data or using it for other purposes.
  • Your privacy notice or policies cover this kind of reuse, or personal details will be removed first.
  • There is a plan to remove or mask names, contact details and other personal details, with a human review.
  • Health, financial, children's or other sensitive categories are excluded or specially handled.
  • Call or video recordings had the consent required where they were made.
  • Passwords, keys, trade secrets and unreleased plans are excluded.
  • Employee records (HR, payroll, reviews) are excluded or covered by policy.
  • You know which uses you will allow (e.g. model training, evaluation) and which you won't.
  • You have decided whether the license is exclusive or non-exclusive.
  • Duration, territory and what happens to the data when the license ends are defined.
  • A named person (owner, executive or counsel) will approve the final dataset before delivery.
  • Delivery will be secure (encrypted transfer or drive) with a record of what was sent.

A planning aid, not legal advice. Answers stay in this browser.

Supported input

Fourteen questions. Answers stay in this browser.

How it works

Questions are grouped into ownership, personal details, confidential material, terms and approval. Anything answered no, not sure or left blank is listed as an open item. There is no score; the list is meant to be worked through.

Limitations

  • This is a planning aid, not legal advice, and it does not cover every law or contract.
  • Rules differ by country, state and industry; have counsel review open items.

Questions

What do I need before licensing company data?
Confirm you own or may share the records, that vendor and customer terms allow it, how personal details and confidential material will be removed, the license terms, and who gives final approval.
Is this legal advice?
No. It is a planning list. Review open items with your counsel.
Is my file uploaded?
No. The file is read and processed in this browser tab, and its contents are not sent to SourceX or anyone else. Closing the tab or pressing Reset clears it.

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