Professional services
Firms that have run projects for years often hold email, decks, tickets and knowledge bases that show how work actually got done. Buyers care about company owned operating history, not the confidential files of your clients.
What often shows up
- Internal email and team chat spanning many years
- Project tools, wikis and process documents the firm created
- CRM notes on your own pipeline, not the client's secrets
Where we stop
If most of the archive is client confidential work you have no rights to license, this is a hard stop. That is common in small accounting and advisory shops.
When a call is plausible
A fit is more likely when the firm owns its internal corpus, has 10 or more full time staff (or a specialist archive), and can say yes without waiting on a client.
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