Professional services
What could your firm's project history be worthto AI developers?
Tickets, timesheets and deliverables pile up across years of client work. In a free 20-minute conversation, we help you see whether that history is worth a closer look, at a descriptive level and on your terms.
No record uploads. No passwords. No obligation to proceed.
Why it may matter
Every engagement leaves a workflow behind.That workflow may matter to AI research.
Public web data says little about how professional work is actually scoped, staffed and delivered. Some AI developers look for real-world workflow history to research and evaluate their models.
Most firms keep that history simply to run the business and never ask whether it could be relevant. Whether yours is depends on what you hold and what your client agreements allow. We start there, at the descriptive level, never with the records themselves.
What your firm may hold
The history you build by doing the work,described, not disclosed.
Engagement and project history
Years of scoped, staffed and delivered work, as your client agreements allow you to keep it.
Ticket and task workflows
How requests become tasks, move between people and get closed out in your project tools.
Time-tracking patterns
How effort is estimated, logged and reconciled against scope, discussed as patterns only.
Deliverable and review cycles
The drafts, reviews, revisions and approvals that sit between kickoff and final handoff.
Change requests and exceptions
Scope changes, rework and escalations: the edge cases public data rarely shows.
Systems and tooling
The PSA, project, CRM and document systems your firm’s work runs through.
Recognize your firm in this list? Twenty minutes is enough to talk it through.
From exhaust to a bundle
Scattered workflow data becomes one clear picture.
The review turns what sits across your tools into a short, plain-language description: what kinds of work you do, how it flows, and what your agreements would allow. That is the starting point for any further conversation.
- 1
Raw workflow exhaust
Tickets, timesheets and deliverables scattered across tools.
- 2
Described at a high level
What kinds of work, which systems, how many years.
- 3
Checked against your agreements
What client contracts and professional duties allow.
Before anything else
Your clients' confidentiality comes first.
Client work belongs to your clients and is usually covered by contracts and confidentiality duties. Here is exactly where the review starts, and what stays off the table.
What we look at
- The services your firm provides, in plain terms
- The project and time-tracking systems your work runs through
- Roughly how many years of engagement history you retain
- Whether AI-development interest in that kind of workflow is plausible
- Which client-confidentiality questions would come first
What we never ask for
- Client names, project names or personal data
- Deliverables, work product or any record uploads
- System passwords or credentials
- Rates, fees or figures from any engagement
- Any commitment to proceed
Your contracts decide
Client agreements, NDAs and professional duties determine what could ever be shared. Sometimes the answer is no, and we say so.
De-identification is not the whole answer
Removing names does not by itself settle confidentiality questions. We help you identify what to ask, with your own counsel involved.
Consent is written
Nothing moves without your written authorization, and any introduction discloses the partner and how we are compensated first.
Valued Data does not provide legal advice, and the review is not a valuation or an offer.
How the review works
Four steps,and you stay in control of each one.
- 1
Discover
A 20-minute call with Daniel. You tell us about your firm, your systems and roughly how much history you keep.
- 2
Explore
We think through whether any AI-development interest could exist for that kind of workflow, and which confidentiality questions come first.
- 3
Evaluate
If there appears to be a fit, we outline it on a one-page summary. If there is no fit, we say so, and you can stop there.
- 4
Connect
Only with your written authorization do we introduce you to a purchasing partner. The partner and our financial relationship are disclosed first.
Who may qualify
Built for established firms with real history.
Consulting, agency, engineering and architecture firms with roughly 15 or more employees are the best starting point. That is initial guidance, not an eligibility rule, and meeting it does not mean there is a fit.
A quick readiness checklist
- Your firm has delivered client engagements for several years
- You retain project, ticket or time history under your client agreements
- Your work runs through identifiable systems, such as project, PSA or document tools
- Someone at the firm can speak to what your contracts say about reuse and confidentiality
- You are open to a descriptive conversation, with your own counsel involved
Checked most of these? A review is a good next step.
FAQs
Straight answers for professional services firms.
Does the review involve any client information?
No. We keep the conversation descriptive: the kinds of services, systems and years of history you have. Please do not share client names, files or deliverables, and we will not ask for them.
What about our client contracts and NDAs?
They often decide the whole question. Client agreements, NDAs and professional duties determine what could ever be shared, and de-identification does not by itself settle them. We help you identify what to ask. We do not give legal advice, so involve your own counsel.
Who is the buyer, and what is Valued Data’s role?
Valued Data is not the buyer. We provide education, preliminary fit reviews and introductions. If there is a fit and you authorize it in writing, we introduce you to a purchasing partner who does its own evaluation. We tell you who that partner is, and how we are compensated, before you authorize anything.
How would AI developers use this kind of data?
Typically for research, training and evaluation of AI models. How any data would be used is a question for the purchasing partner’s terms, and you would see those before agreeing to anything.
What if our firm is not a fit?
We will tell you plainly. Not every firm holds relevant history, and not every agreement allows it to be shared. The review is free and you can stop after the call.
What happens after I book?
We email you to confirm a time for a 20-minute call with Daniel. After the call we tell you whether we see a plausible fit. Nothing moves forward without your written authorization.
Find out whether it's worth a closer look.
Twenty minutes with Daniel to talk through your firm's history at a descriptive level. If we see a plausible fit, we show you what a next step could look like. If we don't, we tell you plainly.
No record uploads. No passwords. No obligation to proceed.