Start with a clear picture of the records, the work they describe, and who can review the rights. A receiving company then decides whether the data fits its current needs and proposes any terms.
- Describe the company and workflows before sharing records.
- Company size alone does not establish eligibility or value.
- Review scope, permissions, and payment before committing.
What should an initial review cover?
An initial review starts with a description of your business. The aim is to identify a relevant conversation and the questions to resolve next.
Requirements vary by opportunity. Matching an initial profile does not establish acceptance, rights clearance, or a payment amount.
| Area | What to describe |
|---|---|
| Business | Industry, company size, and operating history |
| Records | Record categories, systems, language, and retained history |
| Context | How requests, decisions, and outcomes connect |
| Authority | Who can review ownership, contracts, and permissions |
| Restrictions | Known exclusions and matters needing specialist review |
Is there a minimum company size?
There is no single company-size rule applied across all opportunities in Origin’s assessment. Size helps frame the review; it does not determine the outcome.
For a smaller team, explain the depth and continuity of its records. For a larger business, describe the teams or workflows that could be considered separately. Origin can use that context to prepare the next discussion.
Describe the work behind the records.
Useful context can include the original problem, the options considered, the decision, and the result. Explain which parts of that history your company retains.
For example, an issue log may connect to investigation notes, a project decision, and an updated procedure. Describe that sequence without sending the underlying files. This is an example to discuss, not a promise of value.
Review rights separately from access.
Owning a copy of a record does not establish copyright ownership. Identify who created the material and which agreements or restrictions apply.
Employee work, contractor material, client records, and vendor content may need different reviews. Flag personal, regulated, or confidential information before any sharing decision.
What comes after an initial fit?
A receiving company evaluates the opportunity and proposes its process and terms. Your company decides whether to proceed. An introduction, a data review, and an agreement are separate decisions.
- Define the records, dates, and exclusions.
- Understand who receives the data and how it can be used.
- Clarify preparation work, access, and ongoing obligations.
- Agree acceptance conditions, payment triggers, and timing.
- Review retention, deletion, exclusivity, and termination.
Start with your company profile.
Prepare a short description of your business, workflow categories, retained history, and known restrictions. Keep operational files, customer information, and credentials in your systems.
Check company fit for an initial summary. Read how Origin works and keep the diligence checklist for a specific proposal.