01. Describe the company.
Start with your company name, website, and contact details. Add your industry, team size, country, and the types of records your business has.
Send your company details and Origin will follow up. No files or system access are required.
02. Talk through the opportunity.
Origin follows up to understand the business, the records you describe, and the question you want to explore. Together we organize a Company Licensing Brief: categories, questions to resolve, unknowns, and a possible next step.
The brief is a starting point for a discussion. It is not a valuation, rights clearance, or a receiving program’s acceptance. Sometimes the appropriate conclusion is that there is no clear route to pursue.
See a Company Licensing Brief
This illustrative example shows what the first conversation can help organize. It is not a client case, an accepted dataset, or an offer.
- Download the blank Company Licensing Brief for your own notes. No email is required.
- Keep completed notes internal; do not include customer information, credentials, or underlying records.
- You do not need to fill out a worksheet before contacting Origin.
| Part of the brief | Illustrative software-company example |
|---|---|
| Question | Could the retained history of resolving software issues support a licensing discussion? |
| Records described | Internal troubleshooting notes, linked engineering issues, and versioned runbooks. |
| Unknowns | Whether earlier versions and links survive; who can review each category; current program interest. |
| Next question | Describe one workflow and review the record categories. A potential recipient would separately assess its interest. |
| Possible next step | An owner and operating lead describe one workflow at company level, keeping the records in their systems. |
| A valid stop decision | The history is missing, the proposed scope is unsuitable, or the owner does not want to proceed. |
03. Explore a relevant opportunity.
If a relevant opportunity is identified, Origin explains the proposed recipient and the company information to be shared. Your authorized contact approves that named introduction before it is made.
The recipient evaluates its own interest. A request for a sample or a connection is a later decision: agree the purpose, records, exclusions, reviewers, and handling before granting access. Permission to introduce your company does not authorize that access.
Use the review checklist to record each decision. You can pause if the recipient or requested scope is unclear.
04. Assess the terms.
Your company reviews the proposed license and decides whether to proceed. Confirm the records, permitted uses, delivery requirements, and payment conditions.
- Use the diligence checklist to review a specific proposal.
| Topic | Question |
|---|---|
| Scope | Which records and date range are included? |
| Use | Who can use the records, and for what purpose? |
| Handling | How are access, retention, and deletion managed? |
| Payment | What is paid, and what triggers payment? |