Pro Services Data

AI Companies Are Paying for the Operational Data Your Firm Already Has

Your project documents, CRM records, proposals, and timesheets could help train the next generation of AI — and your firm could be paid for licensing them. The check is free, you keep ownership of your files, and client files are never part of this.

Free Data Check Prefer to talk first? Book a 15-minute call

Rough Estimate — What Could Your Data Be Worth?

A quick guide, not a promise. Your official value comes from the buyer's audit after the free check.

Rough estimate only, based on published AI data-licensing deal ranges. Licensing deals typically start around $50,000.

Do You Qualify?

Four quick checks. If your firm ticks most of these, the free check is worth your ten minutes.

Ticking all four? Take the free check. Missing one? It is still worth checking — firms with strong records have qualified below the usual size.

What Counts as Licensable Data

If your firm has been serving clients for years, you are sitting on records AI companies need — real-world operational data they cannot get from the public internet.

Project Documents

Proposals, engagement letters, project plans, and deliverable templates built over years of client work.

CRM Records

Client-relationship workflows, pipeline records, and follow-up routines — with all client details removed.

Spreadsheets & Timesheets

Project tracking, timesheets, budgets, and staffing records that show how your firm really runs.

Policies & Procedures

Standard operating procedures, training materials, and onboarding guides your firm developed over time.

Never client files.
Your clients' private information is never part of this — only the operational know-how inside your records.

How the Free Check Works

  1. Take the free check. Answer a few questions about your firm and the records you keep. It takes about 10 minutes.
  2. See if you qualify. Established firms with documented operations are the best fit. If your records qualify, you will hear what happens next.
  3. You decide. Your data is de-identified before it is used, you approve the terms, and you keep ownership of your files. Nothing is shared without your say-so.

Take the free check — it takes about 10 minutes:

Start the Free Check Book a 15-minute call

Paid by the buyers, never by you. The check is free, and there is nothing to pay upfront.

Common Questions

Will any client files be involved?
No. Never client files. Only your firm's own operational data — workflows, procedures, and templates — is ever considered, and everything is de-identified before use.

Do I keep ownership of my files?
Yes. You are licensing your data, not selling it. You keep ownership, and you approve the terms before anything moves forward.

What happens to our data?
Your data is de-identified before it is used to train AI systems. No client names, no private details — only the operational know-how inside your records.

Does it cost anything?
No. The check is free, and there is nothing to pay upfront. Paid by the buyers, never by you.

How big does our firm need to be?
Firms with 30 or more people and good documentation are the best fit. If you have the records, it is worth checking — even smaller firms with strong records have qualified.

How do you get paid?
We are paid by the AI buyers, and only if a licensing deal closes. You never pay us anything — the check is free, and there is nothing to pay upfront.

How long does it take?
Smaller firms typically hear back within a few weeks. Once terms are agreed, payment usually follows within 30 days of acceptance.

What will the buyer ask about?
Five things: what kind of operational data it is, how many records and how many years it covers, whether your firm owns it, whether it contains any personal information, and whether it has been licensed before. If you can answer those, the check goes quickly.

Talk to a Person

Pro Services Data is a referral partner program of Upper Crest Resources.

Roland Gambon — roland@uppercrestresources.com — (661) 333-7821

Free Data Check