01. Describe what exists.

List the systems, records, and years of history. Do not upload raw files to a public intake. An initial estimate should ask for context and contact details, not unrestricted access.

02. Establish the boundary.

Confirm who owns the records, which contracts apply, and what the owner will never share. A written agreement defines approved sources, processing, sample access, retention, and payment before anything moves.

03. Prepare and review.

Under an agreed process, a specialist can de-identify the package and retain the relationships that make the workflow useful. Buyers review approved samples. The owner decides whether to accept the defined license.