Proposal and SOW library
How engagements are scoped, priced and staffed, with client names removed.
SharePointHubSpotSalesforce
For Canadian consulting & professional services firms
Your methodology took years to build. AI buyers will pay to learn from it
Short answer: Canadian consulting firms can license their own playbook, meaning proposal and SOW libraries, methodologies, templates, internal wikis and de-identified workplans, to AI developers. Client deliverables, client data and anything covered by an NDA or MSA stay out. Published buyer ranges for professional-services firms with 20 to 30 or more staff generally start around $100K.
Proposals, frameworks, workplans and the internal knowledge base behind them show how expert work gets scoped and delivered. We help Canadian firms keep client deliverables and confidential information out and license the rest.
Last updated · Sources linked inline · Buyer figures observed Oct 16, 2026
Free to start. No files or logins needed.
How does licensing work for a consulting firm?
In four steps, with no cost to start: share the basics, scope what the firm owns, get matched to buyers whose published criteria fit, then sign directly with the buyer, who pays you.
Tell us the basics
Headcount, years of records and the systems you use. No files, no logins, no client names.
We map what's yours
We check client MSAs and NDAs for who owns deliverables and what counts as confidential, then scope only the firm's own material.
We match you to buyers
Only programs whose published criteria fit a Canadian consulting firm of your size and record language.
You sign with the buyer
The buyer handles de-identification under a written agreement and pays your firm directly. You keep your originals.
What records do AI buyers want from consulting firms?
The records buyers ask consulting firms for: The firm's own playbook is usually licensable. Client deliverables usually aren't.
Methodologies and frameworks
Firm IP showing how problems are broken down.
NotionConfluencePowerPoint
De-identified workplans
Task sequences, timelines and status reporting patterns.
Asanamonday.comSmartsheet
Internal knowledge base
Wikis, playbooks and lessons-learned write-ups.
NotionConfluenceSharePoint
Team communication history
Internal channels, scoped and de-identified.
SlackTeams
Which AI buyers accept consulting firms, and what do they pay?
Buyer programs that list professional services. Public terms only. Canadian eligibility is confirmed buyer by buyer, because several programs say they prioritize US companies.
| Buyer | What they publish | Who they say qualifies | Source |
|---|---|---|---|
| micro1 | Published tiers of $100K+, $500K+ and $1M+ (its referral page cites $100K–$2M+ for approved packages). As published · verify | 30+ employees. US companies prioritized, then other Western markets; primarily English. | Buyer page via Who Sells Data register, observed Oct 16, 2026 |
| Handshake AI | Published range $100K to $4M+; typically paid 30–60 days after the de-identified dataset is accepted. As published · verify | 20+ full-time employees and 3+ years in operation. | Buyer page via Who Sells Data register, observed Oct 16, 2026 |
| Mercor | No amounts published; paid by wire on delivery, typically 2–4 weeks after signing. As published · verify | Lists legal, finance and insurance, professional services and other sectors; connects to 100+ business tools. | Buyer page via Who Sells Data register, observed Oct 16, 2026 |
| Turing (Project Lazarus) | A single payment of up to $1M, confirmed after sampling (usually within a week). As published · verify | Operating, winding-down or closed companies. Wants communications, tickets, wikis and databases; code alone doesn't qualify. | Buyer page via Who Sells Data register, observed Oct 16, 2026 |
Amounts are each buyer's own published ranges, ceilings or tiers, not offers, and they change. Most buyers are US companies and don't always state a currency, so confirm it in writing. Buyer names describe their public programs only. How the process works.
The Canadian line for consulting firms
What can't a Canadian consulting firm license?
Client deliverables and NDAs come first. Most consulting confidentiality obligations are contractual, so the contracts set the scope.
- MSAs and NDAs. These usually define confidential information and who owns deliverables. We scope around them.
- Professional codes. If your partners are CPAs, engineers or other regulated professionals, their codes' confidentiality rules apply too.
- Securities. Anything that could be material non-public information about a client is excluded.
- Tool terms. Some platforms limit how exported data can be used. A law-firm analysis notes that Slack's API terms bar third-party apps from using API data to train large language models. We check each platform's terms.
- PIPEDA and provincial law. Staff and client-contact personal information is removed, and PIPEDA applies to the cross-border transfer.
Sources: OPC: privacy laws in Canada · Frankfurt Kurnit: selling company data for AI training · CRTC: CASL FAQ
Never included, for any consulting firm
- Client-owned deliverables and client data
- Anything an NDA or MSA keeps confidential
- Potential material non-public information
- Staff HR, payroll and performance files
- Client contact lists
General information, not legal advice. We ask every firm to confirm scope with its own counsel or regulator before signing.
What does a typical consulting firm deal look like?
An illustrative case: a 35-person Toronto operations consultancy with 9 years in Microsoft 365, Notion and HubSpot. Client deliverables are excluded under its MSAs; the licensable set is its proposal library, methodology wiki and de-identified workplans. Buyers' published tiers put a firm this size around $100K–$500K per licence, with micro1 (30+) and Handshake (20+, 3+ years) as likely fits.
Illustrative only. Bands come from buyers' published tiers; not an offer or a valuation.
What do consulting firms ask?
Our best work is in client decks. Is that out?
Usually, if the client owns it or an NDA covers it. Your templates and methodology behind those decks often aren't covered.
We're under 20 people. Any options?
Fewer, but some buyers publish no minimum (for example Polyshares and SuperAnnotate, as published). Years of history and the number of tools matter too.
What does it cost?
Nothing to start. The estimate and the first call are free, and any terms are set out in writing before you sign anything.
Which guides help consulting firms?
Start with the pillar guide: licensing your firm's data to AI in Canada.
What could your firm's records be worth?
Three answers give you a rough range based on what buyers publish. Add your details if you want us to follow up. There's no cost to start.