Intake

Check your data.

Three quick questions, then the detail. Nothing leaves your systems — we ask for counts, not files. About five minutes end to end.

What does your company run on?

Pick every tool that holds a meaningful record. At least one.

Pick at least one tool.

About the company.

Enter your company name.
Enter your company website.
A whole number, including 0 if the company has wound down.
Enter a whole number of employees.
Pick a year.

Create your account.

This saves your answers and lets you follow the review, see the offer, and accept or counter.

Enter your name.
Enter a valid work email.
8 characters or more.
Use at least 8 characters.
The two passwords do not match.
I already have an account

How much is in each system?

The count from each tool's admin page — messages, records, tickets, files, or years of history. Round it if you have to.

ToolCountYears in use
Add a count for at least one tool.

Your people.

Headcount by country, including contractors and offshore staff. Desk means office and remote roles; field means warehouse, plant, site and driving roles.

CountryDeskField

Add at least one country with people in it.
Enter a percentage from 0 to 100.

Your details.

Contact, company and ownership. So the reviewer can call with questions — no sales calls.

Enter a phone number.
Pick an industry.
Pick how the company is owned.
Enter your annual revenue (0 if none).
Usually yes for Slack, email, CRM and files your company runs. Data you hold for your own clients is out of scope.
Pick yes or no.

Review and submit.

Check every answer, then send it to Lineagery. Someone reads it before your call.

Please confirm before submitting.
✓

Received. Thank you.

Someone on the team will read your answers and reply within two working days. If your record looks like a fit, the next step is a short call and a request for an anonymized sample.

Back to home