The trade-offs can include broad use rights, uncertain acceptance, preparation effort, privacy exposure, confidentiality issues and restrictions on later transactions.
Make the risks specific
Read what the provider may do, who may receive the records, how long rights last and what obligations survive termination. Ask about the handling of derivatives and trained models.
Choose a staged process
Resolve authority and exclusions early, limit samples and avoid unnecessary system access. Take material legal, security and financial questions to qualified advisers.
What to record before deciding
Keep the written scope, official provider source, unresolved questions and the person responsible for each check. Treat a marketing claim as a claim until it is reflected in the agreement. A directory entry does not approve the transaction or establish your rights to share the records.