Privacy Policy
Last updated: [Insert date]. This template must be reviewed before publication.
Information we collect
Account details, business information, uploaded records, usage data, communications, and billing-related information.
How information is used
To provide the service, authenticate users, process records, generate reminders, improve security, and communicate with customers.
AI processing
Documents and business information may be processed by configured AI or extraction services to provide requested features.
Data sharing
Information may be shared with contracted service providers required to operate the platform, subject to appropriate terms.
Retention and deletion
Retention periods should reflect contractual obligations, legal requirements, and configured customer controls.
Security
No security method is perfect. Do not claim certifications that have not been implemented and independently verified.
Your rights
Applicable rights may vary by jurisdiction. Add attorney-approved U.S. state privacy disclosures before launch.