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Privacy Policy

Your privacy is important to us. This policy explains how we collect, use, and protect your personal information in compliance with HIPAA, GDPR, SOC 2, ISO 27001, and other privacy regulations.

Last updated: August 27, 2025

Data We Collect

Personal Information

  • • Email address (for account creation and communication)
  • • Name and business information (for profile setup)
  • • Profile picture (optional)
  • • Phone number (optional, for notifications)

Business Data

  • • Documents and templates you create or upload
  • • Project information and metadata
  • • Contact lists and client information
  • • Usage analytics and performance data

Technical Information

  • • IP address (hashed for privacy)
  • • Browser type and version (sanitized)
  • • Device information
  • • Log data and error reports

How We Use Your Data

🎯 Service Provision

To provide our CRM and document management services, process your requests, and maintain your account.

📞 Communication

To send important updates, respond to your inquiries, and provide customer support when needed.

📊 Analytics

To understand usage patterns, improve our services, and provide better user experience (with your consent).

🔒 Security

To protect against fraud, abuse, and unauthorized access to your account and data.

Cookies & Tracking

We use cookies and similar technologies to enhance your experience. You can manage your cookie preferences at any time.

✅ Necessary Cookies

Essential for website functionality, security, and user authentication. These cannot be disabled.

⚙️ Functional Cookies

Remember your preferences and provide enhanced features. Optional but recommended.

📊 Analytics Cookies

Help us understand usage patterns to improve our services. Requires your consent.

📱 Marketing Cookies

Used for personalized advertising and marketing campaigns. Requires your consent.

Your Rights Under GDPR

Right of Access

Request a copy of all personal data we hold about you, including how it's processed.

Data Portability

Export your data in a machine-readable format to transfer to another service.

Right to Rectification

Correct or update any inaccurate or incomplete personal information.

Right to Erasure

Request deletion of your personal data when it's no longer necessary for our services.

📞 Exercise Your Rights

You can exercise these rights through your account settings or by contacting us directly.

Data Security & Protection

We implement industry-standard security measures to protect your data against unauthorized access, alteration, disclosure, or destruction.

Encryption

End-to-end encryption for all data transmission and storage

Access Control

Strict access controls and authentication mechanisms

Backups

Regular encrypted backups with secure recovery procedures

Contact Us

Privacy Questions

For any privacy-related questions or to exercise your GDPR rights:

Data Protection Officer

For formal complaints or detailed privacy inquiries:

Response Time: We will respond to privacy requests within 30 days as required by GDPR. For urgent matters, please mark your email as "Urgent Privacy Request."