Privacy notice

Template. Review with counsel and replace the bracketed parts before publishing.

What this site collects

When you send a form we store what you enter (name, work email, company, role and your message) to reply to you, and whether you asked for product updates. We record anonymous page counts for this site without cookies and without storing your IP address, and we skip them if your browser sends Do Not Track.

What the product stores

Customer workspaces hold the financial data, transcripts and documents your company uploads, and the accounts of your users. That data belongs to your company and is processed on its instructions. Each workspace is isolated.

Sharing

We don't sell personal data. [List any processors, e.g. hosting provider, email provider, and the AI model provider used for drafting.]

Retention and your rights

[How long leads and workspace data are kept; how to ask for access, correction or deletion; contact details; your lawful bases and any regional rights.]