Privacy Policy

What we collect

We collect the minimum data necessary to operate the product: account email, organization name, and the workspace content you create (firm profile, products, plans, accounts). We never collect payment details directly — Stripe handles all card data.

How we use your data

• Authentication and access control (Supabase).
• AI generation: the prompts and firm/product context you provide are sent to Anthropic to generate plan sections.
• Billing: Stripe processes payment, manages subscriptions, and receives the minimum metadata to attribute payments to your organization.
• Operational telemetry: anonymised event analytics (PostHog) and error reports (Sentry) help us improve the product. Analytics records which controls are used and how far pages are scrolled, with the text on them masked, so neither system receives your email or workspace content.

Data shared with AI providers

When you generate a plan section, the content you provide (descriptions, customer notes, positioning) is sent to Anthropic. Anthropic does not train on data sent through the API. AI outputs are drafts; verify facts and figures before relying on them.

Your rights

You can export every row your organization holds at any time (Settings → Workspace → Export). You can delete your organization permanently (Settings → Workspace → Danger zone), which removes all associated data via cascade delete.

Cookies and storage

We use cookies to persist your session and your cookie preference. We do not use third-party advertising cookies or cross-site trackers. Analytics is opt-in via the cookie banner.

Contact

Questions about this policy? Email [email protected].