Data We Process
- Account data: names, usernames, role and permission metadata.
- Operational data: matters, contacts, notes, assignments, and event metadata.
- Document data: uploaded files and related metadata.
- Telemetry data: performance and reliability events when enabled by permissions.
How We Use Data
- Provide and secure the service.
- Operate workflow features requested by the customer.
- Support troubleshooting, auditability, and platform reliability.
- Comply with legal obligations.
Customer Control
Customer administrators control user access and permissions, including AI and telemetry permissions.
Customers can export records and manage retention/archive behavior using provided administrative tools.
Data Sharing
We do not sell customer data.
Data is shared only with approved subprocessors required to operate the service and with authorized legal requests where required by law.
Security and Retention
We use technical and organizational controls designed to protect confidentiality, integrity, and availability.
Retention and deletion handling is described in the Data Retention and Deletion Process.