This policy explains how TryEntitle LLC, a Maryland limited liability company ("TryEntitle," "we," "us"), collects, uses, and protects information when you visit tryentitle.com, use our client portal, or work with us on workflow redesign and automation projects (together, the "Service"). We build systems that touch our clients' documents and data, so we treat that information with care.
1. Information we collect
Account information. Your name, business name, email address, and role, provided when you request a call, sign a contract, or log in to the client portal. [CONFIRM: passwordless sign-in or passwords. If you use Supabase Auth with passwords, say we store them only in hashed form.]
Billing information. Payments are processed by a third-party payment processor. We keep a customer reference, invoices, and payment history, but we never see or store full card numbers. [CONFIRM: processor name, e.g., Stripe.]
Project information. Details about your business that you share so we can scope and deliver work: workflow descriptions, process maps, tool access, and similar materials.
Content in your systems. Documents, records, and data that our automations create, process, or move on your behalf. This is your content, and we handle it only as described in Section 3.
Business contact information from public sources. To find businesses that may benefit from our services, we collect publicly available business information such as business name, website, address, business phone number, and business email address. We use it only to contact that business about our services, and we honor opt-out requests promptly.
Communications. Emails, messages, call notes, and recordings you share with us, such as a discovery call or a support request. We record calls only with notice.
Usage and device data. Pages viewed, timestamps, browser and device type, IP address, and diagnostic logs from our website and portal.
Cookies and analytics. Essential cookies keep you signed in.
2. How we use information
- Provide, operate, and improve the Service, including scoping, building, and maintaining your workflows and automations.
- Authenticate you and keep your account and portal secure.
- Process billing and issue invoices.
- Communicate with you about projects, support, and account or security matters.
- Reach out to businesses that may benefit from our services, in line with applicable law, including the CAN-SPAM Act.
- Detect, prevent, and investigate abuse, fraud, and security incidents.
- Debug and improve the reliability and performance of our systems.
- Meet our legal, tax, and accounting obligations.
We do not sell your personal information. We do not use your content, or the data your automations process, to train AI models.
3. Your content and your systems
You decide what we can reach. We work inside your documents, tools, and accounts only to the extent the project requires, and we ask for the narrowest access that gets the job done.
We access the content inside your systems only when:
- you ask us to, or the project scope requires it;
- it is necessary to operate, secure, or protect the Service; or
- we are required to by law.
When we build for you. If we build a website, chatbot, or workflow that collects information from your own customers or staff, you are the owner of that data and responsible for your own privacy notice and legal basis for collecting it. We handle it on your behalf and under your instructions, and we are glad to sign a data processing agreement if you need one.
Regulated information. Unless we have signed a written agreement that says otherwise, TryEntitle is not a HIPAA business associate and does not accept protected health information. [CONFIRM: if you take healthcare or legal clients, decide whether you will ever sign a BAA before using this sentence.] Please do not send us protected health information, Social Security numbers, or payment card numbers unless we have agreed in writing how they will be handled.
4. How we share information
We share limited data with companies that help us run the Service ("subprocessors"), under terms that require appropriate safeguards. They fall into these groups:
- Hosting and infrastructure. Servers, databases, authentication, and storage behind our website, portal, and automations.
- Payments. Billing, subscriptions, and invoicing.
- AI providers. Only when an automation or chatbot we build for you uses an AI model.
- Email and communications. Sending project updates, invitations, and account notices, and hosting scheduled calls and video messages.
- Productivity and project tools. Document storage, e-signature, and task tracking we use to deliver your project.
- Analytics and support. Understanding how the website is used and catching errors.
We may also share information to comply with the law, enforce our agreements, or protect the rights, safety, and security of TryEntitle, our clients, and the public. If TryEntitle is involved in a merger, acquisition, or sale of assets, information may transfer as part of that transaction, and we will notify you of any change in control.
We do not sell personal information, and we do not share it with data brokers or advertisers.
5. Data retention
We keep account, contract, and billing records for as long as your account is active and as needed for legal, tax, accounting, and security purposes. Project materials and any client data we hold are deleted or returned within 30 days after the engagement ends, unless you ask us to keep them or the law requires longer retention. Public business contact information we collect for outreach is kept until we remove it or you ask us to. When you ask us to delete your data, we delete or de-identify it within a reasonable period, typically within 30 days, except where longer retention is required by law. Backups roll off on their normal cycle.
6. Security
- Data is encrypted in transit with TLS.
- Access to our systems and your accounts is limited to people who need it, authenticated, and protected with multi-factor authentication where available.
- We use access credentials scoped to each project, and we do not keep client credentials in shared documents.
- We run on infrastructure from providers that maintain independent security certifications, such as SOC 2. TryEntitle itself has not been independently audited against SOC 2, HIPAA, or similar frameworks, and we make no claim that it has.
No system is perfectly secure. If you believe you have found a vulnerability or a security problem involving your data, email info@tryentitle.com right away. If a breach affects your data, we will notify you as required by law and without undue delay.
7. Your rights and choices
You can ask us to access, correct, export, or delete your personal information, or to stop contacting you, by emailing info@tryentitle.com. Depending on where you live, such as California or the European Economic Area, you may have additional rights to access, correct, delete, port, restrict, or object to certain processing, and to not be discriminated against for exercising them. We do not sell or share personal information as those terms are defined under the CCPA.
Every outreach email includes a way to opt out. Reply "unsubscribe" or email us at any time and we will stop contacting you. We will respond to privacy requests within the time required by applicable law.
8. Children's privacy
The Service is for businesses and is not directed to children under 18. We do not knowingly collect personal information from children.
9. Changes to this policy
We may update this policy from time to time. Material changes will be communicated by email or a notice on our website, and the "Last updated" date above will change. Continued use of the Service after changes take effect means you accept the updated policy.
10. Contact
TryEntitle LLC is a Maryland limited liability company with its principal place of business in Owings Mills, Maryland, United States.
Questions about privacy: info@tryentitle.com