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Data Protection

Each customer’s data is isolated from every other customer. Access is scoped to your account’s organization at the data-access layer.

  • We process your data to operate the platform: matching, drafting, compliance tooling, and the features you use.
  • We do not sell personal information.
  • We do not share personal information with third parties for their own independent marketing purposes.

Platform services and the service providers that process data are listed in Subprocessors.

  • Your account can export the records you create through the platform.
  • Deleting records you no longer need follows the platform’s data lifecycle.

A Data Processing Addendum (DPA) covering the platform’s processing is available to customers. Ask your account contact for the current version.