Privacy Policy

1. Client intake information

Clients answer sensitive questions during an intake, which can include names, dates of birth, A-Numbers, passport details, and case history. That information passes through Smart Intake only so the finished intake can be prepared and delivered to your firm's inbox. It is not kept in a Simplarity database, not sold, not shared for marketing, and not used to train AI models.

Once the finished intake reaches your inbox, protecting it is your firm's responsibility. It contains sensitive personal information and must be stored securely and handled in compliance with the privacy and confidentiality duties that apply to your practice.

2. What Simplarity does keep

• Firm account information: your firm's name, contact name, email address, phone number, branding, and account settings, so your intake links and PDFs carry your firm's identity and your account works.
• Billing information: your subscription plan, payment status, and billing history. Card payments are processed by Stripe. Simplarity receives confirmation and limited billing details from Stripe and does not store your full card number.
• Support messages: emails and messages your firm sends to Simplarity, kept so questions can be answered and followed up.
• Acceptance records: a record that your firm accepted the Terms of Service and this Privacy Policy at checkout and at account setup, with the date of acceptance.

3. What Simplarity does not do

• Simplarity does not sell personal information.
• Simplarity does not keep a database of your clients' intake answers, documents, or life stories.
• Simplarity does not use client intake information for advertising.

4. Sharing

Simplarity shares firm account and billing information only with the service providers needed to run the subscription, such as Stripe for payment processing and email delivery for account messages. Simplarity may disclose information if the law requires it.

5. Your firm's choices

Your firm may ask Simplarity to correct or delete its account and billing information, subject to records Simplarity must keep for tax, accounting, or legal reasons. Cancelling a subscription ends future billing as described in the Terms of Service.

6. Contact

Questions about this Privacy Policy, or a request about your firm's information: renee@simplarity.co.