Information We Collect
Identity and profile information. When you create or use an account, submit a form, request an audit, schedule a call, or contact us, we collect the details you choose to give — such as your name, business name, email address, phone number (if you provide it), profile details, consent records, and the contents of your message.
Information collected automatically. When you visit our website, we and our analytics tools may collect limited technical data such as your IP address, browser type, device type, pages viewed, and referring source, through cookies and similar technologies. See our Cookie Policy for details.
Organization and access information. In the app, we process organization membership, workspace or estate association, role, object assignments, and billing-access authority so the service can return only the information and actions permitted for that account. Invoice and commercial information is visible only to a role explicitly authorized for billing access.
Reality, intent, and Ari content. We process the present reality, desired outcomes, needs, constraints, stakeholders, Intent Records and revisions, requests, decisions, delivery reviews, and conversations or clarifications you submit through Ari. Generated interpretations and user corrections may be retained separately so the record shows what was proposed and what the user confirmed.
User-selected attachments. When you choose to attach supporting material, we process the documents, photos, screenshots, or audio files you select or capture and upload, together with validation and file metadata needed to handle that material.
Product interaction and guidance state. We may retain app preferences, notification choices, guidance mode, completed mastery milestones, seen coaching prompts, next-action state, and consequential product activity needed to resume the experience, provide support, and preserve an audit history.
Client and project data. When you engage us, we may handle business information, account/platform access, and data within the systems we configure for you, only as needed to perform the services.

