Privacy Policy

1. Overview

IntakeChat ("we", "us", "our") is committed to protecting your privacy. This policy explains how we collect, use, and protect information when you use our Service.

2. Information We Collect

Account Information

When you register, we collect your name, email address, and company name. Payment information is processed securely by Stripe and is not stored on our servers.

Submission Data

When clients interact with your intake forms, conversation content is stored to provide the Service. This may include personal information provided by your clients.

Usage Data

We collect basic usage data including login times, feature usage, and message counts to operate and improve the Service.

3. How We Use Information

• To provide and maintain the Service
• To process AI-powered conversations via third-party AI providers (Anthropic)
• To send transactional emails (submission notifications, account updates)
• To process payments via Stripe
• To enforce usage limits and prevent abuse

4. Third-Party Services

We use the following third-party services that may process your data:

• Anthropic (Claude AI) — processes conversation content to generate AI responses
• Stripe — processes payment information
• Resend — sends transactional emails

5. Data Retention

Account data is retained while your account is active. Submission data is retained for the duration of your subscription. Upon account deletion, your data is permanently removed within 30 days.

6. Data Security

We implement industry-standard security measures including encrypted connections (TLS), secure password hashing, and access controls. However, no method of transmission over the internet is 100% secure.

7. Your Rights

You have the right to:

• Access your personal data
• Correct inaccurate data
• Delete your account and associated data
• Export your submission data

8. Data Controller Responsibilities

As a user of IntakeChat, you act as the data controller for information collected from your clients. You are responsible for:

• Informing clients about data collection and use
• Obtaining necessary consent where required
• Complying with applicable privacy laws in your jurisdiction

9. Cookies

We use essential cookies for authentication and session management. We do not use tracking or advertising cookies.

10. Changes to This Policy

We may update this policy from time to time. We will notify you of significant changes via email.

11. Contact

For privacy-related questions, contact us at [email protected].