Legal

Privacy Policy

High-level outline for legal review. Please have an attorney expand this into a comprehensive Privacy Policy tailored to your infrastructure.

1. Information we collect

  • Account details you provide (name, email, etc.)
  • Uploaded documents, files, and manual notes
  • Limited usage logs such as login times, device/browser type, and basic analytics

2. How we use your information

  • Provide and improve the Carefolio service
  • Process documents with AI to extract and summarize content
  • Maintain security and prevent abuse
  • Communicate with you (updates and support)

3. Sharing your information

  • With infrastructure/service providers under appropriate contracts
  • When required by law or to protect safety and rights
  • With recipients you explicitly choose when sharing a bundle or link

4. Data security

  • Technical and organizational measures including encryption and access controls
  • No system is perfectly secure, but we follow industry-standard safeguards

5. Your choices & rights

  • Access certain information
  • Correct or delete data where applicable
  • Request account deletion (instructions will be provided)

6. Data retention

  • We retain information while your account is active or as needed to provide the service
  • Deleted items may remain in backups for a limited period

7. International users

  • If data transfers occur, we’ll describe protections for regions outside the primary hosting location

8. Changes to this policy

  • We may update the Privacy Policy over time
  • Material changes will be highlighted; continued use after updates indicates acceptance

9. Contact

  • Questions or requests: info@carefoliohealth.com