Introduction
Clerkie commits to safeguarding privacy through this policy, which applies to personal data collected during business operations. The policy guides Customers, Agents, and End Users on data utilization practices.
Clerkie operates in two distinct capacities:
- Controller: When users sign up for Services, visit websites, or interact through other channels, Clerkie uses data to provide products, contact about relevant content, and improve services.
- Processor: When Customers use Services to collect personal data for business activities, Clerkie acts as a processor under the Clerkie Data Processing Agreement.
“Personal Data” means information relating to an identified or identifiable individual. Users can exercise privacy rights as described in the “Your Privacy Rights and Choices” section when Clerkie acts as controller. For data processed on behalf of customers, users should contact the customer directly.
Clerkie updates this Privacy Policy periodically and encourages review. Material changes prompt direct notification to active agreement holders via email or in-app notification.
For improvement suggestions, contact support@clerkie.io.
1. What Information We Collect And Process
1.1 Information You Provide to Clerkie
Mobile phone numbers collected are not sold, rented, licensed, or otherwise shared with third parties for their marketing or advertising purposes.
1.1.1 When You Visit Our Websites
Personal Data collected from web forms includes email addresses, names, job titles, and business information. Website exploration without providing Personal Data remains possible.
1.1.2 Inbound and Other Event Information
Event registration collects names, addresses, phone numbers, and email addresses. This information facilitates communication and registration, with data potentially shared with service providers for event logistics and future experience improvement.
1.1.3 Account and User Information
Personal Data is collected during account signup, user information creation or modification, preference settings, and related access authorization activities.
1.1.4 Payment Information
Payment and billing information, including billing addresses and contacts, is collected for paid products. Secure third-party payment service providers manage processing through secure channels.
1.1.5 Testimonials
Testimonials and comments posted on websites may contain Personal Data.
1.2 Information We Process on Behalf of Customers When They Use the Services
Services help consumers and businesses with obligation repayment. Customers may process Personal Data including names, emails, addresses, phone numbers, and other information, termed “Customer Data.”
Information is stored and processed on Clerkie servers as a processor according to the Clerkie Terms of Service. Customers control their information and bear responsibility for regulatory compliance regarding notice, disclosure, and consent before transferring Personal Data to Clerkie.
For questions about processed Personal Data, contact the customer directly.
1.3 Information We Collect and Process When You Use the Services
1.3.1 Usage Data
Usage data captures metrics regarding Service interaction, including feature usage frequency, object opening/closing times, and workflow trigger frequency.
1.3.2 Mobile
Mobile application access automatically collects device models, versions, operating systems, and device identifiers.
1.3.3 Log Files
Automatic collection captures computer hardware and software information, including IP addresses, browser types, domain names, ISPs, viewed files, operating systems, access times, and referring website addresses.
Information is collected in these instances, subject to customer settings:
- When customer agents log in and access Clerkie suite tools
- When individuals visit customer websites hosted by Clerkie services
- When individuals visit self-hosted customer websites using Clerkie plugins, scripts, or embedded content
- From third-party features and content
1.3.4 Third-Party Integrations
Third-party integrations may require permissions for data access or information sending. Users must review authorized integration permissions. Clerkie collects data about integration types used in accounts.
Granted permissions allow third-party access to view, store, and modify Clerkie account data. Clerkie bears no responsibility for third-party practices.
1.4 Information We Collect from Other Sources
1.4.1 Clerkie Partners
Information about users or Agents comes through partner networks via deal and lead registration processes or co-marketing partnerships. For example, webinar signups or whitepaper downloads involving Clerkie and partner co-marketing arrangements may result in data collection.
1.4.2 Personal Data from Different Sources
Third-party providers and public sources supply Personal Data including addresses, job titles, emails, phone numbers, and IP addresses. This supports product and service updates, customer identification, personalized advertising, product suggestions, personalized communications, and event promotion.
2. How We Use Personal Data
2.1 To Communicate with You About the Services
Account information sends transactional emails or in-app notifications regarding billing, account management, and administrative matters. Information also supports product and service recommendations and customer support for technical issues, outages, and bugs.
2.2 To Provide the Services
Account information and Customer Data enable Service provision. Signup email addresses create user accounts, facilitate authentication, and support customer assistance.
2.3 To Improve and Develop Our Services
Log files and usage data guide product development and improvement. Data assesses trends and usage to identify potential feature or integration interests.
Customer Data may support feature development and model training. Users may opt out, though some features require participation.
Statistical information about Service usage is published in aggregated, non-identifying format. Blog posts on trends and end-user interaction insights exemplify this practice.
2.4 To Secure and Protect our Product and Clerkie Users
Account information investigates and prevents security incidents while meeting legal requirements. Information verifies accounts, product signups, and detects product abuse through Acceptable Use Policy enforcement.
Log files provide website usage statistics including navigation patterns and login countries for analytics, export control, and regulatory purposes. IP addresses are collected for security and debugging, tracking access patterns and investigating security events.
Automatically collected data associates with provided Personal Data including names, emails, addresses, and phone numbers.
2.5 To Market and Promote the Services
Personal Data advertises and promotes products, services, and offerings via post, email, or other means. Marketing communications regarding business offerings are sent.
Recipients may opt out via communication instructions, though administrative contacts continue. Unsubscription from marketing lists does not prevent administrative contact.
Telephone outreach regarding Clerkie products may occur. Scheduled calls may be recorded and transcribed with prior notification and opt-out opportunity. SMS outreach includes opt-out options.
Where legally required, marketing communications require consent. Otherwise, promotion relies on legitimate business interests.
Information from third-party providers combines with other collected information for updates, improved services, personalized communications, event promotion, and user experience improvement.
2.6 Other Purposes if We Obtain Your Consent
Data may be used for additional purposes with explicit consent.
3. How We Share Personal Data
3.1 Service Providers
Personal Data shares with third-party service providers supporting websites, products, and services. Providers assist with data hosting, information provision, statistical analysis, information supplementation, Service development, and customer service.
Service providers cannot use Personal Data beyond directed purposes and must maintain information confidentiality. All third-party sharing requires adherence to Clerkie privacy and data protection policies.
3.2 Partners
Personal Data shares with trusted Clerkie partners for: contacting based on communication preferences, statistical analysis performance, customer support, and partner program and Service improvement. Partners cannot use Personal Data beyond these purposes and must maintain confidentiality.
Co-marketing partnerships provide relevant content. Partner identification and privacy policy links accompany data sharing. Users retain choice in Personal Information disclosure. Co-marketing partners must adhere to Clerkie privacy and data protection policies.
3.3 Corporate Events
Asset acquisition by another company through merger, acquisition, bankruptcy, or otherwise transfers all gathered information. Notification occurs via email and prominent website notice regarding ownership changes, Personal Data uses, and related choices.
3.4 Compelled Disclosure
Clerkie reserves rights to use or disclose Personal Data if legally required or if use or disclosure protects rights, safety, fraud investigation, or legal compliance. Customer Data is Confidential Information; review Clerkie Terms of Service confidentiality terms for details.
3.5 Clerkie, Other Companies, and Affiliates
Personal Data shares with current and future parents, Affiliates, subsidiaries, and common control entities to fulfill requests or for Privacy Policy-permitted purposes.
4. How We Store and Secure Personal Data
4.1 Data Storage and Security
Security technologies and procedures protect Personal Data from unauthorized access, use, or disclosure. Controlled, secure computer servers protect provided Personal Data from unauthorized access, use, or disclosure. Appropriate physical, technical, and organizational measures protect all Personal Data.
4.2 Retention of Personal Data
Retention duration depends on information type and collection/storage method. After reasonable periods and explicit customer approval, information is deleted or anonymized, or securely stored and isolated from further use until deletion becomes possible.
Personal Data retention occurs where ongoing legitimate business needs exist, such as legal obligation compliance, dispute resolution, and agreement enforcement.
Without ongoing legitimate business needs, Personal Data is securely deleted, anonymized, or, if impossible, securely stored and isolated from further processing until deletion becomes possible. Earlier deletion occurs upon user request.
Marketing communication recipients see retained marketing preference information for reasonable periods from last interest expression, such as last email opening or account cessation. Cookie and tracking technology-derived information retention spans reasonable periods from creation dates.
Customer-related data processing is stored and secured per Clerkie Terms of Service and Customer Data Processing Agreement.
5. Cookies and Similar Technology
5.1 Cookies
Website visits, account signups, virtual event attendance, or Clerkie information requests automatically collect information via tracking technologies like cookies and tracking pixels. The Cookie Policy provides opt-out information.
Cookies and similar technologies analyze trends, administer websites, monitor visitor navigation, and gather demographic information.
6. Your Privacy Rights and Choices
6.1 Personal Data Requests
Location and applicable laws may grant these data protection rights:
- Access, Correction or Deletion: Request access, correction, updates, or deletion of Personal Data.
- Objection or Restriction: Object to Personal Data processing, restrict processing, or request portability.
- Withdraw Consent: Withdraw previously granted Personal Data processing consent. Withdrawal does not affect prior processing lawfulness or processing relying on other lawful grounds.
Exercise these rights by contacting support@clerkie.io or:
Henry Labs, Inc.
619 7th St
San Francisco, CA 94103
Attn: Clerkie
Identity verification via appropriate methods protects Personal Data. Authorized agents may submit requests in some jurisdictions. Agents must confirm identity and authority per applicable laws. Rights exercise remains free from discrimination.
Responses to data change, correction, or deletion requests occur within reasonable timeframes with action notification. Some rights may be limited where fulfillment impairs others’ rights, requested service provision ability, or legal obligation and rights enforcement capability.
Location and applicable laws may grant data protection authority complaint rights regarding collection and use.
Customers, prospects, or Clerkie customer interactors wishing to access, correct, amend, or delete customer-controlled data should contact the relevant customer directly. Clerkie processor status means customer fulfillment support when applicable.
6.2 Anti-Spam Policy
The Acceptable Use Policy applies to Clerkie and customers, prohibiting unsolicited commercial email violations and requiring opt-out mechanisms and required information in every Service-sent email. All customers must agree to Acceptable Use Policy adherence, with violations resulting in immediate suspension or termination.
6.3 To Unsubscribe from Our Communications
Unsubscribe methods include:
- Clicking bottom “unsubscribe” links in emails
- Writing verifiable requests to:
Henry Labs, Inc.
619 7th St
San Francisco, CA 94103
Attn: Privacy and Data Protection Officer
Customers cannot opt out of transactional Clerkie account or Service emails.
6.4 To Unsubscribe from Our Customers’ Communications
Customers solely control their own communications; Clerkie cannot unsubscribe users. Customer-interacting individuals unsubscribe by working directly with customers.
7. California Privacy Rights
7.1 Applicability
This section applies to California consumers. “Personal Information” has California Consumer Privacy Act (“CCPA”) meaning. It describes business-role collection, use, and sharing of California consumer Personal Information and applicable rights.
Disability or physical/mental impairment preventing Privacy Policy access should be reported for alternative format information supply.
7.2 How We Collect, Use, and Disclose Your Personal Information
These statutory Personal Information categories were collected in the past twelve (12) months:
- Identifiers: Names, email addresses, mailing addresses, phone numbers directly from you, Agents, or End Users.
- Commercial information: Subscription records directly from you or Agents.
- Internet or network information: Browsing and search history directly from devices.
- Geolocation data: IP addresses from devices.
- Financial information: Payment information or financial account numbers from you or End Users during obligation repayment or payment.
- Professional data: Job titles and companies directly from you or End Users.
- Other Personal Data: Online, phone, or mail interaction information regarding help desk support, surveys, contests, or Subscription Service provision.
- Inferences: Inferences drawn from any categories alone or combined.
Personal Information sources include:
- Direct provision by you, Agents, or End Users
- Service activity, direct and indirect
- Third parties interacting in connection with performed Services
Collection business and commercial purposes appear in this Privacy Policy. Third-party disclosure categories appear in the “How We Share Personal Data” section. Retention periods appear in the “How We Store and Secure Personal Data” section.
In preceding 12 months, no information “sold” or “shared” (CCPA-defined) to advertising partners has occurred.
7.3 Your California Rights
Certain personal information rights exist regarding collected or maintained information. These rights are not absolute; requests may be declined as law permits. Rights include:
- Access right: Request disclosure of collected and maintained Personal Data within the past 12 months.
- Deletion right: Request Personal Data deletion collected or maintained, subject to exceptions.
- Correction right: Request inaccurate Personal Data correction.
- Direct marketing information right: Request third-party or Affiliate direct marketing disclosure categories.
- Sensitive personal information limitation right: Direct businesses to use sensitive personal information only for limited purposes. Sensitive personal information collection occurs only for law-permitted purposes or with consent. Sensitive personal information is not collected or processed for characteristic inference.
- Appeal right: Appeal decision denials under applicable laws.
- Non-discrimination right: No discriminatory treatment follows privacy rights exercise.
Appeal requests receive responses as reasonably soon as possible, no later than legally required.
As noted in “Information We Process on Behalf of Customers When They Use the Services,” customers control their processed information and bear regulatory compliance responsibility. Appeal requests regarding this data should contact customers directly.
7.4 How to Exercise Your California Rights
Self-exercise or authorized agent designation for rights exercise is possible. Identity verification via appropriate request-type methods protects Personal Data. Requests may require names and email addresses. Authorized agents need written permission and identity verification. Requests without proof of authorization may be denied.
Legally permitted timeframes govern responses. Multiple requests in the same 12-month period may incur reasonable fees as law permits.
Use below contact details or the “Your Privacy Rights and Choices” section for:
- Alternative format policy access
- Described rights exercise
- Privacy practices or rights learning
- Authorized agent designation for requests
Exercise rights by contacting support@clerkie.io or:
Henry Labs, Inc.
619 7th St
San Francisco, CA 94103
Attn: Privacy and Data Protection Officer
8. Other Important Privacy Information
8.1 Information About Children
Clerkie’s websites, products, and services target audiences aged 16 and above. Personal Data about children under 16 is not knowingly or intentionally collected. Report suspected under-16 collection to support@clerkie.io for deletion.
9. Contact Us
9.1 Contact Information
Privacy Policy questions, privacy practice inquiries, or disability-related alternative format access needs may be directed to:
Email: support@clerkie.io
Postal Mail:
Henry Labs, Inc.
619 7th Street
San Francisco, CA 94103