Privacy Policy

This Privacy Policy applies to information we collect through:

• Our public website and landing pages
• Intake forms and quote request forms
• Upload portals and delivery portals
• Email, text, and other communications with us
• Internal workflows used to provide our services

This Privacy Policy does not apply to third-party websites, services, or platforms we do not control, even if we link to them.

We may collect the following categories of information.

A. Contact and account information

• Name
• Company name
• Email address
• Phone number
• Mailing address
• Login credentials, if applicable

B. Project and transaction information

• Project name
• Contract value
• Retainage estimate
• Due dates
• Divisions involved
• Urgency selections
• Project fit and intake data
• Service selections
• Payment-related records, invoices, and order information

C. Uploaded content and project documents

• Manuals
• Warranties
• Test reports
• Specifications
• Drawings
• Photos
• Spreadsheets
• Deficiency information
• Other files or content you upload or send to us

D. Usage and technical information

• IP address
• Browser type
• Device information
• Referring URL
• Pages viewed
• Timestamps
• Request IDs
• Portal access events
• Cookies and similar technologies, if used

E. Communications

• Messages you send us
• Support requests
• Intake responses
• Emails and related communication history

F. Inferences and workflow metadata

• Fit scoring
• Readiness scoring
• Support-lane classification
• Issue prioritization
• Workflow status
• Generated summaries and recommendations based on your provided data

We collect information:

• Directly from you when you submit forms, upload files, request services, or communicate with us
• Automatically through website and portal usage logs, cookies, and similar technologies
• From service providers supporting hosting, storage, analytics, communications, identity/session management, and payment operations
• From documents and files you authorize us to process

We may use information to:

• Provide, operate, maintain, and improve our services
• Create and manage project records
• Process uploads, OCR, classification, extraction, review, generation, and delivery workflows
• Evaluate project fit, readiness, and support lane
• Generate closeout deliverables, summaries, and missing-items requests
• Communicate with you about your project, uploads, status, deficiencies, and deliveries
• Authenticate users and protect portals
• Process transactions and maintain billing records
• Troubleshoot, secure, monitor, and audit our systems
• Enforce our Terms of Service and protect our legal rights
• Comply with legal obligations
• Develop service analytics, internal reporting, and workflow improvements

We may use automation, OCR, artificial intelligence, machine learning, and rules-based systems to process your files and assist with classification, extraction, summarization, deficiency identification, prioritization, and document generation.

These systems are used to support our service workflows. We may also use human review in connection with these workflows.

We do not use your information to make solely automated decisions with legal or similarly significant effects on you in a consumer-credit, employment, housing, insurance, or similar context.

We may disclose information to the following categories of recipients.

A. Service providers and subprocessors

We may disclose information to service providers and subprocessors that help us operate the business and deliver the services, including providers for:

• Cloud hosting and application infrastructure
• Database hosting and managed storage
• AI, OCR, and document-processing services
• Email delivery and communications
• Payment processing
• Analytics, monitoring, and operational tooling
• Document generation and file conversion
• Security, authentication, and session management

We may maintain a separate subprocessor list and update it from time to time as our vendor stack changes. View our current Subprocessor List.

B. Professional advisors

We may share information with attorneys, accountants, insurers, auditors, or similar advisors where reasonably necessary.

C. Legal and safety disclosures

We may disclose information if we believe in good faith that doing so is necessary to:

• Comply with law, subpoena, court order, or legal process
• Protect rights, safety, or property
• Investigate fraud, abuse, security incidents, or violations of our Terms

D. Business transfers

We may disclose information in connection with a proposed or completed merger, acquisition, financing, restructuring, sale of assets, or similar transaction.

E. With your direction

We may disclose information when you instruct us to do so or clearly authorize it.

We do not sell personal information for money.

We do not knowingly share personal information for cross-context behavioral advertising in the ordinary course of our closeout-documentation service.

If our practices change, we will update this Privacy Policy and provide any rights or notices required by applicable law.

We may use cookies, local storage, pixels, and similar technologies to:

• Keep you logged in
• Maintain sessions
• Remember preferences
• Measure traffic and page usage
• Improve website performance and reliability
• Support security and fraud prevention

You can adjust browser settings to control cookies, but some parts of the site may not function properly if cookies are disabled.

We may use analytics or similar tools to understand website traffic, campaign performance, and site usage. Those tools may collect device and browsing information, such as IP address, browser type, pages viewed, and interaction data.

We retain information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide services, maintain project records, comply with legal, tax, accounting, and contractual obligations, resolve disputes, enforce our agreements, and maintain security and backup records.

Unless a longer period is required by law or reasonably necessary for a specific dispute, claim, or audit:

• Project files, uploaded documents, generated deliverables, and project records: retained for up to 7 years after project delivery or project closure
• Billing, payment, invoice, and tax-related records: retained for up to 7 years
• Server logs, access logs, request logs, and security logs: retained for up to 12 months
• Routine support and project communications: retained for up to 3 years after project delivery or closure
• Portal access tokens and temporary access records: retained only as long as needed for service delivery, security, and audit purposes

We may retain information longer where reasonably necessary to investigate fraud, enforce our rights, comply with law, or preserve evidence relating to a dispute or claim.

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, disclosure, alteration, or destruction.

However, no method of transmission over the Internet or method of storage is completely secure, and we cannot guarantee absolute security.

You may choose not to provide certain information, but that may prevent us from providing the service or certain features.

You may also:

• Request updates or corrections to certain information
• Opt out of non-essential marketing emails by using the unsubscribe link where applicable
• Contact us about portal access issues or revocation requests

Depending on where you live and whether applicable privacy laws cover our business, you may have rights such as:

• The right to know what personal information we collect, use, disclose, or retain
• The right to request deletion of certain personal information
• The right to request correction of inaccurate personal information
• The right to opt out of sale or sharing, if applicable
• The right to limit use of sensitive personal information, if applicable
• The right not to be discriminated against for exercising applicable privacy rights

If you would like to submit a privacy request, contact us at:

We may need to verify your identity before responding. We may deny or limit requests where permitted by law.

If California law applies to our business, we will respond in accordance with the CCPA/CPRA and related regulations. California's privacy law requires covered businesses to describe rights such as the rights to know, delete, correct, opt out, limit, and non-discrimination, and to explain how consumers can exercise them.

We ask that you do not provide highly sensitive personal information unless it is genuinely necessary for the project. If project files contain sensitive information, you represent that you are authorized to provide it for processing in connection with the services.

We do not intentionally request information about children, health conditions, biometric identifiers, or similar highly sensitive categories unless clearly necessary and lawfully provided.

Our services are intended for business use and are not directed to children under 13. We do not knowingly collect personal information from children under 13 through our public-facing services.

Our services are intended primarily for users in the United States. If you access the services from outside the United States, you understand that your information may be transferred to and processed in the United States.

Our website or services may contain links to third-party sites or may integrate with third-party tools. We are not responsible for the privacy practices of those third parties. Please review their privacy policies separately.

We may update this Privacy Policy from time to time. When we do, we will post the updated version and update the "Last Updated" date above. Your continued use of the services after the updated version is posted means you accept the revised Privacy Policy, to the extent permitted by law.

If you have questions about this Privacy Policy or our privacy practices, contact us at: