Privacy Policy
How we collect, use, and protect your information
Last Updated: February 27, 2024

1. Introduction

Client Onboarder ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our website and services (collectively, the "Service").

Please read this Privacy Policy carefully. By using the Service, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

2.1 Personal Information

We may collect personally identifiable information, such as:

  • Name
  • Email address
  • Phone number
  • Billing information
  • Company name and role
  • Any other information you provide voluntarily

2.2 Client Data

When you use our Service, we may collect and process data about your clients that you input into our system. This may include contact information, form responses, and other information related to your client onboarding process.

2.3 Usage Information

We automatically collect certain information when you visit, use, or navigate the Service. This information does not reveal your specific identity but may include:

  • Device and browser information
  • IP address
  • Usage patterns and preferences
  • Referring/exit pages
  • Date/time stamps

3. How We Use Your Information

We may use the information we collect for various purposes, including to:

  • Provide, maintain, and improve the Service
  • Process transactions and send related information
  • Send administrative information, such as updates or changes to our terms
  • Respond to your comments, questions, and requests
  • Send you technical notices, updates, security alerts, and support messages
  • Monitor usage patterns and analyze trends
  • Protect against, identify, and prevent fraud and other illegal activity

4. Data Security

We implement appropriate technical and organizational measures to protect the information we collect and store. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

5. Data Retention

We will retain your personal information and the data we process on behalf of our users for as long as your account is active or as needed to provide you with the Service. We will retain and use this information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements.

6. Your Privacy Rights

6.1 Account Information

You may update, correct, or delete your account information at any time by logging into your account or contacting us.

6.2 Data Subject Rights

Depending on your location, you may have certain rights regarding your personal information, such as:

  • Access to your personal information
  • Correction of inaccurate or incomplete data
  • Deletion of your personal information
  • Restriction of processing of your personal information
  • Data portability
  • Objection to processing

To exercise these rights, please contact us using the information provided below.

7. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our Service and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

8. Third-Party Services

The Service may contain links to third-party websites and services that are not owned or controlled by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

9. Children's Privacy

The Service is not intended for use by children under the age of 16. We do not knowingly collect personally identifiable information from children under 16.

10. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Email: [email protected]

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