TrueNote

Privacy Policy

Effective Date: January 1, 2025

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

1. Information We Collect

1.1 Information You Provide to Us

Account Information:

  • Name, email address, phone number
  • Organization name and role within your organization
  • Profile information and preferences

Client Data:

  • Client names, contact information, and addresses
  • Case management information including status, assigned managers, and notes
  • Important dates, subjects, and case details
  • Primary and secondary contact information for clients
  • Tags and categorization data

Support Information:

  • Information you provide when contacting our support team
  • System information and error reports
  • Feedback and feature requests

1.2 Information We Collect Automatically

Usage Data:

  • Log data including IP addresses, browser type, and access times
  • Feature usage and interaction patterns
  • Performance and error data

Device Information:

  • Browser type and version
  • Operating system
  • Screen resolution and window size
  • Language preferences

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our Service
  • Process your account registration and manage your subscription
  • Send you service-related communications
  • Provide customer support and respond to inquiries
  • Ensure the security and integrity of our Service
  • Comply with legal obligations
  • Analyze usage patterns to improve user experience

3. Data Sharing and Disclosure

3.1 Within Your Organization

  • Client data and case information is shared among users within your organization based on your role permissions
  • Organization administrators can manage user access and roles

3.2 Service Providers

We may share information with third-party service providers who assist us in:

  • Hosting and maintaining our Service (Supabase)
  • Processing payments
  • Providing customer support
  • Analyzing usage data

3.3 Legal Requirements

We may disclose your information if required by law or in response to:

  • Valid legal requests or court orders
  • Government investigations
  • Protection of our rights, property, or safety

3.4 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.

4. Data Security

We implement appropriate technical and organizational measures to protect your information, including:

  • Encryption of data in transit and at rest
  • Regular security assessments and updates
  • Access controls and authentication measures
  • Row-level security policies for data isolation

5. Data Retention

We retain your information for as long as your account is active or as needed to provide our Service. You may request deletion of your account and associated data at any time.

6. Your Rights and Choices

6.1 Access and Control

You have the right to:

  • Access and update your account information
  • Export your data through our export functionality
  • Delete your account and associated data
  • Opt out of certain communications

6.2 Data Portability

You can export your client data in CSV format at any time through our Service.

7. Children's Privacy

Our Service is not intended for children under 13 years of age. We do not knowingly collect personal information from children under 13.

8. Healthcare Data Disclaimer

IMPORTANT:

TrueNote CRM is NOT HIPAA-compliant and is intended for non-clinical use only. Do not use this platform to store or process protected health information (PHI) or any data that would be subject to HIPAA regulations. We are not responsible for any violations of healthcare privacy laws resulting from the use of our Service.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

  • Posting the updated policy on our website
  • Sending you an email notification
  • Displaying a notice within the Service

10. Contact Us

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

TrueNote, LLC

512 W 22nd Street

New York, NY 10011

Email: support@truenote.io

11. Governing Law

This Privacy Policy is governed by the laws of the State of New York and the United States of America.