Your narrative describes personal experiences. We treat it that way.
Your name, firm name, state, email, the answers you give in the interview, any narrative text you paste or upload for a check, and the drafts and reviews produced from them. If you pay, our payment processor (Stripe) handles your card; we never see or store card numbers. We do not ask for your Personal Net Worth figures.
Only to produce your documents and reviews, to let you return to your work, to provide support, and to contact you about your own narrative. We do not sell your information, share it with certifying agencies or anyone else, or use it for advertising.
Your answers are sent to an AI model provider, through an API, to conduct the interview and prepare the draft and review. Payments are processed by Stripe. The site is hosted on a server in the United States.
You can permanently delete your interview answers, drafts and reviews at any time using "Delete my data" at the bottom of your workspace.
Your workspace is reached through a private link. Anyone with the link can view your work, so don't share it.