Privacy Policy

1. Who We Are

Client Intelligence LLC ("we") runs Client Intelligence, an AI platform for consultants, at clientintelligence.ai. Questions? Email assistant@joshforti.com.

2. What We Collect

What you give us:

• Your name, email address and company name
• Payment details, which Stripe handles; we never store card numbers
• What you upload, import or bring in from connected apps: files, transcripts, notes, email, meetings and calendar events
• Your chats with the AI
• Feedback you send us

What we collect as you use it:

• Which pages and features you use, and how much AI you use
• Your device, browser, IP address and rough location
• Error reports, so we can fix what breaks

3. How We Use It

• To run Client Intelligence and make it better
• To take payment and manage your plan
• To send you email about your account
• To answer you when you write to us
• To keep the platform safe, working and free of abuse

We do not use your client data or your frameworks to train AI models. Your business content is yours.

4. AI Providers

Chat, voice, research and imports use AI from Anthropic, OpenAI, xAI and Perplexity. What you bring in is read by an AI model so it can be understood and filed in the right place. When you ask the AI for something, your words and the content the request needs are sent to the provider, under that provider's own privacy policy.

5. Who We Share It With

• Supabase — database and authentication hosting
• Vercel — application hosting and infrastructure
• Fly.io — hosting for the always-on service that carries out chats, imports and live document editing
• Composio — authentication, connection management, and API requests for supported connected apps
• Stripe — payment processing
• Anthropic, OpenAI, xAI, Perplexity — AI inference (only the content needed to respond or act on your request)
• Sentry — error tracking and performance monitoring
• Upstash — rate limiting and single-use security checks
• Our code sandbox provider — secure sandboxes that run code the AI writes, on the files you give it
• Resend — sending email, and receiving mail sent to a Client Workspace
• Law enforcement — only when required by valid legal process

We never sell your data. We never use it, Google user data included, for advertising.

6. Security

Every read and every change is checked on our servers against your account and what you are allowed to see, and the database's own rules stand behind that check. A Client Workspace is reached only by the people allowed into it. Stored data is encrypted (AES-256), every connection uses HTTPS (TLS), and keys you give us, such as AI provider keys, are stored encrypted. No security is perfect: if you find a problem, email us right away.

7. What We Keep and What We Erase

• We keep your content while your account is open. A change keeps the earlier version, so you can see what changed.
• A document you remove goes to Trash, where you can bring it back. After 30 days there, the document is erased, but its earlier versions are kept, and so is the original file of a document in a Client Workspace.
• Anything else you remove, such as a chat, a person, a company, a project or a Client Workspace, leaves your lists and search, and is kept, not erased.
• The account's owner can delete the account in Settings. It closes at once: nobody can use it, and its connected apps, AI keys and imports stop. If the owner signs in within 30 days, it all comes back. After 30 days, we start erasing it.
• Disconnecting an app ends our access to it. What it already brought in stays until you remove it.
• Stripe keeps payment records under its own policy.

8. What You Can Do

• Read and correct what you keep, in the app
• Download a document as a Word, PDF or Markdown file, one at a time, from File › Download
• Delete your account, as section 7 says
• Disconnect any app, in Imports, under Connections

For a copy of your data, or for anything else on this page, email assistant@joshforti.com.

9. Google User Data

Signing in with Google only identifies your account. Reaching your Google Drive, Docs, Sheets, Gmail or Calendar takes a separate connection that you make, through Composio, with the permissions Google's consent screen shows. We ask Google only for what the features you turn on need.

Data accessed

• Google Drive: file and folder names, ids, types and dates, and the contents of the files you bring in.
• Google Docs and Sheets: text, tables, values, formulas and formatting, when you ask to open, read, create or edit one.
• Gmail: your email conversations: messages, subjects, senders and recipients, dates, labels and ids.
• Google Calendar: your events: titles, descriptions, times, places, attendees, organizers, links and status.
• Your Google profile: your name and email address, to sign you in and name the connection.

Data usage

We use Google user data only to give you the features you ask for:

• Drive: to let you browse and bring files into the right place. A file you bring in stays in step with Drive: a change there files a new version here.
• Docs and Sheets: to show them and make the reads and edits you ask for.
• Gmail: once connected, Gmail brings your conversations in as documents until you turn that off. Drafts, chats, spam and trash never come in. By default, a conversation only in Promotions, Social or Forums stays in Gmail unless you wrote in it, and an email you delete in Gmail stays here. Gmail is also used to search, read, draft and send the email you request and authorize.
• Calendar: to keep your meetings in step with your calendar and give the AI their context.
• Your profile: to sign you in and connect the right account.
• What comes in is read by an AI model so it can be filed, and when you ask the AI about a file, an email or an event, what the request needs is sent to the model.

We do not use Google Workspace data, raw or derived, to develop, improve or train generalized or non-personalized AI or machine-learning models.

Data sharing

• AI providers (Anthropic, OpenAI, xAI, Perplexity): receive what a read or a request needs, as above.
• Hosting (Supabase, Vercel, Fly.io): Google user data passes through or is stored there to run the service.
• Composio: holds your Google login and carries the requests and answers. We keep the connection's id and status, never the login itself.
• Nobody else: no advertisers, no data brokers.

Storage, protection and deletion

Google user data is protected as section 6 says. What you bring in from Google is kept as documents and meetings, with their text and search index, until you remove it, and section 7 says what removing does. To ask us to delete it, email assistant@joshforti.com.

Limited Use

Client Intelligence's use and transfer of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We use Google user data only to provide or improve user-facing features you request, and we do not sell Google user data, use it for advertising, or use it for unrelated purposes.

How to revoke access

Disconnect any Google app in Imports, under Connections, or revoke access in your Google account at myaccount.google.com/permissions. To remove what came in, remove those documents and meetings, or delete your account.

10. Cookies

Cookies keep you signed in and remember how you left your views. We use no advertising cookies.

11. Children

Client Intelligence is not for anyone under 18, and we do not knowingly collect their data.

12. Changes to This Policy

We may change this policy. The date at the top says when it last changed, and we will tell you about a material change by email or in the app. Using Client Intelligence after that notice means you accept the change.

13. Contact

Client Intelligence LLC
assistant@joshforti.com