Privacy Policy

Last updated: April 8, 2026

clericari ("we," "our," or "us") provides AI-powered business assistant services to small businesses. This Privacy Policy describes how we collect, use, and protect information when you use our services or visit our website at clericari.com.

1. Information We Collect

Information you provide to us:

• Contact information (name, email, phone number, business name)
• Business information shared during onboarding (services offered, pricing, scheduling preferences, communication style)
• Communications sent through our platform (emails, SMS messages, call metadata)

Information collected automatically:

• Call metadata (caller phone number, call time, call duration)
• SMS message content processed by your assistant
• Email content processed by your assistant
• Calendar and scheduling data
• Website usage data (pages visited, browser type)

2. How We Use Your Information

We use collected information to:

• Provide and operate your AI business assistant
• Process and respond to communications on your behalf
• Learn your business patterns and preferences to improve service quality
• Send you service notifications and summaries
• Improve and develop our services
• Comply with legal obligations

3. Data Ownership and Portability

Your business data belongs to you. All operational intelligence, learned patterns, customer interaction summaries, and business preferences that your assistant learns are exportable at any time in a standard, open format. You may request a full export of your data at any time by contacting us. If you cancel your service, you may request a complete data export within 30 days of cancellation.

4. How We Protect Your Information

We implement industry-standard security measures including:

• Encryption of data in transit (TLS) and at rest
• Isolated data storage per client — your data is never mixed with other clients' data
• OAuth-based authentication for connected services (email, calendar, accounting)
• Access controls and credential management through AWS security infrastructure

5. Third-Party Services

We use the following third-party services to provide our platform:

• Amazon Web Services (AWS): Cloud infrastructure, AI processing, and data storage
• Twilio: SMS messaging and phone services
• Google APIs: Gmail and Google Calendar integration (with your explicit authorization)

We do not sell, rent, or share your personal information or business data with third parties for marketing purposes.

6. SMS Communications

When you or your customers interact with our service via SMS:

• Message and data rates may apply
• Recipients may opt out at any time by replying STOP
• Message frequency varies based on business activity
• We comply with all applicable telecommunications regulations including A2P 10DLC requirements

7. Data Retention

We retain your data for as long as your account is active. After cancellation, we retain data for 30 days to facilitate export requests, after which it is permanently deleted. You may request immediate deletion at any time.

8. Your Rights

You have the right to:

• Access all data we hold about your business
• Export your data in a portable format at any time
• Request correction of inaccurate data
• Request deletion of your data
• Opt out of any automated communications

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify active clients of any material changes via email or SMS.

10. Contact Us

If you have questions about this Privacy Policy or your data, contact us at:

clericari
Utah County, Utah
Email: privacy@clericari.com