Legal draft · review required
Privacy Policy
Read the plain-English draft Privacy Policy for ClientNest. This draft explains information used to provide the client portal and needs legal review.
What this draft covers
ClientNest provides accounts and client workspaces for freelancers and small agencies. When you use the service, you may provide account details such as your name, email, business information, and login credentials. You may also create client records, projects, messages, files, time entries, and invoices.
How information is used
Information is used to provide and maintain the account, show the correct workspace to authorized users, support project collaboration and invoicing, respond to support requests, and protect the service. The final policy should name any analytics, hosting, messaging, email, or storage providers actually used.
Your responsibilities and sharing
Account owners should invite only people who need access and should avoid adding sensitive information that is not needed for the work. Information may be visible to the team members and clients an account owner authorizes. Do not share passwords or payment credentials through project messages.
Retention, security, and your choices
The final policy must describe how long account and project information is retained, how deletion requests are handled, and what happens to backups. ClientNest should use appropriate safeguards, but no online service can promise absolute security.
To ask about personal information associated with an account or to request help, contact [email protected]. A final policy should state the response process and any rights that apply under relevant law.
Changes to this draft
This draft should be replaced with an approved policy before launch and updated when the service or applicable requirements change. Add an effective date after legal review.
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