Privacy Policy

ClientEnforce helps businesses run structured client onboarding workflows. This policy applies to our website, product pages, and platform experiences where we process onboarding-related information.

By using ClientEnforce, you agree to the practices described in this Privacy Policy.

We may collect the following categories of information:

• Account details such as name, email, and organization information.
• Billing and subscription information needed to provide paid plans.
• Usage and diagnostic data related to product performance and reliability.
• Customer and client onboarding data submitted through the platform, including documents, signatures, form responses, and workflow status details.

We use information to operate and improve ClientEnforce, including to:

• Provide and maintain the client onboarding service.
• Authenticate users, manage permissions, and secure accounts.
• Process subscriptions, invoices, and support requests.
• Improve product quality, performance, and user experience.
• Communicate product updates, operational notices, and service announcements.

ClientEnforce is designed to store onboarding materials submitted by users and their clients. This can include uploaded documents, signatures, and onboarding-related information required to complete onboarding workflows.

Customers are responsible for ensuring they have a lawful basis to collect and process information they upload to ClientEnforce.

We may use cookies and similar technologies for authentication, session management, security, and analytics. These technologies help us understand usage patterns and improve service quality.

You can manage cookie preferences through your browser settings, but some platform functionality may be affected.

We do not sell personal information. We may share data with trusted service providers that support core operations such as infrastructure hosting, payment processing, email delivery, analytics, and customer support.

We may also disclose information where required by law or to protect the rights, safety, and security of ClientEnforce, our users, or others.

We retain personal information for as long as necessary to provide the service, comply with legal obligations, resolve disputes, and enforce agreements.

Retention periods may vary based on account status, contractual requirements, and the type of onboarding data involved.

We implement reasonable technical and organizational safeguards designed to protect information against unauthorized access, alteration, disclosure, or destruction.

No method of transmission or storage is completely secure. Customers should also use strong account security practices, including password hygiene and access control.

Depending on where you access the service, information may be transferred to and processed in countries other than your own. Where required, we use appropriate safeguards for cross-border data transfers.

Depending on your jurisdiction, you may have rights related to access, correction, deletion, restriction, portability, or objection to processing of personal data.

To request assistance with privacy rights, contact us at support@clientenforce.com.

ClientEnforce is used by businesses that collect onboarding data from their own clients. Customers are responsible for defining lawful collection practices, configuring onboarding requirements appropriately, and limiting access to authorized internal users.

When building onboarding workflows, customers should request only the information needed for service delivery and compliance. Teams should also review retention settings regularly and remove outdated data according to legal and contractual requirements.

For implementation guidance, visit our client onboarding checklist and onboarding documents guide to design workflows that are both efficient and privacy-aware.

For privacy questions, requests, or complaints, contact support@clientenforce.com.

If you need postal contact details for legal or compliance matters, request them by email and we will provide the appropriate point of contact.

You can also visit our Contact page for general inquiries.