Privacy Policy

• Account Information: When you register for Process Place, we collect your name, email address, agency name, website URL, and password.
• Team Member Information: Agency owners may add team members, including their names, email addresses, roles, and hourly rates.

• Client and Lead Information:Information about your clients and leads entered into the platform, including names, email addresses, phone numbers, company details, project descriptions, budgets, timelines, and other intake form responses.
• Financial Information: Pricing models, project costs, invoicing details, and payment information processed through our Stripe integration. We do not directly store full credit card numbers; payment processing is handled by Stripe in accordance with PCI-DSS standards.
• Proposals, Contracts, and Documents: Content you create, upload, or generate through the Service, including proposals, contracts, briefs, project files, and brand assets.
• Communications: Messages exchanged through the platform’s built-in messaging system, support requests, and any other communications you send us.

• Usage Data: We collect information about how you interact with the Service, including pages visited, features used, actions taken, timestamps, and session duration.
• Device and Browser Information: IP address, browser type and version, operating system, device type, and screen resolution.
• Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to maintain your session, remember your preferences, and analyze usage patterns. See Section 6 for more details.

We use the information we collect for the following purposes:

• Providing the Service: To operate, maintain, and deliver the features of Process Place, including client intake, proposal generation, contract management, invoicing, project tracking, and profitability dashboards.
• AI-Powered Features: To generate briefs, proposals, call summaries, and pricing suggestions using our AI systems.
• Communication: To send you transactional notifications (e.g., when a client books a call, signs a contract, or makes a payment), product updates, and support responses.
• Improvement and Analytics: To understand how users interact with the Service, identify issues, and improve functionality and user experience.
• Security: To detect, prevent, and address fraud, abuse, and security incidents.
• Legal Compliance: To comply with applicable laws, regulations, and legal processes.

We do not sell your personal information. We may share information in the following circumstances:

• With Your Agency Team: Agency owners and authorized team members within your organization can access shared project data, client information, and platform content as configured by your agency’s settings.
• With Your Clients: Information included in proposals, contracts, invoices, and client portal content is shared with the relevant clients as part of the Service’s core functionality.
• Service Providers: We share information with third-party service providers who help us operate the Service, including Supabase (database and authentication), Vercel (hosting), Stripe (payments), Cal.com (scheduling), Recall.ai (call recording), DocuSeal (e-signatures), and our AI/LLM providers (OpenAI or Anthropic). These providers are contractually obligated to use your information only to provide services to us.
• Legal Requirements: We may disclose your information if required to do so by law, regulation, legal process, or governmental request.
• Security:Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.
• With Your Consent: We may share information for any other purpose with your explicit consent

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of personal information. As noted above, we do not sell personal information. To exercise your CCPA rights, contact us at support@process.place.

Process Place is operated from the United States. If you are accessing the Service from outside the United States, your information may be transferred to, stored, and processed in the United States or other countries where our service providers operate. By using the Service, you consent to such transfers. We take appropriate safeguards to ensure your data is protected in accordance with this Privacy Policy.

The Service is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete it promptly. If you believe a child has provided us with personal information, please contact us at support@process.place.