Privacy Policy

Categories of Information Collected

We may collect contact and business information, project and service information, account and portal information, payment and billing information, AI and data consent records, technical usage information, and business communications.

• Contact details such as name, business name, title, email, phone, website, industry, location, project interest, inquiry details, scheduling details, and other information you provide.
• Project details such as workflow notes, requirements, system diagrams, operational details, tool lists, account information, files, screenshots, records, support requests, feedback, acceptance notes, change requests, and related communications.
• Portal or account details such as account identifiers, authentication records, organization membership, permissions, project records, work session notes, files, consent records, support records, and usage records.
• Billing details such as billing contact details, invoice records, payment status, amounts, timestamps, customer IDs, subscription IDs, receipt references, and other payment references. Clearstep does not intend to store raw payment card numbers.
• AI consent details such as consent state, project purpose, data type, AI provider, human review status, timestamps, and related project notes.
• Technical details such as IP address, device information, browser type, pages visited, timestamps, authentication events, error logs, security logs, spam-prevention signals, and similar operational data.

Sources of Information

• Information you submit through the website, inquiry form, email, calls, project communications, payment flows, client portal, support requests, and shared files.
• Information from client-authorized third-party tools, accounts, vendors, APIs, business systems, documents, and software platforms.
• Information generated through Clearstep project work, including work sessions, implementation notes, support logs, consent records, and system activity.
• Information from service providers such as hosting, authentication, payment, form, email, analytics, security, spam-prevention, and AI providers.
• Publicly available business information, such as business websites, public listings, public social pages, and other sources used for project fit review or communication.

Sensitive Data Warning

Please do not submit passwords, payment card numbers, Social Security numbers, protected health information, tax records, payroll records, legal case files, child or minor information, bank account details, confidential customer files, or other highly sensitive information through the public inquiry form.

Clearstep does not accept regulated, highly sensitive, healthcare/PHI, legal case, tax, payroll, financial-account, government-ID, or child/minor data unless Clearstep has specifically agreed in writing through a project-specific scope and any required addendum. Clearstep does not provide legal, medical, tax, accounting, investment, insurance, or financial advice.

Business Purposes for Collection and Use

• Review project inquiries and determine fit.
• Communicate with clients and prospective clients.
• Scope, build, launch, support, and improve software systems.
• Create dashboards, portals, workflows, integrations, automations, and AI-assisted tools.
• Manage invoices, payments, receipts, subscriptions, retainers, and billing records.
• Document approvals, consent, change requests, acceptance, and work sessions.
• Protect accounts, systems, client data, and business operations.
• Prevent spam, abuse, fraud, unauthorized access, and security incidents.
• Improve services and comply with legal, tax, accounting, contractual, and regulatory obligations.

AI-Assisted Processing

Clearstep may use AI tools to assist with software development, debugging, documentation, workflow analysis, summarization, extraction, drafting, classification, routing, and internal project support.

When client data is sensitive, regulated, confidential, or not necessary for the AI task, Clearstep will use reasonable efforts to redact, summarize, or avoid submitting that data to AI tools unless the client has provided consent. Important business decisions, customer-facing outputs, pricing decisions, regulated interpretations, and sensitive communications should be reviewed by a person before use.

Categories of Service Providers and Disclosure

Clearstep does not intend to sell personal information or share personal information for cross-context behavioral advertising.

• Service providers that help operate hosting, database, authentication, email, payments, forms, analytics, security, AI tools, storage, or project delivery.
• Payment processors such as Stripe for invoices, payment methods, receipts, subscriptions, and fraud prevention.
• AI providers where authorized, redacted, or appropriate for the project.
• Subcontractors or contractors who help provide services, subject to confidentiality obligations.
• Professional advisers such as attorneys, accountants, insurers, or consultants.
• Government, legal, or regulatory authorities when required by law or needed to protect rights, safety, security, or enforce agreements.
• Successors or buyers in connection with a merger, sale, financing, reorganization, or transfer of all or part of the business.

Whether Information Is Sold or Shared

Clearstep does not intend to sell personal information or share personal information for cross-context behavioral advertising. If that changes, Clearstep will update this Privacy Policy and provide any legally required choices.

Cookies, Analytics, and Tracking

Clearstep may use cookies, local storage, pixels, logs, analytics, spam-prevention tools, authentication tools, and similar technologies to operate the website, remember settings, secure forms, understand site performance, prevent abuse, and improve services.

Some tools may be provided by third parties. Browser settings may allow you to block or delete cookies, but some website or login features may not work properly without them.

Do Not Track and Global Privacy Control

Some browsers send Do Not Track or Global Privacy Control signals. Because Clearstep does not intend to sell personal information or share it for cross-context behavioral advertising, those signals are not currently used to change sale/share behavior. If Clearstep later uses technologies that require honoring such signals, this policy will be updated.

Payment Processing

Clearstep may use vendors such as Google/Firebase, Gmail/Google Workspace, Stripe, OpenAI, Anthropic, security/spam-prevention providers, and other software vendors needed to provide services.

Payment card information is processed by Stripe or another payment provider. Clearstep stores payment references and billing status, not raw card numbers.

Security Measures

Clearstep uses reasonable administrative, technical, and organizational measures designed to protect information, including account-based access, role-based permissions where available, private storage, least-privilege access, vendor security controls, and separation of client records where applicable.

No system is perfectly secure. Clients are responsible for their own accounts, credentials, devices, third-party tools, users, and business systems.

Data Retention by Category

Clearstep retains information for as long as reasonably needed to provide services, maintain business records, comply with legal, tax, accounting, contractual, and regulatory obligations, resolve disputes, enforce agreements, preserve audit trails, maintain security, and support clients.

Inquiry and communication records may be kept for fit review, follow-up, and business records. Project, consent, payment-reference, support, acceptance, and work-session records may be kept for the life of the client relationship and for a reasonable period afterward. Technical logs and spam-prevention records may be kept for shorter operational periods unless needed for security, legal, or dispute reasons.

Your Privacy Choices and Requests

If requested and commercially reasonable, Clearstep may help return, export, or delete client files and project materials according to the applicable statement of work, support plan, or handoff agreement. Handoff, export, documentation, migration, or deletion assistance may be billable unless otherwise stated in writing.

To make a privacy request, contact legal@clearstepsystems.com. Clearstep may need to verify the request, confirm authority to act for a business client, retain records required for legal or business purposes, and decline requests that are not required by law or would interfere with contractual, security, tax, accounting, legal, or dispute obligations.

California Privacy Notice

Clearstep is a business-to-business service and may not meet the thresholds that make the California Consumer Privacy Act / California Privacy Rights Act apply. If those laws apply to Clearstep or to a particular request, Clearstep will respond as required by applicable law.

California residents may contact legal@clearstepsystems.com with privacy questions or requests. Clearstep does not discriminate against users for exercising privacy rights that apply by law.

Children's Data

The services are not directed to children and are intended for business users only. If a client project involves child or minor information, the client must not provide that information unless Clearstep has agreed in writing and the client has obtained required permissions, consents, and legal approvals.

International Access and U.S.-Only Services

The services are intended for businesses located in the United States. If you access the website or communicate with Clearstep from outside the United States, you understand that information may be processed in the United States and through U.S.-based or international service providers.

Changes to this Policy

Clearstep may update this Privacy Policy from time to time. The updated version will be posted with a new Last updated date. Continued use of the services after an update means the updated policy applies to later use and later-collected information.

Contact

Clearstep Systems is a service brand operated by Pshichenko Enterprises Inc. Email: legal@clearstepsystems.com.