Information we collect
We may collect information that you choose to provide directly through this website, including when you request demo access, contact us, or otherwise submit information through a form.
That information may include your name, email address, organization name, and any other information you choose to provide in your message or request.
We may also collect basic technical information related to website use, such as browser type, device type, IP address, referral source, and page activity, to help operate and improve the site.
How we use information
We may use information collected through this website to:
- Respond to inquiries and demo requests
- Provide access to the demo environment
- Communicate about Residential Forms, pricing, setup, or onboarding
- Maintain, secure, and improve the website and product experience
- Monitor site usage and troubleshoot operational issues
Demo and client data
The demo environment is intended for evaluation only. It should not be used for real client information, protected health information, or other sensitive personal data.
Demo accounts may be shared, reset, or removed, and information entered into the demo may be deleted. The demo is designed to use sample or test information only.
Retention and security
We retain information for as long as reasonably necessary to respond to requests, provide services, maintain business records, and meet legal or operational requirements.
We use reasonable administrative, technical, and organizational measures to protect information, but no method of transmission or storage can be guaranteed to be completely secure.
Your choices
If you would like to update, correct, or request deletion of information you submitted through this website, contact us using the email address below. We will review requests and respond as appropriate based on the nature of the information and applicable obligations.
Contact
If you have questions about this Privacy Policy or how information is handled through this website, contact: