Privacy Policy

1. Introduction

Round Table Strategy LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our customer relationship management platform (the "Service").

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the Service.

2. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide when using our Service, including:

• Name and contact information (email address, phone number)
• Account credentials (email and password)
• Professional information (company name, job title)
• Client and contact data you input into the system
• Policy and financial information related to your business

Automatically Collected Information

When you access our Service, we may automatically collect:

• Device information (browser type, operating system)
• Log data (access times, pages viewed, IP address)
• Usage patterns and preferences

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our Service
• Process transactions and manage your account
• Send administrative information and updates
• Respond to your inquiries and provide customer support
• Monitor and analyze usage patterns and trends
• Protect against unauthorized access and legal liability
• Comply with legal obligations

4. Data Storage and Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our data is stored on secure servers with encryption at rest and in transit.

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

5. Data Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service Providers: With trusted third-party service providers who assist in operating our Service
• Legal Requirements: When required by law or to respond to legal process
• Protection: To protect our rights, privacy, safety, or property
• Business Transfers: In connection with a merger, acquisition, or sale of assets
• Consent: With your explicit consent

6. Your Rights and Choices

You have the right to:

• Access and receive a copy of your personal information
• Correct inaccurate or incomplete information
• Request deletion of your personal information
• Object to or restrict certain processing activities
• Withdraw consent where processing is based on consent
• Export your data in a portable format

Account Deletion: Team administrators can permanently delete their team and all associated data directly from the Settings page. This action is immediate and irreversible. We recommend exporting your data before deletion. See our Security page for more details.

7. AI Features & Data Privacy

Certain features in our Service use artificial intelligence to enhance functionality. Here's how we handle your data with AI:

AI Provider

We use Claude by Anthropic for AI-powered features such as contact import parsing and data extraction. Anthropic is a leading AI safety company with enterprise-grade privacy commitments.

How AI Processes Your Data

• No Training: Your data is never used to train AI models
• No Retention: AI providers do not retain your data after processing
• API-Only: Data is sent via secure API calls with enterprise privacy agreements
• Data Minimization: Only the minimum necessary data is sent for processing
• Encrypted Transit: All AI API communications use TLS encryption

AI Features That Process Data

• AI Contact Import: Parses unstructured text (screenshots, PDFs) to extract contact information
• Smart Field Matching: Automatically maps CSV columns to database fields

8. Client Portal Access

Our Service includes a Client Portal feature that allows agents to share task updates with their clients. When using the Client Portal:

• Limited Data Exposure: Clients only see tasks explicitly shared with them by their agent
• PIN Protection: Access requires a secure PIN sent via email
• Session Security: Portal sessions are cryptographically signed and expire after 24 hours
• Revocable Access: Agents can revoke client portal access at any time
• No Account Required: Clients do not need to create an account - they access via secure link + PIN

Client portal access is controlled entirely by the agent. Clients cannot access any data beyond what has been explicitly shared with them through the portal. For more details, please see our Security page.

9. Data Retention

We retain your personal information for as long as your account is active or as needed to provide you with our Service. We may also retain and use your information to comply with legal obligations, resolve disputes, and enforce our agreements. When data is no longer needed, we securely delete or anonymize it.

10. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):

• Right to Know: Request what personal information we collect about you
• Right to Delete: Request deletion of your personal information
• Right to Correct: Request correction of inaccurate information
• Right to Opt-Out: Opt out of the sale or sharing of personal information
• Right to Non-Discrimination: Exercise your rights without discrimination

To exercise any of these rights, email hello@wsbroundtable.com or use the account deletion feature in Settings. We will respond within 45 days.

11. International Users

We welcome users from around the world. Our Service is operated from the United States, and your data is stored on servers located in the United States through our infrastructure providers.

Infrastructure Security: We use enterprise infrastructure providers (Supabase, Vercel, Stripe) that maintain their own security certifications and compliance programs. Our security practices inherit protections from these providers.

Your Data Rights: Regardless of where you are located, you can:

• Access and export your data from Settings
• Request corrections to your information
• Delete your account and all associated data
• Contact us with privacy questions

Questions: Email hello@wsbroundtable.com. We aim to respond within 30 days.

12. Service Providers (Subprocessors)

We use the following third-party service providers to operate and deliver our Service:

Each provider processes data only as necessary to provide their services and is bound by their own privacy policies and data processing agreements.

13. Children's Privacy

Our Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us so we can take appropriate action.

14. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

15. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at: