1. Who We Are
Clarely is a software-as-a-service platform that provides quoting, scheduling, invoicing, and client management tools for service businesses. Our platform is accessible at clarely.app and our marketing website is at clarely.co.
Contact us about this Privacy Policy at:
Email: privacy@clarely.co
Website: clarely.co/privacy
2. Who This Policy Covers
This Privacy Policy applies to three groups of people:
Operators
Individuals and businesses who create a Clarely account and use our platform to manage their business operations.
End Clients
Individuals whose information is entered into Clarely by an operator — for example, a homeowner who receives a quote from a service business using our platform. If you are an end client, your primary privacy relationship is with the service business that entered your data. Clarely processes your data on their behalf as a data processor. Contact the service business directly for questions about how your data is used.
Visitors
Anyone who visits clarely.co or clarely.app without creating an account.
3. What Data We Collect
Data you provide directly
- Account registration — name, email address, business name, phone number
- Business profile — logo, business address, contact details, payment instruction preferences
- Client records — client names, email addresses, phone numbers, and service addresses entered by operators
- Quote and job information — service descriptions, pricing, scope notes, contract terms, and scheduled dates
- Invoice and payment records — amounts, payment status, and payment method descriptions
- Communications — messages sent to our support team
Data collected automatically
- Log data — IP address, browser type, pages visited, timestamps, and referring URLs
- Device information — device type, operating system, and browser settings
- Usage data — features used, actions taken, and session duration within the platform
- Cookies — see Section 8 for details
Electronic Signature Evidence
When an end client signs a quote electronically through a Clarely-hosted public URL, Clarely collects and retains the following data as a tamper-evident record of the signing event: the signer's IP address, browser and device identifier, the date and time of signing, the full name typed by the signer, and a frozen copy of the consent disclosure presented at the time of signing.
This data is collected by Clarely directly for legal compliance purposes under the Electronic Signatures in Global and National Commerce Act (ESIGN) and the Uniform Electronic Transactions Act (UETA), and is not collected on behalf of the operator. End clients who sign quotes through Clarely-hosted URLs are not required to create an account or agree to Clarely's Terms of Service, but by completing the signing action they acknowledge that this data will be collected and retained as described in this policy.
A brief notice of this collection is displayed on the quote signing page at the point of signature.
Data we do not collect
- Credit or debit card numbers — subscription payments are processed by Stripe. We do not store payment card information at any time.
- Client payment transactions — operators record payment instructions (such as Venmo or Zelle handles) as structured fields only. We do not process or store actual financial transactions between operators and their clients.
4. How We Use Your Data
| Purpose | Details |
|---|---|
| To provide the service | Creating and managing accounts, delivering platform features, processing subscriptions, and sending transactional emails on behalf of operators |
| To communicate with you | Sending account notifications, subscription updates, trial reminders, and responding to support requests |
| To improve the platform | Analyzing usage patterns to understand how the product is used. Usage data is anonymized after 12 months. |
| To ensure security | Detecting fraud, preventing unauthorized access, and maintaining platform integrity |
| To comply with the law | Retaining records as required by applicable law, including financial records for tax purposes |
| Electronic signature evidence | IP address, device identifier, timestamp, typed name, and consent disclosure snapshot retained as tamper-evident legal record of electronic signing events to support enforcement of agreements executed through the platform under ESIGN and UETA. Legal basis: legal obligation / legitimate interests. |
| AI feature processing | When you use AI features, your queries and relevant account data are sent to Anthropic Claude to generate grounded responses. Anthropic processes this data under a Data Processing Agreement and does not use it to train AI models. See our Responsible AI Policy at clarely.co/responsible-ai for full details. |
5. Legal Basis for Processing (GDPR)
If you are located in the European Economic Area, we process your personal data under the following lawful bases:
- Contract performance — processing necessary to deliver the service you signed up for
- Legitimate interests — improving the platform, ensuring security, and preventing fraud, where these interests are not overridden by your rights
- Legal obligation — retaining financial and compliance records as required by law
- Consent — where we explicitly ask for your permission, such as optional marketing communications
6. How We Share Your Data
We share data only in the following limited circumstances:
Service Providers
We use trusted third-party services to operate the platform. These providers process data only on our instructions and are contractually bound to protect it.
| Provider | Purpose | Privacy Reference |
|---|---|---|
| Supabase | Database hosting and authentication | supabase.com/privacy |
| Stripe | Subscription billing and payment processing | stripe.com/privacy |
| Resend | Transactional email delivery | resend.com/privacy |
| Anthropic | AI feature processing — queries and relevant account data sent to generate AI responses | https://anthropic.com/privacy |
| Brevo | Transactional email delivery | https://brevo.com/legal/privacypolicy |
Legal Requirements
We may disclose data if required to do so by law, valid court order, or governmental authority. Where legally permitted, we will notify you before disclosing your data.
Business Transfers
If Clarely LLC is acquired by or merges with another company, your data may be transferred as part of that transaction. We will notify you by email and through a notice on our platform before your data becomes subject to a different privacy policy.
7. Data Retention
| Data Category | Retention Period | Basis |
|---|---|---|
| Active account data | Held while account is active | Service delivery |
| Deleted account data | Permanently purged within 30 days of deletion request | GDPR Article 17 / CCPA right to erasure |
| Billing and financial records | Retained for 7 years after account closure | Tax and accounting legal obligation — supersedes deletion requests for this data only |
| Usage and analytics data | Anonymized after 12 months | Legitimate interest — anonymized data carries no privacy risk |
| Audit logs | Retained for 3 years | Security and compliance |
| Electronic signature evidence | 7 years from the date of signing | Legal obligation / legitimate interests. Retained by Clarely as data controller for this specific data category. Retention period runs from the date of the signing event and is not affected by operator account deletion, end client deletion requests, or the termination of the operator's Clarely subscription. Deletion requests for this data category will be evaluated against applicable statutes of limitations and legal hold obligations before processing. |
When you delete your account, your data is immediately soft-deleted — inaccessible in the platform but held in our system for 30 days to allow recovery if the deletion was accidental. After 30 days, permanent and irreversible deletion runs automatically.
8. Cookies
Clarely uses cookies and similar technologies to operate the platform and improve your experience.
- Essential cookies — required for the platform to function. These cannot be disabled. They include authentication tokens and session management cookies.
- Analytics cookies — used to understand how the platform is used. These are anonymized and do not identify you personally. You may opt out in your account settings or browser settings.
We do not use advertising cookies. We do not sell data to advertising networks.
9. Your Privacy Rights
Depending on your location, you have the following rights regarding your personal data. To exercise any right, contact privacy@clarely.co or use the tools available in your account Settings. We will respond within 30 days.
| Right | What It Means | How to Exercise |
|---|---|---|
| Access | Request a copy of all personal data we hold about you | Email privacy@clarely.co or use Settings > Data Export |
| Correction | Request correction of inaccurate or incomplete data | Update directly in Settings or email privacy@clarely.co |
| Deletion | Request permanent deletion of your data | Settings > Delete Account or email privacy@clarely.co |
| Data Portability | Receive your data in a machine-readable format (JSON or CSV) | Settings > Export My Data |
| Restrict Processing | Request we limit how we use your data in certain circumstances | Email privacy@clarely.co |
| Object | Object to processing based on legitimate interests | Email privacy@clarely.co |
California Residents
If you are a California resident, you have the right to know what personal data we collect and how it is used, request deletion, opt out of the sale of personal data (we do not sell personal data), correct inaccurate personal information, and receive non-discriminatory treatment for exercising your rights.
EU Residents
If you are located in the European Economic Area and are not satisfied with our response to a privacy request, you have the right to lodge a complaint with your local data protection authority.
10. Data Security
We implement reasonable technical and organizational measures to protect your data, including:
- Encryption of all data in transit using TLS and encryption of data at rest
- Row-level security policies in our database ensuring each account's data is completely isolated from all other accounts
- Access controls limiting who within Clarely LLC can access production systems
- Regular security reviews of our infrastructure and third-party service providers
No method of data transmission or storage is 100% secure. If you become aware of a security vulnerability or potential breach involving Clarely LLC, please notify us immediately at privacy@clarely.co.
11. International Data Transfers
Clarely LLC operates primarily in the United States. If you access the platform from outside the United States, your data may be transferred to and processed in the United States, where data protection laws may differ from those in your jurisdiction.
Where required by applicable law — including GDPR for transfers from the European Economic Area — we implement appropriate safeguards including standard contractual clauses approved by the European Commission.
12. Children's Privacy
Clarely LLC is not directed at children under the age of 16. We do not knowingly collect personal data from children. If you believe a child has provided us with personal data, please contact us at privacy@clarely.co and we will delete it promptly upon verification.
13. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify you of material changes by email and through a notice in the platform at least 14 days before the change takes effect.
Your continued use of Clarely after the effective date of any updated policy constitutes your acceptance of the changes. The current version is always available at clarely.co/privacy.
14. Contact Us
For any questions, requests, or concerns about this Privacy Policy or how we handle your data:
Privacy: privacy@clarely.co
General: support@clarely.co
Website: clarely.co
Plain English Summary
We collect the information you give us to run your account and deliver the service. We never sell your data. We share it only with the services that help us run the platform, which are listed above. You can export or delete your data any time from your Settings. We keep financial records for 7 years because the law requires it. Everything else is deleted when you ask.