Privacy Policy

Who this policy applies to

This policy applies to visitors to our website, business owners, team members, and anyone whose information is processed through a Zweelie business account.

If you are a client of a business that uses Zweelie, that business controls most of the information stored about you in Zweelie. Questions about how your information is used for a specific matter should be directed to that business, not Zweelie.

Businesses that use Zweelie are responsible for telling their own customers and website visitors what data is collected, how it is used, and for obtaining any consent, notice, or authorization required before that data is submitted to Zweelie.

Information we collect

We collect information needed to create and operate accounts, run businesses on Zweelie, provide calls and messaging, manage contacts and client work, store files and notes, process payments, send notifications, troubleshoot issues, and keep the service secure.

Depending on how you use Zweelie, this may include account details, business profile information, team member roles, contact and company records, phone numbers, call and message content and metadata, voicemails, recordings, transcripts, activity history, uploaded files, calendar events, payment and billing information, device and app diagnostics, support requests, and information submitted through forms on our website or through intake tools you place on your own website.

This may also include sensitive identity and client information that you or your customers upload or submit, such as driver's license details, passport details, health card information, ticket documents, court notices, and other files or form responses containing personally identifiable information.

Forms, widgets, and data from your website

If you use Zweelie intake forms, embeddable widgets, or other tools on your website, app, or marketing pages, information submitted through those tools may be transmitted to and stored in Zweelie.

When that happens, Zweelie processes the submission on your behalf as part of the service. You remain responsible for your relationship with the person submitting the information and for providing any required privacy notice, consent, terms, or disclosures on your website or intake flow before data is collected.

You are responsible for configuring your forms and widgets appropriately, for the content of your intake questions, and for ensuring that your use of Zweelie to collect client or lead information complies with the laws that apply to your business.

How we use information

We use information to provide and improve Zweelie, route calls and messages, organize client work, sync data across your team, process subscriptions and usage, send service and account communications, respond to support requests, prevent abuse, maintain reliability, and meet legal or platform obligations.

We do not sell your personal information. We do not share your business data with advertisers. We share information only when needed to operate the service, support you, process payments, comply with law, protect users and the platform, or when you choose to grant access.

Your data is not used to train public or third party AI models.

AI features use models with zero retention data. Content processed for AI assisted features is not retained by model providers for training or storage.

Encryption and security safeguards

Zweelie uses technical and organizational safeguards designed to protect information throughout the service, including encrypted transport, encrypted storage, access controls, monitoring, secret management, and business level data separation.

Data is encrypted in transit and at rest using industry standard AES 256 encryption.

Personally identifiable information, other sensitive information, and access to sensitive client information are encrypted in transit and at rest.

Each business account uses its own encryption key so that one business cannot access another business's data.

Each business encryption key is designed to isolate your data from other businesses and prevent unauthorized access.

Access to production systems and customer data is limited to authorized personnel on a need to know basis, is subject to internal access controls, and requires explicit permission from the business owner before Zweelie staff may access a business account.

PII, PHI, PCI, and sensitive documents

Zweelie is designed to protect personally identifiable information, protected health information where applicable, and payment related information with additional safeguards.

This includes sensitive client and identity information such as driver's license details, passport details, health card information, contact records, case files, ticket documents, and other uploaded materials.

Payment card information is handled with care. Full payment card numbers are not stored in plain text in Zweelie, and payment card details are redacted from audio and text.

Where appropriate, Zweelie supports HIPAA aligned privacy and security practices and can provide a business associate agreement for eligible customers.

Businesses that accept payments through Zweelie remain responsible for determining whether their own use of the service meets the PCI, privacy, and industry requirements that apply to them.

Businesses are responsible for determining whether their use of Zweelie meets the compliance requirements that apply to them, including rules related to legal, health, identity, and client information.

Client confidentiality and legal privilege

Zweelie is designed for businesses that handle confidential client matters, including traffic ticket firms, paralegal teams, and other legal service providers.

We understand that client communications, case files, recordings, transcripts, tickets, court notices, and related materials may be subject to attorney client privilege, solicitor client privilege, or other confidentiality obligations depending on your jurisdiction and role.

Zweelie is designed to help protect confidential client matter information through business level isolation, encryption, access controls, and team permissions controlled by the business owner.

We do not sell client matter information, do not use your business data to train public or third party AI models, and do not share business client data with advertisers.

You remain responsible for determining how privilege and confidentiality apply to your work, for limiting access within your team, and for using Zweelie in a way that preserves the protections that apply to your clients.

Redaction and display protections

Zweelie uses redaction, masking, and access controls to reduce unnecessary exposure of sensitive information in the product. This includes payment card details redacted from audio and text and other high risk data where applicable.

Redaction and masking reduce casual exposure, but they do not replace your responsibility to limit who on your team can view client records, files, recordings, transcripts, and form submissions.

Credentials, codes, and account security

You are responsible for protecting your account credentials, devices, business invitations, and authentication methods.

Zweelie will never ask you to share your password, one time verification code, authentication app code, recovery code, or other security secret with Zweelie staff or with any third party claiming to represent Zweelie.

Do not share login credentials, verification codes, payment codes, or security secrets with Zweelie staff, your own staff, contractors, or anyone else unless your internal security policy explicitly requires it for a legitimate business purpose.

If you believe your account or business access has been compromised, contact us promptly and remove access for team members who no longer need it.

Business teams and customer consent

If you are a business using Zweelie, you and your team are responsible for determining what client, prospect, and customer information you collect, store, call, text, record, analyze, or share through the service.

You must obtain any consent, permission, notice, or authorization required from your customers, callers, texters, website visitors, and form submitters before using Zweelie to communicate with them, record interactions, process their documents, create contacts or opportunities, or otherwise handle their information.

This includes consent and notice requirements that apply to intake forms, website widgets, call recording, AI reception, SMS, marketing messages, and any other feature you enable for your business.

Zweelie does not review or approve your customer facing notices, consent language, website policies, or intake flows. You are solely responsible for making sure your use of Zweelie with your customers is lawful.

Team and support access

Business owners control who can access a business in Zweelie by inviting team members and assigning roles.

Zweelie support staff do not need routine access to your business data and do not have routine access to the per business encryption key used to isolate your data from other businesses.

Support access to a business account happens only when you, as the business owner, explicitly authorize temporary access for troubleshooting. You decide when to grant that access.

Even during authorized support, Zweelie staff will not ask you to share passwords, one time codes, or other security secrets.

Integrations you connect

If you connect third party services such as payment or calendar tools, those services may receive information needed to provide the integration you enable. Your use of those services is also subject to their own terms and privacy policies.

Data retention

We retain information for as long as needed to provide the service, maintain business records, comply with legal obligations, resolve disputes, prevent fraud or abuse, and support billing and operations.

Some records, including communications history, usage records, support records, backups, and billing records, may remain for a limited period after deletion requests or account changes where retention is required or reasonably necessary.

Your choices

You can update account and business information in the app, manage team members, and control support authorization from your business settings.

You can cancel a subscription through billing settings in the app. Cancellation stops future subscription renewals but does not automatically delete historical business records or erase amounts already owed.

You can request access, correction, or deletion of a user account or business account by contacting alex@zweelie.com. We may need to retain certain information where required for security, legal, billing, fraud prevention, backup, or operational reasons.

Some information is required to use core features. If you ask us to delete information required for the service, some features may stop working.

Website forms and marketing

If you submit a demo request or other form on the Zweelie website, we use that information to respond to you and, if you opt in, to send product updates or marketing communications. You can unsubscribe from marketing emails at any time.

If you collect information from your own customers or website visitors through Zweelie forms or widgets, you are responsible for your own privacy disclosures and for obtaining any required consent before that information is submitted to Zweelie.

Business responsibility and limitation of liability

To the fullest extent permitted by law, Zweelie is not responsible for how a business collects, uses, discloses, or fails to protect information belonging to that business's customers, callers, texters, or website visitors.

Zweelie is not liable for a business's failure to obtain required consent or notice, for the content of a business's intake forms or website disclosures, or for claims arising from data submitted to Zweelie through a business website, widget, form, call, text, or other channel controlled by that business.

If a business directs customer or website data into Zweelie, the business is responsible for that transfer and for the lawful basis to collect and use that information.

Children

Zweelie is a business service and is not directed to children. We do not knowingly collect personal information from children.

Changes to this policy

We may update this Privacy Policy as Zweelie evolves, as laws change, or as our practices change. When we make material updates, we will revise the date at the top of this page. Continued use of Zweelie after an update means you accept the updated policy.

Contact

Zweelie Inc. is a Delaware corporation. For privacy, security, or data requests, contact alex@zweelie.com.