Trust & Security
Automation you can explain to a board.
Institutions review before they sign. This page is written so your IT, legal or procurement team can read it directly — and so families, patients and clients are never misled.
Data handling
- Your CRM, SIS and billing systems remain the systems of record
- Access is scoped to what each automation needs, nothing more
- Every automated action is logged with a timestamp and outcome
- Retention windows follow the policy you set, and data is exportable
Human oversight
- Automated messages identify themselves as automated
- Low confidence, sensitive or urgent cases escalate to a person
- Any automation can be paused immediately without a developer
- You receive documentation of every rule we build
Sector-specific notes
Education (FERPA)
Student and family records stay in your SIS and CRM. We document what the automation may read and write, and support directory-information and consent rules.
Healthcare
Intake automation is built to avoid collecting clinical detail it doesn't need, and clinical questions are handed to staff rather than answered.
Public & non-profit
Records, accessibility and reporting requirements are handled explicitly, with documentation prepared for committee or procurement review.
Specific certifications, subprocessor lists and signed agreements are provided on request during scoping — we don't claim compliance badges we haven't earned.
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