PocketClerk
Privacy Policy
Effective September 8, 2026
Running a small business takes trust. This policy explains what PocketClerk collects, why we use it, and the choices you have. PocketClerk is an AI assistant for small businesses that helps organize business information and follow-ups through conversation.
Information you provide
We collect information you choose to share, including your name, email address, business details, messages, documents, voice-note transcripts, client information, and preferences. If you join our waitlist, we also collect the fields you submit in that form and your consent choices.
Connected services
When you connect a service, PocketClerk accesses only the permissions you approve and uses that information to provide the requested feature. Depending on your choices, this can include Google Calendar, Google Drive, Google Docs, Google Sheets, Gmail, Telegram, and payment or invoicing services. We do not use connected-service data for advertising.
You can disconnect a service from PocketClerk or revoke access in the provider’s account settings. Revoking access may stop features that depend on that service. Information already saved in your PocketClerk workspace may remain until you or an authorized workspace administrator deletes it.
How we use information
- To provide, personalize, secure, and improve PocketClerk.
- To interpret requests, retrieve relevant business context, and carry out approved actions.
- To send service messages, security notices, and support replies.
- To measure reliability, latency, and costs using minimized operational metadata.
- To comply with law, enforce our terms, and protect users and the service.
AI processing and human control
PocketClerk uses machine-learning providers to interpret messages and draft responses. Business actions are validated by PocketClerk’s services and, where required, wait for your confirmation. AI can be wrong, so review important results before relying on them. We do not treat model guesses as confirmed business facts.
Sharing and service providers
We share information with vendors that help us host, secure, deliver, and operate the service, such as infrastructure, messaging, error monitoring, and AI providers. They may process information only to provide services to us and under contractual or technical safeguards. We may disclose information when required by law or when necessary to prevent harm, fraud, or abuse. We do not sell personal information.
Retention and deletion
We keep information for as long as needed to provide the service, meet legal obligations, resolve disputes, and maintain security. You can ask us to delete your account or specific information by contacting us. Some records may need to be retained for legal, accounting, fraud-prevention, or audit purposes.
Security
We use access controls, encryption in transit, tenant isolation, and monitoring designed to protect information. No online service is completely risk-free. Keep your account credentials and connected-service permissions secure, and tell us promptly if you suspect unauthorized access.
International processing
PocketClerk and its service providers may process information in Canada, the United States, or other countries where they operate. Where required, we use appropriate safeguards for cross-border transfers.
Your choices and rights
Depending on where you live, you may have rights to access, correct, delete, or receive a copy of your information, and to object to or limit certain processing. You can also unsubscribe from optional marketing messages at any time. Contact us to make a request or ask a privacy question.
Children
PocketClerk is intended for businesses and is not directed to children under 13. We do not knowingly collect personal information from children.
Changes to this policy
We may update this policy as PocketClerk changes. We will post the updated version here and change the effective date. Material changes will be communicated through the service or by email when appropriate.
Contact
Questions or requests about privacy can be sent to hello@pocketclerk.ca.