Introduction

ClientFlow ("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 Business OS platform. Our primary data processing occurs in the European Union (Germany), ensuring strong data protection standards. ClientFlow is business-management software, not a medical-records system: if you record health or other special-category information about your clients, you are the controller of it and we act as your processor under our Data Processing Agreement.

Information we collect

Information You Provide

  • Account info (email, name, profile picture via OAuth)
  • Customer data (names, phone numbers, emails)
  • Payment records (amounts, dates, statuses)
  • Communication content (templates, notes)

Automatic Collection

  • Device info (browser type, operating system)
  • Usage data (pages visited, features used)
  • IP address (for security & fraud prevention)
  • Cookies (session management, preferences)

How we use your information

Service Delivery

Providing client management, payment tracking, and reminder features

Account Management

Creating and managing your account

Communication

Sending service-related notifications

Security

Protecting against fraud and unauthorised access

Improvement

Analysing usage to improve our services

We will NEVER sell your personal data to third parties.

Data sharing

We share data with trusted service providers who help operate our service:

ProviderPurpose
iyzicoPayment processing
GoogleAuthentication (OAuth)
ResendEmail delivery
WhatsApp (Meta)Message delivery (Pro)

AI features and AI providers

Some ClientFlow features use AI — the chat assistant, message suggestions, note summaries and intake-form summaries. When you use one, the text you submit is sent to the AI provider that powers it. We label AI-generated output in the product, so you always know when you are looking at it. Notes, intake answers and messages may include health information about your clients. If an AI feature runs on them — some, such as intake-form triage and the website chatbot, run automatically once switched on — that text is sent to our AI provider. We automatically mask phone numbers, email addresses, card and IBAN numbers, and Turkish and US national ID numbers (pattern-based, so some may be missed), but not names or health details, so use AI features on such text only where your clients' consent covers it.

ProviderPurpose
AnthropicAI features: assistant, message suggestions, note and form summaries
OpenAIBackup provider, used when another is unavailable
GroqAI features: assistant, message suggestions, note and form summaries

ClientFlow does not use your data to train AI models. Providers' own data-retention terms differ; the sub-processors page lists each one, together with the safeguards that apply to transfers outside the EEA.

AI output is advisory. Most features show it to you first, and you decide whether to keep, edit or discard it. A few — intake-form triage (summary, urgency, red flags such as a possible health or safety concern, sentiment, suggested actions and lead score), the weekly digest and website-chatbot replies — act on their own and write their result onto the record or reply directly; you can edit or delete a stored result at any time.

See all sub-processors and transfer safeguards

Your rights (GDPR & CCPA)

GDPR Rights (EU Users)

  • Access your personal data
  • Correct inaccurate data
  • Request deletion of data
  • Data portability (export)
  • Restrict processing
  • Object to processing

CCPA Rights (California)

  • Know what data we collect
  • Delete your data
  • Opt-out of data sale (we don't sell)
  • Non-discrimination

To exercise your rights, visit Settings or contact us at contact@clientflow.center

KVKK Rights (Turkish Users)

Personal Data Protection Law No. 6698

If you are located in Turkey, you have the following rights under the Personal Data Protection Law (KVKK):

  • Learn whether your personal data is processed
  • Request information about processing if data is processed
  • Learn the purpose of processing and whether data is used accordingly
  • Know third parties to whom data is transferred domestically or abroad
  • Request correction if data is incomplete or inaccurate
  • Request deletion or destruction of data under Article 7
  • Object to results of automatic data processing that are against you
  • Claim compensation for damages due to unlawful processing

Data Controller

ClientFlow acts as the data controller for your account, billing and website data. For the client data you store in ClientFlow, you are the controller and we act as your processor under our Data Processing Agreement. For KVKK-related inquiries, contact us at contact@clientflow.center.

VERBIS Status

Under KVKK, VERBIS registration is mandatory only for data controllers that exceed the thresholds set by the Personal Data Protection Authority (employee count, balance sheet total, or processing special categories of data as primary activity). ClientFlow currently operates below these thresholds and is therefore not required to register with VERBIS. All other KVKK obligations (lawful processing, data subject rights, breach notification, security measures) apply in full.

To exercise your KVKK rights, contact us at contact@clientflow.center with your request. We will respond within 30 days as required by law.

International data transfers

Our primary data processing occurs in the European Union (Hetzner, Germany). When data is transferred outside the EU/EEA, we rely on the safeguard shown for each recipient on our sub-processors page, which also shows where a safeguard is not yet in force:

EU-US Data Privacy Framework (DPF)

For transfers to US-based sub-processors certified under the DPF, including Google Cloud and Cloudflare.

Standard Contractual Clauses (SCCs)

For transfers to sub-processors not covered by an adequacy decision or DPF certification.

Adequacy Decisions

We rely on EU Commission adequacy decisions where applicable.

You can request information about the specific safeguards used for any particular transfer by contacting us.

Data retention

We retain your data for as long as your account is active. What happens when you delete your account depends on where you do it. In account settings on our website, deletion starts a 30-day grace period once you confirm it by email; you can cancel at any time during that period, and within a day after it ends your account and business data are permanently erased. In the iOS app, deletion takes effect immediately and cannot be cancelled or reversed: your profile and sign-in details are erased at once, and your business data within 3 days. Here are our retention policies, including what we keep after either kind of deletion:

Data TypeRetention
Account dataErased within a day after the 30-day grace period on our website ends, or immediately when you delete your account in the iOS app
Customer recordsErased with your account: within a day after the 30-day grace period on our website ends, or within 3 days in the iOS app
Your billing documents (invoices, receipts, estimates)Erased with your account — the tax-retention duty for these is yours as the issuing business
Our own subscription and payment recordsKept anonymised (no personal data) for at least the 7 years our tax law requires
Security and admin audit logsIndefinite — append-only and immutable, so they cannot be altered or erased
Record of the consents you gaveKept after deletion, detached from your account, as proof of consent
Record of emails we sentKept after deletion as a delivery record, with the address and content removed
Accounting ledger entries (only if you set up the accounting features)Kept after deletion — posted entries are append-only accounting records, so they cannot be altered or erased
Newsletter / marketing dataAnonymised 6 years after you unsubscribe
Encrypted backupsDeleted data leaves our backups as they rotate out, within 90 days
AI conversations and AI resultsCopilot conversations: erased about 30 days after you delete them, or when your account is erased. Website-chatbot logs: kept until your account is erased. Intake-triage results: removed with their submission, on consent withdrawal, or when your account is erased

Children's privacy

ClientFlow is not intended for use by individuals under the age of 16. We do not knowingly collect personal data from children under 16. If we become aware that we have inadvertently collected personal data from a child under 16, we will take steps to delete such information promptly. If you believe a child has provided us with personal data, please contact us immediately.

Security

We implement industry-standard security measures

Your data is protected by the security measures described below.

  • TLS encryption in transit
  • AES-256-GCM encryption at the application layer of session notes, outcome records, integration credentials, payment tokens and two-factor secrets
  • OAuth 2.0 and JWT with refresh-token rotation
  • Strict per-user data isolation at the application layer
  • Payments processed by iyzico (PCI DSS certified) — card numbers are passed through to iyzico and never stored by us

Complaint procedures

If you believe your data protection rights have been violated, you have the right to lodge a complaint with a supervisory authority.

European Union

Local Data Protection Authority

EU residents can file complaints with their country's DPA.

Turkey

KVKK (Personal Data Protection Authority)

Turkish residents can file complaints at kvkk.gov.tr

United Kingdom

Information Commissioner's Office (ICO)

UK residents can contact the ICO at ico.org.uk

California, USA

California Attorney General

California residents can contact the AG for CCPA violations.

We prefer to resolve concerns directly. Please contact us first at contact@clientflow.center before escalating to authorities.

Changes to this policy

We may update this Privacy Policy from time to time. For material changes, we will provide at least 30 days' notice via email and/or a prominent notice on our platform before the changes take effect. We encourage you to review this policy periodically. Your continued use of the service after any changes constitutes acceptance of the updated policy.

Current version: 1.5

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