1. Who we are
This website, octoclerk.com, is run by Octoclerk ("Octoclerk," "we," "us"). Octoclerk sets up an AI phone and office assistant for small professional firms, starting with brokerages and lenders. This policy covers this website and the emails people send us. It does not cover the assistant after it is set up for a firm. That is described in section 6.
2. What we collect
Information you send us
This site has no sign-up form and no account system. If you email [email protected], we receive your email address, your name if you include it, and whatever you write. If we then schedule a call, we may also receive your phone number, firm name and calendar details.
Information collected automatically
Like any website, our hosting provider receives your IP address, browser type and the pages you request, and keeps standard server logs for security and reliability. We may also use privacy-focused, cookieless analytics to count visits and see which pages are read. These tools do not build a profile of you or follow you around the web.
What we do not collect
We do not run advertising trackers, we do not sell or share personal information for advertising, and we do not collect payment details through this site.
3. Cookies and fonts
This site does not set advertising or tracking cookies. To display our typefaces, your browser loads fonts from Google Fonts, which means Google receives your IP address and browser information when a page loads. You can block fonts with a browser setting, and the site will still work with fallback fonts.
4. How we use information
- To reply to your email and schedule a demo call
- To discuss a possible engagement with your firm
- To keep the website secure and working
- To understand which parts of the site are useful
- To meet legal obligations
5. Who we share it with
We share information only with service providers that help us run the site and our email, such as our website host, email provider and scheduling tools, and only as needed to do that work. We may also disclose information if the law requires it or to protect our rights. We do not sell or rent your information.
6. Calls and texts handled by an Octoclerk assistant
After a firm becomes a client, its assistant answers calls on the firm's own phone, texting, email and hosting accounts, set up in the firm's name. The firm decides what is collected and keeps the recordings, intake notes and summaries in those accounts. For that information the firm is responsible for its own privacy notices and for its professional duties of confidentiality, and the terms between Octoclerk and the firm control how we handle it. If you spoke with a firm's assistant and have a question about your information, please contact that firm directly.
Calls handled by an Octoclerk assistant begin with a notice that the call may be recorded, and the assistant identifies itself as an AI. Our assistants text or call back only people who contacted the firm first.
Text messages. If you call or text one of our demo or client lines and get a text back, message and data rates may apply. Reply STOP to opt out and HELP for help. We do not share mobile information, including phone numbers and text message opt-in consent, with third parties or affiliates for marketing or promotional purposes.
7. How long we keep it
We keep emails and call scheduling details for as long as we need them to respond to you and to keep ordinary business records, then delete them. Server logs are kept for a short period set by our host.
8. Your choices
You can ask us what we hold about you, ask us to correct or delete it, or ask us to stop emailing you, by writing to [email protected]. If you live in California, you may have additional rights under the California Consumer Privacy Act, including the right to know, delete and correct personal information, and the right not to be treated differently for using those rights. We do not sell or share personal information as those terms are defined in that law. We will respond within the time the law allows.
9. Security
We use reasonable technical and organizational safeguards, but no website or email system is perfectly secure. Please do not email us confidential case details, passwords or payment card numbers. See also our security page.
10. Children
This site is meant for business owners and is not directed to children under 13. We do not knowingly collect information from them.
11. Changes
If we change this policy, we will post the new version here and update the date above.
12. Contact
Questions about this policy: [email protected]