Privacy Policy

This Privacy Policy describes how DriftHQ handles personal information submitted through our public website, newsletter signups, inquiry forms, demo and onboarding workflows, and firm workspace services.

Customer agreements, onboarding terms, or product-specific notices may provide additional details for active firm workspaces.

We collect information you choose to provide, such as name, email address, firm name, newsletter signup details, inquiry details, demo requests, and related communications.

For firm workspaces, DriftHQ may process client, trust, asset, funding, review, evidence, and workflow records submitted or maintained by authorized firm users.

We may also collect limited technical information, such as device, browser, page, log, and analytics data, to operate, secure, and improve the service.

We use personal information to respond to inquiries, send newsletters and updates where requested, schedule demos, evaluate onboarding fit, provide and support firm workspaces, maintain security, troubleshoot issues, and improve DriftHQ.

Public inquiry data is not used to build third-party advertising profiles.

We do not sell inquiry information.

We may share limited information with service providers that support hosting, email, analytics, security, customer support, and operational workflows. Those providers process information for DriftHQ business purposes, not for their own independent marketing use.

We may disclose information if required by law, legal process, or to protect DriftHQ, our users, or the integrity of the service.

DriftHQ is designed around firm-level workspaces. Client, trust, asset, and funding records are intended to remain scoped to the firm and authorized users working in that environment.

Firms are responsible for determining what client information they upload, who is authorized to access the workspace, and whether their use of DriftHQ satisfies their professional obligations.

DriftHQ may use cookies, analytics tools, and similar technologies to understand website performance, diagnose issues, and improve the public site and application experience.

Browser settings may allow you to block or delete cookies, though some features may not work as intended without them.

We retain personal information for as long as reasonably necessary for the purposes described in this policy, including providing the service, responding to inquiries, supporting firms, maintaining records, complying with legal obligations, and resolving disputes.

Retention periods may vary depending on the type of information, the firm workspace, legal requirements, and operational needs.

We use administrative, technical, and organizational safeguards intended to protect information processed by DriftHQ.

No method of transmission or storage is completely secure. Firms should use appropriate internal access controls and professional judgment when deciding what information to submit or maintain in any technology platform.

You may contact DriftHQ to ask questions about privacy practices or request access, correction, deletion, or other handling of personal information, subject to identity verification, legal requirements, customer agreements, and operational limitations.

If you receive newsletters or other email from DriftHQ, you may request that we stop sending non-transactional messages or use the unsubscribe option when available.

DriftHQ is intended for professional use by estate planning firms and fiduciary professionals. It is not directed to children.

We may update this Privacy Policy from time to time. The effective date above indicates when this version was last updated.

For privacy questions or data requests, contact DriftHQ at hellodrifthq@gmail.com.