← ReferralCurrent

Privacy Policy

Launch draft — have qualified counsel review before broad commercial use.

ReferralCurrent stores account information and relationship data that customers choose to enter so we can provide follow-up, referral tracking, analytics, reminders, and Office features.

Data we process

Account/profile information, COI and prospect records, interaction notes, referral records, billing identifiers, notification preferences, and product-usage records. Payment-card details are handled by Stripe and are not stored by ReferralCurrent.

Service providers

ReferralCurrent may use infrastructure and service providers such as Clerk, Stripe, database/hosting providers, and Resend solely to operate the service.

Customer control

Customers can export their relationship data from Settings and may request or perform account deletion. Retention required for fraud prevention, legal obligations, or billing records may survive where law permits.

Security

We use authenticated access, tenant-scoped database queries, HTTPS in production, signed payment webhooks, restricted API credentials, and managed infrastructure controls. No online service can guarantee absolute security.

Contact

Before launch, replace this section with the legal business name, mailing address, privacy email, effective date, and jurisdiction-specific disclosures.