Legal

Privacy Policy

Effective August 15, 2026

This policy explains how Capere AI collects and uses information when you visit our website, contact us, or use our services.

Information we collect

We may collect contact and firm information you submit, including your name, business email, phone number, firm name, website, and messages sent through our website assistant. We also collect standard website analytics such as pages viewed, browser information, and approximate location.

How we use information

We use information to respond to inquiries, schedule and provide services, maintain conversation history, improve the website and platform, secure our systems, and comply with applicable obligations. Submitted leads may be stored in Capere and synchronized to our client-management system.

AI-assisted conversations

Messages sent to the website assistant may be processed by third-party AI infrastructure to produce a response. Do not submit tax records, Social Security numbers, financial account details, client files, or other sensitive information through the website chat.

Sharing and service providers

We do not sell personal information. We may share data with contracted providers that support hosting, analytics, communications, CRM, security, and AI processing, only as needed to provide and operate the service.

Retention and security

We retain information only as long as reasonably needed for the purposes described here, contractual requirements, security, and legal obligations. We use administrative and technical safeguards, but no internet service can guarantee absolute security.

Your choices

You may request access, correction, or deletion of personal information, subject to applicable law and legitimate retention requirements. You may also decline non-essential communications.

Contact

For privacy questions or requests, email privacy@capereai.com.