Intake forms

How we use data 

We believe in minimizing the data we collect.  We will only use your data when we have been given permission to do so, when it is needed to deliver the Services that you have purchased, or for legal compliance or other lawful purposes. 

How we secure and retain data

We follow generally accepted standards to collect, store and protect personal data, including the use of encryption.  We retain personal data for as long as it is needed to provide the Services you have requested, and thereafter for legal and business purposes.  These may include retention periods:

• Mandated by legal, contractual, or similar obligations;
• For resolving, preserving, enforcing or defending our legal and contractual rights;
• Needed to maintain adequate and accurate business and financial records.

How you can access, update, or delete your data
If you make a request to delete your personal data, that request will be honored only to the extent where the data is no longer needed for the Services you have purchased, or when it is no longer required for our business, legal or contractual record keeping requirements.