Privacy Policy

Last updated: August 9, 2025

Retainero respects your privacy. This policy explains what we collect, how we use it, and the choices you have when using our platform.

1. Who we are

Retainero provides tools for managing retainers, projects, tickets, and client communications. We are a small independent team and operate the Service with care and reasonable security practices.

2. Information we collect

  • Account and team details: Name, email, password, company/team information.
  • Customer and project data you add: Client records, tickets, tasks, notes, files/attachments, portal settings, activity logs generated by your use of the platform.
  • Usage and device information: Limited technical data such as IP address, browser type/version, and interaction events for security and diagnostics.
  • Billing information: Processed by our payments provider (e.g., Stripe). We do not store full payment card numbers.
  • Support communications: Messages you send to us (e.g., via support or email) and our responses.

3. How we use information

  • Provide and operate the Service: Create and manage accounts, enable features (portals, tickets, projects, retainers), and deliver email notifications you configure.
  • Security and abuse prevention: Detect, prevent, and investigate security incidents or misuse.
  • Support and communication: Respond to requests, send service notices, and product updates related to your account.
  • Improve the product: Analyze product usage in aggregate to enhance reliability and usability.
  • Legal compliance: Satisfy applicable laws, regulations, and enforce our Terms.

4. Legal bases (where applicable)

We rely on one or more of the following: your consent, performance of a contract (providing the Service), our legitimate interests (e.g., security, product improvement), and legal obligations.

5. Cookies and similar technologies

We use essential cookies to keep you signed in and operate key features. We may use preference or analytics cookies to improve the experience. You can control cookies via your browser; disabling essential cookies may impact functionality.

6. Sharing and sub‑processors

We do not sell your personal information. We may share limited data with trusted service providers to operate the Service (for example: cloud hosting, email delivery, analytics, and payments). These providers process data on our behalf under appropriate agreements and safeguards. We may also share information if required by law or to protect rights, safety, and security.

7. Data retention and backups

  • Retention: We retain information for as long as your account is active or as needed to provide the Service, comply with law, or resolve disputes.
  • Backups: We maintain routine backups and rolling retention windows to help protect against data loss. Backups are for disaster recovery; we cannot guarantee recovery of specific user‑deleted items.

8. Security

We use reasonable administrative, technical, and organizational measures (including encryption in transit and access controls) to protect information. No method of transmission or storage is 100% secure.

9. International transfers

Information may be processed and stored in countries other than your own. Where required, we use appropriate safeguards (such as contractual clauses) for such transfers.

10. Your rights and choices

  • Access, correct, delete: You may request access to, correction of, or deletion of your personal information, subject to certain exceptions.
  • Export: You may request an export of certain data.
  • Communications: Manage email preferences via in‑app settings or by contacting us. We will respond to requests within a reasonable timeframe consistent with applicable laws.

11. Third‑party links and integrations

If you access third‑party services from Retainero, their privacy policies govern those services. We are not responsible for their practices.

12. Children’s privacy

Retainero is not directed to children under 16, and we do not knowingly collect personal information from them.

13. Changes to this policy

We may update this policy from time to time. If changes are material, we will provide reasonable notice (e.g., in‑app or email). Your continued use of the Service after the effective date constitutes acceptance.

14. Contact

Questions about this policy or privacy requests can be sent via the in‑app support form or to hello@maximus.agency.

© Retainero