Overview
Clientia is a private client operations workspace operated by AG Web Studios ApS (“Clientia”, “we”, “us”). This policy explains what we collect, why, and the choices you have. It applies to our marketing site, the Clientia application, and any feature you reach from either.
We try to write this document the way we’d want to read it ourselves: short, specific, and free of legal theatre. Where a term has a precise meaning under the GDPR, CCPA or another applicable law, we use it on purpose.
Data we collect
The data we hold falls into three buckets. We try not to collect more than we need.
Account data
Name, work email, workspace, role, authentication identifiers and the settings you choose. Provided directly by you or your administrator.
Workspace content
The records, documents and notes you store in Clientia — your clients, contacts, contracts, payments and the surrounding history. You own this content. We process it on your behalf to provide the service.
Operational telemetry
Logs, request metadata, device and browser information, and minimal analytics needed to keep the service reliable and secure. We do not sell this data and we don’t use third-party advertising trackers.
How we use it
We use the data above to operate, secure and improve Clientia. In GDPR terms, our legal bases are:
- Contract
- To deliver the service you or your employer signed up for — authentication, workspace functionality, billing and support.
- Legitimate interests
- To keep the platform secure, prevent abuse, debug issues, and understand which features are useful enough to keep building.
- Legal obligation
- To meet tax, accounting and statutory record-keeping requirements in the jurisdictions where we operate.
- Consent
- For optional things — product update emails, beta features you opt into, non-essential cookies. Withdrawable at any time.
International transfers
You can choose where your workspace data lives at provisioning time — EU (Frankfurt) or US (Virginia). Your data is stored in your chosen region. A small set of metadata may transit through other regions to deliver email, support and incident response.
When data moves between jurisdictions, we rely on the EU Standard Contractual Clauses, the UK IDTA, and equivalent transfer mechanisms where applicable.
How long we keep data
We keep workspace content for as long as your account is active. After cancellation, content enters a documented soft-delete window (default 30 days) before being purged from primary and replica storage. Encrypted backups roll off within 90 days.
Some records — invoices, security logs and legal correspondence — are retained for longer where the law requires it.
Your rights
Wherever you are, you can ask us to confirm what we hold, correct something we got wrong, export it, or delete it. Under the GDPR and CCPA you also have the right to object to certain processing and to lodge a complaint with your supervisory authority.
Most of these requests are one click from the workspace admin screen. Anything that needs a human is handled within 30 days — email privacy@clientia.app and we’ll route it.
Security
Encryption everywhere (AES-256 at rest, TLS 1.3 in transit), envelope encryption with HSM-backed keys, per-tenant isolation, least-privilege access and audit logs your general counsel will actually trust. The full details live on the security page.
Children
Clientia is built for professionals running businesses, not children. We don’t knowingly collect data from anyone under 16. If you believe we have, write to us and we’ll delete it.
Changes to this policy
When this policy changes in a way that affects you, we’ll tell you in-app and by email at least 30 days before it takes effect. The effective date at the top of the page always reflects the latest version.
Contact
Clientia is operated by AG Web Studios ApS, a Danish company.
For privacy questions, write to privacy@clientia.app. For anything else, the contact form reaches a human.