Effective July 29, 2026

Privacy policy

This policy explains what happens to information when you visit the Case Streamline Group website, book a call, or make an agreed payment.

Website analytics

If we measure page visits and actions such as booking-link clicks, we do it with privacy-conscious, cookieless analytics, which is why this site has no cookie banner. We do not use this site to build advertising profiles or sell personal information.

Booking information

Scheduling is provided by Cal.com. Information you enter into the booking flow is handled by Cal.com under its own privacy terms and is used to arrange and manage the meeting.

AI intake on the booking page

The booking page offers an optional AI intake conversation. If you use it, the conversation is processed by Anthropic's Claude API, and the full conversation, not a summary, is delivered to Case Streamline Group through a private Discord channel so we can prepare for your call. We keep it for 90 days and then delete it. The intake is never required to book, and you can ask us to delete a conversation sooner using the deletion request process below.

Emailed readout and marketing email

If you ask for your AI intake readout by email, we use the address you provide to send that readout and to follow up about your inquiry. Delivery is handled by Resend under its own privacy terms, and we keep a record of the address and your marketing choice alongside the intake conversation. If you also tick the optional box, we add you to our mailing list for occasional notes about our work; every marketing email includes a way to unsubscribe, and you can ask us to remove you at any time using the deletion request process below. We never sell email addresses, and leaving the box unticked means no marketing email.

Payment information

Payments are processed on Stripe. Case Streamline Group does not receive or store full card details through this website. Stripe handles payment data under its own privacy terms.

Direct contact

If you email us, we use the information you provide to respond and to manage a potential or active business relationship.

Retention

We keep contact and booking information only for as long as needed to respond, manage a potential or active business relationship, meet legal obligations, and resolve disputes. When it is no longer needed, we delete or anonymize it.

Deletion requests

You can ask us to delete contact or booking information we control by emailing sully@casestreamlinegroup.com. We will respond after verifying the request and will explain if a legal obligation requires us to retain specific information.

Your questions

For a privacy question or request, email sully@casestreamlinegroup.com.