CSG
Case Streamline Group
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Privacy Policy

Effective Date: March 28, 2026

Case Streamline Group (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage our services, or interact with AI-powered automations we build or manage on your behalf (collectively, the “Services”).

By accessing or using our Services, you consent to the practices described in this Privacy Policy. If you do not agree with this Privacy Policy, please do not use our Services.

1. Information We Collect

1.1 Information You Provide Directly

We may collect information that you voluntarily provide to us, including but not limited to:

  • Contact information such as your name, email address, phone number, and company name.
  • Account and billing information necessary to process payments for our Services.
  • Project-related data, files, documents, and business information you provide for the purpose of building or deploying AI automations.
  • Communications you send to us, including emails, messages, and support requests.
  • Any other information you choose to provide in connection with our Services.

1.2 Information Collected Automatically

When you visit our website, we may automatically collect certain information, including:

  • Device and browser information, such as IP address, browser type, operating system, and device identifiers.
  • Usage data, including pages visited, time spent on pages, click patterns, and referring URLs.
  • Cookies and similar tracking technologies as described in Section 7 below.

1.3 Information Processed by Third-Party AI Platforms

In the course of delivering our Services, data you provide or authorize may be transmitted to third-party AI platforms, including but not limited to Anthropic’s Claude AI and Google Chrome-based automation tools. This data is processed by those platforms in accordance with their own privacy policies. We encourage you to review the privacy policies of Anthropic and Google for details on how your data may be handled by those services.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide, operate, and maintain our Services, including building, deploying, and managing AI automations on your behalf.
  • To process transactions and send related information, including invoices and payment confirmations.
  • To communicate with you, including responding to inquiries, providing project updates, and sending service-related notices.
  • To improve and optimize our website, Services, and overall client experience.
  • To comply with legal obligations, resolve disputes, and enforce our agreements.
  • To detect, prevent, and address fraud, security issues, or technical problems.

3. Third-Party AI Data Processing

3.1 Anthropic’s Claude AI

When our Services utilize Anthropic’s Claude AI, data you provide may be sent to Anthropic’s servers for processing. You acknowledge and agree that: Anthropic processes this data in accordance with its own Privacy Policy and Terms of Service; Case Streamline Group does not control how Anthropic stores, processes, retains, or uses data submitted through its API; and Anthropic may use data in accordance with its policies, which may include model improvement unless you or we have opted out where available.

3.2 Google Chrome and Browser-Based Tools

When our Services utilize Google Chrome, Chrome extensions, or browser-based automation tools, certain data may be processed through Google’s infrastructure or third-party websites being automated. You acknowledge and agree that: Google processes data in accordance with its own Privacy Policy; browser-based automations may interact with third-party websites whose data practices are governed by their own privacy policies; and Case Streamline Group does not control the data handling practices of any third-party website or platform accessed through browser automation.

3.3 Your Responsibility

You are solely responsible for ensuring that any data you provide or authorize for processing through our Services—including data transmitted to third-party AI platforms—complies with all applicable data protection laws. You represent and warrant that you have obtained all necessary consents from individuals whose personal data may be processed through our Services.

4. How We Share Your Information

We may share your information in the following circumstances:

  • Third-Party AI Providers: As described in Section 3, data may be shared with Anthropic, Google, and other AI platform providers as necessary to deliver our Services.
  • Service Providers: We may share information with trusted third-party vendors who perform services on our behalf, such as payment processing, hosting, and analytics. These providers are contractually obligated to protect your information.
  • Legal Compliance: We may disclose information if required by law, regulation, legal process, or governmental request, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
  • Business Transfers: In the event of a merger, acquisition, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.
  • With Your Consent: We may share your information for any other purpose with your explicit consent.

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including to satisfy legal, accounting, or reporting requirements. When determining the appropriate retention period, we consider the amount, nature, and sensitivity of the data, the potential risk of harm from unauthorized use or disclosure, the purposes for which we process the data, and applicable legal requirements.

Project-related data and deliverables are retained for the duration of our engagement and for a reasonable period afterward (typically 12 months) to facilitate support and continuity. You may request deletion of your data at any time, subject to our legal obligations to retain certain records.

6. Data Security

We implement commercially reasonable technical and organizational measures designed to protect your personal information from unauthorized access, loss, misuse, alteration, or destruction. These measures include, but are not limited to, encryption of data in transit, access controls, and secure development practices.

However, no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee its absolute security. You acknowledge that you provide your information at your own risk.

7. Cookies and Tracking Technologies

Our website may use cookies, web beacons, pixels, and similar tracking technologies to collect information about your browsing activity. These technologies help us analyze website traffic, customize content, and improve your experience.

The types of cookies we may use include:

  • Essential Cookies: Necessary for the website to function properly. These cannot be disabled.
  • Analytics Cookies: Help us understand how visitors interact with our website by collecting information anonymously.
  • Functional Cookies: Enable enhanced functionality and personalization based on your interactions with our website.

You can control cookies through your browser settings. Disabling certain cookies may affect the functionality of our website.

8. Your Rights and Choices

Depending on your location and applicable law, you may have the following rights regarding your personal information:

  • Right to Access: You may request a copy of the personal information we hold about you.
  • Right to Correction: You may request that we correct inaccurate or incomplete information.
  • Right to Deletion: You may request that we delete your personal information, subject to certain legal exceptions.
  • Right to Restrict Processing: You may request that we limit how we use your information.
  • Right to Data Portability: You may request a copy of your data in a structured, commonly used, machine-readable format.
  • Right to Object: You may object to our processing of your personal information in certain circumstances.
  • Right to Withdraw Consent: Where processing is based on consent, you may withdraw your consent at any time.

To exercise any of these rights, please contact us using the information provided in Section 13. We will respond to your request within the timeframe required by applicable law (typically 30 to 45 days).

9. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA). These include: the right to know what personal information we collect, use, disclose, and sell; the right to delete personal information; the right to opt out of the sale or sharing of personal information; and the right to non-discrimination for exercising your privacy rights.

We do not sell or share personal information as defined under the CCPA/CPRA. To submit a verifiable consumer request, please contact us using the information in Section 13.

10. European Data Subject Rights (GDPR)

If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, you have rights under the General Data Protection Regulation (GDPR) and equivalent legislation. Our legal bases for processing your personal data include: performance of a contract (to deliver Services you have engaged us for); legitimate interests (to operate and improve our business); consent (where you have provided explicit consent); and legal obligation (to comply with applicable laws).

You may exercise your rights as described in Section 8, or lodge a complaint with your local data protection authority. If personal data is transferred outside the EEA, we implement appropriate safeguards, such as Standard Contractual Clauses, to protect your data.

11. Children’s Privacy

Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have inadvertently collected personal information from a child under 18, we will take steps to delete such information promptly. If you believe we have collected information from a child, please contact us immediately using the information in Section 13.

12. Third-Party Links and Services

Our website and Services may contain links to third-party websites, services, or applications that are not operated by us. We are not responsible for the privacy practices or content of these third parties. We encourage you to review the privacy policies of any third-party services you access through our website or automations.

13. Contact Information

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:

Case Streamline Group
Email: casestreamlinegroup@gmail.com

We will make every effort to respond to your inquiry within a reasonable timeframe.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. When we make material changes, we will update the “Effective Date” at the top of this policy and, where required by law, provide you with notice of the changes (such as by posting a notice on our website or sending you an email). Your continued use of our Services after any changes to this Privacy Policy constitutes your acceptance of the updated terms.

© 2026 Case Streamline Group. All rights reserved.

For questions about this Privacy Policy, please contact us at: casestreamlinegroup@gmail.com