Here at TreeFort, we take your privacy very seriously, which is why we have developed this Privacy Policy to help you understand how we collect and use your personal information, as well as your rights to access this information.

This Privacy Policy applies to all services provided by TreeFort Technologies Incorporated (“TreeFort”), including but not limited to: web applications, events or training, support systems, and any websites maintained and operated by TreeFort (collectively, the “Services”). This Privacy Policy will also outline how information is collected, used and disclosed, as well as your rights to your information such as objecting to the use of certain information, as well as accessing, amending, or deleting certain information.

In the context of this policy, “Personal Data” refers to any information that can be used to identify you, such as: name, address, date of birth, email address, phone number, support details, communication within TreeFort web applications, and any documents or data uploaded or returned in connection with use of the Services.

This Privacy Policy does not apply to any data collected and used in aggregate with no identifiable Personal Data attached, such as aggregate statistics for marketing purposes. This Privacy Policy also does not apply to any links, integrations, or referrals to third-party websites or services provided or made available to you through use of our Services. We recommend you review the privacy policies of these third-party services to understand their information privacy practices.

If you choose to use our Services, you agree to the collection and use of information in relation with this Privacy Policy. The Personal Data that we collect is used to provide and improve the Services, and we will not use or share your information with any party except as described in this Privacy Policy.

Throughout this Privacy Policy, any reference to “we”, “our” or “us” means TreeFort.

We collect information when you provide it to us, when you use our Services, or when other sources provide it to us. The following sections detail the type and source of information collected.

Information inputted by you while using the Services or otherwise directly provided to us is collected, including the following:

We collect basic personal information (e.g. name, date of birth, address) about you directly from your lawyer or other user of TreeFort, who previously collected it from you. Through trusted third-party sources, we verify your basic personal information against the personal information held by your financial institution, your mobile service provider, and a major consumer reporting agency. You may also be asked to upload photos of your government-issued ID (e.g. driver’s license or passport) and complete a face scan. The individual who requested the verification of your personal information was also verified against the same trusted third-party sources prior to the creation of an account and use of the TreeFort web application.

The Services include customer support channels operated by us, such as email or phone support. When you submit a request to a support channel, contact information, details of the issue or request, and any supporting screenshots, information, documentation, or forwarded email chains may be stored. Notes based on phone communication with you in relation to support requests may also be stored.

We collect information about you that is not directly provided to us when you use our Services, including use of any websites owned and operated by us and use of any of our web applications.

We use cookies for a variety of purposes, including optimizing your experience using this website, remembering your preferences and information entered for future sessions, tracking language preferences, and providing custom web page content. Cookies are files with a small amount of data that are sent to your browser from the website that you visit and are stored on your computer’s hard drive. Cookies used by this website cannot identify you, and do not give us access to anything on your device. You typically have the option to refuse these cookies using functionality built into your browser, however you may receive a less optimized experience when using this website. You can learn more about cookies and how to disable them on your browser here.

When using our Services, we collect log data that your browser sends to us for purposes of troubleshooting, improving our Services, and identifying any misuse or security threats. This log data may include, but is not limited to: the time of the event, the location of your computer, and what information was accessed.  

We may also collect information about how you use and access our Services, including your IP address, geographical location, browser type and version, operating system, referral source, length of visit, page views and website navigation paths, as well as information about the timing, frequency and pattern of your  service use. This data is obtained through the third-party service Google Analytics.

We use your Personal Data for a variety of purposes, all with the intent to provide an optimal experience. The use of your Personal Data also depends on which Services you use, and is adjusted for any preferences you have communicated to us. The following sections detail how we use and disclose your Personal Data.

Your Personal Data shared while using TreeFort will be used for the sole purpose of providing the intended Services, including confirming your personal information provided by your lawyer or other TreeFort user against trusted third-party sources to verify your identity, and to allow you to use the Services as intended. We may also use photos of your government-issued ID to make sure that you have a valid ID document and that you are the same person as shown on your ID document.

We use Personal Data submitted to our customer support team to troubleshoot and resolve any issues or requests you may have when using the Services. This information may include: contact information, a summary of the issue or request, and any related files or attachments. This information may be submitted directly by you through our email support system, or may be noted from telephone conversations. We also use Personal Data collected automatically (e.g. log data) to identify, troubleshoot, and resolve any issues.

We use Personal Data submitted to us or collected automatically to improve our Services. This information may be collected from Personal Data sent to our customer support team or noted from telephone conversations. We use this Personal Data to identify feedback trends and popular feature requests, and is used for the sole purpose of enhancing our Services to deliver more value to you. We also use information collected automatically (e.g. log data) to identify ways to improve the speed, integration capability, and reliability of our Services.

Your Personal Data is used to verify and authenticate your account and all associated information, as well as to monitor any abnormal activity that may be fraudulent.

For any other reason not specifically mentioned in this Privacy Policy, we will receive your consent to use your Personal Data. For instance, we will ask for consent to use your Personal Data in any marketing materials, case studies, or promotions.  

Your Personal Data may be shared where required by law, or when disclosure is required in connection with the acquisition, merger, or sale of a business and not prohibited by law or applicable privacy regulations.

We share Personal Data with certain third-parties for the purposes of: providing website and web application development; providing customer and technical support; for hosting, backup, and data storage; for invoicing and payment processing; or to communicate and/or market our Services to you. However, we do not sell your Personal Data to advertisers or other third parties – your Personal Data is provided to third parties for the sole purpose of ensuring a superior and seamless experience using our Services. We only share Personal Data with third-party service providers with strict privacy policies and data security measures in place.

The security of your Personal Data is a top priority for us, and we’re committed to ensuring measures are in place to securely store your Personal Data and respond to any issues in a timely manner.

All Personal Data will be stored using a cloud-hosted server on the Amazon Web Services platform. Our web applications use the Canada Central (Toronto and Montreal) locations to store all data. Amazon may copy customer data between regions within Canada (Toronto or Montreal) for data redundancy or other operational purposes but will not transfer data outside of Canada.

Your Personal Data will be encrypted upon being written to the target database and decrypted when read from that database. Data will only be accessible from a properly authenticated account. Any Personal Data transmitted to or from a database is performed using a secure TLS certificate to ensure the highest level of security and data integrity.

If a database has been corrupted or large amounts of data has disappeared (whether deleted by accident, or no longer accessible due to system failure), daily backups can be retrieved. There will also be failover servers available that can quickly replace the primary server in the case of a hardware failure to ensure your Personal Data is not lost.

How long we retain Personal Data depends on the type of data, what it is being used for, and if there is a business need to retain it (e.g. to comply with legal or accounting regulations). We have a detailed Data Retention Policy describing the type, location, and retention period for all Personal Data stored in connection with the use of the Services, and this policy can be made available by submitting a request to [email protected].

You have certain rights relating to your Personal Data, including how we can use your information and how you can manage your information. A summary of those rights can be found below:

You may contact the individual who requested your Personal Data and entered the information into TreeFort (e.g. your lawyer or another TreeFort user) to submit a request to update and/or delete certain information. Requests for updating Personal Data that cannot be directly updated or deleted within our web applications can be sent to [email protected].

You have the right to request a copy of your data, and know what Personal Data we are retaining, at any point in time by submitting a request to [email protected].

This privacy policy may be amended from time to time; however, the most recent version will always be posted here. This privacy policy does not apply to any links, integrations, or referrals to third-party websites or services provided or made available through the use of the Services. We recommend you review the privacy policies of these third-party services to understand their information privacy practices.

Should you have any questions, concerns, or general inquiries relating to your information, including your rights to access and control your information, please do not hesitate to contact us at [email protected].