Privacy Policy

1. The pre-call questionnaire

Before booking a call you are asked to answer a short questionnaire. It asks for your name and email, your practice name, website and city, your practice areas and headcount, where you believe clients come from today and whether you track which of those produce signed clients, what your website does for you now, how many clients you sign and could take on, banded ranges for typical client value and annual revenue, who handles your marketing, your experience with agencies, whether you are willing to be on camera, whether someone at your firm could be trained to run the system, any compliance constraints, the questions your clients ask most, and your biggest current bottleneck.

The money questions are optional and every one of them has a "rather not say" option. Only your name, email, practice name, website, city, and the on-camera question are required.

When you submit it, your answers are saved to a private Google Sheet in our Google Workspace account and emailed to us, also within Google Workspace. Nothing else receives them.

The answers are used for one purpose: preparing for your call and scoping the work. They are not shared beyond the service providers listed below, not used for marketing, and not used to build any list or dataset. If you do not proceed, you can ask us to delete them and we will.

Please do not put client names, matter details, or any privileged or confidential client information into that form. It is not the right place for it, and we do not need it to scope the work.

2. Booking a call

The booking buttons take you to the questionnaire on this site. When you submit it, your answers are saved as described above and you are sent on to Calendly to pick a time.

Clearwater does not embed Calendly on this site, so nothing is loaded from Calendly while you are here. Once you are on Calendly, Calendly’s own privacy policy governs whatever you enter there, and we receive the booking details it sends us: typically your name, your email and any answers you give to the booking questions.

3. Email

If you email us directly, we have your email address and whatever you wrote. That is kept in the ordinary course of business correspondence.

4. Server logs

This site is hosted on Cloudflare. Like every web host, Cloudflare’s infrastructure processes standard request data such as IP address, browser type, referring page and timestamps, for delivery, security and abuse prevention. Clearwater does not maintain, analyze or retain those logs itself, and does not use them to identify visitors. If Cloudflare ever needs to check that a visitor is a person and not a bot, it may set a strictly necessary security cookie for that check. It is not used for tracking.

5. Who we share information with

Only the service providers that make the site, the questionnaire and the correspondence work:

We may also disclose information if required by law, or if necessary to protect our rights or someone’s safety. Those are the only exceptions. We do not share your information with advertisers, data brokers, or anyone else.

6. How long we keep things

7. Your choices

Regardless of whether any particular privacy law applies to a business this size, here is what we will do if you ask:

• See it. We will tell you what we have about you and where it lives.
• Correct it. We will fix anything that is wrong.
• Delete it. We will remove it, except where we are required to keep it.
• Stop emailing. Just ask, and we will stop.

Email us and we will handle it. There is no form and no process. It is one person reading the email.

8. Do Not Track

Some browsers send a "Do Not Track" signal. There is no common industry standard for how to interpret it. This site does not track visitors across websites at all, so there is nothing for the signal to change. We honor it by default because the tracking it asks us to stop never happens here.

9. Security

Access to the systems holding this information is protected with unique credentials stored in a password manager, two factor authentication where the service supports it, and full disk encryption on the devices used. No system is completely secure, and we will not tell you otherwise. If we ever learn of a breach affecting your information, we will tell you.

10. Children

This site is aimed at business owners. It is not directed at children, and we do not knowingly collect information from anyone under 16.

11. Changes

If this policy changes materially, the effective date at the top changes and the updated policy is posted here before the change takes effect. If the change affects information you already gave us, we will email you about it.

12. Contact