Privacy Policy

Elevate Workspace (“Company,” “we,” “our,” or “us”) provides AI-powered workflow tools, onboarding systems, and productivity solutions for behavioral health, community-based organizations, and professional service teams. We are committed to protecting your privacy and handling your information responsibly.

This Privacy Policy explains how we collect, use, store, and protect information when you access or use the Elevate Workspace website, platform, onboarding forms, and related services (“Services”).

By using our Services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

a. Information You Provide Directly

This includes information you submit during onboarding, subscription, or use of our platform:

Name

Email address

Phone number

Organization name

Job title or role

Business website

General operational information needed to configure your AI agents

Documents you upload for configuration (non-PHI only)

b. Subscription & Billing Information

Payment information for subscriptions is securely processed by Stripe.
We do not store full credit card numbers or banking details.

c. Automatically Collected Information

We may collect data such as:

IP address

Device and browser type

Session activity

Usage behavior

Pages visited

Feature interactions

This information helps us improve platform performance and maintain security.

2. Information We Do NOT Collect

Elevate Workspace is not designed to store or process:

Protected Health Information (PHI)

Client treatment records

Behavioral health documentation

Sensitive personal identifiers belonging to service recipients

Users must not upload PHI or confidential client data under any circumstances.
This requirement is acknowledged during onboarding.

3. How We Use Your Information

We use your information to:

Create and configure your AI agents

Provide onboarding and customer support

Respond to inquiries

Process subscription payments

Improve platform functionality

Communicate updates and service notifications

Enhance user experience and security

Analyze aggregated usage trends

We do not sell or rent your personal information.

4. How We Share Your Information

We share information only when necessary to operate the platform:

a. Service Providers

We work with third-party providers for hosting, analytics, communication, and payment processing, such as:

Stripe

GoHighLevel

OpenAI

Google Workspace

These partners access information strictly to perform required services.

b. Legal Compliance

We may disclose information to comply with:

Legal obligations

Court orders

Regulatory requirements

Security or fraud investigations

We do not share information for third-party marketing.

5. Data Security

We implement reasonable and industry-aligned measures to safeguard your information, including:

Encrypted transmission

Secure hosting environments

Access-restricted administrative controls

System monitoring for unauthorized use

However, no system is entirely risk-free.
Users must avoid uploading PHI or confidential client data.

6. Data Retention

We retain information as long as needed to:

Maintain active accounts

Provide subscribed services

Satisfy legal and operational requirements

You may request data deletion at any time, subject to lawful limitations.

7. Email & SMS Communication

By accessing our Services, you consent to receiving communication related to:

Onboarding

Account setup

Billing and subscription updates

Support correspondence

Platform improvements or announcements

You may opt out of non-essential messages.

8. Your Rights

Depending on your region, you may have rights to:

Access your data

Request corrections

Request deletion

Limit certain uses

Withdraw communication consent

Submit privacy requests to:
[email protected]

9. Children’s Privacy

Our Services are not intended for individuals under age 18.
We do not knowingly collect personal data from minors.

10. Updates to This Policy

We may update this Privacy Policy periodically to reflect:

Service enhancements

Legal or regulatory changes

Operational updates

The “Last Updated” date will change accordingly.

Continued use of our Services indicates acceptance of updated terms.

11. Contact Us

For questions or requests related to this Privacy Policy, contact us at:

Elevate Workspace, LLC
Email: [email protected]
Website: myelevateworkspace.com

Last Updated: December 2025