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RegentDesk Privacy Notice

Last Updated: August 5, 2026

This Privacy Notice applies to the processing of personal information by RegentDesk LLC (“RegentDesk,” “we,” “us,” or “our”) including on our website available at https://regentdesk.com/ and our other online or offline offerings that link to, or are otherwise subject to, this Privacy Notice (collectively, the “Services”).

Disclosure Regarding Customer Data. This Privacy Notice does not apply to the personal information that we process solely on behalf of our customers as a “processor” or “service provider” pursuant to a data processing addendum or other similar document we have entered into with such customers (“Customer Data”). Our customers’ respective privacy notices or policies govern their collection and use of Customer Data. Our processing of Customer Data is governed by the contracts that we have in place with our customers, not this Privacy Notice. Any questions or requests relating to Customer Data should be directed to our customer.

Disclosure Regarding Use of the Google API Services. If you choose to sign in to your RegentDesk account using Google or connect your Google account to our Services, then RegentDesk will obtain access to your Google email address, calendar data, and email content via the Google API Services to provide you with certain functionalities of the Services (e.g., generating email drafts and surfacing relationship context when you write). RegentDesk’s receipt, use and transfer to any other application of your Google user information will adhere to the Google API Services User Data Policy, including the Limited Use requirements, as further described in the “Limits on Use of Your Google User Data” section below.

1. UPDATES TO THIS PRIVACY NOTICE

We may update this Privacy Notice from time to time in our sole discretion. If we do, we’ll let you know by posting the updated Privacy Notice on our website, and we may also send other communications.

2. PERSONAL INFORMATION WE COLLECT

We collect personal information that you provide to us, personal information we collect automatically when you use the Services, and personal information from third-party sources, as described below.

Personal Information You Provide to Us Directly

We may collect personal information that you provide to us.

Account Information. We may collect personal information in connection with the creation or administration of your account. This personal information may include, but is not limited to, your name, email address, firm, and other information you store with your account.

Google User Data. When you connect your Google account to our Services, we will access your Google email address, calendar events, and email content (“Google User Data”). You have control over what Google User Data you permit us to access. For example, Google Calendar permissions may include read-only access to your calendar events. You can revoke our access to your Google User Data at any time.

Email Inbox Data. When you connect your email inbox to the Services, RegentDesk will access the body or content of your emails to provide the Services (“Email Inbox Data”). You can revoke our access to your Email Inbox Data at any time. However, please note that your withdrawal will only take effect for future processing and will not affect the lawfulness of processing before the withdrawal. In addition, if you remove our access to your Email Inbox Data, it will negatively impact RegentDesk’s ability to generate email drafts in your writing style and to surface relationship context while you write.

Client Data. We may collect client data that you manually enter, upload as a spreadsheet or CSV file, or import from a customer relationship management system you connect, such as names, relationship notes, life events, risk profile, contact history, and any meeting notes associated with such client (“Client Data”). We also detect and process meeting summary emails sent to your inbox by AI notetakers, such as Jump, Zocks, Otter, Fireflies, Fathom, Read.ai, and Granola.

Services Input and Output. We process your input (which may include the topic, tone, context hints, or other content) and output and any other information you provide in connection with your use of the Services, including any personal information contained therein.

Purchases or Transactions. If we charge for the Services, we may collect personal information and details associated with your purchases or transactions on the Services, including payment information. Any payments made via our Services are processed by third-party payment processors. We do not directly collect or store any payment card information entered through our Services, but we may receive information associated with your payment card information (e.g., your billing details).

Your Communications with Us. We, and our service providers, may collect the information you communicate to us, such as through email.

Surveys. We may contact you to participate in surveys. If you decide to participate, we may collect personal information from you in connection with the surveys.

Sweepstakes or Contests. We may collect personal information you provide for any sweepstakes or contests that we offer. In some jurisdictions, we are required to publicly share information of sweepstakes and contest winners.

Conferences, Trade Shows, and Other Events. We may collect personal information from individuals when we attend or host conferences, trade shows, and other events.

Business Development and Strategic Partnerships. We may collect personal information from individuals and third parties to assess and pursue potential business opportunities.

Job Applications. If you apply for a job with us, we will collect any personal information you provide in connection with your application, such as your contact information and resume or CV.

Personal Information Collected Automatically

We may collect personal information automatically when you use the Services.

Device Information. We may collect personal information about your device, such as your Internet protocol (IP) address, user settings, cookie identifiers, other unique identifiers, browser or device information, Internet service provider, and location information (including, as applicable, an approximate location derived from the IP address and precise geo-location information).

Usage Information. We may collect personal information about your use of the Services, such as the pages that you visit, items that you search for, the types of content you interact with, information about the links you click, the frequency and duration of your activities, and other information about how you use the Services.

Cookie Notice (and Other Technologies). We, as well as third parties, may use cookies, and other technologies (“Technologies”) to automatically collect personal information through your use of the Services.

  • Cookies. Cookies are small text files stored in device browsers.

See “Your Privacy Choices” below to understand your choices regarding these Technologies.

Personal Information Collected from Third Parties

We may collect personal information about you from third parties. For example, if you access the Services using a third-party website, application, service, products, or technology (each a “Third-Party Service”), we may collect personal information about you from that Third-Party Service that you have made available via your privacy settings.

3. HOW WE USE PERSONAL INFORMATION

We use personal information for a variety of business purposes, including to provide the Services, for administrative purposes, and to provide you with marketing materials, as described below.

Provide the Services

We use personal information to provide the Services, such as:

  • Providing access to certain areas, functionalities, and features of the Services, such as generating email drafts, surfacing relationship content when you write, filing meeting notes, and calendaring deadlines;
  • Communicating with you;
  • Answering requests;
  • Sharing personal information with third parties as needed to provide the Services; and
  • Processing your financial information and other payment methods.

Limits on Use of Your Google User Data

To the extent that any Google User Data which you provide us access to constitutes personal information under this Privacy Notice, it will be subject to the provisions of this Privacy Notice. Notwithstanding anything else in this Privacy Notice, if you provide us with access to Google User Data, our use of that data will be subject to these additional restrictions:

  • The Google User Data will be used only to provide or improve user-facing features that are prominent in our user interface.
  • The Google User Data will be transferred to others only as necessary to provide and improve these user-facing features, for security purposes, to comply with applicable law, or as part of a merger, acquisition, or sale of assets.
  • The Google User Data will not be used for serving advertisements.
  • The Google User Data will be read by humans only in the following cases:
    • As part of the user interface, as controlled by your RegentDesk privacy settings;
    • If we obtain your affirmative agreement to view specific data from your account;
    • If it is necessary for security purposes (such as investigating a bug, defect, or abuse);
    • If it is necessary to comply with applicable law; and
    • As necessary for internal operations, provided that the data has been aggregated and anonymized.

Improve the Services and Develop New Products and Services

We use personal information to improve the Services and to develop new products and services.

Operate Our Business

We use personal information to operate our business, such as:

  • Carrying out analytics;
  • Creating de-identified and/or aggregated information;
  • Processing applications if you apply for a job we post on our Services;
  • Allowing you to register for events;
  • Enforcing our agreements and policies; and
  • Carrying out activities that are required to comply with our legal obligations.

Marketing

We may use personal information in connection with our marketing activities including to tailor and provide you with marketing communications, promotions, and offers that may interest you. For clarity, we do not use Google User Data, Client Data, or Email Inbox Data to serve you any marketing content.

With Your Consent or Direction

We may use personal information: (i) for other purposes that are clearly disclosed to you at the time you provide the personal information, (ii) with your consent, or (iii) as otherwise directed by you.

4. HOW WE SHARE PERSONAL INFORMATION

We share personal information with third parties for a variety of business purposes, including to provide the Services, to protect us or others, or in connection with a major business transaction such as a merger, sale, or asset transfer, as described below.

Disclosures to Provide the Services

We may share any of the personal information we collect with the categories of third parties described below.

Service Providers. We may share personal information with service providers that assist us with the provision of the Services. This may include, but is not limited to, service providers that provide us with hosting services, customer service, AI or machine learning services, analytics, marketing services, IT support, and related services. In addition, personal information and chat communications may be shared with service providers that help provide our chat features.

Third-Party Services You Share or Interact With. The Services may link to or allow you to interface with, interact with, share information with, direct us to share information with, access, and/or use a Third-Party Service.

Any personal information shared with a Third-Party Service will be subject to the Third-Party Service’s privacy policy. We are not responsible for the processing of personal information by Third-Party Services.

Business Partners. We may share your personal information with business partners we work with to provide you with a product or service you have requested. We may also share your personal information with business partners with whom we jointly offer products or services. Once your personal information is shared with our business partner, it will also be subject to our business partner’s privacy policy. We are not responsible for the processing of personal information by our business partners.

RegentDesk Customers (Authorized Users Only). In cases where you use our Services as an employee, contractor, or other authorized user of a RegentDesk customer, we may share any information associated with your use of the Services with the RegentDesk customer, including, but not limited to, account information, usage information, files, and the contents of the communications associated with your account. Your personal information may also be subject to the RegentDesk customer’s privacy policy. We are not responsible for the RegentDesk customer’s processing of your personal information.

Affiliates. We may share your personal information with our corporate affiliates.

Disclosures to Protect Us or Others

We may share your personal information and related information with external parties if we, in good faith, believe doing so is required or appropriate to comply with law enforcement requests, national security requests, or other government requests; comply with legal process, such as a court order or subpoena; protect your, our, or others’ rights, property, or safety; enforce our policies or contracts; collect amounts owed to us; or assist with an investigation or prosecution of suspected or actual unauthorized or illegal activity.

Disclosure in the Event of Merger, Sale, or Other Asset Transfers

If we are involved in a merger, acquisition, financing, reorganization, bankruptcy, receivership, purchase or sale of assets, transition of service to another provider, or other similar corporate transaction, your personal information may be shared, sold, or transferred as part of such a transaction.

5. YOUR PRIVACY CHOICES

The privacy choices you may have about your personal information are described below.

Email Communications. If you receive an unwanted email from us, you can use the unsubscribe functionality found at the bottom of the email to opt out of receiving future emails. Note that you will not be able to opt out of certain communications (e.g., communications regarding the Services or updates to this Privacy Notice).

“Do Not Track.” Do Not Track (“DNT”) is a privacy preference that users can set in certain web browsers. Please note that we do not respond to or honor DNT signals or similar mechanisms transmitted by web browsers.

Cookies. You may stop or restrict the placement of Technologies on your device or remove them by adjusting your preferences as your browser or device permits. However, if you adjust your preferences, the Services may not work properly.

6. INTERNATIONAL TRANSFERS OF PERSONAL INFORMATION

All personal information processed by us may be transferred, processed, and stored anywhere in the world, including, but not limited to, the United States or other countries, which may have data protection laws that are different from the laws where you live.

7. RETENTION OF PERSONAL INFORMATION

We store the personal information, including Google User Data, we collect as described in this Privacy Notice for as long as you use the Services, or as long as necessary to fulfill the purpose(s) for which it was collected, or as long as necessary to pursue our business purposes. When personal information, including Google User Data, is no longer required for these purposes, we will securely delete or destroy it.

To determine the appropriate retention period for personal information, we may consider applicable legal requirements; the amount, nature, and sensitivity of the personal information; certain risk factors; the purposes for which we process your personal information; and whether we can achieve those purposes through other means.

8. SECURITY MEASURES

We use commercially reasonable security measures designed to protect personal information, including Google User Data and any sensitive data contained therein. Examples of the safeguards we use include encryption, access controls, and audit logging.

9. CHILDREN’S PERSONAL INFORMATION

The Services are not directed to children under 18 (or other age as required by local law outside the United States), and we do not knowingly collect personal information from children.

If you are a parent or guardian and believe that your child has uploaded personal information to the Services in violation of applicable law, you may contact us as described in “Contact Us” below.

10. CONTACT US

If you have any questions about our privacy practices or this Privacy Notice, please contact us at: lucas@regentdesk.com.