1. About HeritageAI™

HeritageAI™ is our proprietary AI-powered document analysis service designed to help families understand complex legal, financial, and business documents. Our AI service translates technical language into plain English and identifies important information, deadlines, and opportunities within your documents.

HeritageAI™ specializes in: Plain talk translation, risk identification, opportunity recognition, and Legacy Foundation document classification for generational wealth building.

2. Your Data and AI Training

🔒 We Do Not Use Your Data to Train Our Models

Your documents and personal information are never used to train our AI models
Your content is not shared with third-party AI training programs
Document analysis is performed for your benefit only
We maintain strict data separation between user content and model training

How We Process Your Documents

Documents are processed using Azure OpenAI services with strict privacy controls
Text extraction is performed using Azure Document Intelligence
Analysis is conducted in real-time and results are returned to you
No document content is retained by AI services beyond the analysis session
All processing occurs within Microsoft's secure cloud infrastructure

3. AI Infrastructure and Security

Azure OpenAI Integration

HeritageAI™ is powered by Azure OpenAI services
All AI processing occurs within Microsoft's secure, enterprise-grade environment
Data transmission is encrypted and follows enterprise security standards
No data leaves Microsoft's controlled infrastructure during processing

Document Intelligence

Text extraction uses Azure Document Intelligence for accurate OCR and content parsing
Supports multiple document formats: PDFs, Word documents, images, and text files
Extracts tables, key-value pairs, and structured data from complex documents
Processing is optimized for financial, legal, and business document types

4. Usage Limits and Fair Use

Daily Analysis Limits

Free Plan

3 daily HeritageAI™ scans

Legacy Plan

20 daily HeritageAI™ scans

Fair Use Guidelines

Usage limits reset daily at midnight UTC
Each document analysis counts as one scan
Re-analyzing the same document uses cached results when possible
Limits are designed to support typical family document management needs

5. AI Analysis Limitations

⚠️ Important Disclaimers

HeritageAI™ analysis is for informational purposes only
AI results do not constitute legal, financial, or professional advice
Always consult qualified professionals for important decisions
Analysis accuracy may vary based on document quality and complexity

What Our AI Can Do

Translate complex legal and financial language into plain English
Identify key dates, amounts, and important terms
Spot potential risks, deadlines, and opportunities
Classify documents for Legacy Foundation framework
Extract structured information from various document types

What Our AI Cannot Do

Provide legal advice or replace attorney consultation
Give financial planning or investment recommendations
Guarantee 100% accuracy in all document interpretations
Process documents in languages other than English
Analyze documents that are heavily damaged or illegible

6. How We Handle Your Document Data

During Analysis

Documents are temporarily processed in Azure's secure environment
Text extraction and analysis occur in real-time
No document content is stored by AI services after analysis
Results are returned directly to your secure account

After Analysis

Analysis results are stored with your document for future reference
Cached results improve performance for re-analysis of the same document
All data remains within your account and Microsoft cloud infrastructure
You can delete documents and analysis results at any time

7. When to Seek Professional Advice

💡 Recommended Professional Consultation

HeritageAI™ is designed to help you understand your documents, but professional expertise is essential for important decisions. Always consult with qualified professionals for:

Legal matters: Contracts, estate planning, litigation, compliance
Financial planning: Investment strategies, tax planning, insurance needs
Healthcare decisions: Medical coverage, treatment options, benefits
Real estate transactions: Property purchases, title issues, zoning
Business decisions: Corporate structure, partnerships, regulations

8. Updates to AI Usage Policy

We may update this AI Usage Policy to reflect improvements to our HeritageAI™ service or changes in AI technology. We will notify users of material changes through the platform and update the "Last updated" date at the top of this policy.

Your continued use of HeritageAI™ after policy updates constitutes acceptance of the revised terms.

9. Questions About AI Usage

If you have questions about how we use AI to analyze your documents, data privacy, or this usage policy, please contact us through our support channels available in the application.