1. Introduction
This Privacy Policy explains how Legatry collects, uses, and protects your personal information when you use our family legacy management platform. We are committed to protecting your privacy and ensuring the security of your personal and family information.
2. Information We Collect
Account Information
- Name and email address when you create an account
- Profile information including optional profile photos
- Phone number and bio (if you choose to provide them)
- Birth date and relationship information (if you choose to provide them)
Member and Family Information
- Family member roles and relationships
- Invitation email addresses when you invite others to join
- Family member permissions and access levels
Content You Upload
- Documents in various formats (PDFs, Word documents, images, text files)
- Photos with titles, descriptions, and categories
- Document categories and organization preferences
- Any content extracted from your documents for analysis
Usage Information
- Login timestamps and session information
- HeritageAI™ usage including daily scan counts
- Document upload and analysis activities
- Feature usage and platform interactions
3. How We Use Your Information
Service Provision
- Creating and managing your account
- Providing document storage and organization
- Enabling HeritageAI™ document analysis
- Facilitating member management and family invitations
- Processing subscription billing and payments
Communication
- Sending family invitation emails
- Account verification and password reset communications
- Service updates and important notifications
- Responding to your support requests
Security and Compliance
- Monitoring for security threats and unauthorized access
- Logging access and activities for security purposes
- Enforcing usage limits and fair use policies
- Complying with legal obligations
4. Data Storage and Security
🔒 Microsoft Cloud Infrastructure
- No data is stored on the application itself
- All data is stored securely in Microsoft's cloud infrastructure
- Data is encrypted in transit and at rest
- Access is controlled through secure authentication and authorization
Security Measures
- Secure user authentication and session management
- Role-based access controls for family members
- Encrypted file storage using Azure Blob Storage
- Security logging and monitoring
- Rate limiting to prevent abuse
Document Processing
- Document analysis performed using Azure OpenAI and Document Intelligence
- Text extraction and AI analysis occur within Microsoft's secure environment
- Analysis results are cached with your documents for performance
- No document content is retained by AI services beyond analysis
5. AI Processing and Data Use
✅ AI Training Policy
- We do not use your data to train our AI models
- Your documents and content are never used for model training
- AI analysis is performed solely for your benefit
- Document content is processed temporarily and not retained by AI services
HeritageAI™ Processing
- Document text extraction using Azure Document Intelligence
- AI analysis for plain language translation and insights
- Legacy Foundation document classification
- Risk and opportunity identification in documents
6. Information Sharing
Within Your Family
- Family members can access content based on their assigned roles and permissions
- Owners have full access to all family content
- Admins have access to member management and content as permitted
- Members have access to content shared with them
Third Parties
We do not sell, trade, or share your personal information with third parties, except:
- Microsoft Azure services for cloud infrastructure and AI processing
- When required by law or to protect our rights
- With your explicit consent
7. Data Retention
We retain your data for as long as your account is active or as needed to provide services.
- Account information is retained while your account is active
- Documents and content are stored until you delete them or close your account
- Deleted content is permanently removed within 30 days
- Some information may be retained longer as required by law
8. Your Rights and Controls
Account Management
- Update your profile information and preferences
- Change your password and security settings
- Manage family member roles and permissions
- Delete documents and content you've uploaded
Data Access and Deletion
- Access and download your data through the platform
- Delete specific documents or photos
- Request account deletion and data removal
- Control sharing and access permissions
9. Cookies and Session Management
We use session management to maintain your login state and provide a secure experience:
- Session cookies to keep you logged in
- Authentication tokens for secure API access
- Security monitoring for unauthorized access prevention
10. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our practices or for legal, regulatory, or operational reasons. We will notify you of material changes through the platform and update the "Last updated" date at the top of this policy.
Your continued use of Legatry after policy updates constitutes acceptance of the revised terms.
11. Contact Us
If you have questions about this Privacy Policy or how we handle your personal information, please contact us through our support channels available in the application.