01
Information we collect
- Name and email address
- Organization and membership information
- Workbook collaboration activity
- Comments, notifications, and audit history
Privacy policy
Collect less. Protect the workflow.
Caseflow collects the information needed to operate collaborative implementation workspaces and intentionally avoids sensitive employee health and identity data.
02
Information we avoid
- Social Security Numbers
- Protected Health Information
- Medical records
- Claims data
03
How information is used
- Authenticate users
- Operate company workspaces
- Provide collaboration workflows
- Improve reliability and functionality
04
Data access
- Caseflow does not sell personal information
- Authorized users access their organization data
- Service providers support platform operation
- Permissions are enforced server-side
05
Retention
- Data is retained to provide the service
- Removal requests remain subject to legal obligations
- Historical records may support audit needs
- Prior plan years remain intentionally preserved
06
Questions
- Ask what information Caseflow stores
- Report an access concern
- Request account assistance
- Submit a private in-app support ticket
Privacy questions
Get help inside Caseflow.
Sign in to submit a private support ticket about information handling or workspace access.