Modlizer respects your privacy and is committed to protecting personal data. This Privacy Policy explains how we collect, use, disclose and safeguard information when you visit our websites, create or use a Modlizer account, interact with our services, or contact us.

1. Who we are

Modlizer provides tools for creating and managing documents, workflows, electronic signatures, payments, appointments and client portals. For questions about this Policy or our privacy practices, contact us at contact@modlizer.com.

When we determine why and how personal data is processed, Modlizer acts as a data controller. When an organisation uses Modlizer to process personal data on its behalf, that organisation is the controller and Modlizer generally acts as its data processor. Requests concerning data placed in Modlizer by an organisation should normally be directed to that organisation first.

2. Personal data we collect

Depending on how you use Modlizer, we may collect:

• Account and profile data, such as your name, email address, organisation, role, language and authentication information.

• Billing and transaction data, such as subscription details, invoices, payment status and limited payment-related information. Payment card data may be processed directly by our payment providers.

• Content and workflow data, including documents, form responses, contact information, signatures, messages, appointments and other data submitted to or generated through the service.

• Technical and usage data, such as IP address, browser and device information, logs, timestamps, pages viewed, actions performed and diagnostic information.

• Communications, including support requests, feedback, demo requests and other correspondence.

• Cookies and similar technologies, used to operate the service, remember preferences, maintain security and, where permitted, understand usage.

Users should submit only personal data that is necessary for the intended workflow and must ensure that they have a lawful basis for any personal data uploaded to Modlizer.

3. How we use personal data

We may use personal data to:

• provide, maintain and improve Modlizer;

• create and administer accounts and subscriptions;

• process documents, workflows, signatures, payments and appointments at your request;

• authenticate users and protect accounts, systems and data;

• provide customer support and service-related communications;

• monitor performance, troubleshoot problems and prevent fraud, abuse or unlawful activity;

• comply with legal obligations and enforce our agreements;

• send product or marketing communications where permitted by law, with an option to unsubscribe.

4. Legal bases for processing

Where the GDPR or similar laws apply, we rely on one or more of the following legal bases:

• Performance of a contract, when processing is necessary to provide the requested service.

• Legitimate interests, including operating, securing and improving Modlizer, provided those interests are not overridden by your rights.

• Consent, where required, for example for certain cookies or marketing communications. You may withdraw consent at any time.

• Legal obligation, when processing is required to comply with applicable law.

Customers are responsible for identifying the appropriate legal basis for personal data they control and process through Modlizer.

5. How we share personal data

We do not sell personal data. We may share personal data only as reasonably necessary with:

• service providers supporting hosting, infrastructure, analytics, communications, customer support, payments and security;

• an organisation that provides your Modlizer account, and its authorised administrators;

• professional advisers, auditors, insurers or authorities where required by law or necessary to protect rights and safety;

• a buyer, investor or successor in connection with a merger, financing, reorganisation or sale of all or part of our business, subject to appropriate safeguards.

Service providers are authorised to process personal data only for the services they provide and under appropriate contractual obligations.

6. International data transfers

Personal data may be processed in countries other than the country where it was collected. Where required, we use appropriate safeguards for international transfers, such as adequacy decisions, standard contractual clauses or another lawful transfer mechanism.

7. Data retention

We retain personal data only for as long as reasonably necessary to provide the service, maintain security and records, resolve disputes, and meet legal, accounting or regulatory obligations. Retention periods vary according to the type of data, customer instructions, contractual requirements and applicable law. Data may remain in backups for a limited period before being securely overwritten or deleted.

8. Security

We use appropriate technical and organisational measures designed to protect personal data against unauthorised access, alteration, disclosure, loss or destruction. These measures may include access controls, authentication, encryption where appropriate, monitoring and backups. No system can be guaranteed to be completely secure, and users are responsible for protecting credentials and configuring access permissions appropriately.

9. Your privacy rights

Subject to applicable law, you may have the right to:

• access personal data we hold about you;

• correct inaccurate or incomplete data;

• request deletion of your data;

• restrict or object to certain processing;

• receive certain data in a portable format;

• withdraw consent at any time where processing relies on consent;

• lodge a complaint with your local data protection authority.

To exercise these rights, contact contact@modlizer.com. We may need to verify your identity before responding. If your data was submitted by a Modlizer customer, please contact that customer directly; we will assist the customer as required.

10. Cookies

Modlizer may use essential cookies needed for authentication, security, language preferences and core functionality. We may also use optional analytics or similar technologies where permitted and, when required, after obtaining consent. You can control cookies through your browser settings, although disabling essential cookies may prevent parts of the service from working.

11. Children’s privacy

Modlizer is not intended for children to use independently, and we do not knowingly collect personal data directly from children without appropriate authorisation. If you believe that a child has provided personal data to us improperly, please contact us.

12. Third-party services and links

The service may integrate with or link to third-party services. Their processing of personal data is governed by their own privacy notices, and we encourage you to review them.

13. Changes to this Policy

We may update this Privacy Policy to reflect changes to our services, practices or legal obligations. We will publish the updated version on this page and revise the “Last updated” date. Where required, we will provide additional notice of material changes.

14. Contact us

For privacy questions, requests or concerns, contact:

Modlizer

Email: contact@modlizer.com