--- title: "Privacy policy · Upclient" description: "What Upclient collects when you use the website, the app and a client portal, why it is needed, which other companies are involved, and how to ask for your data to be deleted." url: https://upclient.app/privacy --- # Privacy policy This page explains what information Upclient collects when you use this website, the Upclient app or a client portal, what it is used for, and which other companies handle it. Last updated November 12, 2026 ## The short version - Upclient stores what it needs to run your workspace: your sign-in details, your team, your projects, and what your clients send you through the portal. - Information about your clients belongs to you and them. We handle it only to provide the service to you. - There are no advertising or analytics trackers on this website, in the app or in the portal, and your information is not sold. - Some other companies handle data for us, such as file storage, error reports and email delivery. They are described below. - To get a copy of your data or have it deleted, write to [hello@upclient.app](mailto:hello@upclient.app) from the email address on your account. ## Who is responsible for what Upclient is used by businesses to work with their own clients. For your account and your workspace, Upclient decides what is collected and is responsible for it. For the information you collect from your clients, such as their contact details, form answers, files and signatures, you decide what is collected and why, and Upclient handles it on your behalf. ## Your account and workspace - **Sign-in details.** Your name, email address, and your password in hashed form, never as plain text. We send a code to confirm your email address, and a link to reset your password when you ask for one. - **Workspace.** Its name and address, logo, brand colour, time zone and other settings. - **Team.** The people you invite, their roles, and invitations that have not been accepted yet. - **Your work.** Projects, stages, tasks, templates, forms, contract templates, portal pages, workflows, messages, internal notes and files. - **Notification preferences** you set for yourself. ## Information about your clients - **Contacts and companies.** The names, email addresses, phone numbers and other details you enter. - **What clients send through the portal.** Form answers, uploaded files, messages, and signatures on tasks and contracts. - **Contracts.** The contract text, the signatures of each side, who signed and when, and the signed PDF. - **Emails sent for you.** A record of each invitation, reminder, notification and workflow email: who it went to, its content, whether it was delivered, and when. ## If you are a client using a portal You were invited to a portal by a business that uses Upclient. That business sees what you submit there and decides how it is used. If you have a question about your information, or want it corrected or removed, ask the business that invited you first. You can also write to us and we will pass the request on. To let you sign in, the portal stores your name and email address, and a hashed password if you set one. A portal account belongs to one business’s portal and is not shared with any other. ## Information collected as you use Upclient - **Sign-in sessions.** When you sign in to the app or a portal, we record the session with your IP address and your browser’s user agent (a short description of the browser and operating system). - **Activity records.** We keep a record of what happens in a project, such as a task being completed or a contract being signed, so that notifications and workflows can run and you can see what a workflow did. - **Server logs.** Our servers log technical details of requests to help us fix problems. Passwords, cookies, tokens and sign-in codes are removed from these logs. - **Error reports.** When something breaks in the app or on our servers, a report is sent to our error tracking service. ## How the information is used - To run the service: sign you in, save your work, show your clients their portal, run your workflows and notify the right people. - To send the emails the service needs, for you and for your clients. We do not send marketing email to your clients. - To keep the service working and secure, and to find and fix errors. - To answer you when you write to us. We do not sell your information or your clients’ information, and we do not use it for advertising. ## Other companies involved These kinds of companies handle some information while providing a part of Upclient: - **Hosting and file storage.** The servers and database that run Upclient, and the storage that holds uploaded files, signatures and signed documents. - **An email delivery service** sends the emails described above, so it receives the recipient’s name and email address and the content of the email. - **An error tracking service** receives the error reports described above. - **Google** serves the fonts on this website, so your browser contacts Google when you open it. - **Services you embed.** When you put a booking calendar, a video or another tool into a task or a portal page, that service can see a request from the browser of anyone who opens it. ## Cookies and browser storage The app and the portal each use a cookie to keep you signed in. It is needed for them to work and is not used for tracking. The app also stores a few display preferences in your browser, such as a notice you have dismissed. This website does not set cookies. ## How long information is kept We keep your account, your workspace and everything in it for as long as the workspace exists. - Activity records that have been processed, and finished workflow runs, are removed after 90 days. - Portal sessions end after 30 days. - Deleting a workspace removes its projects, contacts and portal accounts. ## Getting a copy or deleting your data An owner can delete a workspace from its settings. To ask for a copy of your information, a correction, or for your account to be deleted, write to [hello@upclient.app](mailto:hello@upclient.app) from the email address on your account. We reply to that address to confirm the request is yours. ## Security Passwords are stored only as hashes. Uploaded files are private to the workspace and the clients on the project. Each portal has its own accounts, so a client of one business cannot sign in to another’s. If you think your account has been misused, change your password and write to us. ## Changes to this page When this page changes, the date at the top changes too. ## Contact Upclient is a Fortuna product. For anything about this page or your data, write to [hello@upclient.app](mailto:hello@upclient.app).