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Scopable, Inc. (“Scopable,” “we,” “us,” or “our”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you access or use the Scopable platform, website, applications, and related services (collectively, the “Services”). Learn more about Scopable and our mission.
This policy applies to all users of the Services, including MSPs, their employees, contractors, and authorized client representatives. See also our Terms of Service. Have questions? Contact us.
1. Information we collect
1.1 Information you provide directly
We collect information you voluntarily provide, including:
- Account Information: name, email address, company name, role, password (hashed)
- Billing Information: billing contact details and transaction metadata (payment processing handled by third-party processors)
- User Content: quotes, scopes of work, pricing data, templates, documents, notes, and communications entered into the platform
- Support Communications: information provided through support requests or feedback
1.2 Information collected automatically
When you use the Services, we may automatically collect:
- Usage Data: features accessed, actions taken, timestamps
- Device & Technical Data: IP address, browser type, operating system, device identifiers
- Log Data: system activity, error logs, audit trails
- Cookies & Tracking Technologies: see Section 6
1.3 Third-party and integration data
If you connect third-party services (e.g., PSA tools, distributors, CRMs), we may collect data authorized by you through those integrations, such as client records, configurations, agreements, or pricing data.
2. How we use information
We use information for legitimate business purposes, including to:
- Provide, operate, and maintain the Services
- Generate quotes, scopes of work, and proposals
- Enable AI-assisted functionality and automation
- Authenticate users and enforce access controls
- Process payments and manage subscriptions
- Monitor usage, performance, and security
- Improve and develop new features
- Communicate with you regarding updates, support, and service notices
- Comply with legal obligations and enforce agreements
We do not sell personal data.
3. AI and automated processing
Scopable uses AI and automation to assist with quoting, scoping, and analysis.
Key principles:
- AI outputs are assistive, not authoritative
- You retain control over final decisions and approvals
- Your data is not used to train public or third-party models
- AI processing is scoped to your tenant and governed by access controls
4. How we share information
We may share information only as necessary with:
4.1 Service providers
Trusted vendors who perform services on our behalf (e.g., hosting, analytics, email delivery, payment processing). These providers are contractually obligated to protect your data.
4.2 Integrations you enable
Data shared with third-party services at your direction and authorization.
4.3 Legal and compliance
When required by law, regulation, subpoena, or valid legal process.
4.4 Business transactions
In connection with a merger, acquisition, financing, or sale of assets, subject to confidentiality protections.
5. Data retention
We retain information for as long as necessary to:
- Provide the Services
- Comply with legal, accounting, or contractual obligations
- Resolve disputes and enforce agreements
Upon account termination, data retention and deletion follow our contractual commitments and applicable law.
6. Cookies and tracking
We use cookies and similar technologies to:
- Maintain sessions and authentication
- Analyze usage and performance
- Improve user experience
You can control cookies through your browser settings. Disabling cookies may affect functionality.
7. Security
We implement administrative, technical, and organizational safeguards designed to protect information, including:
- Role-based access controls (RBAC)
- Encryption in transit and at rest
- Audit logs and monitoring
- Tenant data isolation
No system is 100% secure. You are responsible for maintaining the confidentiality of your credentials.
8. Your rights and choices
Depending on your location, you may have rights to:
- Access, correct, or delete personal data
- Object to or restrict certain processing
- Request data portability
Requests can be submitted to [email protected].
9. International data transfers
Scopable is based in the United States. If you access the Services from outside the U.S., you acknowledge that your data may be transferred and processed in the U.S. or other jurisdictions with appropriate safeguards.
10. Children's privacy
The Services are intended for business use and not for individuals under 18. We do not knowingly collect personal data from children.
11. Changes to this policy
We may update this Privacy Policy from time to time. Material changes will be communicated through the Services or by other appropriate means. Continued use of the Services after changes become effective constitutes acceptance.
12. Contact us
If you have questions or concerns about this Privacy Policy or our data practices, contact:
Scopable, Inc.
Email: [email protected]
Website: https://scopable.io