Privacy notice
This notice covers this website, chartandfileai.com. It tells you what I collect, why, and what you can ask me to do with it. Client work is covered by a separate written agreement.
Last updated November 12, 2026.
What I collect
I collect only what you choose to give me:
- The free guide form: your first name, work email and organization type.
- The contact form: your first name, work email, organization type and your message, if you write one.
- Booking a call: the details you enter in the calendar, such as your name, email and the time you pick.
- Calling or emailing me: whatever you tell me, plus your number or address.
Please don't send patient or client details through this website. The forms are not built for that and I don't want it here.
What I don't do
- I don't sell or rent your information to anyone.
- I don't run advertising trackers or analytics on this site.
- I don't set cookies of my own.
- I don't share your information with anyone except the services listed below, which help me run the site.
How I use it
I use what you send me to:
- Email you the template you asked for.
- Reply to your message and set up our call.
- Send an occasional useful note, if you asked for the free guide. You can stop these at any time.
Who helps me run this site
A few companies handle parts of this website for me. Each one sees only what it needs to do its job.
- Vercel hosts the website. Like any web host, it keeps basic visit logs, such as your internet address and browser type, to keep the site running and secure.
- Supabase stores the entries from the two forms.
- Resend delivers the emails the forms send.
- Calendly runs the booking calendar on the contact page. Calendly may set its own cookies when the calendar loads, and its own privacy notice covers what it collects.
How long I keep it
I keep form entries and messages for as long as we are in touch, and for up to two years after our last contact. Then I delete them. If you become a client, our agreement sets the rules for your records.
Your choices
You can ask me at any time to show you what I have about you, correct it, delete it, or stop emailing you. I'll do it within 30 days.
This website is for people who run agencies and firms. It is not meant for children.
Changes
If I change this notice, I'll post the new version here and change the date at the top.
How to reach me
- Phone:
- 303-248-6601
- Email:
- Email address to come