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Privacy Policy

Last Updated: October 2026

1. Introduction

Welcome to IntakeOS. We are committed to protecting your personal information and your right to privacy. If you have any questions or concerns about this privacy notice, or our practices with regards to your personal information, please contact us at hello@intakeos.com.

2. Information We Collect

We collect personal information that you voluntarily provide to us when you express interest in obtaining information about us or our products and services, when you participate in activities on the Website, or otherwise when you contact us.

Information collected through our Services

For our Dental, Insurance, and Law Firm clients, we process information on your behalf to facilitate intake and communication services. This may include HIPAA-protected health information (PHI) or sensitive legal/insurance data, which is handled with industry-standard security and compliance protocols.

3. How We Use Your Information

We use personal information collected via our Website for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations.

  • To facilitate account creation and logon process.
  • To post testimonials with your consent.
  • To request feedback and to contact you about your use of our Website.
  • To protect our Services.

4. Data Security

We have implemented appropriate technical and organizational security measures design to protect the security of any personal information we process. However, despite our safeguards and efforts to secure your information, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure.

5. Your Privacy Rights

Depending on where you reside, you may have the right to request access to the personal information we collect from you, change that information, or delete it in some circumstances. To request to review, update, or delete your personal information, please contact us.

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