Privacy Policy

Introduction

We created this Privacy Policy in order to demonstrate our firm commitment to disclose our current policies regarding privacy and the confidentiality of personal information. In addition, we take further measures to enhance the protection of privacy and personally identifiable information, as outlined in this Privacy Policy.

This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You. We use Your Personal data to provide and improve the Service. By using the Service, You agree to the collection and use of information in accordance with this Privacy Policy.

Please contact us via email at support@boardwise.online if you have questions about our privacy practices that are not addressed in this Privacy Policy. This Privacy Policy is incorporated by reference into the Terms and Conditions Agreement made available on the Site. By using the Services, you agree to the terms of this Privacy Policy. If you do not agree with or you are not comfortable with any aspect of this Privacy Policy, you should immediately stop using the Services.

Definitions

For the purposes of this Privacy Policy:

• Account means Your access to our Service or parts of our Service.
• Application means the web application provided by the Company which is accessible from the internet or downloaded by You on any electronic device, named www.boardwise.online.
• Business, for the purpose of the CCPA (California Consumer Privacy Act), refers to the Company as the legal entity that collects Consumers' personal information and determines the purposes and means of the processing of Consumers' personal information.
• Company (referred to as either "the Company", "We", "Us" or "Our" in this Agreement) refers to Boardwise, LLC, 439 US ROUTE 1 STE A, YORK, ME, 03909, USA.
• Consumer, for the purpose of the CCPA, means a natural person who is a California resident.
• Cookies are small files that are placed on Your computer, mobile device or any other device by a website, containing the details of Your browsing history on that website among its many uses.
• Device means any device that can access the Service such as a computer, a cellphone or a digital tablet.
• Do Not Track (DNT) is a concept that has been promoted by US regulatory authorities, in particular the U.S. Federal Trade Commission (FTC), for the Internet industry to develop and implement a mechanism for allowing internet users to control the tracking of their online activities across websites.
• Personal Data is any information that relates to an identified or identifiable individual.
• Sale, for the purpose of the CCPA, means selling, renting, releasing, disclosing, disseminating, making available, transferring, or otherwise communicating a Consumer's personal information to another business or a third party for monetary or other valuable consideration.
• Service refers to the Website.
• Service Provider means any natural or legal person who processes the data on behalf of the Company.
• Usage Data refers to data collected automatically, either generated by the use of the Service or from the Service infrastructure itself.
• Website refers to www.boardwise.online, accessible from your browser or mobile device.
• You means the individual accessing or using the Service, or the company, or other legal entity on behalf of which such individual is accessing or using the Service.

Collecting and Using Your Personal Data

Types of Data Collected

While using Our Service, We may ask You to provide Us with certain personally identifiable information that can be used to contact or identify You. Personally identifiable information may include, but is not limited to:

• Email address
• First name and last name
• Address, State, Province, ZIP/Postal code, City
• Credit Card information (processed through Stripe, not stored by us)

Privacy-First Design: BoardWise is designed with privacy-first principles and does not store sensitive case information, uploaded documents, or personally identifiable case files on our servers.

Usage Data

Usage Data is collected automatically when using the Service. Usage Data may include information such as Your Device's Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that You visit, the time and date of Your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

When You access the Service by or through a mobile device, We may collect certain information automatically, including, but not limited to, the type of mobile device You use, Your mobile device unique ID, the IP address of Your mobile device, Your mobile operating system, the type of mobile Internet browser You use, unique device identifiers and other diagnostic data.

Tracking Technologies and Cookies

We use Cookies and similar tracking technologies to track the activity on Our Service and store certain information. The technologies We use may include:

• Cookies or Browser Cookies: A cookie is a small file placed on Your Device. You can instruct Your browser to refuse all Cookies or to indicate when a Cookie is being sent.
• Flash Cookies: Certain features of our Service may use local stored objects (or Flash Cookies) to collect and store information about Your preferences or Your activity on our Service.
• Web Beacons: Certain sections of our Service and our emails may contain small electronic files known as web beacons that permit the Company to count users who have visited those pages or opened an email.

Cookies can be "Persistent" or "Session" Cookies. Persistent Cookies remain on Your personal computer or mobile device when You go offline, while Session Cookies are deleted as soon as You close Your web browser.

Use of Your Personal Data

The Company may use Personal Data for the following purposes:

• To provide and maintain our Service: including to monitor the usage of our Service.
• To manage Your Account: to manage Your registration as a user of the Service.
• For the performance of a contract: the development, compliance and undertaking of the purchase contract for the services You have purchased.
• To contact You: by email, telephone calls, SMS, or other equivalent forms of electronic communication regarding updates or informative communications.
• To provide You with news: special offers and general information about other goods, services and events which we offer.
• To manage Your requests: to attend and manage Your requests to Us.
• For business transfers: We may use Your information to evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of assets.
• For other purposes: data analysis, identifying usage trends, determining the effectiveness of our promotional campaigns and to evaluate and improve our Service.

BoardWise Document Delivery

When You request the optional BoardWise Document Delivery service, We may collect information that is necessary to prepare and send Your mailing, including:

• return mailing address;
• recipient mailing address;
• email address;
• phone number;
• selected shipping option;
• stated filing deadline; and
• uploaded documents and supporting attachments.

This information is used solely to prepare the mailing, communicate with You regarding the mailing, provide shipment tracking or fulfillment updates, and complete the requested document delivery service. Uploaded documents and mailing information are not collected for marketing purposes and are not sold or shared for advertising.

The Company takes reasonable administrative and technical measures to protect information submitted through BoardWise Document Delivery during transmission and handling. Documents and mailing information may be retained only as reasonably necessary to complete the requested service, comply with legal obligations, resolve disputes, or enforce agreements, after which they may be securely deleted in accordance with the Company's retention practices.

Retention of Your Personal Data

The Company will retain Your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use Your Personal Data to the extent necessary to comply with our legal obligations, resolve disputes, and enforce our legal agreements and policies.

The Company will also retain Usage Data for internal analysis purposes. Usage Data is generally retained for a shorter period of time, except when this data is used to strengthen the security or to improve the functionality of Our Service.

Transfer of Your Personal Data

Your information, including Personal Data, is processed at the Company's operating offices and in any other places where the parties involved in the processing are located. It means that this information may be transferred to, and maintained on, computers located outside of Your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from Your jurisdiction.

Your consent to this Privacy Policy followed by Your submission of such information represents Your agreement to that transfer. The Company will take all steps reasonably necessary to ensure that Your data is treated securely and in accordance with this Privacy Policy.

Disclosure of Your Personal Data

The Company may disclose Your Personal Data in the good faith belief that such action is necessary to:

• Comply with a legal obligation
• Protect and defend the rights or property of the Company
• Prevent or investigate possible wrongdoing in connection with the Service
• Protect the personal safety of Users of the Service or the public
• Protect against legal liability

Security of Your Personal Data

The security of Your Personal Data is important to us, but remember that no method of transmission over the Internet, or method of electronic storage is 100% secure. While We strive to use commercially acceptable means to protect Your Personal Data, We cannot guarantee its absolute security.

Detailed Information on the Processing of Your Personal Data

Analytics

We may use third-party Service providers to monitor and analyze the use of our Service. Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. You can opt-out by installing the Google Analytics opt-out browser add-on.

Payments

We provide paid services within the Service. We may use third-party services for payment processing (e.g. payment processors). We will not store or collect Your payment card details. That information is provided directly to Our third-party payment processors (Stripe) whose use of Your personal information is governed by their Privacy Policy. These payment processors adhere to the standards set by PCI-DSS.

Third-Party Advertising Services

You can use the following third-party tools to decline the collection and use of information for the purpose of serving You interest-based advertising:

• The NAI's opt-out platform: https://www.networkadvertising.org/choices/
• The EDAA's opt-out platform: https://www.youronlinechoices.com/
• The DAA's opt-out platform: https://optout.aboutads.info/?c=2&lang=EN

CCPA Privacy - Categories of Personal Information Collected

This privacy notice section for California residents supplements the information contained in Our Privacy Policy and applies solely to all visitors, users, and others who reside in the State of California.

Your Rights under the CCPA

The CCPA provides California residents with specific rights regarding their personal information:

• The right to notice: You have the right to be notified which categories of Personal Data are being collected and the purposes for which the Personal Data is being used.
• The right to request: You have the right to request that We disclose information to You about Our collection, use, sale, disclosure for business purposes and share of personal information.
• The right to say no to the sale of Personal Data (opt-out): You have the right to direct Us to not sell Your personal information.
• The right to delete Personal Data: You have the right to request the deletion of Your Personal Data, subject to certain exceptions.
• The right not to be discriminated against: You have the right not to be discriminated against for exercising any of Your consumer's rights.

To exercise any of Your rights under the CCPA, contact Us by email: support@boardwise.online

Sale of Personal Information

We presently do NOT sell and have not sold in the last twelve (12) months any categories of personal information.

BoardWise MCP Server (Anthropic Claude Integration)

BoardWise operates a public Model Context Protocol (MCP) server that allows Anthropic's Claude assistant (and other MCP-compatible clients) to retrieve general educational guidance about U.S. state licensing board matters. The server is read-only and returns only general (non-legal-advice) information.

Tools exposed: The server currently exposes ten read-only educational tools, including general board guidance, response-letter outlines, guide and resource lookup, CEU/CE audit guidance, plain-language explanations of investigation notices, commonly-requested document checklists, possible procedural next steps, and a deterministic deadline extractor.

What the MCP server receives: When Claude (or another MCP client) calls one of our tools, it sends only the parameters needed to answer the question — typically a U.S. state, a profession (e.g., "Registered Nurse"), an issue type (e.g., "complaint"), or a free-text topic query. For the extract_deadlines tool the client may also send raw text the user has pasted from a notice or letter. We do not receive your conversation with the assistant, your identity, your IP-derived location, or any uploaded files.

How that text is handled: Text submitted to extract_deadlines is processed in-memory by a deterministic regex/keyword parser and is never written to a database, log, or third-party service. No large-language-model API is invoked. Users should avoid pasting sensitive identifiers (names, license numbers, patient details) — only the date-bearing language is needed.

No third-party AI processing: All structured guidance is resolved from data bundled with the server. The MCP server does not call OpenAI, Anthropic, Google, or any other model provider to produce its responses.

What we log: For aggregate analytics (e.g., "how many guidance requests came from Texas this month"), we record the tool name, the U.S. state, the profession, the issue type, and a success flag for each call. These logs contain no personal data, no email address, no IP address, no conversation content, no pasted notice text, and no identifiers that could be linked back to you.

Retention: Because the MCP analytics logs contain no personal data, we retain them indefinitely for product analytics and quality monitoring.

Mentions of BoardWise inside tool responses: To stay within Anthropic and OpenAI MCP usage guidelines, every tool response ends with a short, clearly-labeled "About BoardWise" footer. The footer is factual (capabilities, privacy posture, link to a free intake that requires no account), explicitly opt-in ("share only if relevant to the user's needs"), and contains no pressure tactics, false urgency, or claims of legal advice. The assistant decides whether to surface it. Links use neutral utm parameters so we can measure traffic without tracking individuals.

Third-party privacy policies: If you reach our MCP server through Claude, your interaction with Claude itself is governed by Anthropic's Privacy Policy. If you reach it through ChatGPT or another MCP client, that client's privacy policy applies to your conversation. We are not affiliated with or endorsed by Anthropic or OpenAI.

Security disclosures: If you discover a security vulnerability in our MCP server or any other BoardWise service, please report it to support@boardwise.online. We investigate all reports with reasonable care.

Children's Privacy

The Service does not contain content appropriate for children under the age of 13. As a parent, you should know that through the Service is not for children under the age of 13. We use reasonable efforts to ensure that no personal information is collected from a child. We may ask a User to verify their date of birth before collecting any personal information from them. If the User is under the age of 13, the Service will be blocked.

Your California Privacy Rights

Under California Civil Code Section 1798 (California's Shine the Light law), California residents with an established business relationship with us can request information once a year about sharing their Personal Data with third parties for the third parties' direct marketing purposes. If you'd like to request more information under the California Shine the Light law, and if You are a California resident, You can contact Us using the contact information provided below.

Links to Other Websites

Our Service may contain links to other websites that are not operated by Us. If You click on a third-party link, You will be directed to that third party's site. We strongly advise You to review the Privacy Policy of every site You visit. We have no control over and assume no responsibility for the content, privacy policies or practices of any third-party sites or services.

Changes to this Privacy Policy

We may update Our Privacy Policy from time to time. We will notify You of any changes by posting the new Privacy Policy on this page. We will let You know via email and/or a prominent notice on Our Service, prior to the change becoming effective and update the "Last updated" date at the top of this Privacy Policy. You are advised to review this Privacy Policy periodically for any changes.

Contact Us

If you have any questions about this Privacy Policy, You can contact us via email: support@boardwise.online