Privacy Policy
Effective Date: March 1, 2025 | Last Updated: June 2026
PulseExtract ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains what information we collect, how we use it, who we share it with, how it is disclosed, and the security measures we use to protect it — whether you are an attorney, an individual preparing your own financial affidavit, or someone invited to upload documents through our secure portal.
Preparing your own financial affidavit? You create an account, upload your financial documents, and PulseExtract helps organize that information and support your affidavit preparation. We use AI to read your documents. We do not sell your information. You may contact us to request access to or deletion of your data.
1. Who We Are
PulseExtract is an AI-powered platform that helps people prepare financial affidavits and related financial summaries from uploaded documents such as bank statements, pay stubs, and tax returns.
Our users include:
- Account holders — attorneys, law firms, or individuals managing their own financial affidavit
- Portal participants — clients or other invited persons who upload documents through a secure link provided by an account holder
Depending on your role, we may process data directly for you (if you hold an account) or on behalf of an account holder (when you use the document upload portal).
2. Information We Collect
Account holders (attorneys and individuals)
- Account information: Name, email address, organization or firm name (if applicable), and billing information when you create an account or subscribe to a plan
- Financial documents: Documents you upload — including bank statements, tax returns, pay stubs, and other financial records — used to generate financial affidavits and related work product
- Matter information: Names, case identifiers, and other details you choose to enter about a matter
- Usage data: Log data, IP addresses, browser type, and activity on the platform, used for security and service improvement
Portal participants
- Contact information: Name, email address, and mobile phone number provided by the account holder when a portal link is generated
- Uploaded documents: Files submitted through the secure portal
- Portal activity: Upload status and checklist progress related to the matter
Information about others in your documents
Uploaded documents may contain information about other people (for example, a spouse, employer, or joint account holder). We process that information only to provide the affidavit and related services at the direction of the account holder.
3. How We Use Your Information
- To extract and organize financial data from uploaded documents
- To generate financial affidavits and related reports
- To operate the secure document upload portal
- To send portal links and document reminders via email or SMS, on behalf of account holders (when enabled)
- To process payments and manage subscriptions
- To improve platform accuracy, security, and functionality
- To comply with applicable legal obligations
We do not sell personal information. We do not share your documents with third parties for their marketing or advertising. We do use trusted service providers to host, store, process, and deliver our services, as described in this policy.
4. How We Disclose Information
We disclose information only as needed to operate PulseExtract:
- Service providers: Vendors that host, store, process, or deliver our services on our behalf, under contractual obligations to protect your data and use it only for the services they provide to us
- Transmission methods: Data is sent over encrypted HTTPS/TLS connections. Documents and extracted data may be stored in secure cloud environments. Email and SMS are delivered through our communications providers. Payment information is transmitted to our payment processor
- At your direction: Portal links and reminders are sent to portal participants only when an account holder enables those features for a matter
- Legal requirements: We may disclose information if required by law, regulation, court order, or to protect rights, safety, and security
5. SMS / Text Message Notifications
With authorization from the account holder, PulseExtract may send SMS text messages to portal participants for the following purposes:
- Delivery of a secure document upload portal link
- Reminders about outstanding documents required for a matter
Message frequency varies based on the number of outstanding documents and the reminder schedule set by the account holder. Standard message and data rates may apply.
Opt-out: Portal participants may reply STOP to any SMS to opt out of further text messages. After opting out, no further SMS will be sent to that number for that matter.
Help: Reply HELP for assistance or contact us at support@pulseextract.com.
Account holders are responsible for obtaining appropriate consent before enabling SMS notifications for any contact, consistent with applicable law (including the Telephone Consumer Protection Act where applicable) and any professional responsibility rules that apply to them.
6. Data Security
We use reasonable administrative, technical, and organizational measures to protect information, including:
- Encryption in transit: Web traffic is protected with HTTPS/TLS
- Secure cloud storage: Uploaded documents are stored in a cloud environment with provider encryption and access controls
- Access controls: Internal access to customer data is limited to personnel who need it to operate, support, or secure the service
- Account isolation: Each account holder's matters and documents are scoped to that account
- Monitoring: System activity is logged for security and troubleshooting
No method of transmission or storage is completely secure. Account holders should ensure that using a cloud-based service is appropriate for their situation and any obligations they owe to clients, co-parties, or others.
7. Data Retention and Your Choices
Documents and extracted data are retained for as long as the account holder's account is active, plus a reasonable period thereafter. Account holders may request deletion of matter data by contacting us at support@pulseextract.com.
Portal participants who use an upload link without a full account may contact the account holder or support@pulseextract.com with questions about documents they submitted.
8. Third-Party Services
We use the following categories of third-party service providers to operate the platform. These providers process data on our behalf and are required to protect it:
- Cloud infrastructure and storage (e.g., Google Cloud, Amazon Web Services) — hosting and document storage
- AI document processing (e.g., OpenAI, Google, Anthropic) — extraction and categorization when you upload or process documents
- Email delivery (SendGrid) — transactional email
- SMS delivery (Twilio) — text message notifications
- Payment processing (Square) — subscriptions and billing
We may update this list as our vendors change. Each provider's privacy policy governs their handling of data they receive from us.
9. Security Incidents
If we become aware of a breach of personal information that triggers notification obligations under applicable law, we will notify affected account holders and, where required, regulators, in accordance with those requirements.
10. Children's Privacy
PulseExtract is not directed at children under 18, and we do not knowingly collect personal information directly from minors. Documents you upload may reference dependents or other individuals; we process that content only to provide the service at the direction of the account holder.
11. Changes to This Policy
We may update this Privacy Policy from time to time. We will post the updated policy with a revised effective date. Continued use of the platform after changes constitutes acceptance of the updated policy.
12. Contact Us
Questions about this Privacy Policy or your data? Contact us at:
support@pulseextract.com
Or visit our contact page.