Privacy Policy

1. Introduction

This Privacy Policy explains how CORI Software Solutions ("CORI Software Solutions", "we", "us", or "our") collects, uses, discloses, retains, and protects personal information when you visit this website, contact us, submit a project inquiry, or engage CORI Software Solutions for services.

CORI Software Solutions is committed to handling personal information responsibly and in accordance with applicable privacy laws.

2. Information We Collect

We may collect information that you provide directly to us through this website, by email, or during discussions about potential or existing projects.

Depending on how you interact with CORI Software Solutions, this may include:

• Your name
• Email address
• Phone number
• Company or organization name
• Project type
• Services you are interested in
• Project timeline
• Project requirements and descriptions
• Information included in messages or correspondence
• Other information you voluntarily provide

We may also collect limited technical information automatically when you visit the website. This may include information such as your browser type, device type, operating system, approximate geographic information, pages viewed, referring pages, and general interaction information.

3. Information Submitted Through the Contact Form

If you use the CORI Software Solutions project inquiry form, the information you submit may be used to understand your requirements, evaluate whether CORI Software Solutions can assist with your project, respond to your inquiry, communicate with you, prepare proposals, and provide services if you decide to work with us.

The form may collect information including your name, email, phone number, company, project type, requested service, timeline, and project details.

Please do not submit passwords, payment card information, government identification numbers, or other highly sensitive information through the project inquiry form unless CORI Software Solutions specifically requests it through an appropriate secure process.

4. How We Use Personal Information

We may use personal information for purposes including:

• Responding to inquiries and messages
• Discussing potential projects
• Preparing proposals and estimates
• Providing contracted services
• Communicating about active projects
• Providing customer support
• Managing business and client relationships
• Maintaining business and accounting records
• Improving the website and user experience
• Protecting the security and integrity of our systems
• Complying with applicable legal obligations

We do not sell, rent, or trade personal information for monetary consideration.

5. Legal Basis and Permitted Uses

Depending on the circumstances and applicable law, CORI Software Solutions may process personal information where it is necessary to respond to a request, perform a contract, take steps before entering into a contract, comply with a legal obligation, protect legitimate business interests, or where you have provided consent.

Where consent is required by applicable law, CORI Software Solutions will seek consent before collecting or using personal information for the relevant purpose.

6. Cookies and Similar Technologies

CORI Software Solutions may use cookies and similar technologies to support website functionality, understand website usage, and improve the user experience.

Cookies are small files or pieces of information stored on your device by a website.

Depending on the services enabled on the website, cookies may be used for purposes such as:

• Essential website functionality
• Remembering preferences
• Understanding website traffic
• Analytics
• Performance measurement

You can generally control cookies through your browser settings. Disabling certain cookies may affect some website functionality.

7. Analytics

CORI Software Solutions may use analytics services to understand how visitors interact with the website and to improve its performance, content, and usability.

Where analytics services are enabled, they may collect information such as pages viewed, approximate location, device information, browser information, referring sources, and interaction data.

Specific analytics providers and their practices may change over time. Where applicable, information collected through third-party analytics services is also subject to the privacy policies of those providers.

8. Third-Party Services

CORI Software Solutions may use third-party providers to operate its website, communicate with clients, process information, host software, provide analytics, manage infrastructure, or deliver project services.

Depending on the website or project, these providers may include hosting providers, cloud infrastructure providers, email providers, analytics services, payment providers, software platforms, APIs, AI providers, and other technology providers.

Third-party providers may process information on behalf of CORI Software Solutions or receive information directly when you interact with their services.

Third-party services operate under their own terms and privacy policies. CORI Software Solutions does not control the privacy practices of third-party providers.

9. Project and Client Information

When you engage CORI Software Solutions for a project, we may collect additional information necessary to provide the requested services.

This may include technical requirements, business information, account information, credentials, project files, software configuration, API information, and other information necessary to perform the agreed work.

CORI Software Solutions will use this information for purposes connected with the applicable project and according to the relevant project agreement.

Clients should not provide information that CORI Software Solutions does not reasonably need to perform the requested services.

10. Information We Receive From Clients

Clients may provide CORI Software Solutions with personal information relating to their customers, employees, users, contractors, or other individuals as part of a project.

Where CORI Software Solutions processes personal information on behalf of a client, the client generally remains responsible for determining the purposes for which that information is collected and used.

The parties may establish additional data-processing, confidentiality, security, or privacy obligations in a separate agreement where appropriate.

11. Client Portal

Clients working with CORI Software Solutions may be given an account on the CORI Software Solutions client portal: a private, password-protected area for project updates, files and work sent for review.

The portal stores the details needed to sign in (your name, email address and username), the date and time of your most recent login, and what is shared there: project updates, files, and your responses to work sent for review (approvals, requested changes and any comments), each recorded with your name and the date and time.

To protect accounts, failed login attempts are counted by IP address and username for 15 minutes, so repeated attempts can be blocked. A login lasts 12 hours, or 7 days if you choose to stay signed in.

Files shared in the portal are stored privately and can only be downloaded by signed-in users with access to that portal. Portal information is not published on the CORI Software Solutions website.

The portal may email you when there is an update or something to review. Please do not put passwords or other confidential details in portal messages or responses, as some are sent by email.

Portal information is kept as described under Data Retention. To close your portal account, or to ask about the information it holds, contact us using the details under Contact Us.

12. AI and Automated Services

Some CORI Software Solutions services may involve artificial intelligence, machine learning, large language models, automation, or other AI-enabled technologies.

Where AI services are used in connection with a project, information may be processed by the applicable AI or technology provider depending on the system being used and the project's configuration.

Clients should not provide confidential or sensitive information to an AI-enabled system unless the applicable service and project agreement permit that use.

Where a project involves processing personal information through AI services, the applicable data-processing, confidentiality, security, and contractual requirements should be established before implementation.

13. How We Share Information

CORI Software Solutions does not sell personal information.

We may disclose personal information where reasonably necessary to:

• Provide requested services
• Operate our website and business
• Use service providers working on our behalf
• Process payments or invoices
• Provide technical infrastructure
• Comply with legal obligations
• Protect our rights, property, systems, or users
• Respond to lawful requests from authorities

We limit disclosures to information reasonably necessary for the relevant purpose where practical and appropriate.

14. International Processing

Some CORI Software Solutions service providers may store or process information outside Canada.

As a result, personal information may be subject to the laws of the jurisdiction in which the information is processed or stored.

Where required by applicable law, CORI Software Solutions will take appropriate steps in connection with international transfers or processing of personal information.

15. Data Security

CORI Software Solutions takes reasonable administrative, technical, and organizational measures appropriate to the circumstances to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

However, no method of transmitting or storing information electronically is completely secure. CORI Software Solutions cannot guarantee absolute security of information transmitted over the internet or stored on third-party systems.

16. Data Retention

CORI Software Solutions retains personal information only for as long as reasonably necessary for the purposes for which it was collected, to maintain business and accounting records, to fulfill contractual obligations, to resolve disputes, or to comply with applicable legal requirements.

Retention periods may vary depending on the nature of the information and the purpose for which it was collected.

17. Your Privacy Rights

Depending on your circumstances and applicable privacy law, you may have rights relating to your personal information.

These may include the ability to:

• Request access to personal information we hold about you
• Request correction of inaccurate information
• Ask questions about how your information is being used
• Withdraw consent where processing is based on consent
• Request deletion where applicable

Certain legal or contractual exceptions may apply to these requests.

To make a privacy request, contact CORI Software Solutions using the information provided below.

18. Access and Correction Requests

If you believe personal information held by CORI Software Solutions is inaccurate or incomplete, you may request that it be corrected.

We may need to verify your identity before processing an access, correction, deletion, or other privacy request.

We will respond to requests within the timeframe required by applicable law.

19. Email Communications

If you contact CORI Software Solutions by email, we may retain your email address and the contents of your correspondence so that we can respond and maintain an appropriate record of the communication.

CORI Software Solutions does not use personal information for unrelated marketing purposes without an appropriate legal basis or consent where required.

20. Children's Privacy

The CORI Software Solutions website and services are intended for businesses, organizations, and general audiences and are not directed specifically toward children.

CORI Software Solutions does not knowingly seek to collect personal information from children through this website.

21. External Websites

The CORI Software Solutions website may contain links to third-party websites and services.

CORI Software Solutions is not responsible for the privacy practices, security, content, or policies of third-party websites.

We recommend reviewing the privacy policy of any third-party website before providing personal information.

22. Business Transfers

If CORI Software Solutions is involved in a merger, acquisition, financing, restructuring, sale of assets, or other business transaction, personal information may be transferred as part of that transaction where permitted by applicable law.

Any such transfer will be handled in accordance with applicable privacy requirements.

23. Changes to This Privacy Policy

CORI Software Solutions may update this Privacy Policy from time to time to reflect changes to our practices, technology, services, or legal requirements.

When changes are made, the "Last updated" date at the top of this page will be updated.

Your continued use of the website following publication of an updated Privacy Policy constitutes acknowledgment of the updated policy to the extent permitted by applicable law.

24. Contact Us

If you have questions about this Privacy Policy, want to make a privacy request, or have concerns about how your personal information is handled, contact: