Privacy
What the Operating Brief form collects, why, and what this site does with it. Do not send records, passwords, or client files.
What you are asked for
The Operating Brief form asks for business facts: the company name, a point of contact, title, email, phone, mailing address, website, industry, number of employees, number of locations, number of servers, where email is hosted, who handles technology today, whether a contract is coming up, a description of your main systems, and any concerns you choose to mark.
That information is used to prepare a technology assessment and to reply to the person named on the form. It is not sold. It is not used for advertising profiles.
What not to send
Do not include passwords, Social Security numbers, bank details, patient records, client files, or matter documents. The assessment is about the shape of the technology, not the contents of the files. If a reply ever needs something sensitive, that will be a separate conversation, not this form.
Where a request goes
On this site, a submitted request is stored in the browser that sent it, so you can review it, copy it, or email it from the confirmation screen. It is not transmitted to a server by the form itself. If you email the brief, that copy then lives in the mail systems involved, under those providers’ terms.
The confirmation page can open a mail message with the brief already written. Send it only if you mean to.
A desk page on this same browser lists requests submitted here. It is not a login, and it does not show requests made from someone else’s phone or computer.
How long, and how to take it back
Clear the browser’s site data and the local copy is gone. If you emailed a brief and want that correspondence deleted, reply to the message and say so. Do not send the sensitive material again in order to identify it.
Advice
Nothing on this site is legal, medical, or compliance advice. Notes about clinics and confidentiality describe technology decisions. They do not certify anything.