Privacy Policy

1. Overview

Leadin Solutions LLC ("Leadin," "we," "us," or "our") operates a customer intake platform for licensed trade contractors. The Service is available in 47 US states, excluding California, Texas, and Florida. This Privacy Policy explains how we collect, use, disclose, and protect information in connection with our platform and website at leadin.solutions.

We operate in two distinct capacities: as a data controller for information we collect through our website and from our business customers; and as a data processor for end-customer information collected on behalf of our business customers through the intake platform. When a homeowner interacts with the intake system, that person's data is controlled by the trade company they contacted — not by Leadin Solutions.

2. Information We Collect

Business Customer Information: Business owner name, business name, email address, phone number, billing information, and configuration details including service area, trade vertical, team structure, and integration preferences.

End-Customer Intake Data: Names, phone numbers, property addresses, service request descriptions, urgency and priority classifications, job category, photos submitted via MMS, and any details shared during the intake conversation. Leadin Solutions is a data processor, not a data controller, for this category of information.

Usage and Performance Data: Aggregate platform usage data including intake volume, response times, and system performance metrics. Used in anonymized form only.

Website Data: Standard web server logs may record IP address, browser type, pages visited, and referring URL for security and performance monitoring only. We do not use analytics tracking cookies or behavioral advertising on this website.

3. How We Use Information

We use business customer information to provide, operate, maintain, and improve the Service; to process payments; and to communicate about your account.

We use end-customer intake data solely to perform the intake services contracted by the relevant business customer. We do not use end-customer data for our own marketing, do not sell it to third parties, and do not use it for any purpose other than delivering the contracted service.

4. How We Share Information

We do not sell personal information. We share information only: with sub-processors in Section 6 solely to deliver the Service; with business customers (end-customer intake data delivered to the trade company); with law enforcement as required by valid legal process (see Section 8); and in connection with a merger or acquisition with notice to affected customers.

5. Data Retention

End-customer PII (name, phone, address, conversation transcript): Deleted 90 days after job completion or cancellation (automated). IVR consent records (consent timestamp, hashed phone, digit pressed): Retained minimum 4 years to satisfy TCPA and state statute of limitations requirements. Anonymized job metadata: Retained up to 3 years for platform analytics and litigation defense. Opt-out records: Retained permanently in hashed, non-reversible form. Business customer account data: Retained for the duration of the subscription and 90 days following termination.

Legal Hold Override: If either party reasonably anticipates a legal proceeding, that party must immediately suspend any scheduled deletion of potentially relevant data and preserve those records until the matter is fully resolved. See SOP-OPS-002 for Leadin Solutions' legal hold procedures.

Business customers may request earlier deletion of their data or their end-customers' data by contacting hello@leadin.solutions. Verified requests are processed within 10 business days, subject to any applicable legal hold obligations.

6. Third-Party Sub-Processors

Twilio (SMS/MMS transmission) · Anthropic (AI conversation processing) · Airtable (job card and intake record storage) · Stripe (payment processing — business customer billing only) · Slack (dispatch notification delivery) · Railway (cloud hosting infrastructure) · Make.com (workflow automation and data routing).

Users are encouraged to review Anthropic's privacy policy at anthropic.com/privacy. Each sub-processor operates under their own terms and privacy policies. Leadin Solutions is not responsible for sub-processor security incidents outside our reasonable control.

7. Security

TLS 1.2+ for data in transit, AES-256 at rest, role-based access controls, PII suppression in application logs and Slack notifications. Phone numbers are stored as SHA-256 hashed values in the suppression list — raw phone numbers are never retained after opt-out. In the event of a data breach, we will notify you as required by applicable law.

8. Law Enforcement and Legal Process

Leadin Solutions is subject to the federal Stored Communications Act (SCA, 18 U.S.C. §§ 2701-2713). For SMS content stored 180 days or less, a valid search warrant issued upon probable cause is required before disclosure. For content older than 180 days, a court order under 18 U.S.C. § 2703(d) or search warrant is required. Non-content subscriber records may be obtained through a subpoena, court order, or warrant. We will attempt to notify affected customers of legal demands to the extent permitted by law and not prohibited by a valid non-disclosure order.

9. Your Privacy Rights

You may request access to, correction of, or deletion of your personal information by contacting us at hello@leadin.solutions. Business customers may export their intake data at any time; a CSV export is delivered automatically within 5 business days of cancellation.

10. State Privacy Rights

Depending on your state of residence, you may have additional rights under applicable state privacy law, including the right to access, correct, or delete your personal information. These rights may be available to residents of Washington, Colorado, Connecticut, Virginia, Utah, Montana, Oregon, and other states with comprehensive privacy statutes. Contact us at hello@leadin.solutions to exercise these rights.

If you believe we are not complying with this Privacy Policy, contact us at hello@leadin.solutions. You may also file a complaint with the FTC at reportfraud.ftc.gov or with the CFPB at consumerfinance.gov/privacy/file-privacy-complaint.

11. Cookies and Website Tracking

Leadin Solutions does not use analytics tracking cookies, behavioral advertising cookies, or any third-party tracking technology on leadin.solutions. We do not sell or share website visitor data with advertising platforms.

The website may use functional cookies strictly necessary for website operation, such as session state management for form submissions. These functional cookies do not track your behavior across websites. The email capture form may use a session cookie to process form submission state — this cookie expires when you close your browser and contains no personally identifiable information beyond what you voluntarily submit.

You may disable all cookies through your browser settings. Disabling functional cookies may affect form submission on the website but will not affect your ability to use the Leadin platform.

12. Children's Privacy

The Service is not directed to individuals under 18. We do not knowingly collect personal information from minors.

13. Changes to This Policy

We will notify business customers of material changes via email with at least 30 days notice. Continued use after the effective date constitutes acceptance. Current version always available at leadin.solutions/privacy.

14. Contact

Questions: hello@leadin.solutions · Leadin Solutions LLC · Spokane, WA · leadin.solutions