Privacy Policy – Matterly Inc. (Canada)

1. Overview

Matterly Inc. ("Matterly", "we", "us", or "our") is a Canadian corporation that provides a cloud-based software platform for legal and regulatory professionals (the "Service"). This Privacy Policy explains how we collect, use, disclose, store, and safeguard personal information in accordance with the Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy laws.

2. Accountability and Scope

Matterly is responsible for personal information under its control and has designated a privacy contact to ensure compliance with this Privacy Policy. This policy applies to all users of the Service located in Canada and to all personal information collected in connection with the Service.

3. Information We Collect

We collect information that you voluntarily provide, including names, email addresses, phone numbers, firm or organization details, login credentials, billing information, and communications with Matterly. We also collect information and documents uploaded to the Service in connection with legal files, matters, or clients ("Client Data"). We may automatically collect technical data such as IP address, browser type, device identifiers, access times, and usage logs.

4. Client Data and Professional Responsibility

You remain the controller of Client Data processed through the Service. You represent and warrant that you have obtained all necessary consents and lawful authority to collect, use, and disclose Client Data through the Service. Matterly processes Client Data solely for the purpose of providing the Service and does not use Client Data for marketing or advertising.

5. Purposes of Use

• To provide, maintain, and improve the Service.
• To authenticate users, administer accounts, and process payments.
• To monitor usage, ensure system security, and prevent fraud.
• To comply with legal and regulatory obligations.

6. Data Storage and Safeguards

Personal information may be stored on servers located in Canada or the United States.

We employ physical, organizational, and technological safeguards appropriate to the sensitivity of the information.

Despite these safeguards, no method of transmission or storage is completely secure, and Matterly cannot guarantee absolute security.

7. Retention and Deletion

Personal information is retained only for as long as necessary to fulfill the identified purposes or as required by law.

Upon account termination, we may retain certain information for legal, regulatory, audit, or dispute-resolution purposes.

8. Disclosure to Third Parties

We may disclose information to trusted service providers who assist in operating the Service, subject to confidentiality obligations.

We may also disclose information to comply with subpoenas, court orders, or other lawful requests, or to protect the rights, safety, or property of Matterly or others.

9. Access and Correction

You may request access to or correction of your personal information, subject to legal exceptions, by contacting us.

Requests will be handled within a reasonable timeframe in accordance with PIPEDA.

10. Changes to This Policy

We may update this Privacy Policy from time to time.

Continued use of the Service after changes constitutes acceptance of the revised policy.

11. Contact Information

Matterly Inc.

Email: support@matterly.ca