Client Confidentiality

Overview

Protecting that information is a core operational responsibility.

This Client Confidentiality Policy describes RAEFORM's general approach to confidential client information. It supplements, but does not replace, any NDA, confidentiality clause, Data Processing Agreement, or client service agreement.

What We Treat as Confidential

Confidential client information may include:

• Business plans and strategies
• Internal communications
• Processes and procedures
• SOPs
• Financial information
• Pricing
• Customer information
• Donor information
• Employee or contractor information
• Credentials
• System access
• Client databases
• Project materials
• Unpublished designs
• Documents
• Marketing plans
• Product information
• Proprietary methods
• Internal reports
• Non-public technical information

Information does not need to carry a “confidential” label if its confidential nature should reasonably be understood from the circumstances.

How RAEFORM Handles Confidential Information

RAEFORM seeks to:

• Use confidential information only for authorized purposes
• Limit access to individuals who reasonably require it
• Avoid unnecessary copying or disclosure
• Use appropriate methods for storing and transmitting information
• Avoid using client information for unrelated personal or commercial purposes
• Require appropriate confidentiality obligations from personnel or contractors who receive access
• Comply with applicable privacy and data protection obligations

Client Ownership

RAEFORM does not acquire ownership of a client's confidential information merely because that information is provided to us.

Ownership of client property and deliverables remains subject to the applicable agreement.

Service Providers

Where reasonably necessary, RAEFORM may use authorized service providers to host, store, transmit, or otherwise process information.

RAEFORM seeks to use service providers appropriate to the nature of the information and service involved.

Exceptions

Information may not be treated as confidential where it:

• Is publicly available without breach of an obligation
• Was lawfully known to RAEFORM before disclosure
• Is received lawfully from another source without a confidentiality restriction
• Is independently developed without use of the confidential information
• Is approved for disclosure by the client

Legally Required Disclosure

RAEFORM may disclose confidential information where required by applicable law, court order, or lawful government process.

Where legally permitted and reasonably practicable, RAEFORM may notify the affected client before disclosure.

Project Stories, Testimonials, and Publicity

RAEFORM does not assume that a client relationship gives us permission to publicize the engagement.

RAEFORM will not intentionally publish a client's confidential project details, private screenshots, non-public results, or confidential work merely because the client engaged RAEFORM.

Use of a client's name, logo, testimonial, project details, or work in marketing or published project features is subject to the applicable agreement, authorization, or consent.

End of an Engagement

At the conclusion of an engagement, confidential information may be returned, deleted, archived, or retained depending on:

• Client instructions
• Contractual requirements
• Legal obligations
• Backup practices
• Record-retention requirements
• Legitimate dispute or compliance needs

Stricter Agreements Control

If a client NDA or other contract provides stronger confidentiality protections than this public policy, the applicable contract controls.