Privacy Policy

Jade Levitt Consulting

Last updated: February 24, 2026

Jade Levitt Consulting (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website, engage our services, or interact with us.

1. Information We Collect

We may collect the following categories of information:

Personal Information

Name

Email address

Phone number

Business name

Billing information

Account or login details

Business Information

Company processes and workflows

Operational or technical documentation

CRM or platform data shared for consulting purposes

Usage Data

IP address

Browser/device information

Pages visited

Interaction with emails or content

2. How We Use Information

We use information to:

Provide consulting and implementation services

Communicate about projects, deliverables, and support

Process payments and invoices

Improve services and user experience

Send updates, resources, or marketing (you may opt out)

Maintain security and prevent fraud

3. Legal Basis (Canada, US & GDPR-aligned)

We process information based on:

Contractual necessity (to deliver services)

Legitimate business interests

Consent (for marketing communications)

Legal obligations

4. Sharing of Information

We do not sell personal information.

We may share data with trusted service providers only as needed, including:

Payment processors

CRM or project platforms

Cloud storage providers

Automation or AI tools used in service delivery

All vendors are required to maintain confidentiality and security.

5. Confidential Client Materials

Client business information, documentation, and systems shared for consulting are treated as confidential and used solely to deliver services unless otherwise agreed in writing.

6. Data Security

We implement reasonable administrative, technical, and organizational safeguards to protect information.
However, no digital system is 100% secure.

7. Data Retention

We retain information only as long as necessary to:

Deliver services

Maintain business records

Comply with legal obligations

8. Your Rights

You may request to:

Access your data

Correct inaccurate data

Delete personal data (where legally permitted)

Opt out of marketing communications

Requests: [email protected]

9. Cookies & Tracking

Our website may use cookies or analytics tools to understand usage and improve experience. You may disable cookies in your browser.

10. International Data Transfers

As we serve global clients, information may be processed in Canada, the United States, or other jurisdictions where our service providers operate.

11. Changes to Policy

We may update this policy periodically. Updates will be posted on this page with a revised date.

12. Contact

Jade Levitt Consulting
Dallas, Texas, US.
[email protected]