Privacy Policy

1. Who We Are

Momento Automation LLC ("we," "us," or "our") is an automation services company located in Illinois, United States. We provide client-intake, appointment-booking, and document-collection software services that we build and manage for bookkeeping, accounting, financial advisory, law, and other professional service firms. You can reach us at info@momentoautomation.com.

2. Information We Collect

We collect information in the following ways:

• Information you provide directly — When you fill out a contact form, book a call, or communicate with us via email, we collect your name, email address, phone number, and any details you share about your business.
• Information collected through our client systems — When we deploy automation systems for our clients, their customers' information (name, email, phone, service requests) is collected and stored on behalf of the client.
• Website usage data — We may collect basic analytics about how visitors interact with our website (pages visited, time spent, general location). We do not use invasive tracking.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and schedule consultations
• Deliver and maintain the automation services you've purchased
• Send you relevant updates about your service
• Improve our website and service offerings
• Comply with legal obligations

We do not sell your personal information to third parties. Ever.

4. Information Shared With Third Parties

To deliver our services, we work with the following trusted third-party platforms. Each has their own privacy policy:

• Supabase — Database storage for contact information collected through client systems
• Resend — Email delivery service for automated follow-up sequences
• n8n — Workflow automation platform that processes contact data
• Calendly — Appointment scheduling for discovery calls
• Square Appointments — Booking system used for select clients

We only share the minimum information necessary with each platform to perform the services you've requested.

5. Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. Contact data collected through client automation systems is retained according to the terms agreed upon with each client. You may request deletion of your data at any time by contacting us.

6. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Opt out of marketing communications at any time
• Request a copy of your data in a portable format

To exercise any of these rights, contact us at info@momentoautomation.com and we'll respond within 30 days.

7. Cookies

Our website uses minimal cookies necessary for basic functionality. We do not use advertising cookies or third-party tracking cookies. You can control cookie settings through your browser preferences.

8. Security

We take reasonable technical and organizational measures to protect your information against unauthorized access, loss, or misuse. Our systems use industry-standard encryption and access controls. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

9. Children's Privacy

Our services are not directed at children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected such information, please contact us immediately.

10. Changes to This Policy

We may update this privacy policy from time to time. When we do, we'll update the "last updated" date at the top of this page. We encourage you to review this policy periodically.

11. SMS Messaging Privacy

If you provide your phone number and opt in to receive SMS messages, we may use your phone number to send appointment reminders, document request reminders, and service-related updates.

Mobile phone numbers and SMS consent are not shared, sold, rented, or disclosed to third parties or affiliates for marketing or promotional purposes.

You may opt out of SMS messages at any time by replying STOP. You may reply HELP for assistance. Message frequency varies. Message and data rates may apply.

For more information about SMS terms, see our Terms & Conditions. To exercise your rights or ask questions, contact us at info@momentoautomation.com.

12. Contact Us

If you have any questions about this privacy policy or how we handle your data, please reach out:

• Email: info@momentoautomation.com
• Business: Momento Automation LLC
• State: Illinois, United States