Privacy Policy
What we collect, why we collect it, and the standards we hold ourselves to when handling information you share with us.
Clavis Advisory, LLC respects your privacy. This policy explains what personal information we collect through clavis-advisory.com and through our consulting engagements, how we use it, the limited circumstances in which we share it, and the rights you have over your information.
Scope & Data Controller
This Privacy Policy applies to information collected by Clavis Advisory, LLC (“Clavis,” “we,” “us,” or “our”) through our website, contact forms, email correspondence, scheduled consultations, and engagement work. Clavis Advisory, LLC is the data controller for personal information collected under this policy.
This policy does not apply to third-party websites or services linked from this site, which are governed by their own privacy practices.
Information We Collect
Information you provide
When you submit our contact form, request a consultation, or correspond with us, we collect the information you choose to share, which may include:
- Name, email address, and telephone number
- Company name and approximate revenue range
- Area of advisory interest and a description of your operational challenge
- Any additional information you choose to share by email, phone, or in scheduled conversations
Information collected automatically
When you visit clavis-advisory.com, we and our hosting provider may automatically collect limited technical information, including IP address, browser type and version, device type, referring URL, pages visited, and timestamps. This is logged for security, performance, and aggregate analytics.
Engagement information
During an active engagement, you may share business records, financial documents, operational data, vendor and personnel information, and other materials necessary for our advisory work. This information is treated under the confidentiality terms of your engagement letter.
How We Use Information
We use the information we collect to:
- Respond to your inquiry and schedule consultations
- Evaluate fit, scope, and propose engagements
- Deliver the consulting, advisory, and owner’s representation services you have engaged us to perform
- Communicate about active engagements, invoices, and follow-up matters
- Maintain records required by professional, tax, and legal obligations
- Improve the website’s security, performance, and user experience
- Comply with applicable law and respond to lawful requests
We do not sell personal information. We do not share personal information with third parties for their independent marketing purposes.
Legal Bases for Processing
Where applicable law (including the European General Data Protection Regulation or analogous U.S. state privacy laws) requires us to identify a legal basis for processing personal information, we rely on one or more of the following:
- Consent — when you voluntarily submit information through our contact form or correspondence
- Contract — when processing is necessary to enter into or perform an engagement
- Legitimate interests — for website operation, security, and limited analytics, balanced against your interests and rights
- Legal obligation — for record retention, tax, regulatory compliance, and response to lawful requests
Cookies & Analytics
Our website may use a small number of cookies and similar technologies for essential operation (such as session continuity) and for aggregate analytics (such as understanding which pages are most useful). Where used, analytics data is configured to minimize the collection of personally identifiable information.
You can control cookies through your browser settings, including blocking or deleting cookies. Disabling cookies may affect some site functionality but will not prevent you from contacting us or learning about our services.
Retention
We retain personal information only for as long as needed for the purposes for which it was collected, including:
- Contact form submissions — up to twenty-four (24) months, unless an engagement results
- Engagement records — for the duration of the engagement plus seven (7) years for tax, professional, and recordkeeping obligations
- Website server logs — up to ninety (90) days
Where applicable law requires longer or shorter retention, those requirements control.
Security
Clavis maintains administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, alteration, disclosure, or destruction. These include access controls, encrypted transmission for the contact form, restricted file storage, and regular review of our security practices.
No method of transmission or electronic storage is one hundred percent secure. While we work to protect your information, we cannot guarantee absolute security and encourage you to use discretion in what you share by email or web form before an engagement and confidentiality agreement are in place.
Your Rights
Depending on your jurisdiction, you may have the right to:
- Access — request a copy of the personal information we hold about you
- Correct — ask us to update or correct inaccurate information
- Delete — request deletion of your personal information, subject to legal and professional retention requirements
- Object or restrict — object to or restrict certain processing
- Portability — receive a copy of information you have provided in a structured, commonly used format
- Withdraw consent — where processing is based on consent, withdraw consent at any time without affecting prior lawful processing
To exercise any of these rights, contact us at contact@clavis-advisory.com. We will respond within a reasonable time and as required by applicable law. You also have the right to lodge a complaint with the supervisory authority in your jurisdiction.
Children
Our website and services are directed to business owners and operators and are not intended for individuals under sixteen (16) years of age. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can promptly delete it.
Changes to This Policy
Clavis may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or for other operational reasons. We will post any revised policy on this page with an updated “Last updated” date. Material changes will be highlighted at the top of this page for a reasonable period after they take effect.
Contact
To exercise your rights, ask a question, or raise a concern about this Privacy Policy, please contact:
Clavis Advisory, LLC — Privacy Inquiries
Clackamas, Oregon
contact@clavis-advisory.com
503·305·3590