Firm Heartbeat (“we,” “us,” or “our”) is committed to protecting your privacy.
We collect information you provide directly: name, email, firm name, and practice area when you request a demo or subscribe to updates. We collect standard web analytics. We do not store raw client records from your CRM — we read only from the Google Sheet export you share with us.
To set up and operate your dashboard and to communicate about your account and product updates. We do not sell your information or use it for advertising.
All data is encrypted at rest (AES-256) and in transit (TLS 1.2+). Each firm’s data is isolated by row-level security — no firm can access another firm’s data.
You may request a copy of your data, deletion, or opt out of marketing emails at any time by contacting privacy@firmheartbeat.com.
By using Firm Heartbeat, you agree to these terms.
Access is granted per-firm following an onboarding call. You may not share access with other firms.
Firm Heartbeat currently connects via Google Sheets exports. You are responsible for ensuring data you share is accurate and that you have authorization to share it. Direct CRM integrations and webhook connections, when available, will be governed by additional terms.
You retain full ownership of all data you provide. We do not claim rights to your client data, CRM exports, or business information. You may request export or deletion at any time.
You agree not to use Firm Heartbeat for any unlawful purpose or to attempt unauthorized access to the platform or other firms’ data.