Privacy & retention
Short version: send us a blank form, by link. We keep it only as long as we need to, and we delete anything that holds personal data without using it.
What we accept
Blank templates only: the empty version of your form that no client or staff member has filled in. We take share links (Google Drive, Dropbox, OneDrive/SharePoint or another public https link). We do not accept uploads or email attachments.
What we collect
- From the intake form: your checkout email, name, business name, tier, page count, share link, add-ons, notes and your three confirmations, plus the time and your browser's user-agent.
- From Stripe: your payment confirmation and checkout email. We never see your card number.
- The blank file we download from your link.
Screening
Before any work, every file is checked for personal information: names, addresses, phone numbers, dates of birth, ID or account numbers, health details, payment details or signatures entered by a person. If we find any, we delete the file immediately without editing or keeping a copy, record only the order number and the reason, and email you to ask for a blank version. Unclear cases are paused and reviewed by a person before anything else happens.
How long we keep things
| Item | Kept for |
|---|---|
| A file that fails screening | Deleted immediately |
| Working copies made while we build your form | Deleted when we deliver |
| Your blank source file | 7 days after delivery (for your free fix round), then deleted |
| Your finished fillable form and its Google Drive link | 30 days after delivery, then the file is deleted and the link stops working. Download your copy. |
| Your intake form record | 30 days after delivery, then deleted |
| Payment records | Kept by Stripe under Stripe's own policy and as required for tax records |
Who sees it
Your file is processed by Clearwork Studio and its automated tools. Our service providers are Cloudflare (website and intake database), Stripe (payments) and Google (file delivery). We do not sell or share your information for marketing.
Your choices
Email clearworkhq+forms@mail.grokbot.com to have your file and intake record deleted early.
Last updated: October 25, 2026