Privacy Policy
This policy explains what we collect, why, and what we do with it. It is written to be read, not to be survived.
1. Who we are
Modern Leverage LLC is a Georgia limited liability company. We provide AI and business advisory and consulting services and build AI agent organizations.
2. What this policy covers
This policy covers information collected through our website, the business communications that follow (email, text messages, scheduling and our contact form), and our free Modern Leverage AI Check.
It does not cover the confidential material a client provides during an engagement. That is governed by the mutual non-disclosure agreement and the client services agreement signed at the start of every engagement, both of which are more protective than this policy.
3. What we collect
Information you give us. When you send our contact form, email us, text us, book a conversation or complete the Modern Leverage AI Check, we receive what you choose to provide. That can include your name, work email, phone number, business name, and what you tell us about your business.
Information collected automatically.
- Our site runs Cloudflare Web Analytics. It records page views, referring site, approximate country and browser type in aggregate. It does not set cookies, does not store anything on your device, does not build a profile of you, and does not follow you to other websites.
- Our forms use Cloudflare Turnstile to tell people from automated bots. To do that, Cloudflare reads technical signals from your browser, such as your IP address and browser type. Cloudflare states that it uses them only to detect bots and to improve bot detection, not to identify you.
What we do not collect. We do not run advertising pixels, session recording, heat mapping or cross-site tracking of any kind. We do not buy personal information from data brokers. We do not knowingly collect information from anyone under 13.
4. The Modern Leverage AI Check
The check asks short multiple-choice questions about your business and how it uses AI today. It shows where your business stands on each area, never as a single score. There are no free-text boxes.
- What it collects: your answers and the business details you select. If you ask for a copy of your result, a conversation, or occasional updates, it also collects your name and work email.
- How it works: your result is calculated by fixed rules in our own software. No AI tool reads your answers, and they are never put into a consumer AI product.
- Where it is stored: in a database on Cloudflare used only for the check, separate from our client records.
- What happens next: your contact details go to HubSpot, our customer records system, only if you ask us to follow up or tick the box for updates. If you ask only for a copy of your result, we use your email to send it, then delete it with your answers. We send updates only to people who asked for them, and every update has a working unsubscribe link. We keep the record of your consent to updates in HubSpot for as long as we send you updates.
- How long we keep it: we delete check answers and the contact details stored with them within 60 days of submission, including from our hosting provider's backups. If you asked us to follow up, our correspondence with you is kept as described in section 8. If you later engage us, we carry your answers into your client record only with your agreement.
- What we keep after deletion: only totals that cannot identify you or your business, such as how many businesses placed at each level, which we use to improve the check.
- No decision about you. The check places your business automatically from your answers. It makes no decision about you as a person.
Please do not enter confidential information. The check is not covered by a confidentiality agreement.
5. Sensitive and regulated information
We do not request protected health information, and our client agreements require that it stay inside the client’s own systems. When we build, we work inside the client’s own environment and accounts. The Modern Leverage AI Check asks only multiple-choice questions and does not accept file uploads, so regulated information is never asked for. We hold no client credentials at any time.
Where regulated or privileged information nonetheless reaches us incidentally (in correspondence, shared documents or a meeting recording), we treat it at our highest sensitivity level, we do not copy it into any system of record, and we meet the obligations that attach to it, including entering a business associate agreement where one applies.
6. Meeting recording and transcription
When we meet by video, we use Fireflies.ai to record the conversation and produce a transcript and a summary, so that attention stays on the conversation instead of on note-taking.
You are told before it happens, three separate ways: participants receive an email notice ahead of the meeting, the tool announces itself in the room, and we mention it at the start.
Recordings and transcripts are used to prepare your recap and your deliverables. We do not share them outside Modern Leverage, do not sell them, and never use them as an example with another client. Fireflies states that it does not use meeting content to train artificial intelligence models and contractually prohibits its vendors from doing so.
If you would prefer that a session not be recorded, tell us and we will not record it. You may also ask us to delete the recording and transcript of any session you took part in, and we will, as section 8 describes.
7. How we use and share it
We use what you give us to reply to you, to understand whether we are the right fit for your business, to deliver services you engage us for, to send invoices and administer the relationship, and to send occasional updates if you have asked for them. We use the aggregate analytics to understand which pages are useful.
We do not use your information to make automated decisions about you.
We do not sell personal information, and we do not share it for advertising. We use a small set of service providers to run our business, and your information may pass through them:
- Google Workspace, for email, calendar and documents
- Microsoft OneDrive, for file storage
- HubSpot, for customer relationship records
- Fireflies.ai, for meeting recording and transcription
- Stripe, for invoicing and payment processing, which handles card and bank details directly so that we never hold them
- Intuit QuickBooks, for accounting. Intuit handles this information as our service provider, and also as a data controller for certain limited purposes of its own, such as product development and improvement, data analytics, and fraud prevention and security, under the Intuit Global Privacy Statement (https://www.intuit.com/
privacy/ ).statement/ - Adobe Acrobat, for documents and signatures
- GitHub, for the private repository that holds our working records
- Apple iCloud, for backing up our mobile devices
- Cloudflare, for website hosting, analytics, bot protection, our contact form, and the Modern Leverage AI Check, including emailing you a copy of your result when you ask for one
- AI model providers that help us research, analyze and draft our work, under settings that stop them from training on our content wherever such a setting is offered. We will name the current providers on request.
Of these providers, only Cloudflare receives Modern Leverage AI Check answers, because it hosts them. HubSpot holds our customer relationship records: contact details, the stage of each conversation or engagement, and brief business notes. For the check, it receives contact details only as section 4 describes. Each provider is bound by its own terms. Except where this list says otherwise, they handle your information on our instructions. Beyond them, we disclose personal information only when the law requires it, or when you ask us to.
8. How long we keep it
- Modern Leverage AI Check: deleted within 60 days of submission, including from backups (section 4).
- Business correspondence and client records: kept for as long as the relationship is active and for a reasonable period afterward, so that we can answer questions about work we performed and meet tax and record-keeping obligations.
If you ask us to delete information we hold about you and no legal obligation requires us to keep it, we will do so within 30 days. This excludes copies held in routine backups or version history, which remain protected as this policy describes for as long as they are kept.
9. How we protect it
Our email and calendar, and the documents we keep in Google Workspace, are protected by two-step verification, enforced for every account. Company devices use full-disk encryption and a firewall. Data moves over encrypted connections. We maintain a written information security policy and a documented recovery procedure. We hold no client credentials at any time; clients keep their own keys, by design.
No system is perfectly secure, and we will not claim otherwise. If a breach affecting your personal information occurs, we will tell you, and any regulator entitled to know, as promptly as the circumstances allow.
10. Your choices
You may ask us what personal information we hold about you, ask us to correct it, ask us to delete it, or ask us to stop contacting you. Send the request to roj@modern-leverage.com and we will respond within thirty days. We will not charge you for it and we will not treat you differently for asking.
Every marketing email we send carries an unsubscribe link, and it works. Cloudflare Web Analytics has no opt-out to offer, because there is nothing tied to you to opt out of.
11. Children
This is a business-to-business service. It is not directed to children, and we do not knowingly collect information from anyone under 13. If you believe a child has given us information, write to us and we will delete it.
12. Changes to this policy
If we change this policy, we will update the effective date above and post the new version here. If a change materially affects how we handle information you have already given us, we will tell you directly.
13. Contact us
Modern Leverage LLC · 8735 Dunwoody Place, #13097, Atlanta, Georgia 30350 · roj@modern-leverage.com