


Name, email address, telephone number, and contact preferences
Organization name, role, website, and business details you provide
IP address, browser or device type, operating system, and similar technical data
Pages viewed, referral source, and interactions with the Site
Briefs, preferences, written answers, uploaded files, voice recordings, and saved draft or approval details when these features are offered
CRM records, appointments, forms, messages, and pipeline activity entered or connected by a customer, plus text opt-in and opt-out records
Invoice, billing, and transaction details; payment-card data is handled by the applicable payment processor
Preferences and interaction patterns used to understand how the Services are used
Respond to inquiries, provide customer support, and manage accounts
Provide Aligning CRM, automation, marketing, advertising, strategy, and creative services under customer agreements
Plan, produce, review, and deliver video, creative, and other project work
Prepare proposals and invoices, administer billing, and process transactions
Send service, transactional, or optional marketing communications according to your preferences
Maintain, secure, troubleshoot, measure, and improve the Services; prevent fraud or misuse
Meet legal obligations and enforce our agreements
Support site functions and remember preferences
Understand Site traffic and performance
Measure or tailor advertising where those tools are enabled
Unsubscribe from marketing emails using the link in the message
Reply STOP to opt out of texts or HELP for help
Adjust cookie controls through your browser settings
Where privacy law applies, request access, correction, deletion, portability, or opt-out of certain processing
Access / Know what personal information we collect
Correct / Delete personal information
Opt out of sale or targeted advertising, when applicable
Appeal if we deny your request
Network Advertising Initiative
Digital Advertising Alliance
Client privacy
When you use ALIGNING’s client-onboarding app, we collect the contact and business details you provide, your written answers, voice recordings, uploaded files, and draft or approval status and timestamps. The app saves progress so you can resume through a private link. Anyone with that link may be able to access the related draft, so keep it confidential.
We use these materials to prepare and manage onboarding and provide requested services. If AI, transcription, or similar features are enabled, submitted content may be processed by the service providers needed to deliver those features.
We retain submissions for as long as reasonably needed to provide services, meet operational or legal obligations, and respond to requests. You may request access or deletion by contacting us; applicable obligations may limit what can be removed. Privacy requests: [email protected].
Aligning does not use personal data collected through the Services to train large language models (LLMs). If you choose an AI or transcription feature, the content you submit may be processed by the relevant provider to return the requested output. Those providers handle data under their applicable terms and privacy practices.




