Where your data lives, and who owns it
Read from your systems
Many dashboards read your data live, or on a schedule, straight from your systems through their APIs. Nothing is stored in between.
Or kept on a server you own
When a dashboard needs history, we set up a cloud server in your name. You own the server and the data on it; we have access to run the dashboard.
Deleted when you ask
Because the data and the server are yours, it can be deleted at any time, and access can be removed at any time.
HIPAA and Business Associate Agreements
BAA first
For healthcare clients we sign a Business Associate Agreement before any protected health information is processed. The BAA sets out how PHI is handled.
Minimum necessary
We access only the fields you authorize. Dashboards can show counts and rollups only, with patient names and details left in your own systems.
Your phone system’s BAA
Voicemail transcripts and AI summaries are produced by your own phone system, such as CallTrackingMetrics, under its own BAA with you.
Breach notification
If a breach ever affects your data, we notify you within the time the law requires, as set out in your BAA.
How access is protected
Every dashboard requires a login
Dashboards are not public. Each one sits behind a login on its own subdomain.
Credentials stay encrypted
API keys, tokens, and passwords for your systems are stored encrypted and are never sent to the browser.
HTTPS everywhere
Every dashboard and every connection to your systems runs over encrypted HTTPS.
Least privilege
We ask for the narrowest access each integration needs, and you can revoke it at any time.
Backups, recovery, and monitoring
Daily backups
Stored dashboard data is backed up daily, with disaster recovery in place.
Monitored
We watch the connections to your systems and fix them when an upstream API changes.
Your export
If you leave, you get a reasonable export of your aggregated dashboard data.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.