Data Handling

Data Handling and Confidentiality

Last updated: April 28, 2026

BluePeak builds practical AI-enabled workflow systems. This note explains how information shared during intake, discovery, project delivery, and support is expected to be handled.

Information clients may share

Depending on the project, clients may share workflow descriptions, example emails, documents, forms, spreadsheets, resumes, reports, screenshots, process notes, tool access, APIs, test accounts, business rules, templates, and internal procedures.

Use of information

BluePeak uses client information to understand workflows, prepare proposals, design and build automation systems, test deliverables, provide documentation and support, and communicate about the project.

AI and third-party tools

BluePeak may use AI-enabled tools, automation tools, cloud services, hosting providers, email platforms, form tools, APIs, and other third-party services as part of discovery or project delivery. Where possible, use sanitized or sample data for early discovery.

Human review

Unless specifically agreed otherwise, AI-generated outputs are treated as drafts or recommendations. Client-facing outputs should be reviewed and approved before being relied on or sent externally.

Access and credentials

If system access is needed, use least-privilege access where possible, avoid sharing personal passwords, use secure credential-sharing methods, and revoke access when the project or support period ends.

Confidentiality

BluePeak will use reasonable care to keep client information confidential and will not intentionally disclose client confidential information except as needed to provide services, use approved tools or specialists, comply with law, or as otherwise agreed.

Contact

Email hello@bluepeaksystems.org with questions about data handling.