Privacy Policy

Last updated: 4 July 2026

This Privacy Policy explains how Neat Wrk ("Neat Wrk", "we", "us", or "our") collects, uses, shares, and protects personal information when you use our workspace for managing clients, projects, payments, documents, and assets. By using Neat Wrk, you agree to the practices described in this policy.

Introduction

Neat Wrk is a multi-tenant software-as-a-service platform that helps freelancers and agencies run their business from one workspace. This policy applies to information we process when you visit our website, create an account, invite team members, or otherwise use the service.

It does not cover the practices of third parties we do not own or control. Where our service links to external websites or integrates with other tools, those parties operate under their own privacy policies.

Information We Collect

Account information: your name, email address, password, workspace name, role, and profile details you choose to provide.

Business data you enter: information about your clients, projects, services, payments, documents, assets, tasks, and any notes or files you upload into your workspace.

Usage information: how you interact with the service, including pages viewed, features used, device and browser type, and approximate location derived from your IP address.

Communications: messages you send to our support team and any feedback you share with us.

How We Use Your Information

We use personal information to provide, maintain, and improve the service, to authenticate you and secure your account, to process payments and subscriptions, to respond to support requests, and to send you service-related notifications.

We may also use aggregated or de-identified information to understand usage trends and improve product performance. We do not sell your personal information.

Legal Bases for Processing

Where applicable law requires a legal basis, we rely on the following: performance of our contract with you to deliver the service; our legitimate interests in operating and securing the platform; your consent where we ask for it; and compliance with legal obligations.

You may withdraw consent at any time where processing is based on consent, without affecting processing carried out before withdrawal.

How We Share Information

We share information with service providers who help us operate the platform, such as hosting, database, email delivery, and payment processing vendors, under agreements that require them to protect your data.

Within your workspace, information you enter is accessible to other members of that workspace according to their assigned role. We may also disclose information when required by law, to protect our rights, or in connection with a merger, acquisition, or sale of assets.

Payment Information

When you pay for a subscription, payment details are processed by our payment provider. We do not store full card numbers on our servers. We retain limited billing records, such as invoices and the status of transactions, for accounting and legal purposes.

Data Retention

We retain personal information for as long as your account is active and as needed to provide the service. When you delete records, they are soft-deleted first and may be recoverable for a limited period before permanent removal.

We may retain certain information for longer where required to comply with legal obligations, resolve disputes, or enforce our agreements.

Data Security

We use technical and organizational measures designed to protect your information, including access controls, encryption in transit, and tenant isolation so that each workspace can only access its own data.

No method of transmission or storage is completely secure. You are responsible for keeping your account credentials confidential and for the activity that occurs under your account.

Your Rights and Choices

Depending on where you live, you may have rights to access, correct, delete, or export your personal information, and to object to or restrict certain processing.

You can update much of your information directly in the app. To exercise other rights, contact us using the details below. We will respond in accordance with applicable law.

Cookies and Similar Technologies

We use cookies and similar technologies to keep you signed in, remember your preferences, and understand how the service is used. You can control cookies through your browser settings, though disabling some cookies may affect how the service works.

International Data Transfers

We may process and store information in countries other than the one in which you live. Where we transfer personal information across borders, we take steps to ensure it receives an adequate level of protection consistent with applicable law.

Children's Privacy

Neat Wrk is not directed to children and is intended for use by businesses and professionals. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can remove it.

Changes to This Policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the date at the top of this page and, where appropriate, notify you through the service. Your continued use of Neat Wrk after changes take effect means you accept the updated policy.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact us at [email protected].