Principle
Business context is handled as operating information
Client requests, workspace details, decision context, and engagement notes should be used to support the work requested, not to create unrelated noise or unmanaged distribution.
Privacy posture
Client trust depends on disciplined handling of business context.
The Business Portal is designed for serious business work: intake, workspace access, advisory support, execution visibility, and operational records. Information should be handled with clarity, restraint, and purpose.
Formal policy notice
Use the formal Altrium privacy policy for current legal language.
This page remains a business portal privacy posture summary. The formal public privacy policy is available at /privacy-policy and should be used as the primary legal disclosure.
Privacy principles
Information should support the engagement and protect trust.
Principle
Access should match responsibility
Portal access, roles, workspace controls, and account permissions should reflect who needs the information to support the client and the engagement.
Principle
AI use should serve the work
Intelligence features should support summaries, recommendations, routing, prioritization, and status clarity. AI should not replace judgment, consent, or responsible governance.
Principle
Operational records should remain reviewable
Where the portal captures actions, requests, status, or proof of progress, those records should remain clear enough for client review and operating accountability.
This page is a client-facing privacy posture statement for the Business Portal surface. Final legal language should be reviewed by qualified counsel before being treated as a formal privacy policy.