Privacy — Socrates Crayon

Who this is for

A professional-use tool, not a consumer service.

Socrates Crayon provides software-generated, advisor-facing planning intelligence for issue-spotting by financial, legal, tax, insurance, and trust professionals. It is not a consumer service and not a law firm, registered investment adviser, broker-dealer, CPA firm, or insurance agency. Nothing it produces is a client deliverable or legal, tax, or investment advice; findings must be reviewed by the appropriate licensed professional before any client relies on them.

Analytics

What runs on this public marketing site.

On this public marketing site only, we use standard analytics and B2B marketing tools:

Google Analytics 4 — aggregate page views, rough geography, and device type.
LinkedIn Insight Tag — measurement and retargeting of our professional / B2B marketing.
Apollo website tracking — this may identify the business or professional contact associated with a visit (visitor de-anonymization), so we can follow up with relevant professionals. This is the most identifying tool we use.

We do not use the Meta / Facebook Pixel. These tools run only on this public marketing site — never inside the advisor portal, and never on any page where client documents are handled.

Client documents

How uploads are handled in the advisor portal.

The advisor portal is where professional users may upload client or prospect planning files. When you upload:

You attest that you have the authority, permission, or consent to upload the materials, consistent with your firm's policies and applicable law.
Documents, generated findings, application state, audit logs, and backups are stored inside a LUKS2-encrypted volume on the application host; backups are encrypted separately and restore-tested. Traffic is encrypted in transit (HTTPS/TLS).
Access is limited by account role and logged where supported; files are never exposed through public links.
We do not use uploaded client documents to train or fine-tune AI models. During the founding phase, analysis runs through Socrates Crayon–controlled workflows; no client planning content is sent to any public consumer AI interface.
You can delete cases and documents while active. Deletion may not immediately remove data from encrypted backups or security logs, which follow our retention schedule. Socrates Crayon is not your books-and-records system of record — keep any records your firm or regulator requires outside the service.

If you ask us to email you something.

We store your name and email only to send what you asked for and the occasional update. No sales pitch; unsubscribe anytime by replying to any message. We don't sell, rent, or share your email with third parties for their marketing.

Cookies & consent

Cookies and your choices.

Google Analytics, the LinkedIn Insight Tag, and Apollo set cookies and similar identifiers to measure usage and support our B2B marketing. You can block or clear cookies in your browser at any time without losing access to anything on this site. Where consent is legally required (for example, for EU/UK visitors), we honor those choices.

Children

This site is intended for professionals and is not directed to children.

Contact

Questions about privacy? Email hello@socratescrayon.com. See also our Terms & Disclaimer.