Effective Date: July 1, 2026 | Last Updated: October 20, 2026
PlanCheckPro.AI (“Provider,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect, how we use and protect it, and the choices and rights available to you. This Policy is incorporated by reference into, and should be read together with, the PlanCheckPro.AI Terms of Service. Capitalized terms not defined here have the meanings given in the Terms of Service. In this Policy, “Client” and “Account Administrator” have the meanings given in the Terms of Service, and “you” refers to any individual whose personal information we process, including Authorized Users, Plan Submitters (individuals, such as permit applicants, contractors, and design professionals, who submit plans to a municipal or AHJ Client through the Service), and website visitors.
This Policy applies to visitors of our website, users of the PlanCheckPro.AI platform (“the Service”) — including Private Providers and firm accounts who submit plans directly to us for AI-assisted review, and municipal/AHJ staff and their connected Plan Submitters who use the Service to manage jurisdiction-side plan review — and any other individuals whose information is submitted to the Service by our Clients.
1.1. Content You Provide.
1.1.1. Client Content: plans, drawings, specifications, and other project documents uploaded for AI-assisted review.
1.1.2. Associated metadata: project name, sheet numbers, jurisdiction, discipline type, and similar project identifiers.
1.1.3. Account and contact information: name, email address, employer/organization, role, and billing information (if applicable).
1.2. Information Collected Automatically.
1.2.1. Usage data: pages visited, features used, timestamps, and general interaction data within the Service.
1.2.2. Device and log data: IP address, browser type, operating system, and similar technical information.
1.2.3. Cookies and similar tracking technologies on our website and marketing pages, including through our marketing and CRM platform (HubSpot), used for site functionality, analytics, and marketing communications. See Section 8 (“Cookies and Tracking Technologies”).
1.3. Information We Do Not Want You to Send Us.
1.3.1. The Service is not designed to process Social Security numbers, government-issued identification numbers, financial account numbers, payment card information (except as explicitly provided for billing through our payment processor), or health information. Please do not upload this type of information as part of Client Content.
2.1. We use the information described above to:
2.1.1. Provide, operate, and maintain the Service, including generating AI-assisted plan review Outputs;
2.1.2. Improve the accuracy, reliability, and performance of results for the Client’s own account, and improve the Service using aggregated, de-identified usage data, consistent with Section 3.3.
2.1.3. Process payments and manage your account and Subscription;
2.1.4. Communicate with you, including responding to support requests and providing service-related notices;
2.1.5. Conduct analytics and generate aggregated, de-identified usage reports;
2.1.6. Detect, investigate, and prevent fraud, abuse, or security incidents; and
2.1.7. Comply with applicable law and enforce our Terms of Service.
3.1. This section describes how Client Content is processed by our AI Features.
3.2. Client Content is processed using a third-party AI model provider. Our AI model provider processes Client Content only to generate Outputs for us, does not use Client Content to train its models, and processes it within the United States.
3.3. Client Content may be used only to improve the specific Client’s own results and is not used to train models shared with other Clients.
3.4. Our review team may examine Outputs before they are released to a Client and may revise or override AI-generated results. Clients may edit or override AI-generated results at their discretion and are responsible for independent professional verification, as described in the Terms of Service.
3.5. Regardless of the above, AI-generated Outputs are informational only and do not constitute a certified or stamped plan review, as further described in the Terms of Service.
4.1. No Sale of Data.
4.1.1. We do not sell your data or Client Content to third parties.
4.2. Service Providers.
4.2.1. We may share information with third-party service providers who perform services on our behalf (for example, cloud hosting, payment processing, customer support tooling, and analytics), under confidentiality obligations and solely to operate and improve the Service. A current list of subprocessors that process Client Content, including our AI model provider, is available upon request.
4.3. Legal and Safety Disclosures.
4.3.1. We may disclose information if required to do so by law, regulation, subpoena, or court order, or where we believe in good faith that disclosure is necessary to protect our rights, your safety, or the safety of others, or to investigate fraud or security incidents.
4.4. Business Transfers.
4.4.1. If PlanCheckPro.AI is involved in a merger, acquisition, financing, or sale of assets, information may be transferred as part of that transaction, subject to standard confidentiality protections.
4.5. No Advertising or Behavioral Tracking.
4.5.1. We do not share personal information or Client Content with advertising networks or ad servers, and we do not use your data for cross-context behavioral advertising or targeted ads. Cookies on our website are limited to the purposes described in Section 8.
5.1. Personal Information.
5.1.1. We keep Personal Information related to your Account for as long as it is needed to fulfill the purposes for which it was collected, to provide our services, to deal with possible legal claims, for legitimate business purposes and/or to abide by all applicable laws. Thereafter, we either delete Personal Information about you or de-identify it.
5.1.2. Please note that even if you request the deletion of Personal Information about you, we may be required (by law or otherwise) to retain the Personal Information and not delete it. However, once those requirements are removed, we will delete Personal Information about you in accordance with your request.
5.2. State, Local and Federal Data.
5.2.1. Municipal and government Clients may separately be subject to public-records retention requirements for permit and plan review records under applicable state law, which may require longer retention of certain records independent of this Policy.
5.3. Retention Periods.
5.3.1. Billing records and invoices: retained for seven (7) years to comply with applicable tax and accounting law.
5.3.2. Security and access audit logs: retained a minimum of twelve (12) months, consistent with our internal audit logging policy.
5.3.3. Automated backups: retained on a tiered schedule (daily backups up to 30 days, weekly up to 90 days, monthly up to 12 months) and purged in the ordinary course as they age out of that schedule; a deletion request does not immediately remove already-created backup copies, which age out on their normal schedule.
5.3.4. Client Content, Outputs, and associated project metadata: retained for the duration of the Client’s Subscription. After termination or expiration, the Client may request an export of Client Content within thirty (30) days, as described in the Terms of Service. We delete this data within sixty (60) days after that export window closes, unless the Client requests earlier deletion under Section 6 or a longer period is required by law.
5.3.5. Secure disposal: when a retention period ends, we dispose of data using secure deletion methods designed to render it unrecoverable, consistent with our internal data retention and disposal policy.
6.1. Account Administrators may request deletion of their organization’s data by completing a Data Privacy Request form using the Account Administrator’s email address on file. We will acknowledge the request within a reasonable time, and, subject to identity verification, complete deletion within thirty (30) days extendable to ninety (90) days for complex requests with notice to you.
6.2. Scope of Deletion.
6.2.1. User accounts, authentication credentials, and session data;
6.2.2. Client Content — plans, drawings, specifications, and other uploaded project files;
6.2.3. AI-generated Outputs and derived artifacts (e.g., reports, review comments) tied to the deleted account or project; and
6.2.4. Associated project metadata.
6.3. Data Retained Despite a Deletion Request.
6.3.1. Billing records and invoices (retained per Section 5.3.1 for legal/accounting purposes);
6.3.2. Security and access audit logs (retained per Section 5.3.2);
6.3.3. Aggregated or de-identified analytics that can no longer be linked to an identifiable individual; and
6.3.4. Existing backup copies, which are not individually purged and age out on the schedule described in Section 5.3.3.
6.4. We may decline or defer a deletion request where an active legal hold, fraud investigation, ongoing dispute, or statutory retention obligation applies, and will notify the requester of the reason. Upon completion, we send written confirmation to the requesting Account Administrator.
7.1. We implement administrative, physical, and technical safeguards designed to protect information against unauthorized access, disclosure, alteration, or destruction, including:
7.1.1. Encryption of data in transit (TLS/HTTPS) for all connections to the Service;
7.1.2. Network isolation using dedicated cloud environments, separated by workload;
7.1.3. Role-based access control and the principle of least privilege for internal access to systems;
7.1.4. Automated backups on the tiered retention schedule described in Section 5.3.3;
7.1.5. Ongoing security monitoring and improvement of our infrastructure;
7.1.6. Encryption of stored data at rest, including backups;
7.1.7. Multi-factor authentication for internal access to production systems and administrative consoles;
7.1.8. Centralized logging and alerting for security events; and
7.1.9. Periodic review of internal access rights.
7.2. We require third-party service providers who handle Client Content to maintain appropriate security obligations through contractual commitments, and we assess their security practices through our vendor review process.
7.3. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.
8.1. Our website and marketing pages use cookies and similar technologies, including through our marketing and CRM platform, to:
8.1.1. Operate core site functionality;
8.1.2. Understand how visitors use our site and improve our content; and
8.1.3. Deliver and measure marketing communications, where you have provided consent or as otherwise permitted by law. You may opt out of marketing emails at any time using the unsubscribe link in each message or by contacting us at info@plancheckpro.ai; opting out does not affect service-related notices.
8.2. As noted in Section 4.5, these cookies are not used for third-party advertising or cross-context behavioral tracking.
8.3. You can control cookies through your browser settings. Disabling cookies may affect site functionality.
9.1. All production data is hosted and processed within the United States. We do not currently transfer Client Content outside the United States as part of providing the Service.
10.1. General Rights.
10.1.1. Depending on your location, you may have the right to request access to, correction of, or deletion of your personal information, and to object to or restrict certain processing. To exercise these rights, submit a Data Privacy Request form or contact us at info@plancheckpro.ai. We may need to verify your identity before completing a request. We will acknowledge requests within a reasonable time and respond within thirty (30) days of receipt, extendable to ninety (90) days for complex requests with notice to you.
10.2. California Residents.
10.2.1. If you are a California resident, the California Consumer Privacy Act (CCPA), as amended, gives you the right to know what personal information we collect, request deletion of that information, correct inaccurate information, and opt out of the “sale” or “sharing” of personal information. We do not sell personal information and do not share it for cross-context behavioral advertising. You will not be discriminated against for exercising these rights.
10.3. Other State Privacy Laws.
10.3.1. Residents of states with comprehensive consumer privacy laws — including Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, and others — have similar rights to access, correct, delete, and obtain a portable copy of their personal information, and to opt out of targeted advertising, sale of personal information, and certain profiling, to the extent provided under their respective state laws.
10.4. Authorized Agents and Appeals.
10.4.1. You may designate an authorized agent to submit a request on your behalf, subject to identity verification. If we decline to act on a request, you may appeal by replying to our response within sixty (60) days; we will respond to the appeal within the time frame required by applicable law. If you have a complaint about how we handle your personal information, contact us as described in Section 14; we will investigate and respond, and you may also have the right to lodge a complaint with your state attorney general or other applicable regulator.
11.1. The Service is not directed to, and is not intended for use by, individuals under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us at info@plancheckpro.ai.
12.1. If we confirm a Security Incident involving your Client Content, we will notify the affected Client’s Account Administrator without undue delay, and no later than 72 hours after confirmation, as described in Section 8.4.1 of the Terms of Service. We will also provide notices required by applicable law.
13.1. We may update this Privacy Policy from time to time. For material changes, we will provide at least thirty (30) days’ prior written notice by email to the address associated with your account, as described in Section 15 of the Terms of Service. The “Last Updated” date above reflects the most recent revision.
14.1. Questions about this Privacy Policy or our data practices can be directed to: info@plancheckpro.ai. PlanCheckPro.AI, 601 N Congress Avenue, Suite 303, Delray Beach, FL 33445. Security issues may be reported to info@plancheckpro.ai.
