Pending counsel review: placeholder language, not yet finalized. These documents will be updated to counsel-drafted text before our first paid customer signs.

Data Retention Policy

This page describes how long we retain different categories of data, why, and how data is removed when retention expires. It supplements Section 7 of our Privacy Policy, which has a high-level summary.

We are honest about what's automated versus what requires manual operation today. As the service grows, we will automate more enforcement; this page will be updated when that happens.

1. Operational data

User-deletable data — kept while you use the service, removed shortly after you delete it.

CategoryWhat it includesRetentionBasisDeletion mechanism
Account profileName, email, profile fields, settingsWhile account is active; 30 days after account deletionService provision; legal retention obligationsManual quarterly sweep (see Section 8)
Workspace settingsWorkspace name, mailboxes, automations, send templates, document sourcesWhile workspace exists; 30 days after workspace or account deletionService provisionManual quarterly sweep
Cases + documentsAll case data, file uploads, extracted values, activity timelineWhile the case exists; 30 days after case, workspace, or account deletionService provisionManual quarterly sweep
Email body captureBody text from automation-ingested emails (only when explicitly enabled per automation)Until the case is deletedUser opt-in per automationAuto-cleanup on case delete

2. Audit and compliance data

Records we must retain regardless of user request, to demonstrate compliance and meet legal obligations.

CategoryWhat it includesRetentionBasisDeletion mechanism
Sensitive-data audit logRead, write, and decryption events for sensitive fields (timestamp, actor, IP, user agent, field key)7 yearsStatute of limitations on privacy claimsNot currently auto-pruned (volume low; will revisit)
Legal acceptance recordsTerms of Service, Privacy Policy, Cookie Policy, and DPA acceptance events with signer info, IP, timestamp7 yearsDemonstrating contract formation in disputesNot currently auto-pruned
Billing recordsSubscription state, invoices, payment events, plan history7 yearsTax and accounting obligations; fraud preventionStripe retains independently; we mirror what we need
Stripe webhook event logIdempotency dedup records to prevent duplicate event processing90 daysWebhook deduplication; debuggingNot currently auto-pruned (small volume)

3. Authentication and session data

Tokens and identifiers used to keep you signed in and authorize integrations.

CategoryWhat it includesRetentionBasisDeletion mechanism
Session cookies (__session)Firebase Auth session cookie14 daysAuthentication user experienceAuto-expires
OAuth tokens (Drive, Gmail, Calendar)Encrypted access and refresh tokens for user-granted integrationsWhile the connection is active; deleted on revoke or account deletionRequired for the OAuth-gated featureAuto-clear on revoke; manual cascade on account delete
Cookie consent (_legal_consent)Your cookie banner choice (necessary, analytics, marketing)1 yearDemonstrating consentAuto-expires; user can update at any time at /legal/preferences

4. AI processing

Data sent to Google's Gemini API for document extraction and template fill features.

CategoryWhat it includesRetentionBasisDeletion mechanism
Gemini API requestsPrompts (PDF text, image data, case data) and extracted values, sent to GoogleNot retained beyond the request lifecycle by Google. Document Blueprint does not store separate copies of prompts.Per Google's published Gemini API termsN/A (no retention)

5. Operational logs

Logs maintained by Google Cloud for operational debugging. Document Blueprint does not store separate application-level logs of user activity.

CategoryWhat it includesRetentionBasisDeletion mechanism
Cloud Logging (Firebase + Cloud Functions)Server-side request logs, error logs30 days (Google default)Operational debuggingAuto-prune by Google Cloud
Firebase Auth audit logsLogin events, account creation events30 daysOperational debugging; fraud detectionAuto-prune by Google
reCAPTCHA Enterprise risk scoresPer-request bot-detection scoresNot retained by us beyond the verification requestBot detection on public endpointsN/A (Google manages on their side)

6. Email and outbound communications

Records of emails sent or received in connection with the service.

CategoryWhat it includesRetentionBasisDeletion mechanism
SendGrid transactional email logsDelivery and bounce records for invitations, billing notices30 days (SendGrid default)Deliverability debuggingAuto-prune by SendGrid
privacy@ inbox + support emailDSR requests, privacy inquiries, support threadsUntil resolution + 3 years (statute of limitations on privacy claims)DSR compliance and audit trailManual (per DSR runbook)

7. Backups

Disaster-recovery snapshots maintained by our cloud infrastructure.

CategoryWhat it includesRetentionBasisDeletion mechanism
Firestore Point-in-Time RecoverySnapshots of all Firestore data7 days (Firestore default)Disaster recoveryAuto-managed by Google
Cloud Storage object versionsOlder versions of uploaded files (retained briefly so deletions can be undone in error scenarios)30 days (configured via lifecycle rule)Disaster recovery; user-deletion grace periodAuto-prune via lifecycle rules
Manual exportsAd-hoc backups (none currently scheduled)N/AN/AN/A

8. Manual versus automated enforcement

We are honest about which retention windows are auto-enforced and which require manual operation today:

We will revisit auto-enforcement as data volume grows. Until then, the quarterly sweep is the steady-state mechanism.

9. Schedule changes

We may update this retention schedule from time to time. We will provide at least 30 days' written notice — by email or by updating this page — before changing a retention period in a way that materially affects how long your data is kept.

Contact

For privacy or retention questions: privacy@documentblueprint.com.

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