Privacy Policy

Effective Date: April 1, 2026
Last Updated: April 1, 2026

This Privacy Policy explains how Client Path, LLC (“Clnto,” “we,” “our,” or “us”) collects, uses, discloses, and protects information when you access or use https://clnto.com, the Clnto platform, and related services (collectively, the “Services”).

Clnto provides software tools for agencies and businesses, including client management, client portals, integrated inbox, white-labeling, invoices, payments, forms, proposals, contracts, scheduling, automation, and integrations.

By using the Services, you agree to this Privacy Policy.

1. Information We Collect

We may collect the following categories of information:

A. Information You Provide Directly

We may collect information you provide when you:

• create an account;
• request a demo;
• contact us;
• subscribe to a plan;
• connect integrations;
• create forms, invoices, documents, proposals, workflows, or schedules; or
• upload data into the platform.

This may include:

• name;
• email address;
• phone number;
• billing information;
• company name;
• login credentials;
• account preferences;
• uploaded files and documents;
• client and lead information;
• communications and messages; and
• any other information you choose to submit.

B. Information Collected Automatically

When you use the Services, we may automatically collect certain technical and usage information, such as:

• IP address;
• browser type;
• device information;
• operating system;
• referring URLs;
• pages viewed;
• actions taken within the platform;
• dates and times of access; and
• cookies and similar tracking information.

C. Information From Third Parties

If you connect third-party tools or integrations, we may receive information from those services as needed to provide the Services. Clnto advertises support for integrated workflows, calendar sync, payment-related functions, inbox features, and 3K+ integrations and APIs.

2. How We Use Information

We may use your information to:

• provide, operate, and maintain the Services;
• create and manage your account;
• process transactions and subscriptions;
• support invoices, payments, reminders, and related billing workflows;
• enable scheduling, inbox, document, automation, and client portal features;
• personalize your experience;
• communicate with you about your account, updates, support, and service notices;
• improve, troubleshoot, monitor, and secure the Services;
• detect fraud, abuse, or unauthorized activity;
• comply with legal obligations; and
• enforce our terms, policies, and rights.

3. User Content and Client Data

Clnto allows users to manage business and client-related information through features such as client management, client portal, integrated inbox, forms, invoices, proposals, contracts, scheduling, and automation.

You are responsible for the data you upload, collect, store, or process through the Services, including any personal data belonging to your clients, leads, contacts, employees, or end users.

You represent that you have all necessary rights, permissions, and legal bases to provide that data to us and to use the Services in connection with it.

4. Cookies and Tracking Technologies

We may use cookies, pixels, local storage, and similar technologies to:

• keep you logged in;
• remember preferences;
• analyze usage;
• improve site performance;
• support security; and
• measure marketing or product effectiveness.

You can usually control cookies through your browser settings, though disabling them may affect how the Services function.

5. How We Share Information

We may share information in the following circumstances:

A. Service Providers

We may share information with vendors and service providers who help us operate the Services, such as hosting, analytics, payment processing, communications, support, security, and infrastructure providers.

B. Integrations and Third Parties Chosen by You

If you connect third-party services, we may share information with those services as necessary to perform the requested integration or workflow.

C. Legal Compliance and Protection

We may disclose information where required by law or where we believe disclosure is necessary to:

• comply with legal obligations or lawful requests;
• protect our rights, users, or property;
• investigate fraud, abuse, or security issues; or
• enforce our agreements.

D. Business Transfers

If Client Path, LLC is involved in a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, your information may be transferred as part of that transaction.

6. Payments

Clnto includes invoicing and payment-related functionality. We may use third-party payment processors to handle payment transactions. We do not necessarily store full payment card details ourselves; such information may be collected and processed directly by our payment providers subject to their own privacy policies and terms.

7. Data Retention

We retain personal information for as long as necessary to:

• provide the Services;
• maintain business and legal records;
• resolve disputes;
• enforce agreements; and
• comply with applicable law.

We may also retain backup, log, and archived data for a reasonable period where necessary for security, compliance, and business continuity.

8. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no system or method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

You are responsible for keeping your account credentials confidential and for using the Services securely.

9. International Data Transfers

If you access the Services from outside the United States, your information may be transferred to and processed in the United States or other countries where we or our service providers operate.

By using the Services, you understand that your information may be processed outside your home jurisdiction, which may have different data protection laws.

10. Your Rights and Choices

Depending on where you live, you may have rights regarding your personal information, including the right to:

• access personal information we hold about you;
• correct inaccurate information;
• request deletion of certain information;
• object to or restrict certain processing;
• withdraw consent where processing is based on consent; and
• request a copy of your data, where applicable.

To make a privacy request, contact us at hello@clnto.com. We may need to verify your identity before processing your request.

11. Children’s Privacy

The Services are intended for businesses and adults and are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that we have collected such information, we will take reasonable steps to delete it.

12. Third-Party Websites and Services

The Services may contain links to or integrations with third-party websites and services. We are not responsible for the privacy, security, or content practices of those third parties. Their handling of data is governed by their own policies.

13. White-Label Services

Clnto offers white-label and client-facing features. If you use Clnto to provide branded experiences to your own customers or end users, you are responsible for ensuring that your own privacy notices, disclosures, and practices comply with applicable law.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we do, we will post the updated version on this page and revise the “Last Updated” date.

Your continued use of the Services after any update means you accept the revised Privacy Policy.

15. Contact Us

If you have questions about this Privacy Policy or our privacy practices, contact us at:

Client Path, LLC
Email: hello@clnto.com
Website: https://clnto.com