Privacy and data handling

A plain description of what pagebrief does with your firm’s data.

What pagebrief connects to

• Clio Manage: read-only access to your firm’s users, matters and tasks, approved by a firm admin through Clio.
• Google Calendar: read-only access to the calendars your connected Google account can see, approved through Google. pagebrief requests only the calendar.readonly, openid and email permissions.
• Anthropic Claude: your firm’s own API key is used to write each brief.

pagebrief never creates, changes or deletes anything in Clio or Google Calendar.

What happens on each run

At the time you schedule, pagebrief reads the open tasks and calendar events relevant to that brief, sends a compact summary of them to Claude using your firm’s API key, and emails the result to the recipients you set. Task and event details are processed in memory for that run.

What is stored

• Your account: names, email addresses and password hashes (passwords themselves are never stored).
• Your firm’s settings: report schedules, recipients, prompts and rulebooks.
• Your Claude API key and your Clio and Google connection tokens, encrypted.
• A list of your firm’s Clio users (names and emails), used to pick and verify each lawyer.
• A run log with counts, timings and error messages. The contents of briefs are not kept after sending.

Google user data

Data from Google Calendar is used only to write the briefs your firm has set up. It is not sold, not used for advertising, and not used to train AI models. pagebrief’s use of information received from Google APIs adheres to the Google API Services User Data Policy, including its Limited Use requirements.

Your control

A firm admin can disconnect Clio or Google, or remove the Claude API key, at any time from Settings. Disconnecting revokes the stored token. To close your firm’s account and delete its data, contact us.

Contact

Questions about this page: contact the pagebrief team through the email address you received your account confirmation from.