Update Notice: This document has been revised and completely replaces any previous version. Please refer to the “Updated” and “Effective” dates above. Your continued use of the Site or Services after the Effective Date constitutes your acceptance of the revised terms.
These Standard Service Terms apply to the use of Expertly’s AI Toolbar (the “Toolbar” or “services”). By your use of the Toolbar you agree to the terms and they are automatically incorporated into any subscription that you have with Expertly Software, LLC (“Expertly,” “we” or “us”).
Supplemental Privacy Statements
What this Statement Covers
This Expertly Privacy Statement (“Privacy Statement”) explains how Expertly, LLC gathers, uses, handles, and discloses your personally identifiable information. It also outlines your available choices concerning rights related to access, deletion, and correction of your personal data. In this Privacy Statement, “information” refers to any data associated with an identifiable individual.
This Privacy Statement applies to Expertly.com, its subdomains, software, and any other site linking to this Statement (collectively, the “Site”). It also covers information collected through our services, including developer programs, communities, marketing initiatives, customer interactions, and branded social media pages (“Services”).
This Statement excludes data we collect about employees (covered by our employment policies) and job applicants. It also does not apply to data gathered by third parties, such as external websites, social media platforms, third-party service providers, or applications integrated with our Services. Non-personally identifiable data, including aggregated or anonymized information, is also outside the scope of this Statement.
We may revise this Privacy Statement periodically, with notice provided as described below in the section titled “Notice of Changes.”
Our Services are not intended for children under the age of 16. We do not knowingly gather data from anyone under 16. If you are under 16, you are not permitted to use the Services or share your information with us through the Site or any other means.
If you are a California resident, we describe additional rights you may have in the California Privacy Rights statement.
Personal Information We Collect
We collect or receive information in the ways we describe in this section.
The Expertly AI Toolbar browser extension requires certain permissions to deliver its features. Here’s what we access, why, and how your privacy is protected:
The Expertly AI Toolbar requests certain browser extension permissions to power its advanced automation and AI features. We are committed to transparency and privacy, and only use permissions for their described purposes.
What We Access
Why We Need It
The content of any website you visit
So the Toolbar can provide features, suggestions, and automation anywhere you browse.
Files you open in your browser
To let you use the Toolbar’s AI features on your own documents.
Information about your open tabs
To help the Toolbar suggest actions based on what you’re working on.
Your clipboard (copy/paste)
To enable quick copying and pasting, and to help automate form filling.
Your right-click (context) menus
To give you quick access to Toolbar features from any web page.
Communication with our optional desktop app
To connect browser and desktop features, such as screenshots and file access.
Your microphone (if enabled)
To transcribe audio, when you use the voice features.
Other requested permissions
The Toolbar may request additional permissions for new features as you use them. You’ll always be notified and prompted for consent before granting these permissions.
What Features Require These Permissions?
Context Awareness & Suggestions
The Toolbar monitors which websites and pages you visit (including content) to suggest relevant Actions that might be helpful. This is done locally and, when you trigger an Action, the relevant data is processed to provide AI-driven assistance.
Running Actions/Automations
When you use an Action (from the toolbar or menu), the Toolbar reads the content of your active window, and may send it securely to our servers for AI processing (for example: summarizing, generating documents, or filling in web forms). If the Action requires it, the Toolbar can take a screenshot or let you upload a file for analysis.
Desktop App Integration
If you install the optional Desktop app, the Toolbar can perform similar AI-powered features on your desktop applications, including reading and writing content, taking screenshots, and transcribing audio from your microphone.
Microphone Feature
Allows you to use voice input or transcribe audio—typically requires the Desktop app, and is always opt-in.
File Handling
You can upload documents for AI analysis or transformation (Word, PowerPoint, PDF, Excel, images, etc.).
Your Privacy and Control
Consent and Transparency
The Toolbar only uses permissions as described above and never accesses your content, clipboard, or microphone without your explicit action or consent.
Data Security
Any data sent to our servers for AI processing is transmitted securely and is never sold to third parties.
User Control
You can review and manage which permissions the extension has via your browser’s settings. The extension may ask for new permissions as new features are added—you’ll always be notified and must approve them.
For transparency, the Toolbar requests standard browser permissions (such as “access to all websites,” “tabs,” “storage,” “clipboard,” “context menus,” and “communication with desktop applications”) in order to deliver the features described above. These permissions are only used as necessary, and you are always in control.
For more details on data processing, security, and your rights, see the relevant sections below.
Categories of Information We Collect
Information You Provide Us
When You Create an Account
Content or Information You Provide in the Services
Content You Provide Through Our Site
Support Channels or Communities
Marketing Information
Partner Program
Payment Processing Information
Technical, Device, and Connection Information
Cookies and Other Tracking Technology
Other Information Sources
Your Privacy and Control
Information You Provide to Us
When you create an account, download content, complete forms or surveys, or respond to communications, you share details such as your name, email address, mailing address, company affiliation, phone number, and similar data. If you register for a community or partner program, we gather account details like your name, email address, company, phone number, and more. You may also share feedback, ratings, and other inputs while using our Services or participating in our communities or partner initiatives.
Account Creation Details
When setting up an account, you provide registration and profile details such as your name, email, company name, and similar data. We also automatically log specific details about how you use the Services, partner programs, or communities—such as login activity, features you use, and interactions with other users. More specifics about the data we collect are covered in the Expertly Services statement.
Information Shared Through the Services
The Services enable integrations between third-party applications you use. Data or content transferred between these apps is collected as part of the integration process. The specific data collected depends on how you use the Services and is described further in the Expertly Services statement. Additionally, users may share information about others when using features like automated emails or inviting team members to collaborate. Administrators may also provide details like names and contact information when assigning roles such as technical support, billing, or administrator contacts.
Content You Upload via the Site
If the Site or our social media pages allow uploads, we will collect the data or content you share. This may include participating in surveys, promotions, events, or providing feedback through interactive features.
Support and Community Submissions
When using our support channels or community forums, you may share account details and additional information related to your inquiry, such as technical specifications, screenshots, or descriptions of the issue. If you join our community site, we will collect your registration details. Community activity is linked to your Services account, enabling features like discussions, Q&A, and shared resources.
Marketing Data
We collect marketing-related data both directly from you and from third-party sources, such as lead generators, event sponsors, or social media platforms. This may include contact information, job titles, or information indicating purchasing interests. We may combine this data with other information we have about you.
Partner Program Information
Through partner programs, we gather account registration data like names, email addresses, and company affiliations. Partners may assist with marketing, technical support, and Service resales. We also receive partner-provided details such as contact information and job roles, which we combine with your account data.
Payment Processing Details
When making payments for our Services, transactions are processed by third-party providers. We do not collect sensitive payment details like credit card numbers. However, we retain payment verification details such as the transaction amount, currency, date, payment method, and account information.
Technical, Device, and Connection Information
When accessing our Services or Site, we automatically gather data about the device and connection used. This may include IP addresses, device identifiers, browser type, operating system, and crash reports. If you engage with our branded social media pages, the platform may share relevant data with us.
Cookies and Tracking Technologies
We use cookies, web beacons, pixels, and similar technologies to enhance functionality, personalize your experience, and recognize you across devices. This includes IP addresses, browser types, device identifiers, and click data. You can learn more in our Cookie Notice statement. Interactions with our social media platforms may result in similar data sharing.
Additional Information Sources
We also receive data from external sources such as service providers, public databases, and business partners. This may include business contact details like names, email addresses, and job titles, which we integrate with data collected from other channels.
How We Use Personal Information We Collect
We use the information we collect for the following purposes:
Providing and Supporting Services
To deliver and maintain the Services you access and use.
Improving the Services
To enhance the features, functionality, and user experience of our Services.
Supporting the Site, Partner Programs, and Communities
To manage and improve the Site, partner programs, and community interactions.
Processing Requests and Transactions
To fulfill your requests, process payments, and complete transactions.
Product and Service Information
To inform you about our products, services, updates, and relevant offerings.
Combining Data
To merge your information with data from third-party sources for a more comprehensive understanding of your needs and preferences.
Personalizing Content
To customize the content, recommendations, and information you receive based on your interactions and preferences.
Ensuring Security and Integrity
To safeguard our business operations, the Site, Services, third-party integrations, and related data.
We may also use your personal information to:
To perform a contract with you
(e.g., providing the Services, managing your account, processing payments);
To comply with legal obligations
(e.g., tax, financial, or regulatory requirements);
Based on our legitimate interests
(e.g., improving the Services, ensuring security, supporting customer experience, promoting similar products or features);
With your consent
(e.g., marketing emails, optional cookies, participation in surveys);
To establish, exercise, or defend legal claims.
How We Share Personal Information
We may share information when one of the following circumstances applies:
With your Consent
We may disclose your information to third parties, such as companies or organizations, with your explicit consent or when necessary to fulfill the intended purpose for which you provided the information.
With Our Business Partners
We may share information with our partners, including resellers, referral sources, integration collaborators, community experts, and developer platform participants, as required by partnership agreements or to support partner program activities.
To Provide Services, Partner Programs, or Communities
We may share information with teammates, account managers, billing contacts, and technical support users. Additionally, when an account holder uses the Services, we may disclose relevant data to third-party applications at the user’s request or as directed by the account owner. For partner programs or community involvement, we may share data with other members, partners, customers, or users, such as when commenting, providing feedback, or indicating interest in a partner integration.
For Operational Needs
We work with service providers and vendors to operate our Site, Services, partner programs, and communities. These providers may offer infrastructure, hosting, customer service tools, chat widgets, ticketing systems, email platforms, CRM solutions, and collaborative software.
To Promote Our Services or Partner Programs
We may share personal information with marketing service providers assisting in promoting our Services or partner programs through virtual/live events, email campaigns, sales engagement, or lead generation tools.
During Corporate Transactions
We may disclose personal information to prospective or actual acquirers, legal representatives, and other relevant parties involved in mergers, acquisitions, asset sales, restructuring, or similar business transactions, including bankruptcy proceedings.
For Legal Compliance and Protection
We may release information when legally required by a court order, law, or government request. We may share your information if we believe that it is necessary to enforce our rights (including, without limitation, our rights under the Terms of Service, or the Expertly License Agreement), or the rights of our customers, or users, or to ensure the security of our services and partners.
With Social Media Widgets
If you engage with social media widgets (e.g., Twitter's “Tweet” button or Facebook's “Like” button), these tools may share data such as your IP address and the pages you visit on our Services. Cookies may also be set to enable proper widget functionality.
Your Options: Managing Cookies, Accessing, and Correcting Your Information
Information Collected Automatically
You have several ways to manage cookies. In most modern web browsers, you can adjust cookie settings by navigating to Settings > Privacy > Cookies. For details on managing cookies in other browsers, consult each browser’s privacy or help guide. To disable or remove technologies similar to cookies, such as Local Shared Objects or Flash cookies, check your browser's "add-on settings" or visit the manufacturer’s website. For comprehensive details about cookies, including how to view, manage, and delete them, visit www.aboutcookies.org. Note that disabling or blocking cookies may limit access to certain parts of the Site or Service or cause features to function improperly. Refer to our Cookie Notice for additional information about cookies.
Marketing Communications
If you prefer not to receive our marketing messages, you can opt out by sending a request to privacy@expertly.com. You can also unsubscribe by clicking the opt-out link in promotional emails or replying to the email with a request to stop future communications. This opt-out option does not apply to essential messages related to your account, services, or notifications about Service operations. If you have an account, you can manage your communication preferences, including opting out, through your account profile settings.
Managing Personal Information
To review or update your personal details, log into the Service and access your account profile. You may also contact us at privacy@expertly.com to request access, corrections, or deletions of your personal information. Requests to modify information may be declined if fulfilling the request would violate any legal obligation or render the information inaccurate. Manage your communication settings within your account profile at any time.
Data Security and Data Transfers
Data Security
Expertly takes appropriate measures to safeguard your personal information from loss, misuse, unauthorized access, disclosure, alteration, and destruction, considering the risks involved and the sensitivity of the data. However, no online service, Internet transmission, or email communication is entirely secure or free of errors. Therefore, we cannot guarantee the absolute security of personal information. You are responsible for protecting your account credentials, including the passwords we provide.
Data Storage and International Transfers
Personal data collected through the Site may be transferred to and processed in the United States or other countries where Expertly, its affiliates, subsidiaries, or third-party service providers operate facilities or have staff. These countries may have different data protection laws, which might not offer the same level of protection as your country’s laws.
We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Statement, including providing the Services, complying with legal obligations, resolving disputes, and enforcing our agreements.
The exact retention period depends on the type of data and the purpose of collection. For example, billing and payment records may be retained for up to seven years to comply with tax and accounting obligations, while support tickets may be kept for a shorter duration.
When data is no longer required, we either delete or anonymize it. Where deletion is not technically possible (e.g., backup systems), we securely isolate and protect the data from further use.
We comply with data protection laws when transferring personal data across borders by using recognized safeguards such as Standard Contractual Clauses (SCCs) and appropriate vendor agreements. We are not currently self-certified under the U.S. Data Privacy Framework.
Managing Personal Information
To review or update your personal details, log into the Service and access your account profile. You may also contact us at privacy@expertly.com to request access, corrections, or deletions of your personal information. Requests to modify information may be declined if fulfilling the request would violate any legal obligation or render the information inaccurate. Manage your communication settings within your account profile at any time.
EU-US Data Privacy Framework
Expertly is not currently self-certified under the EU-U.S. Data Privacy Framework (DPF), the UK Extension, or the Swiss-U.S. DPF. However, we are committed to handling cross-border personal data in a manner consistent with applicable privacy principles and laws, including the General Data Protection Regulation (GDPR).
Where personal data is transferred from the EU, UK, or Switzerland to the United States, we rely on approved legal mechanisms such as Standard Contractual Clauses (SCCs) and vendor agreements that implement appropriate safeguards.
For more information, see our Cross-Border Data Privacy Policy.
Dispute Resolution
If you have any questions or concerns regarding this Privacy Statement or our data practices, you may contact us at the details listed below. We will make every reasonable effort to respond and address your inquiry in a timely manner.
If you are a customer and have a contractual relationship with Expertly, any disputes arising from or relating to this Privacy Statement will be resolved in accordance with the dispute resolution terms set out in your agreement with us, including our Terms of Service.
For non-contractual users or individuals, if we are unable to resolve a privacy-related concern to your satisfaction, we will work with you in good faith to find an appropriate resolution. This may include engaging in dialogue with a data protection authority or exploring independent mediation.
Privacy Statement Updates
Our Services, Site, and business operations may evolve over time. Consequently, we may update this Privacy Statement periodically. We reserve the right to modify this Privacy Statement at any time. If changes are made, we will update this page and revise the "Last Updated" date at the top.
For significant updates, we will notify you through reasonable means, such as displaying a notification in the Services interface, showing a pop-up on the Site, sending an email, or other appropriate methods. Your continued use of the Site or Services after receiving such a notice constitutes your acceptance of the revised Privacy Statement.
Contacting Expertly
If you have any questions or comments about this notice, how we collect and use your information, your choices or rights regarding such use, or wish to exercise your rights, please contact us at:
Email: privacy@expertly.com
Postal Address:
Expertly, LLC
Attn: Legal Department/Privacy
31 NE 17th Street, Miami, FL 33132
For data subjects in the EU, UK, or Switzerland, you may contact our EU representative, Jose Garcia (privacy@expertly.com), Expertly’s appointed representative under Article 27 GDPR.
