Roles
A firm using ComplyChase AI decides which clients to add, which documents to request, and how long records are needed for its business process.
ComplyChase AI provides the software workflow used to collect, track, remind, and store proof.
Data Processing
This page explains, in practical terms, how data processing works when a firm uses ComplyChase AI for client document chasing.
Last updated: 1 June 2026
Types of data processed
Workspace data, user details, client contact details, document metadata, uploaded files, reminder logs, activity logs, free tool leads, and support messages may be processed.
Processing activities
Processing may include secure upload handling, file storage, extraction, deadline tracking, reminder sending, report generation, audit logging, support, backup, and deletion/export tasks.
Sub-processors and providers
The service may use hosting, storage, email, payment, analytics, AI/OCR, and support providers to operate the product.
Provider choices may change over time as the product scales.
Important note
This page is product information, not legal advice. Firms should decide whether their own data protection process, notices, and contracts are suitable for their business.
Questions about this page?
Contact hello@complychase.ai and include the page name in your message.