Your work, your control.
Clientside stores the work you choose to save: messages, reviews, call transcripts and analysis, client context, commitments, drafts, and learning progress. Account identity is managed by Clerk, application data by Convex, and payments by Stripe.
What your team can see
Your reviews, conversations, calls, saved client context, and reflections are private to your account. Members of an active workspace share its practice plans. Team admins can manage membership, invitations, and seats.
AI processing
When you ask Coach for help, the submitted material is sent through OpenRouter to a model provider. Our model requests require data-collection-denied and zero-data-retention routing. If an eligible route is unavailable, the request fails rather than relaxing those settings. Provider handling is governed by their policies; these routing settings do not delete the work you save in Clientside.
OpenRouter’s routing and retention documentationRetention, export, and deletion
In Settings, you can select automatic deletion of source transcripts after 7, 30, or 90 days. This takes effect for existing and new transcripts through daily cleanup. Without a selection, transcripts remain until you delete them. Deleting a transcript leaves its scorecard and quoted excerpts; deleting the call removes that analysis and its linked commitments. Export downloads your saved work as JSON. Delete all saved work removes personal content and disconnects capture while retaining your account, purchase records, and shared team plans.
Connected meeting accounts
Enabled capture integrations import existing transcripts from the connected provider. Clientside does not send a meeting bot. Access is rechecked before background collection. Disconnecting stops future collection; provider authorization may also need to be removed in that provider’s app-permissions settings.
Service measurement
We keep daily counts of useful results, copies, saved edits, completed commitments, and return visits, together with model token usage and reported processing costs. These measurements contain no message or transcript bodies and are not shared with team managers.
Questions
Contact hello@clientside.co about your account or saved data.