ClientOS: Your Privacy Choices

Last Updated: October 2026

ClientOS gives you full control over your data. Everything is stored locally on your device. We have no access to it. Here is what you can control.

What You Can Control

App Lock and Security

• Password protection: set a custom password to lock the app. Change it at any time in Settings > Security
• Face ID / Touch ID: enable or disable biometric unlock in Settings > Security. Your biometric data is handled by Apple and never accessed by the app
• Auto-lock timer: choose how long the app stays unlocked during inactivity (1 to 30 minutes). Default is 5 minutes
• Recovery key: save your 32-character recovery key to reset your password if forgotten. You can view it again in Settings > Security

Client Data

• Add, edit, or delete any client record at any time
• Sensitive fields (ID numbers, BP IDs) are encrypted with AES-256. They can only be viewed when the app is unlocked
• Import contacts from your device. This copies contact information into the app. Your original contacts are never modified

Lead and Business Data

• Create, update, or delete leads and submitted business records
• Change lead status at any time. Move leads through your pipeline or mark as won/lost
• Update business status: track from pending to issued, or mark as cancelled/lapsed

Calendar

• Sync with Apple Calendar: enable or disable at any time by managing calendar permissions in iOS Settings
• Create and delete events: events you create in the app can optionally sync to your device calendar
• Linked events: events can be associated with specific clients or leads

AI Features

• On-device only: AI features use Apple's Foundation Models. No data is sent to any server
• Opt-in usage: AI features (lead scoring, email drafts, note summaries) are triggered by you, not automatic
• Available on iOS 26+ with Apple Intelligence support. Older devices use rule-based alternatives

Data Export

• Export your data at any time in Settings > Data > Export
• Choose format: CSV or PDF
• Date range filtering: export all data or a specific time period
• Sensitive data toggle: choose whether to include or exclude encrypted fields in exports

Backup

• Backup to iCloud Drive: encrypted backup stored in your own iCloud account
• Manual or automatic: choose backup frequency (Hourly, Daily, Weekly, or Manual Only)
• Restore: restore from any previous backup
• Delete backups: remove individual backup files from your iCloud Drive
• Wi-Fi only option: restrict backups to Wi-Fi connections

Reports

• Generate reports on your pipeline, commissions, and client portfolio
• Export reports to CSV or PDF
• Data stays local: reports are generated on-device from your local data

Theme and Appearance

• System / Light / Dark mode: choose in Settings > Appearance
• Profile avatar: set your own photo or use generated initials with a colour of your choice

Deleting Your Data

Delete Specific Items

• Swipe or tap to delete individual clients, leads, business entries, interactions, or calendar events
• Deleted data is permanently removed from the device

Reset All Data

• Go to Settings > Data > Reset All Data
• This permanently deletes all clients, leads, business, interactions, events, settings, and your profile
• This action cannot be undone. Your recovery key will also be invalidated
• The app returns to the setup wizard as if freshly installed

Uninstall the App

• Deleting ClientOS from your device removes all local data permanently
• If you have iCloud backups, those remain in your iCloud Drive until you delete them manually
• We have no servers and store no data. Uninstalling completely removes everything on our end (because there is nothing on our end)

What We Never Do

• ✗ Collect or transmit your personal or client data
• ✗ Track your app usage or behaviour
• ✗ Share data with any third party
• ✗ Serve advertisements of any kind
• ✗ Use cloud AI services. All AI processing is on-device
• ✗ Require an account. No registration, no login, no server
• ✗ Access your data. We hold no copy on any server; your data is stored on your device
• ✗ Sell or monetise your data in any way
• ✗ Include third-party SDKs. Zero tracking libraries, analytics tools, or ad networks

Questions?

If you have questions about your privacy choices or data handling in ClientOS, contact us at:
Email Support