Legal

Privacy Policy

Last updated: 23 April 2026  ·  Effective: 23 April 2026  ·  Version 1.2

Plain English summary

1. Who We Are — Data Controller

CaseworkAI is a free document generation tool for frontline social workers and NGO case managers, operated as a community project.

Data Controller: Tom R. (operating as CaseworkAI)

Website: https://caseworkai.org

Contact: hello@caseworkai.org

ICO Registration (UK): CaseworkAI is registered with the UK Information Commissioner’s Office (ICO) under the Data Protection Act 2018. Registration number: ZC132263. This registration confirms CaseworkAI’s compliance obligations as a data controller under UK GDPR.

2. What Data We Process and Why

2a. Document generation — your case notes

Lawful basis: Legitimate interests (Art. 6(1)(f) UK GDPR) / Performance of service

When you submit the form you provide your name, job title, organisation, email address, a date, a client reference and your rough notes. This is used solely to generate your draft document and is permanently deleted immediately after delivery. No copy is retained by CaseworkAI.

We strongly advise using client initials or reference codes only — never full client names. The system is designed to work without identifying information.

2b. Special category data

Art. 9 UK GDPR — equivalent provisions apply in all target jurisdictions

Case notes may contain special category personal data including health information, details of criminal proceedings, mental health, domestic circumstances and information about children. We process this data only to generate your document. It is not stored, reviewed by humans or used for any other purpose. It is deleted immediately after delivery. We do not use case note content to train AI models.

2c. Children’s data

CaseworkAI does not store any data relating to children. All submitted content is permanently deleted after document generation. Workers must never include a child’s full name in submissions.

2d. Your email address

Used only to deliver your document. Not added to any mailing list, not shared with third parties, not retained after delivery.

2e. Analytics cookies

Lawful basis: Consent (Art. 6(1)(a) UK GDPR)

If you accept our cookie banner, Google Analytics (GA4) collects anonymised data about how visitors use the site — pages visited, time on site, approximate region. No personally identifiable information is collected. You can decline at any time.

3. Retention Periods

4. Third-Party Processors

We do not sell or share your data for commercial purposes. CaseworkAI runs on a self-hosted serverless function — there is no form provider, no workflow automation platform, no third-party email platform holding your notes. The minimal set of processors involved:

5. International Data Transfers

Submissions are processed via systems that may involve transfer to the United States (Anthropic, Resend, Netlify). These transfers are governed by Standard Contractual Clauses (SCCs) and the UK International Data Transfer Agreement (IDTA) where applicable. The zero-retention design means your data is processed transiently and deleted — it is not stored in any jurisdiction.

6. Jurisdiction-Specific Compliance

CaseworkAI is used by workers in multiple countries. The following national data protection laws are relevant to our users and are acknowledged in this policy:

CountryApplicable LawKey Provisions Addressed
United KingdomUK GDPR & Data Protection Act 2018ICO registered (Reg. ZC132263), lawful basis, special category data, subject rights, SCCs for US transfers
KenyaData Protection Act No. 24 of 2019 (ODPC)Lawful basis for processing, data minimisation, cross-border transfer safeguards, sensitive personal data protections, zero-retention design
UgandaData Protection and Privacy Act 2019Lawful basis, data subject rights, processing limitations, security obligations
NigeriaNigeria Data Protection Regulation 2019 (NDPR) & Nigeria Data Protection Act 2023Lawful basis, data minimisation, cross-border transfers, sensitive data obligations
RomaniaEU GDPR (as EU member state) & national implementationFull EU GDPR compliance applies — same framework as UK GDPR with SCCs for US processors
ColombiaLaw 1581 of 2012 (Habeas Data) & Decree 1377 of 2013Authorisation for data processing, data subject rights, cross-border transfer requirements, sensitive data protections
GhanaData Protection Act 2012 (Act 843) — Data Protection CommissionLawful basis, data subject rights, sensitive personal data protections, cross-border transfer obligations
South AfricaProtection of Personal Information Act 2013 (POPIA) — Information RegulatorLawful processing, special personal information (incl. health/children) protections, data subject rights, cross-border transfer rules
RwandaLaw N° 058/2021 on the protection of personal data and privacyLawful basis, data subject rights, sensitive personal data protections, cross-border transfer authorisation requirements
PhilippinesData Privacy Act 2012 (RA 10173) — National Privacy Commission (NPC)Lawful processing, sensitive personal information protections, data subject rights, cross-border transfer obligations

Users in all jurisdictions benefit from the same zero-retention design — your notes are processed and immediately deleted regardless of where you are located. Where national law requires specific registration or local safeguards beyond what is described here, we encourage organisations to contact us at hello@caseworkai.org to discuss their requirements.

7. Your Rights

Under UK GDPR and equivalent national legislation you have the right to: access your data, erasure, rectification, restrict processing, data portability, object to processing, and withdraw consent. To exercise any right contact hello@caseworkai.org. We respond within 30 days. You may also complain to the UK ICO at ico.org.uk or your national supervisory authority.

8. Data Processing Agreements for Organisations

Art. 28 UK GDPR — equivalent provisions in all target jurisdictions

For NGOs and organisations deploying CaseworkAI for their teams

If your organisation directs staff to use CaseworkAI you may require a written Data Processing Agreement (DPA) under Art. 28 UK GDPR or equivalent national law. A standard one-page DPA is available covering: subject matter of processing, data types, retention, security measures, sub-processors, audit rights and deletion obligations.

To request a DPA email hello@caseworkai.org with the subject “DPA Request — [Organisation Name]”. We respond within five working days.

9. Security

All data is transmitted via HTTPS. No case note content is stored persistently. API credentials are secured and not exposed client-side. Access to processing systems is restricted to the operator. If you become aware of a security concern contact hello@caseworkai.org immediately.

10. Children

CaseworkAI is a professional tool for qualified social workers and case managers aged 18 or over. It is not directed at children. Due to zero-retention design, any data inadvertently submitted by or about a child is immediately deleted. Contact hello@caseworkai.org if you have concerns.

11. Changes to This Policy

Material changes will be noted at the top of this page with a new effective date. Continued use after changes are posted constitutes acceptance.

12. Governing Law

This policy is governed by the laws of England and Wales. We acknowledge and respect applicable national data protection legislation in all jurisdictions where CaseworkAI is used, including those listed in Section 6.

Data protection queries

Rights requests, DPA requests or any data question:

hello@caseworkai.org

Rights requests: 30 days. All other queries: 5 working days.