Soli Logo

Privacy Policy

Last updated: December 18, 2025

Soli (“Soli,” “we,” “us,” or “our”) cares deeply about privacy. This Privacy Policy explains what information we collect, how we use it, and the limited situations where we share it, when you visit our website or use our products and services (collectively, the “Services”).

1) The Soli approach to privacy

Soli is local-first by design. In plain terms, the core information you create inside the Soli application—like client records, session notes, documents, and billing details—is intended to be stored on your device by default.

We do not automatically receive or read your clinical content. If you ever share information with us (for example, for support), you’re in control of what is shared and when.

Some Soli features require being online (for example, client communications, optional backup/sync, and certain integrations). When you enable those features, limited information may be transmitted to third-party partners in order to provide that functionality. We explain those situations below.

2) Information we collect

We collect information in three main buckets: what you provide, what we collect automatically, and what comes from partners you choose to use.

A) Information you provide

  • Account and contact details. When you create an account, request a demo, join a waitlist, or contact us, we may collect your name, email address, practice name, and similar contact information.
  • Payments and billing. If you subscribe to Soli, we may collect information needed to process payments and manage your subscription. Payment processing is typically handled by a third-party payment processor, and we generally receive confirmation data (such as payment status and last four digits), not full card details.
  • Support communications. If you contact support, we collect what you send us. This may include messages, attachments, diagnostic logs, and screenshots.

Important note: Please avoid sending Protected Health Information (PHI) through support channels unless we explicitly ask for it and you intentionally choose to share it.

B) Information collected automatically

  • Website usage data. When you visit our website, we may collect standard technical data such as IP address, browser type, device type, referring pages, and how you interact with our site. We may use cookies or similar technologies for basic site functionality and to understand what content is helpful.
  • App diagnostics. To improve reliability and fix issues, Soli may collect diagnostic information such as crash reports, error logs, and performance telemetry. We design diagnostics to avoid collecting PHI by default and to minimize what’s collected.

C) Information from third-party services you enable

If you enable optional features that rely on third-party partners (for example, SMS delivery, payment processing, claims/eligibility services, or optional backup/sync), those partners may process information needed to deliver the service. Soli may also receive back confirmations (for example: “message delivered,” “claim accepted,” “payment succeeded”).

These partners operate under their own policies and terms. Where possible, we choose partners that are appropriate for healthcare-adjacent use cases, but you are responsible for deciding what services to enable for your practice.

3) What we do not collect by default

Because Soli is local-first, we do not automatically collect your clinical content (client notes, diagnoses, treatment plans, uploaded documents, attachments, and similar) simply because you use the app.

If a feature requires data to be transmitted, we aim to make that clear within the product and/or in the relevant settings.

4) How we use information

We use information to:

  • operate the Services (account creation, subscription management, product access)
  • provide support and respond to requests
  • improve reliability and performance (debugging, crash reduction, feature improvement)
  • communicate with you about your account, updates, and service notices
  • prevent fraud, abuse, or misuse and protect the Services
  • comply with legal obligations and enforce our terms

5) How we share information

We do not sell your personal information.

We may share information only in limited circumstances:

  • Service providers. We use vendors to help us operate the Services (for example, hosting, customer support tooling, analytics, communications infrastructure, and payment processing). They are permitted to use information only to provide services to us.
  • Third-party partners you enable. If you turn on optional integrations, we share the information necessary to provide the feature and receive the resulting confirmations (delivery status, transaction results, etc.).
  • Legal and safety. We may disclose information if required by law, legal process, or if we believe it is necessary to protect the rights, property, and safety of Soli, our users, or others.
  • Business transfers. If Soli is involved in a merger, acquisition, financing, or asset sale, information may be transferred as part of that transaction, consistent with this Policy.
  • With your direction. We may share information when you instruct us to do so.

6) Cookies and similar technologies

We may use cookies and similar tools to keep the site functional and understand how visitors use our content. You can control cookies through your browser settings. If we offer optional analytics or marketing cookies, we will aim to provide appropriate choices where feasible.

7) Data retention

We retain personal information only as long as necessary to operate the Services, provide support, comply with legal obligations, and enforce agreements.

Support tickets and communications may be retained to maintain service quality, track recurring issues, and for audit purposes.

8) Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

Because Soli is local-first, your device security matters. We strongly recommend using strong device passwords, full-disk encryption, and keeping your operating system updated.

9) Your choices and rights

Depending on where you live, you may have rights to request access to, correction of, or deletion of certain personal information. You may also opt out of marketing emails via unsubscribe links or by contacting us.

10) Children’s privacy

Soli is not intended for children under 13, and we do not knowingly collect personal information from children under 13.

11) Changes to this Policy

We may update this Policy from time to time. We will update the “Last updated” date when we do. If changes are material, we may provide additional notice.

12) Contact us

Questions or requests regarding privacy can be sent to support@meetsoli.com.