Privacy Policy — ClioEngage (Axxiom)

1. Introduction

ClioEngage (Axxiom) is a client onboarding and compliance workflow platform operated by Lycium Limited.

This Privacy Policy explains how we collect, use, and protect personal data when integrating with Clio Manage.

2. Data we access

When authorised by a user via Clio, ClioEngage may access:

  • Client names (first name, last name)
  • Contact details (email, phone number)
  • Matter information
  • Custom field data (e.g. property details, transaction data)

We only access data required to perform onboarding workflows.

3. How we use data

We use data solely to:

  • Perform onboarding workflows (AML, KYC, ID verification)
  • Generate and manage documents
  • Update Clio records (documents, notes, custom fields)
  • Facilitate communication with clients where required

4. Data storage

  • Data is processed securely via encrypted connections (HTTPS).
  • We store only data necessary to complete workflows.
  • We do not retain unnecessary or unrelated client data.

5. Data sharing

We do not sell or share data with third parties except:

  • Where required to perform verification services (e.g. AML providers)
  • Where required by law or regulation

6. Security

We implement appropriate technical and organisational measures, including:

  • Secure API authentication (OAuth 2.0)
  • Encrypted data transmission
  • Access control and audit logging

7. User control

Users can:

  • Disconnect ClioEngage at any time
  • Request deletion of stored data
  • Contact us regarding data access or correction

8. Data retention

Data is retained only for as long as necessary to:

  • Complete workflows
  • Meet legal or compliance requirements

9. Contact

For privacy-related enquiries:

support@clioengage.lycium.co.uk

10. Updates

We may update this policy periodically. Continued use constitutes acceptance.