1. About Trovve
Trovve, Inc. provides software that helps organizations organize work using Microsoft 365. This Privacy Policy explains how information is handled when people visit our website, contact us, or use Trovve.
Our everyday-language summary is on the Security & Data Protection page.
2. Information we process
Depending on the features an organization uses, Trovve may process:
- Account and Microsoft 365 identity information, such as name, email address, and profile photo
- Business contact and profile information
- Information from connected Microsoft 365 services, including emails and related details accessed for enabled features
- Calendar and file information
- Client, case, project, and task records created in Trovve
- Comments, notes, and other content users add
- Information used by AI features and the suggestions or drafts they produce
- Support requests
- Billing-related records
- Website usage and technical information
- Phone numbers and message details when SMS reminders are turned on
3. How we use information
We use information to:
- Provide Trovve's features
- Sign users in and connect Microsoft 365
- Identify clients, cases, and work, and organize tasks and files
- Prepare suggestions and draft replies
- Provide support and process subscriptions
- Keep Trovve secure and fix problems
- Meet legal obligations
4. Microsoft 365 information
When a user connects Microsoft 365, Trovve accesses information through the permissions approved for the connected account or organization. The specific access depends on the features being used.
Original documents stay in the organization's SharePoint and OneDrive. Records created in Trovve, such as tasks and case information, are stored separately by Trovve.
Administrators can review or revoke Trovve's permissions in Microsoft Entra at any time.
5. AI processing
Some Trovve features use AI to help identify related clients and cases, suggest tasks, and draft replies. To do this, the information needed for that feature is processed by an AI service.
AI suggestions are reviewed by people. Users review substantive legal communications before they are sent, and Trovve does not replace professional judgment.
6. Where information is stored
Original documents accessed or managed through SharePoint and OneDrive remain in the organization's Microsoft 365 storage. Trovve stores workspace information, including tasks, client records, and case or project information, using Microsoft Azure.
7. Service providers
We share information with service providers only as needed to deliver Trovve, under the arrangements that apply to each provider. These include:
- Microsoft Azure — cloud infrastructure and storage
- Microsoft 365 and Microsoft Graph — the connection to customer email, calendar, files, and users
- Stripe — payment processing
- Microsoft Power Automate — where automation workflows are configured
- Twilio — where SMS reminders are turned on
We may also disclose information when required by law.
8. Security
Trovve runs on Microsoft Azure and uses Microsoft Entra ID for sign-in. Information is encrypted in transit and at rest, and access tokens expire and must be refreshed.
Certifications held by Microsoft for Azure apply to Microsoft's infrastructure. They are not certifications of Trovve itself.
9. Data retention and deletion
We keep Trovve records while an organization's subscription is active. After cancellation, the workspace becomes read-only for a limited period and records are then deleted. Files in Microsoft 365 are not affected by deleting Trovve records.
Organizations can ask us to delete their Trovve records sooner by contacting help@trovve.com.
10. Your privacy choices and rights
Users and organizations can request access to, correction of, export of, or deletion of their information, and can revoke Trovve's Microsoft 365 permissions at any time. Projects, tasks, and client data can also be exported to Excel from within Trovve.
To make a request, email help@trovve.com.
12. International data transfers
Trovve is operated from the United States. Information may be processed in the locations where we and our service providers operate.
13. Children and age requirements
Trovve is intended for business use. Users must be at least 18 years old.
14. Changes to this policy
We may update this policy. If we make material changes, we will let customers know in advance by email or in the app, consistent with our Terms of Service.
15. Contact us
Trovve, Inc.
help@trovve.com