Data protection, privacy and security
Your commercial knowledge, and exactly how Liffey keeps it safe: what is stored, how it is processed, where it lives, who can reach it, and the rights you keep over it. Last reviewed October 2026.
1. What Liffey does and what data it holds
Liffey is your business's commercial brain. It connects to your business documents, files, and knowledge sources, indexes them into a secure knowledge base, and makes them available to an assistant that your team can query in plain language.
We hold the following categories of data on your behalf:
| Commercial Brain content | A structured set of components covering your Commercial Architecture: why you exist, your ICP, your positioning, your sales process, and so on. Each component is a document authored or approved by your team. |
| Connected source knowledge | Text extracted from documents, files, emails, and web pages that you choose to connect. This is chunked into passages and stored as a searchable knowledge base (the RAG corpus). |
| Call reviews | Where a member reviews one of their own calls, Liffey reads the transcript, coaches against your own framework, and stores the review: a summary, each criterion with the transcript line that earned its verdict, 1 recommendation, and what the customer said that the business should know. Personal identifiers are removed from the transcript before it reaches the model or the database, regardless of your workspace redaction setting, and the transcript itself is not retained. A review is stored against the member whose call it was and read back by them; sharing one with the team is their own decision. |
| Member identity | Email addresses, roles (owner, member or board), and session data for the people you invite to your workspace. |
| Connected source credentials | Access tokens for any third-party sources you connect (Google Drive, Microsoft, Slack, GitHub, etc.). Stored encrypted; never used for any purpose other than reading your authorised sources. |
| Operational data | An audit log of significant actions (who edited what, when), AI usage counts, a first-party record of the pages each member opened, and generated documents you choose to save. |
Liffey stores only the categories above. Payment card data, national identity numbers, health data and special-category personal data under GDPR stay outside the platform.
2. How connected sources work, and exactly what Liffey stores
You can connect external sources to Liffey: documents, folders, websites, email threads, and third-party platforms such as Google Drive, Microsoft 365, Slack, or GitHub. Connecting a source lets Liffey read the content you authorise, at the time of connection and at each sync, and Liffey immediately derives its own representation of it. The live source files stay in your systems.
What we do store is a derived version: the text we extracted and a numerical representation (embedding vector) of each passage. This derived version lives in your workspace's knowledge base in our EU database. It is used exclusively to answer your team's queries; it is never shared with other customers or used to train AI models.
Content reaches your knowledge base by routes you control: connecting a system, uploading a document, adding a web page, forwarding to your workspace address, and a connected AI tool passing in a document on a member's behalf. Every one of them goes through the same governed ingestion path, so redaction, chunking, retention and the audit record apply identically whichever route was used. A connected tool needs write permission to add anything, its role is checked on that call as on every other, and what it adds appears in your Connected Sources list as its own entry, attributed to the member, with the same archive and purge controls as a document somebody uploaded by hand.
The ingestion process works as follows:
- Liffey reads the content of the source using the access you have authorised.
- The readable text is extracted (parsing PDFs, Word documents, spreadsheets, and so on where applicable).
- The text is split into overlapping passages of approximately 500 words.
- Each passage is converted into an embedding vector (a compact numerical representation of its meaning) using an EU-hosted AI model.
- The passage text and its embedding vector are stored in your workspace's EU knowledge base. The original file is not retained.
Public websites are a special case at step 1, because a site behind a bot filter will refuse an automated reader on the source address alone. Where a site refuses our reader, or answers with a bot check in place of the page, the page is read a second time through a hosted reader (Apify, listed in section 7). Public forum communities on a reviewed list, which turn automated readers away, are read through the same hosted reader directly. In every case it is sent the address of the public page and returns that page; content from your workspace stays with us. Everything from step 2 onwards is the same pipeline.
When a member asks Liffey a question, the question itself is converted into an embedding vector, and the most semantically relevant passages are retrieved from the knowledge base. Those passages, together with your Commercial Brain content, are sent to the AI model in-EU to generate an answer. Liffey applies a recency weighting so that more recently added content is preferred when sources conflict or overlap.
Removing connected sources and extracted knowledge
You are in full control of what stays in your knowledge base. At any time you can remove a connected source. When you do, you choose between 2 outcomes:
| Archive (default) | The source is removed from your Connected Sources list and no further syncing occurs. The extracted knowledge (the text passages and embeddings) is retained in your knowledge base so Liffey can continue to reason over it. This is appropriate when the source is no longer active but the knowledge it contained is still useful. |
| Purge | The source record, all extracted text passages, and all embedding vectors are permanently deleted from the EU database. This is irreversible. Use this when the content is sensitive, out of date, or incorrect and you want it removed from the knowledge base entirely. |
Individual documents within a source can also be archived or purged independently through the Knowledge Base section of your settings, giving you document-level control without disconnecting the entire source.
Who can use a connected source
A connected source uses your authorisation to read your account, so control over it stays with you. Only the person who connected a source can browse the original system or pull new content from it, and only they can change what it indexes. No other member, including a workspace owner, can use your connection to reach into your account and pull anything you have not approved.
Once content has been approved and indexed, it becomes part of the shared knowledge base and every member can read it through Liffey, which is the purpose of a shared brain. What stays restricted to you is the act of reaching back into the original source.
You control 2 settings per source: whether it refreshes automatically each day, and whether teammates may trigger a refresh on demand. A teammate refresh only re-reads the content you already approved; it can never browse your account or widen what is indexed.
Web pages the assistant adds for you
When a member references a specific public webpage in a conversation, the assistant can fetch that single page and add it to the workspace's Web Links, exactly as if the member had added it by hand. The same pipeline and the same guards apply: HTTPS only, 1 page at a time, never a crawl, and requests that resolve to private or internal network addresses are refused, on the initial request and on every redirect hop, with size limits on what is fetched and indexed. A fetch can only happen inside a live conversation, in direct response to a member: there is no background browsing and no scheduled fetching. The assistant is instructed to fetch only pages the member has raised, and its behaviour is checkable after the fact: every fetch, including refused and failed attempts, is recorded in the audit trail as an assistant action attributed to the requesting member, every added page appears in your Connected Sources like any other Web Link, and any of them can be archived or purged at any time.
3. The Commercial Brain and the knowledge base
Liffey runs 2 distinct knowledge layers, and each is used differently:
| Commercial Brain | A structured set of components covering your commercial strategy: why you exist, the problems you solve, your ICP, your pricing, your sales process, and so on. These are human-authored documents that your owners explicitly create and approve. They are injected into every Liffey conversation as the verified, authoritative layer. Nothing enters a component without an owner reviewing and committing it. |
| Knowledge base | The derived representation of all content you have connected: documents, emails, files, web pages. Passages are retrieved dynamically when relevant to a question. They provide depth and evidence. The Commercial Brain provides the verified skeleton that the knowledge base supports. |
The Commercial Brain is also indexed for meaning, in the same way as the knowledge base, so a question phrased in your own words reaches the component your team wrote rather than only the material around it. It is a derived index over content you have already authored and approved, held in the same EU database and scoped to your workspace on every query exactly as everything else is.
Neither layer is shared with other customers: every record carries a workspace identifier and is scoped to it on every query. Core customers run on a dedicated database instance holding no other customer's data; enterprise self-host runs entirely inside your own cloud boundary.
3a. Where your brain can be reached from
Your team reaches the brain through the app, its own AI tools, Slack and the API. Each one is a place your content is read and, in 1 case, leaves our environment. Each route is opened deliberately: an owner installs Slack, and each member connects their own AI tools and API access under their own sign-in, capped by their role.
| The Liffey app | Your workspace at your own subdomain, for signed-in members. Nothing leaves our EU environment beyond the AI processing described in section 6. |
| Your own AI tools | You may connect an assistant your team already uses, such as Claude, ChatGPT, Gemini, Microsoft 365 Copilot or Mistral. Content it reads is governed by your own agreement with that provider, which is what keeps this choice yours to make. Each member connects their own, 1 tool at a time; their settings show every connection with what it may do and when it was last used, and they can revoke any of them at any moment. |
| Slack | An owner can install Liffey into your Slack workspace so the team can ask questions there. Every one of these holds before an answer is given: the request is cryptographically verified as coming from Slack, that workspace is the one connected to your brain, and the person asking is a member of your workspace, matched on their email address. That email match is what makes membership of your workspace the test, which matters because a Slack workspace commonly carries contractors and single-channel guests alongside your team. Answers to the /liffey command go privately to the person who asked, and a direct message to Liffey is answered in that conversation. A question asked by mentioning Liffey in a channel is answered in a thread on that question, visible to that channel, so the person asking chooses the audience when they choose where to ask. This route reads and answers; your brain is changed in the app and through connections you have granted write access. |
| The web API and command line | A read-only interface over the same content, for scripts and reporting, using the same per-member tokens and the same access log. |
An owner or admin can also share a single item by link, 1 item at a time, and each link is recorded in your audit log when it is made and when it is turned off: a Commercial Brain component, shared to read; a document, shared for 7, 30 or 90 days or until it is turned off, always opening its current version, with every view counted; the briefing that can accompany a shared document, written for the reader's own AI assistant and live for 30 days, with every read counted; and an item from your Media library, given its own address. Anyone holding a link reads that 1 item alone, and turning a link off ends its address at once. Shared documents and briefings are marked to stay out of search engines. Each view of a shared document is counted by the country and type of device it came from, and each read of a briefing by its country and whether an AI assistant or a browser made it, with no cookie set and no IP address stored.
Where a website draft is prepared for your business, it is published at /website-draft on your workspace address, readable by anyone holding the link and marked to stay out of search engines. That route reads only the draft's own folder and reaches nothing else in your workspace.
Every read through a connected AI tool, Slack or the API is recorded in your audit log with the person, the route and the time. In the app, the pages each member opens are recorded first-party, as described in section 10.
4. Where your data is stored and processed
Liffey is built for EU data residency. Your database, application compute, and all AI processing of your content run within the European Union. The 1 service outside it draws new illustrations from a short, general scene description that contains none of your content. The full picture:
| Primary database | Managed PostgreSQL on Neon, Frankfurt, Germany (AWS eu-central-1). The authoritative store for all your data: your Commercial Brain content, the full knowledge base (passage text and embedding vectors), member records, and audit logs. Encrypted at rest. Point-in-time recovery enabled. |
| Application compute | Serverless functions hosted on Vercel, pinned to Frankfurt, Germany (fra1). Every API request is handled in-EU. |
| AI inference | Claude Sonnet, and Claude Haiku for smaller tasks (Anthropic), via AWS Bedrock, eu-central-1 (Frankfurt). Your prompts and retrieved knowledge are sent to this EU inference endpoint; they do not leave the EU. |
| AI search indexing (embeddings) | Amazon Titan Text Embeddings v2 via AWS Bedrock, eu-central-1. Text is converted to embedding vectors in-EU. |
| New illustrations | Claude Opus (Anthropic), through Anthropic's own API in the United States. When a document needs a new illustration, Liffey sends a short scene description in general terms, such as "2 people reviewing a plan at a whiteboard". It contains no document text, brain content, names, figures or anything else that identifies your company, your clients or your people, and Liffey checks every description for these before it is sent. The drawing comes back as pen strokes and is stored in your workspace in the EU. |
| Transactional email | Resend, Ireland (EU-West-1). Sends sign-in codes, invitations and the notifications members receive, such as review digests and the actions from a cadence call, and receives the email a member forwards to your workspace address. |
Source systems you choose to connect (Google Drive, Microsoft 365, Slack, GitHub, and so on) are governed by their own terms of service. Liffey reads only what you authorise, processes the content in-EU, and stores only the extracted text and embeddings, as in section 2.
5. How your workspace is kept separate
Customer isolation is tiered to match how you use Liffey. Trial and entry workspaces run in a shared EU database with row-level isolation enforced and verified on every request. Core customers run on a dedicated database instance: their own database, storage, backups, and encryption key, with no other customer's data in it (live today). Enterprise customers can run the same platform self-hosted, with the database inside their own cloud boundary. Layer by layer, the isolation each tier provides:
| Layer | Shared tier | Dedicated database tier | Self-host tier |
|---|---|---|---|
| Application | Shared, workspace-scoped on every request | Shared, workspace-scoped on every request | Dedicated (your environment) |
| Compute | Shared (EU) | Shared (EU) | Dedicated (your cloud, your region) |
| Database, storage, backups | Shared database, row-level isolation verified per request | Dedicated instance (own database, storage, backups) | Dedicated, inside your boundary |
| Encryption keys | Shared at-rest key; per-source credential keys | Dedicated at-rest key per instance | Dedicated, optionally customer-managed |
Operator access is identical on every tier: none standing; explicit, time-boxed, audited elevation only.
Every tier is protected by the following controls:
- Row-level tenant isolation. Every record in the database carries a workspace identifier. Every query and API request is scoped to that workspace and verified before execution.
- Isolated content storage. Each workspace's Commercial Brain and knowledge base live in per-workspace records in the EU database, scoped by a workspace identifier on every row. Content is never held in a shared file system.
- Encrypted credentials. Access tokens for connected sources are encrypted with AES-256-GCM at the application layer (in addition to database-level encryption at rest) using a key held separately from the data. A database breach alone cannot expose your credentials.
- Invite-only access. Your workspace is accessible only to email addresses you explicitly invite. Sign-in uses one-time codes sent to verified email addresses (no passwords). There is no self-sign-up.
- Role-based permissions. Owners can edit and approve changes to the Commercial Brain. Members can query and contribute. Board people read the sections and documents an owner has shared with the board. No role can see data from another workspace.
- Personal-identifier redaction at ingestion. Every workspace can enable PII redaction: email addresses, phone numbers, and bank identifiers are replaced with typed placeholders at the moment content enters the platform, before anything is stored, indexed, or processed by AI. Redacted identifiers therefore never exist in the database, in search embeddings, or in model context. The redaction rules are deterministic patterns, enumerable on request for audit.
- No standing operator access (break-glass). Liffey platform operators hold no standing access to your workspace. Operator access requires an explicit, time-boxed elevation with a stated reason; every grant and its reason are recorded in the audit log and expire automatically. There is no silent administrative route into your data.
- Append-only audit log. Every significant action (brain edits, source connections, member changes, AI commits, operator access grants) is logged with the actor, timestamp, and before/after state. Immutability is enforced at the database layer: the application's database role is not permitted to modify or delete audit records.
6. AI model behaviour and data use
Liffey uses foundation AI models to power the assistant. The following commitments apply:
- Your data is not used to train AI models. Anthropic and AWS operate under enterprise terms that prohibit using customer inputs to train or improve their models.
- Opted out of AWS service improvement across Liffey's AWS organisation. Liffey applies the AWS AI services opt-out policy at the root of its AWS organisation, so content processed by any AWS AI service, including Amazon Transcribe for dictation, is excluded from AWS service improvement in every Liffey AWS account.
- Zero data retention at the AI layer. Prompts and responses are processed in memory and are not stored by the AI provider.
- AI processing stays in the EU. Both the inference model and the embedding model are served from AWS Frankfurt (eu-central-1). Your prompts and retrieved knowledge are processed in-EU and are not sent to US AI infrastructure.
- Query expansion. To improve search quality, Liffey generates alternative phrasings of your question before retrieving knowledge (multi-query RAG). These alternative phrasings are generated using a lightweight AI model and are treated with the same data handling as the original query.
- These commitments describe the AI processing Liffey performs. Where you connect your own AI tool (section 3a), that provider processes what it reads under your own agreement with them, so the terms that apply there are the ones you hold. Connecting a tool stays a per-person, per-tool decision for that reason, visible and revocable in your settings. The same holds where an owner connects your organisation's own model account in settings: inference for your workspace then runs under your agreement with that provider.
- Liffey proposes; your team decides. The assistant can draft content and suggest updates to the Commercial Brain, and an owner approves every one of them before it enters the authoritative layer. Where Liffey acts on its own initiative, it works downstream of that layer. It can fetch a public webpage during a member's conversation, which is stored as a normal, audited, removable knowledge source (see section 2). And where it is switched on for your workspace, an owner's committed change to a component's written page brings that component's presentation into line with it: Liffey rewrites only the slides whose words no longer agree with the page, each change must quote the committed sentence it follows and pass a second, independent check, the version before stays in the file history, and every change is recorded in the audit log. Otherwise a presentation changes when a person saves it or approves a proposed redraft in the owner review queue. Committing to the Commercial Brain stays with your owners.
7. Sub-processors
Liffey uses the following sub-processors to deliver the service. All are under data processing agreements consistent with GDPR:
| Neon | PostgreSQL database hosting. EU (Frankfurt, Germany). Processes all structured data and knowledge base content. |
| Vercel | Application hosting and serverless compute. EU (Frankfurt, Germany). Processes all application requests. |
| AWS / Anthropic (Bedrock) | AI inference (Claude Sonnet, and Claude Haiku for smaller tasks) and embedding generation (Titan). EU (Frankfurt, Germany). Processes prompt content and source text for embedding. No model training on customer data. |
| Anthropic (Claude API) | Draws new illustrations (Claude Opus). United States. Receives only a short scene description in general terms, written and checked by Liffey: no document text, brain content, names or figures. No model training on customer data. |
| Resend | Transactional email. EU (Ireland). Processes email addresses, the content of the notifications Liffey sends members, and the email a member forwards to your workspace address, which then follows the ingestion path in section 2. |
| Apify | Hosted reader for a public web page. Apify Technologies s.r.o., Czech Republic; their privacy policy states processing in the EU and the US. Called where a website refuses our own reader or answers with a bot check, which is what a site behind a bot filter does, and to read public forum communities on a reviewed list. It is sent the address of the public page and returns that page; content from your workspace stays with us. |
| GitHub (optional) | Source connector. US. Used only if you choose to connect a GitHub repository. Liffey reads file content you authorise; the extracted text is stored in-EU. |
| Google / Microsoft / Slack (optional) | Source connectors. US / EU depending on your account settings. Used only if you choose to connect these sources. Liffey reads only what you authorise; extracted text is stored in-EU. |
| Other source connectors (optional) | Notion, HubSpot, Zoho CRM, Google Analytics, Google Search Console, LinkedIn Ads, Otter, Granola, Pocket, Canva and Featurebase. Each is used only if you connect it, and what it holds is processed under your own agreement with that provider, in the US or the EU depending on the provider and your account settings. Liffey reads only what you authorise; extracted text is stored in-EU. |
| Slack, as an answering surface (optional) | Used only if an owner installs Liffey into your Slack workspace. An answer to a question asked there is delivered through Slack and therefore handled by Slack under your own agreement with them. Turned off unless you install it, and removable by disconnecting. |
| AWS (Amazon Transcribe) and your browser's speech service (optional) | Speaking instead of typing streams your voice from your browser straight to Amazon Transcribe in Frankfurt, Germany, only while the microphone is on; Liffey receives the words you said, and the audio is never received or stored by Liffey. Where Transcribe is unavailable, your browser's own speech recognition is used instead: Google's for Chrome, Microsoft's for Edge, Apple's for Safari, under your agreement with them, in the US or the EU depending on the provider. |
| Your own model account (optional) | Used only if an owner connects your organisation's own Anthropic, Gemini or OpenAI-compatible account in settings. Inference for your workspace then runs under your own agreement with that provider, and the owner can switch back to Liffey's managed EU processing in the same place. |
| An AI tool you connect (optional) | Where you connect your own assistant, what it reads is processed under your own agreement with that provider. The connection stays yours: enabled per person and per tool, visible in your settings, and revocable at any moment. |
The complete, current sub-processor list and our standard Data Processing Agreement (DPA) are published. For a signed copy, email hello@liffey.ai.
8. How we protect access to your workspace
Access to your Liffey workspace is controlled at multiple layers. Sign-in uses one-time codes, which removes the most common source of credential breaches and takes the security burden off your team. The full model:
| Confidentiality of your material | Everyone who works on your account, whether employed by us or engaged as a contracted commercial architect, is bound by written confidentiality obligations as a condition of engagement. Those obligations are in place first, and access follows them, and we remain responsible to you for their compliance. The full terms are in section 6 of our terms of service, and a mutual non-disclosure agreement is available as its own document for procurement processes that file one. |
| Invite-only access | Your workspace is closed. Nobody can create an account or sign in unless they have been explicitly invited by a member of your workspace. Any member can invite a colleague, who joins as a member; only an owner can invite someone as an owner or to the board. Every invitation is recorded in the audit log. There is no public sign-up. |
| One-time sign-in codes | Every sign-in, including the first, requires a one-time 6-digit code sent to the verified email address. The code expires within 10 minutes and is rate-limited per email address and per IP address to prevent automated abuse. There is no password to steal, phish, or brute-force. |
| No persistent credentials | Sessions are time-limited: 24 hours, or, for a member who chooses to stay signed in, 30 days from their most recent visit, up to 90 days from sign-in. Signing out, or being removed from the workspace, ends every active session immediately. |
| Programmatic access | Programmatic access uses per-member access tokens, hashed at rest and scoped to one workspace and one person. Its capabilities are set separately and each defaults to the safer setting: whether it may read or also write, and where it may write, whether changes go to the owner review queue or straight into the brain. Anything a token reads or changes carries exactly the authority of the person holding it: their standing in the workspace is resolved live on every call, reads included, and the role that decides what a write may do is resolved with it, so a change of access or role takes effect on the very next call. The quarterly priorities on your 12-Week Sprint follow the app's own rule: a token with write access edits them directly, as any member does in the app, removing one stays with an owner, and every change is recorded in the audit log under the person holding the token. A finished document a connected tool makes from the brain follows the app's rule for files too: a token with write access files notes, text or data into a section's files, as any member uploads them in the app; a web page, which runs when opened, needs an owner's token that commits; replacing a file already there stays with an owner; and every filing is recorded in the audit log under the person holding the token. The member holding a token and a workspace owner can each revoke it at any time, and revocation is immediate. |
| Connecting your own AI tools | You can connect your workspace to an AI assistant you already use, either by signing in through Liffey or by pasting a token. Signing in issues the connection with the industry-standard authorization flow, and you choose at that moment what the tool may do: read, propose, or, for an owner, change. Connections are listed in your settings with what each may do and when it was last used, and any one can be disconnected on the spot. An owner sees every connection the workspace holds, whoever made it, and can end any of them. What a connected tool reads leaves our EU environment and is processed by that tool's own provider under your agreement with them, which is why the choice is yours to make per tool. |
| Role-based permissions | Each member is assigned a role by a workspace owner. Owners can connect systems, edit the Commercial Brain, manage members, and remove content. Members can query the brain, upload documents, add individual web pages, and invite colleagues as members, but cannot connect systems or make structural changes; the Board & Investors section is kept to owners and the board. Board access is a separate level for directors, investors, advisors and due diligence: an owner invites them and can set the date their access ends, and they read only the sections and documents an owner has shared with the board, with their questions answered from that material alone. The team's live working boards, which name deals and customers, stay with the team. Roles can be changed or revoked at any time by an owner. |
| Immediate revocation | Removing a member closes every route into your workspace in one act. Active sessions are invalidated, and the access tokens behind any connected AI tool, web API or command line access they held are revoked at the same moment, so an assistant they had connected stops reading your brain as the removal is made. Standing is resolved live on every call as well, so access ends on the very next call whatever credential it carries. Re-joining requires a fresh invitation. |
| Audit trail | Every sign-in, every brain edit, every source connection, and every member change is logged with the actor, the timestamp, and the before/after state. We also log every READ made through a connected tool, the API or Slack, so an owner can see not only what changed but what was looked at and by whom. Search wording is stripped of personal data before it is stored, because a search box is the one field a person types freely into and an access log is a poor place to accumulate customer details. Logs are append-only and cannot be edited or deleted. Owners can request their audit log at any time. |
| Connected source credentials | When you authorise Liffey to read a connected source (for example, a Google Drive folder), the access token is encrypted with AES-256-GCM at the application layer before being stored, in addition to the database-level encryption at rest. A database breach alone cannot expose your source credentials. You can revoke this access at any time by disconnecting the source. |
| File upload validation | Documents uploaded directly to Liffey are validated against their declared file type before processing. A file claiming to be a PDF, Word document, or spreadsheet is checked against its actual binary signature. Files that do not match are rejected before any content is extracted or stored. |
| Connector ownership | A connected source can only be browsed, synced for new content, or reconfigured by the member who connected it. Other members benefit from the indexed knowledge but cannot use someone else's connection to reach into the underlying account. Daily auto-sync and teammate-refresh are per-source settings controlled by the connecting member. |
Infrastructure security
- Encryption in transit. All connections use TLS 1.2 or higher.
- Encryption at rest. The EU database is encrypted at rest by the hosting provider (Neon). Source credentials are additionally encrypted at the application layer with AES-256-GCM.
- Least-privilege service accounts. Each internal service (database, AI inference, email) has its own isolated credentials scoped only to what it needs. A breach of one service account cannot be used to access others.
- Audit logging. All significant actions are logged immutably. Logs are used for security review, incident response, and customer-requested audit trails.
- Backups. The database has continuous point-in-time recovery. Backups are stored within the EU.
- Source disconnection. When you remove a connected source, you can choose to archive (retain the extracted knowledge, hide the source) or purge (delete the source record, the extracted items, and all knowledge chunks). Purge is irreversible.
9. Your rights
Under GDPR and applicable data protection law, you have the following rights in relation to your data:
| Access | Request a copy of the data Liffey holds about your workspace, including Commercial Brain content, indexed knowledge, member records, and the audit log. |
| Rectification | Correct inaccurate data. Commercial Brain content can be edited directly by workspace owners at any time. Member records can be corrected on request. |
| Erasure | Request deletion of your workspace and all associated data. We will confirm erasure in writing within 30 days. |
| Portability | Request an export of your Commercial Brain content and knowledge base in a machine-readable format. |
| Restriction | Request that we restrict processing of your data while a dispute is resolved. |
| Objection | Object to specific processing activities. We will respond within 30 days. |
To exercise any of these rights, contact hello@liffey.ai. We will acknowledge your request within 72 hours and respond fully within 1 calendar month. Where a request is complex or we have received a number of requests simultaneously, we may extend this by a further 2 months; if so, we will notify you within the first month and explain the reason for the extension.
10. Data retention
We retain your data for as long as your workspace is active. Specific retention periods:
| Commercial Brain content | Retained for the lifetime of the workspace. Deleted on workspace closure or on erasure request. |
| Knowledge base (indexed source content) | Retained until you remove the source or request purge. Archiving retains the knowledge; purge deletes it permanently. |
| Personal-heavy raw content (call transcripts, email, chat) | Subject to your workspace's retention window (365 days by default, configurable). Before removal, the content is distilled into a dated period summary that preserves the commercial substance without personal contact details; the summary joins your permanent knowledge base and the raw material is then deleted. Your Commercial Brain, decisions, and trend history are never subject to this window, so your workspace forgets personal detail on your schedule and never forgets what your business learned. Each removal is recorded in the audit log. |
| Deal activity from a connected CRM | Where a connected CRM supplies the activity logged against each deal (emails, calls, meetings, notes), it is held as 1 record per deal and mirrors the CRM: kept while the deal is open and for 365 days after it closes, then removed at the next sync. Disconnecting or purging the CRM source removes it at once, as for any connected source. |
| Call reviews | Retained on the same window as the raw material they quote (365 days by default, configurable), then deleted. A member can delete any of their own reviews at any time. |
| Member records | Retained while membership is active. A revoked member's record is kept for the audit trail, and their access ends with the revocation: sessions and programmatic access tokens are revoked in the same act. |
| Audit log | Append-only and retained for the life of the workspace, so the record of who did what stays complete for as long as you may be asked to produce it. Removed when the workspace is closed, along with everything else it held. |
| AI usage logs | Aggregated usage counts retained for billing purposes. A row records that a question was asked, by whom and what it cost in tokens; the words themselves are held only where conversation history applies, on its own window. |
| Product usage records | Which pages each member opened, and when, which is what an owner's view of team activity is drawn from. Measured first-party and held in your own EU database. Raw events are deleted automatically after 90 days. |
| Conversation history | A member's chat threads are saved so they can pick one back up, for the window their plan sets: 30 or 90 days depending on the plan, and for as long as you keep them on a self-hosted deployment. The entitlement is read at the moment of writing, so where a plan carries no conversation history the thread is never written to the database at all, which is the only way to keep something out of the backups as well as the table. Personal identifiers are stripped from every thread before it is stored, whatever your workspace redaction setting says, and a thread is scoped to the member who wrote it and read back by them. |
| Signup details (/start) | Name, work email, company website and phone captured at /start are stored on the EU control plane and used to verify your email and provision your workspace. Signups that are never verified are deleted after 90 days. |
11. Enterprise: self-hosted deployment
For enterprise customers with the strictest data residency or isolation requirements, Liffey offers a self-hosted deployment: your database and application run entirely inside your own cloud boundary, under your own IAM and network controls.
- Data held entirely inside your own cloud boundary, under your control.
- Client-controlled IAM and network access, with no publicly reachable database.
- Optional customer-managed encryption keys.
- The option to bring your own AI provider account (BYOK), so inference runs under your own contract.
- A documented shared-responsibility model for what Liffey operates and what you control.
To discuss whether a self-hosted deployment fits your requirements and timeline, contact hello@liffey.ai.
12. Incident response and breach notification
In the event of a confirmed security incident affecting your data, Liffey will notify affected workspace owners within 72 hours of becoming aware of the incident, consistent with our GDPR obligations. Notifications will describe the nature of the incident, the data affected, the likely consequences, and the measures taken or proposed. Contact hello@liffey.ai to report a suspected security issue.
We maintain a documented incident-response runbook covering severity classification, the GDPR breach-assessment test, the 72-hour notification clock, evidence preservation, and post-incident review. It is available to customers on request.
13. Lawful basis for processing
Liffey processes personal data on the following lawful bases under Article 6 of the GDPR:
| Contract (Art. 6(1)(b)) | Processing member email addresses, roles, and session data is necessary to deliver the service you have contracted for. This processing is how Liffey authenticates your team and controls access to your workspace. |
| Legitimate interests (Art. 6(1)(f)) | Processing connected source content and Commercial Brain data is necessary to deliver the core intelligence service. The processing is proportionate to the business purpose and does not override your fundamental rights. You control what is connected, what is retained, and what is deleted. |
| Legal obligation (Art. 6(1)(c)) | Retaining the audit log for a defined period is necessary to meet our legal obligations and to respond to lawful requests from supervisory authorities. |
Liffey is the data processor acting on your instructions. You, as the customer, are the data controller for the commercial data you bring into the platform. This means you determine the purposes and means of processing your data; we process it only as directed by your use of the service and by our Data Processing Agreement. Our standard DPA is published, and a signed copy is available from hello@liffey.ai.
14. International data transfers
All core processing (database, compute, AI inference, and embeddings) takes place within the European Union. No personal data or commercial content is transferred to the United States or other third countries as part of the standard service. The hosted reader described in section 2 is sent the address of a public web page and nothing from your workspace, and it is listed in section 7 with the rest.
Where you choose to connect optional third-party sources (such as Google Drive, GitHub, or Slack), those providers may process data in the United States. Liffey reads only the content you specifically authorise and immediately processes and stores it in-EU. The transfer of data to those optional connectors is covered by Standard Contractual Clauses (SCCs) under Article 46(2) GDPR, entered into between Liffey and each relevant sub-processor. The sub-processors are listed at liffey.ai/sub-processors, and the SCCs in place are available on request.
If you have specific requirements around international transfers, such as a prohibition on any third-country processing, please contact us at hello@liffey.ai to discuss the enterprise dedicated deployment option, which can be configured to eliminate optional-connector transfers entirely.
15. Security certifications and assurance
Liffey operates inside certified environments: a client completed ISO 27001 certification with Liffey in their approved toolchain, with this architecture reviewed as part of that process.
Liffey is built on infrastructure and AI providers that are independently certified to the leading security and privacy standards. Every layer that stores or processes your data, the database, compute, AI inference, and email, is operated by a provider audited to SOC 2 Type II and ISO 27001:2022:
| Neon (database) | SOC 2 Type II (all five Trust Service Criteria). ISO 27001:2022. ISO 27701. GDPR compliant with SCCs. Annual audits. Trust Center: trust.neon.com |
| Vercel (compute) | SOC 2 Type II (Security, Confidentiality, Availability). ISO 27001:2022. GDPR compliant with SCCs and EU-US Data Privacy Framework. Trust Center: security.vercel.com |
| AWS Bedrock (AI inference and embeddings) | SOC 2 Type II (Security, Availability, Confidentiality). ISO 27001:2022, ISO 27017, ISO 27018, ISO 27701. Bedrock is explicitly in scope. Data residency in eu-central-1. Compliance reports available via AWS Artifact. |
| Anthropic (Claude model) | SOC 2 Type II. ISO 27001:2022. ISO/IEC 42001:2023 (AI Management Systems). No model training on customer content. Trust Center: trust.anthropic.com |
| Resend (email) | SOC 2 Type II (all five Trust Service Criteria). GDPR compliant with SCCs. Security details: resend.com/security |
We can share sub-processor SOC 2 reports and ISO certificates on request, subject to any NDA requirements from those providers. Contact hello@liffey.ai.
Ongoing operational assurance
- Dependency vulnerability scanning. Automated scanning for known vulnerabilities runs on every change to the production branch and on every pull request, plus a weekly schedule, with automated weekly dependency update proposals.
- Quarterly access reviews. Member access, operator elevation history, and connected-source ownership are reviewed quarterly across the whole platform, with findings recorded; the first review was completed in August 2026.
- Runbooks. The incident-response runbook is available to customers on request; the key-rotation runbook is documented and maintained.
16. Children
The Liffey service is a business-to-business platform intended for use by organisations and their authorised employees. It is not directed at individuals under the age of 16 and we do not knowingly process personal data of children. If you believe a person under 16 has been added as a workspace member in error, please contact hello@liffey.ai and we will remove that access immediately.
17. Your right to complain to a supervisory authority
If you believe we have not handled your data in accordance with applicable data protection law, you have the right to lodge a complaint with the relevant supervisory authority. Liffey is based in Ireland. The relevant authority for Ireland is:
Data Protection Commission (DPC)
21 Fitzwilliam Square South, Dublin 2, D02 RD28, Ireland
www.dataprotection.ie
If you are based in another EU member state, you may also contact your local supervisory authority. We would welcome the chance to resolve any concern directly first, at hello@liffey.ai.
18. Changes to this document
We may update this document as our infrastructure, certifications, or practices evolve. Material changes will be communicated to workspace owners by email before they take effect. The current version is always available at this URL. Last reviewed October 2026 and signed off by the Liffey data controller.
Liffey
Data controller for your workspace data: you, as the customer. Data processor: Fractional Edge Ltd (operating as Liffey, company registration number 782670, registered in Ireland).
Data protection contact: hello@liffey.ai
This document was last reviewed October 2026. The Data Processing Agreement and the full sub-processor list are published; for a signed copy, email hello@liffey.ai.