Data handling
Your data stays yours.
Cleriq is built for sectors where data governance is paramount. Our approach is simple and deliberate: we query your live data where it lives, and we don't store it.
We don't store your data
Answers are computed against your live Dynamics 365 at query time and then discarded. We don't copy, cache, or warehouse your business data.
Read-only by design
Cleriq reads your data to answer questions. It never writes back to your CRM — there's no path for it to modify your records.
Each tenant is isolated
Your data is yours alone. Cleriq isolates every organisation's data and configuration; one client can never see another's.
In practice
How a question actually flows.
- You ask a question in plain English on your branded Cleriq.
- Cleriq translates it into a precise, read-only query.
- The query runs against your live Dynamics 365 — your data never leaves your control.
- The result is rendered as a chart and shown to you; the underlying data isn't retained.
A note on the formal policy. This page sets out our data-handling stance. A full privacy policy and data-processing agreement, prepared with legal input, will be published ahead of general availability. If you need those documents now for a procurement or due-diligence process, get in touch.
Honest answers, before you commit.
Ask us anything about security, data residency, or what's stubbed today versus production. We'd rather you know exactly what you're getting.