Privacy Policy

This privacy policy applies to DialMove, a brand operated by ClearShield Advisory LLC d/b/a DialMove.

Last updated: July 15, 2026

ClearShield Advisory LLC ("we", "us", "our"), operating the DialMove brand, is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and safeguard information when you interact with our services. DialMove is an AI-powered voice receptionist for moving companies. Our platform answers inbound phone calls, captures requested move dates, issues quotes, and — where the merchant has connected Stripe — can issue deposit or payment links on the merchant's behalf. For privacy questions, contact us at [email protected].

We serve two categories of people, and this policy addresses both:

• Merchants — business owners who subscribe to DialMove, forward calls to the service, and may connect a Stripe account for customer deposits and payouts.
• End users (callers) — consumers who call a phone number managed by DialMove on behalf of a merchant, and who may receive SMS messages or payment links as a result.

Information We Collect From End Users (Callers)

• Contact information: Name, phone number, and (where given) email address provided during phone calls
• Call data: Inbound calls answered by our AI voice agent are recorded, transcribed in real time, and retained for up to 12 months for quality assurance and tenant access. You are notified at the beginning of each inbound call that recording may be active. Outbound calls placed by a tenant from the in-app dialer (Twilio Voice) are not recorded. Recordings are stored encrypted in our secure storage and are accessible only to the tenant whose number received the call.
• Move-request details: Requested move date, origin and destination, service requested, inventory details, and related notes
• Quote inputs: Information you provide that our AI uses to generate a quote (e.g., move origin/destination, bedroom count, service type)
• SMS consent status: Whether you opted in or out of receiving text message confirmations, quotes, or payment links
• Payment interactions: If the merchant has enabled payment collection and you elect to proceed with a deposit or invoice, the payment itself is processed by the merchant's connected Stripe account — see "Stripe Connect Authorization" below. We do not see, store, or transmit cardholder data.
• Website usage data: Standard analytics data such as pages visited, browser type, and IP address

Information We Collect From Merchants

• Business profile: Legal business name, trade name (DBA), business type, service area ZIP codes, business hours, and owner contact information
• Billing information: Subscription payment details processed through Stripe. We do not store raw card numbers; Stripe stores those on its own PCI-compliant infrastructure.
• User accounts: Owner and staff email addresses and passwords for portal and iOS-app login (authenticated via Google Sign-In, Sign in with Apple, or email & password)
• Pricing configuration: Per-tenant pricing rules the merchant enters into their portal
• Stripe connection information: When a merchant connects Stripe, we store the connected account identifier and connection status needed to create payment links on that merchant's behalf. We never receive or store the merchant's Stripe secret key.

How We Use Your Information

For end users:

• To capture the move date and services you request from the merchant
• To generate quotes when you ask for pricing
• To send requested-date confirmations, quote follow-ups, or payment links by SMS after you provide the required consent
• To provide the merchant with contact information and call notes so they can follow up with you
• To improve call quality and agent accuracy

For merchants:

• To operate the voice agent on the merchant's phone number
• To record requested move dates and update the merchant's DialMove quote and job pipeline
• To issue payment links against the merchant's connected Stripe account when the agent is asked to do so during a call
• To bill the merchant for their DialMove subscription
• To send transactional notifications (onboarding welcome, OAuth connection confirmations, usage summaries, billing notices)
• To provide customer support
• To comply with legal obligations

Stripe Connect Authorization

When a merchant links an existing Stripe account or completes Stripe-hosted onboarding for a new connected account, we store the Stripe account ID. All payment link and invoice creation is performed via Stripe's API using our platform's credentials together with the connected-account identifier. We never receive or store the merchant's own Stripe secret key. Funds from payment links and invoices flow directly from the payer to the merchant's Stripe account — we do not touch the money.

Stripe-hosted customer deposit checkout currently accepts cards. Stripe sends the merchant's payouts to the supported bank account or eligible debit card the merchant configures with Stripe. DialMove does not currently offer customer bank-account or ACH checkout through its deposit links.

Merchants may disconnect Stripe from the DialMove portal or manage the connection through Stripe. Disconnecting stops DialMove from creating new payment links; Stripe retains payment and payout records under its own policies and applicable law.

Cardholder Data and PCI Scope

We do not store, process, or transmit cardholder data. When an end user pays a deposit or invoice generated through our platform, they interact directly with Stripe's hosted checkout. The card number, expiry, and security code are entered on Stripe's infrastructure and never traverse our systems. This keeps DialMove systems out of PCI DSS scope for cardholder data environments.

SMS Messaging

We send transactional SMS messages only after an end user consents during a phone call or through a form that presents SMS consent language. Messages are limited to requested move dates, quote follow-ups, and deposit or payment links related to the end user's own inquiry. We do not send marketing or promotional messages through this transactional flow. You can opt out at any time by replying STOP to any message. Standard message and data rates may apply. Message frequency varies with the move, typically 1–5 messages.

Use of AI Technology and Subprocessors

Our phone system uses AI-powered voice assistants to handle inbound calls. This includes AI language models to conduct conversations, AI voice synthesis to generate spoken responses, and AI transcription to convert speech to text. Your call audio and transcribed text are processed by these AI service providers solely to facilitate the call and execute the merchant's requested actions (move-date capture, quoting, and payment-link generation). We do not use your data to train AI models.

The specific service providers we use for these capabilities include:

• Twilio (twilio.com) — telephony, SMS delivery, inbound number provisioning, programmable voice infrastructure
• VAPI (vapi.ai) — real-time voice agent orchestration; receives inbound call audio, real-time transcripts, and tool-call payloads
• Anthropic (Claude) and OpenAI — language model inference for conversational responses
• ElevenLabs (elevenlabs.io) — AI voice synthesis and, when a tenant enables the optional voice-cloning feature, processing of a 20–60 second voice sample to produce a tenant-specific synthetic voice
• Amazon Web Services (AWS) — cloud hosting, secrets storage, database, and call-recording storage
• Resend (resend.com) — transactional email delivery

Each provider receives only the minimum data needed to perform its function and is contractually bound to handle your data in accordance with their own privacy commitments.

Information Sharing

We do not sell, rent, or trade personal information. We share information only with:

• Service providers: Third-party infrastructure that powers our service — AI voice and language model providers, call-handling telephony, SMS delivery providers, cloud hosting, email delivery, payment processors (Stripe for our own subscription billing), and the merchant-authorized third parties above. These providers are bound by their own privacy policies and access only the minimum data needed to perform their function.
• The merchant whose business you called: Your contact information, move-request details, quote information, and call notes are shared with the merchant — that is the point of the service.
• Legal requirements: When required by law, regulation, or legal process.

Data Security

We implement technical and organizational measures to protect personal information, including encryption in transit (TLS) and at rest, IAM-scoped access to sensitive stores, OAuth token storage in AWS Secrets Manager, and the principle of least privilege for internal access. No method of transmission or storage is completely secure, but we follow industry-standard practices.

Data Retention

We retain personal information only as long as necessary to fulfill the purposes described in this policy or as required by law. Inbound call recordings and transcripts are retained for up to 12 months. OAuth tokens are deleted immediately upon disconnection. Billing records are retained as required by tax and accounting regulations.

Account cancellation: when a tenant cancels their subscription, the account enters a 30-day soft-delete window during which the data is hidden from active use but recoverable by support on tenant request. After 30 days, tenant operational data — including contacts and connection data — is hard-deleted from active DialMove systems and is not recoverable, except for records we must retain to comply with legal, tax, accounting, security, or dispute-resolution obligations. Call recordings and transcripts remain subject to the retention period above.

Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction or deletion of your personal information
• Opt out of SMS messages by replying STOP at any time
• Withdraw consent for data processing where applicable
• Revoke third-party OAuth authorizations (merchants only) at any time

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

• Email: [email protected]
• Website: dialmove.com

See also our Terms & Conditions and SMS Consent Policy.