Internal Policy Capture Company Policy Questionnaire Contact Business InformationThis step establishes the legal identity of the business, which forms the foundation of any privacy policy, terms of service, or other legal agreement. Why it’s important:Legal policies must reflect the correct business name, jurisdiction, and entity type to be enforceable. The business location also determines which privacy laws apply (e.g., GDPR for EU-based businesses, CCPA/CPRA for California). Accurate contact details ensure that consumers and regulators can reach the company if needed.CRM Contact EmailWhat is your business name?Business legal entity?– Select –LLCCorporationSole ProprietorshipPartnershipOtherPrimary business email?Business legally formed county?Select CountryAfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDemocratic Republic of the Congo (Kinshasa)DenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRepublic of the Congo (Brazzaville)RomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (Dutch part)Saint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia/Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited Kingdom (UK)United States (US)United States (US) Minor Outlying IslandsUnited States (US) Virgin IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabweBusiness legally formed (state/province)?What is your primary business address?Address Line 1Address Line 2CityStateZip CodeCountrySelect Country *AfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDemocratic Republic of the Congo (Kinshasa)DenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEswatiniEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRepublic of the Congo (Brazzaville)RomaniaRussiaRwandaRéunionSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (Dutch part)Saint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia/Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkmenistanTurks and Caicos IslandsTuvaluTürkiyeUgandaUkraineUnited Arab EmiratesUnited Kingdom (UK)United States (US)United States (US) Minor Outlying IslandsUnited States (US) Virgin IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwePreviousNextWebsite DetailsCaptures how the business operates online and who its audience is. Why it’s important:Understanding the website’s scope, services, and geographic reach helps tailor the policy to relevant laws and disclosures. For example, targeting users in the EU would require GDPR compliance. Selling online introduces eCommerce-related responsibilities around data collection, terms of sale, and consumer rights.Website URL?What products or services do you offer on your website?Does your website target or accept users from outside your home country? If so, which countries? All Countries United States Canada United Kingdom European Union Australia OtherList additional other countriesDo you sell products or services online (eCommerce)? Yes NoPreviousNextData CollectionOutlines what personal information is gathered and how it is collected from users. Why it’s important:Every privacy policy must explain to users what data is being collected and through which means (forms, cookies, etc.). Transparency here builds trust and ensures legal compliance. It also affects whether you need a cookie consent banner and what types of notices or consents must be provided to users.What types of personal information do you collect (names, emails, phone numbers, addresses, payment info, etc.)? Names Emails Phone Numbers Addresses Payment Info OtherList additional other infoHow do you collect this information (contact forms, account registration, checkout, newsletter sign-up, etc.)? Contact Forms Account Registration Checkout Newsletter Sign-up OtherList additional collection infoDo you use cookies or similar tracking technologies? Yes NoDo you use third-party analytics or advertising tools (e.g., Google Analytics, Facebook Pixel)? Yes NoPreviousNextData Usage & SharingClarifies the internal and external use of collected data. Why it’s important:Policies must state not only what data is collected, but also why it’s collected and who it’s shared with. This is critical for compliance with laws like GDPR (which requires lawful bases for processing) and CCPA (which mandates disclosure of third-party data sharing). International data transfers also have regulatory implications.For what purposes do you use the collected information (marketing, order fulfillment, customer support, etc.)?Do you share personal information with third parties? If yes, who and for what purpose? Yes NoIf yes, who and for what purpose?Do you transfer data internationally? Yes NoPreviousNextAdditional ComplianceFlags any specialized requirements based on the business model or audience. Why it’s important:Certain features—like account creation, software downloads, or child audiences—trigger additional legal requirements. For instance, collecting data from children under 13 invokes COPPA in the U.S., while having users in California or Europe invokes state/national regulations. This step ensures all compliance considerations are addressed.Are you subject to specific privacy regulations (e.g., GDPR, CCPA/CPRA, PIPEDA)? GDPR CCPA/CPRA PIPEDA OtherList additional privacy regulationsDo you collect data from children under 13? Yes NoDo you require users to create accounts? Yes NoDo you offer mobile apps or software downloads? Yes NoPreviousNextPolicy PreferencesDefines optional inclusions to reflect the business’s legal risk tolerance and product types. Why it’s important:Disclaimers, EULAs, and cookie banners aren’t required for all sites but can offer critical protections. A disclaimer can limit liability, while a EULA governs software usage. A cookie consent banner may be legally required depending on your tracking practices and user base. Tailoring these choices makes your policy more comprehensive and aligned with your actual risk profile.Do you want to include a disclaimer or limitation of liability? Yes NoDo you need an End User License Agreement (EULA)? Yes NoDo you want to include a cookie consent banner? Yes NoSubmit Policy Information Previous
