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- East Coast Road Oteha Auckland New Zealand 0630
- +64 9 2424 786
- info@casecrm.co.nz
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FAQs - CaseCRM
CaseCRMData Privacy, Security & Compliance Overview
CaseCRM is built on the principles of privacy, security, and trust. We understand that our clients—immigration advisors and lawyers—handle highly sensitive information, so our platform is designed to safeguard your data at every level.
Data Privacy & Security
Where are your servers located, and which hosting provider do you use?
Our servers are hosted on Amazon Web Services (AWS) cloud infrastructure, with data stored securely on U.S.-based servers that comply with leading global data protection standards.
How is client data stored, and is it encrypted at rest and in transit?
Yes. Client data is encrypted both at rest and in transit using industry-standard AES-256 and TLS 1.2 protocols, ensuring complete end-to-end protection.
Who has access to our data, and how is access controlled?
Access is strictly limited to authorized personnel for maintenance and support. We use multi-layered authentication, logging, and role-based permissions to prevent unauthorized access.
Does CaseCRM comply with New Zealand’s Privacy Act and other relevant regulations?
Yes. CaseCRM complies with the New Zealand Privacy Act and adheres to international best practices, including GDPR and HIPAA standards where applicable.
How long is client data retained, and can it be permanently deleted upon request?
We retain data only as long as required for service delivery. Client data can be permanently deleted upon request, following a verified process.
Are all files and data encrypted both in transit and at rest?
Yes. All files and uploaded documents are encrypted both during transmission and when stored, using separate encryption keys for additional security.
Where are the servers physically located and what physical security measures are in place?
CaseCRM is hosted on AWS data centers with 24/7 surveillance, biometric access control, and N+1 redundancy to ensure reliability and resilience.
AI & Content Generation
Which AI language model is used for generating content (e.g., cover letters)?
CaseCRM utilizes an AI Service Subscription integrated within the platform that leverages advanced AI models, including Metatext AI, to generate professional content such as cover letters and client communications.
If clients input sensitive personal details into the AI, will the data remain private?
Yes. Client data input into the AI remains private and secure within the CaseCRM platform. Data used for content generation never leaves our secure environment and is not shared externally or used for training AI models
Is any client-generated content used to train the AI or shared externally?
No. We do not use client data to train AI systems, nor do we share it with any third-party AI providers.
How do you ensure AI-generated content is secure and compliant with industry regulations?
All AI functions are run through secure, compliant environments designed to protect data integrity. We adhere to privacy and data handling standards applicable to professional service providers in New Zealand.
Platform Reliability & Integration
What uptime guarantees or SLAs does CaseCRM offer?
We maintain an uptime of over 99.9%, supported by redundant systems and automatic failover. Our SLA includes proactive monitoring and regular maintenance to ensure business continuity.
How is user authentication handled? Is two-factor authentication (2FA) supported?
Yes. CaseCRM supports 2FA (two-factor authentication) to enhance account security and prevent unauthorized access.
Can the platform integrate with other systems commonly used by immigration advisors?
Yes. CaseCRM supports integrations with CRM platforms, email systems, and document management tools, allowing seamless workflow automation and enhanced efficiency.
How are software updates and security patches applied?
Software updates and patches are applied regularly to maintain optimal security and functionality. These updates are tested and rolled out with minimal disruption to users.
Compliance & Legal Commitments
Is CaseCRM secure and compliant with industry regulations?
Yes. Our platform is designed to be secure, compliant, and transparent. We follow internationally recognized frameworks, including GDPR and HIPAA where applicable, in addition to the New Zealand Privacy Act.
Does CaseCRM comply with GDPR and other global data protection standards?
Yes. CaseCRM supports GDPR compliance by ensuring user rights to access, correction, erasure, objection, and data portability, in line with applicable laws.
Does CaseCRM support HIPAA compliance for clients handling health-related data?
Yes. When required, CaseCRM can provide a Business Associate Agreement (BAA) and follows HIPAA Security Rule standards for handling sensitive information.
How does CaseCRM handle your personal data and privacy rights?
We collect only the data necessary to deliver our services. We never sell or share personal data and will only access your account upon explicit permission for support purposes.
Summary
CaseCRM combines enterprise-grade security, AI-driven innovation, and New Zealand-specific compliance to give immigration professionals a trusted and efficient digital platform.
Our promise is simple: your data stays private, secure, and entirely under your control.