Last Updated: December 23, 2025

This Privacy Policy & Terms of Use (“Policy”) governs your access to and use of the KPES Report Automation website, platform, and services. By accessing or using our website or services, you agree to the terms outlined below. If you do not agree, do not use our services.

1. Introduction

KPES Report Automation (“we,” “our,” or “us”) provides technology-enabled reporting, automation, and communication services for the funeral and death-care industry. We are committed to protecting personal, sensitive, and confidential information entrusted to us while maintaining transparent and responsible data practices.

2.  Information We Collect

We collect information necessary to provide services, maintain compliance, and support operational workflows. This may include:

a. Personal & Contact Information

• Name, phone number, email address, mailing address

• Business or account-related information

b. Decedent & Case-Related Information

• Name of the deceased

• Date and place of death

• Funeral, cremation, or disposition details

• Next-of-kin or authorized representative information

c. Sensitive & Government-Issued Information

• Government-issued identification

• Death certificates or supporting documentation

• Other legally required records submitted for service completion

d. Communications & Recordings

• Emails, text messages, and call logs

• Audio recordings of phone calls

• AI-generated transcripts or summaries

e. Technical & Usage Data

• IP address, browser type, device information

• Website interaction data, cookies, and analytics

We collect only information reasonably necessary to perform services and meet legal or operational obligations.

3. How Information Is Used

Information collected is used to:

• Provide and manage services

• Generate reports, records, and documentation

• Communicate with users and authorized parties

• Improve platform functionality and efficiency

• Meet legal, regulatory, and contractual requirements

We do not sell or rent personal or decedent information.

4. Text, Email, AI & Call Communications

By using our services or providing contact information, you consent to receive service-related emails, text messages, and calls from KPES Report Automation.

• Message and data rates may apply

• Communications may be generated or assisted by AI systems

• Calls may be recorded for quality assurance, documentation, training, or compliance

Consent is deemed granted where legally permitted. Opt-out options are provided for non-essential communications.

5. AI Systems & Call Recording Disclosure

Our platform uses AI-powered voice and messaging technologies, including automated agents and transcription services.

By communicating with us, you acknowledge and agree that:

• Calls may be recorded

• AI may assist, analyze, or generate communications

• Transcripts and recordings may be stored securely

Where required by law, notice of recording or AI use is provided.

6. Data Storage & Security

We implement reasonable administrative, technical, and physical safeguards to protect sensitive and decedent-related information, including:

• Secure cloud infrastructure (including AWS-based services)

• Encrypted storage and data transmission where applicable

• Restricted access to authorized personnel only

• Use of reputable third-party platforms such as CRM, communications, and storage providers (e.g., Zoho, Twilio, Retell AI)

No system is entirely secure. While we follow industry standards, we cannot guarantee absolute security.

7. Data Retention

We retain personal, decedent, and service-related information only as long as necessary to:

• Fulfill service obligations

• Comply with applicable laws and professional standards

• Resolve disputes or enforce agreements

When information is no longer required, it is securely deleted or anonymized.

8. User Responsibilities

By using our services, you agree that:

• You are authorized to provide all submitted information

• Submitted information is accurate and lawful

• You will not misuse the platform or submit unauthorized data

• You will safeguard account credentials

You are responsible for ensuring compliance with applicable laws when providing information.

9. Sensitive & Decedent Information Disclaimer

KPES Report Automation relies on users to submit information they are legally authorized to provide. We are not responsible for unauthorized or unlawful data submissions made by users.

10. No Legal or Medical Advice

Services provided are for operational and administrative support only. KPES Report Automation does not provide legal, medical, or regulatory advice. Users are responsible for consulting appropriate professionals.

11. Intellectual Property

All website content, software, designs, logos, and materials are the property of KPES Report Automation or its licensors and are protected by intellectual property laws. Unauthorized use is prohibited.

12. Third-Party Services

Our services rely on third-party platforms and providers. We are not responsible for third-party systems, outages, or policies, which are governed by their own terms.

13. Disclaimer of Warranties

Services are provided “as is” and “as available.” We make no guarantees regarding uninterrupted service, error-free performance, or complete security.

14. Limitation of Liability

To the fullest extent permitted by law, KPES Report Automation is not liable for indirect, incidental, or consequential damages. Total liability, if any, is limited to the amount paid for services during the six (6) months preceding the claim.

15. Indemnification

You agree to indemnify and hold harmless KPES Report Automation from claims or liabilities arising from:

• Your use of services

• Information you submit

• Violation of this Policy or applicable law

16. Children’s Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect information from minors.

17. Governing Law

This Policy is governed by the laws of the State of [Insert State], without regard to conflict-of-law principles.

18. Changes to This Policy

We may update this Policy at any time. Continued use of our website or services constitutes acceptance of the updated terms.

19. Contact Information

For questions regarding this Privacy Policy & Terms of Use, contact: