Privacy Policy

Overview

resolvio ("we", "us", "our") provides software that helps family mediators and their clients manage financial disclosure. This policy explains what personal data we collect, why we collect it, how it's protected, and the choices and rights you have. It applies to mediators, clients, and anyone else who uses resolvio.

We are the data controller for account and case-management data, and act as a data processor on behalf of mediation practices for the financial disclosure documents and information their clients submit. If you are a client submitting documents as part of a mediation case, your mediator's practice is the data controller for that disclosure data, and you should also refer to their privacy notice.

Information we collect

We collect the following categories of information:

• Account information — name, email address, phone number, role, and organisation.
• Case information — details of mediation cases you're party to or manage, including case status and progress.
• Financial disclosure documents — bank statements, payslips, pension valuations (CETVs), property valuations, and other supporting documentation you or your mediator upload.
• Financial data extracted from documents — figures relating to assets, income, liabilities and expenses, whether entered manually or extracted from uploaded documents.
• Usage and audit data — logs of uploads, edits, approvals, and shares, including timestamps and the user responsible for each action.
• Billing information — processed by our payment provider; we do not store full card details ourselves.

How we use it

We use your information to:

• Provide and maintain the resolvio platform, including your account and case records;
• Analyse and organise uploaded financial documents so disclosure can be completed accurately;
• Flag missing, outdated, or inconsistent documentation so it can be resolved before it delays a case;
• Maintain the audit trail of who has done what, and when, within a case;
• Communicate with you about your account, cases, and any changes to our service;
• Process payments and manage subscriptions;
• Meet our legal and regulatory obligations.

AI-assisted document analysis

resolvio uses AI models to help read, categorise, and check uploaded financial documents — for example, identifying the type of document, extracting key figures, and flagging information that appears to be missing or inconsistent. This processing is used to speed up and improve the accuracy of disclosure; it supports the mediator's and client's own review, and does not make any binding decisions on your behalf.

Where documents are sent to a third-party AI provider for this analysis, that provider processes the data solely to perform the analysis we request, under contractual terms that prohibit them from using your data to train their models or for any other purpose. Currently, we use vertex.ai for this processing, which is covered by the Google Cloud Data Processing Addendum

Sharing & disclosure

We do not sell your personal data. We share information only:

• Within a case, with the mediator, staff, and other parties who have been granted permission to see it;
• With service providers who help us run resolvio — such as hosting, payment processing, and AI document analysis — under contracts that require them to protect your data and only use it as we instruct;
• Where required by law, regulation, or a valid legal process;
• With your consent, or at your direction.

Financial disclosure is only ever shared with the other party or their representatives in a case when the mediator or client controlling that information chooses to share it.

Security

We take the sensitivity of financial disclosure data seriously:

• Encryption — data is encrypted in transit and at rest.
• UK hosting — data is stored in UK data centres, in line with UK GDPR requirements.
• Access controls — access to a case is limited to the people assigned to it, enforced by role-based permissions.
• Audit trail — every upload, edit, and share is logged, so activity on a case can always be reviewed.

No system is completely immune to risk, and we continually review our practices as the platform evolves.

Data retention

We retain case and disclosure data for as long as your account or the relevant case remains active, and for a period afterwards as required to meet our legal, accounting, or regulatory obligations. You can request deletion of your account data subject to these obligations — see "Your rights" below.

Your rights

Under UK GDPR, you have the right to:

• Access the personal data we hold about you;
• Have inaccurate data corrected;
• Request erasure of your data, where applicable;
• Restrict or object to certain processing;
• Request a portable copy of your data;
• Withdraw consent, where processing is based on consent;
• Complain to the Information Commissioner's Office (ICO) if you believe your data has been mishandled.

To exercise any of these rights, contact us using the details below.

Cookies

resolvio uses only the essential cookies needed to keep you securely signed in and to remember your session. We do not use third-party advertising or tracking cookies.

International transfers

Our core hosting is UK-based. Where a service provider processes data outside the UK — for example, for AI-assisted document analysis — we ensure appropriate safeguards are in place, such as the UK's International Data Transfer Addendum or equivalent adequacy protections.

Changes to this policy

We may update this policy from time to time. If we make material changes, we'll notify account holders by email or via the platform before the changes take effect.

Contact us

If you have questions about this policy or how your data is handled, get in touch with us here.