Basëthic LLC Last updated: September 17, 2026
1. Who we are
Basëthic LLC (“Basëthic,” “we,” “us,” or “our”) is a revenue operations consultancy based in the Denver Metro area, Colorado. We design and operate operational systems for our clients, including Mergestalt, our self-hosted platform combining Baserow, n8n, and Anthropic’s Claude AI to run CRM, scheduling, invoicing, and correspondence workflows for service businesses.
This policy explains what information we collect, how we use it, and how it is protected, both for visitors to basethic.com and for the clients whose operations we run systems for (currently including JR’s Landscaping & Property Maintenance).
If you have questions about this policy, contact us at caleb@basethic.com.
2. Information we collect
2.1 Through our website (basethic.com)
We do not currently use analytics or advertising trackers on this site. If that changes, this policy will be updated first. If you contact us through a form or by email, we collect whatever information you provide (name, email address, message content) solely to respond to you.
2.2 On behalf of our clients (Mergestalt platform)
When we operate Mergestalt for a client, we process operational data that client already holds, on their behalf and under their direction. Depending on the client’s systems, this can include:
- Customer and contact records: names, phone numbers, email addresses, service addresses.
- Job and scheduling data: service history, estimates, job status, crew assignments, scheduled hours.
- Financial records accessed through QuickBooks Online: customer records, estimates, invoices, and payment status, accessed only through QuickBooks’ own authorized API connection, and only for the purpose of syncing that data into the client’s own operational system.
- Workforce scheduling and time data accessed through Connecteam: shift schedules, clock-in/clock-out records, and shift-related notes, used to keep the client’s job records and labor tracking accurate.
- Correspondence: emails and messages routed through the client’s own business inbox, used to log and triage customer communication.
We do not collect this data independently or for our own purposes. We process it strictly to provide the operational services the client has engaged us for.
3. How we use information
We use the data described above only to:
- Operate the client’s CRM, scheduling, invoicing, and task-tracking systems (Baserow).
- Automate routine workflows between the client’s systems (n8n): for example, syncing an approved QuickBooks estimate into a job record, or pushing a scheduled job to the crew’s dispatch tool.
- Use Anthropic’s Claude AI to classify incoming correspondence, draft routine communications for human review, and generate formatted crew instructions from a supervisor’s notes. AI-drafted communications are never sent to a customer or third party without a human reviewing and approving them first.
We do not sell data, share it with advertisers, or use it to train third-party AI models beyond the standard processing described above.
4. Where data is stored
Client data is stored on infrastructure Basëthic controls directly: a self-hosted Baserow instance and n8n instance running on our own virtual private server, not a shared third-party SaaS product. Each client’s records are isolated to that client’s own workspace within this infrastructure. Data in transit is encrypted (HTTPS/TLS). Access to the underlying server is restricted to Basëthic personnel who need it to operate the client’s systems.
5. Third-party services
Depending on the client, our systems connect to:
- Intuit QuickBooks Online, via Intuit’s own OAuth authorization, to read estimate, invoice, and payment data. We access only what the connected account explicitly authorizes, and only for the purpose stated above. We do not store QuickBooks login credentials; access uses Intuit’s token-based authorization, which the client can revoke at any time from within QuickBooks.
- Connecteam, via an API key issued and controlled by the client, to read and write scheduling and time-tracking data.
- Anthropic (Claude API), to process text as described in Section 3. Anthropic’s own data-handling terms apply to that processing; no client data is used by Anthropic to train models under our API terms.
- The client’s own email provider, accessed via IMAP with credentials the client controls and can revoke at any time.
We do not use subprocessors beyond what is listed here without updating this policy.
6. Data retention and deletion
We retain client operational data for as long as we are actively providing services to that client. If a client relationship ends, we will delete or return that client’s data within a reasonable period at the client’s request. QuickBooks and Connecteam data specifically is retained only as long as needed to keep the client’s own records synchronized; it is not retained for any purpose beyond that.
7. Your rights
If you are a customer, contact, or employee whose information appears in a client’s system that we operate, you can direct requests about your data (access, correction, deletion) to that client directly, who controls the underlying records. We will assist our client in fulfilling any such request.
If you are a Colorado resident, you may have additional rights under the Colorado Privacy Act regarding access, correction, and deletion of personal data; requests can be directed to caleb@basethic.com and will be forwarded to the relevant client as appropriate.
8. Security
We use industry-standard measures to protect data we handle, including encrypted connections (TLS), access controls limiting who can reach client systems, and API-token-based authentication rather than shared passwords wherever the connected service supports it. No system is perfectly secure, and we cannot guarantee absolute security, but we take reasonable, current measures to protect the data entrusted to us.
9. Changes to this policy
We may update this policy as our services or practices change. Material changes will be reflected here with an updated “Last updated” date.
10. Contact
Questions about this policy: caleb@basethic.com