Your details, your call.

The interview saves every answer the moment you give it: in your browser and on our server, for 30 days, or 12 months once you have given an email address. You can delete it all at any time. From level three, your answers go to Anthropic (An AI provider runs language models and sells access to them, for example OpenAI (ChatGPT), Anthropic (Claude) or Google (Gemini).) so an AI model (A language model is the actual AI behind an AI assistant: it has learned from a great deal of text and writes an answer to an input.) can order the questions; you can also continue without the model. Details are in the privacy notice.

In the earlier checks, your answers stay in your browser until you submit the report. You then receive a short version without your free-text answers. Jules Solutions receives the full report. A function at Vercel (Vercel is a US provider that runs websites and their server functions.) in Frankfurt processes the submission; we use Resend (Resend is a US service through which programs send emails; we use it for this website’s emails.) and Google Workspace for email. Data may reach the USA. Details are in the privacy notice.

The working files in the installed vault (The vault is a folder of your working files on your computer; we create it from the vault template.) are on your machine. If you use a cloud model (The cloud means computers in a provider’s data centres on which programs run and data is kept, instead of on your own device.), its provider receives the content you send to it. We discuss which data you can use with it.

For confidential files, we assess whether a local or hybrid (Locally, the language model runs on your hardware; in a hybrid setup the working files stay local and only the excerpts needed go to a cloud model.) setup fits. We host our platform (The AI agents we build for your firm run on our platform. We host the platform in Switzerland; external models may process data elsewhere.) in Switzerland, but a cloud AI provider may process content you send it elsewhere. Before setup, we establish what goes to which provider. See ‘Data and processing’.

The written quote sets out how files are backed up, what availability you need and how you can retrieve your data.

We work on your device on site or remotely, and we run remote sessions (With remote access, someone works on your device over the internet without being there, to set up a program for example.) only from Switzerland. We agree in advance which access we need and when we may use it. We keep credentials out of chats, storing them in 1Password (A password manager such as 1Password stores passwords and other credentials encrypted in one place.) or a designated local file, for example.

At handover, we remove our access. You then replace any credentials we knew.

Jules directs the AI agents (An AI agent carries out several steps of a defined task. A person decides before it sends anything outside your firm or spends money.) involved in building the setup. The written quote records what work content they send to which providers. Which data we build and test with depends on the project, and the quote records that too.

If your setup touches personal data you are responsible for, we sign a data processing agreement (A data processing agreement (DPA) sets out how a service provider handles personal data it receives on your behalf.) with you before work begins, as standard. Otherwise we sign one on request, as we do a non-disclosure agreement. If other specialists are involved, we tell you who they are beforehand.

Your data, files and accounts with your chosen providers belong to you. You receive a licence to use the workflows (A workflow specifies what information goes in, what happens to it and who checks the result.), AI task instructions (A skill is a written instruction for a specific AI task, such as checking invoice details.) (skills) and commands (A command starts a defined workflow. In Pro Setup, we set up three to five commands for your work.) we build for you. Jules Solutions retains the rights to that work. The written quote sets the terms of your licence.

Do not enter passwords, API keys (An API key is a secret access code that lets a workflow use a service such as a language model.), private keys, recovery codes, bank logins or tokens (For language models, a token is a piece of text, such as part of a word, by which usage is measured; for logins, a token is a digital key.). For confidential work, describe the process in broad terms. We ask how access is managed, not for the credentials themselves.