Policies & Documentation
TotalSettle is powered by CaseFlow Automation Ltd. Below you'll find our full suite of compliance, security, and governance documentation available for download.
Privacy Policy
How CaseFlow Automation Ltd collects, uses, and protects your personal data under UK GDPR.
Trust & Security Pack
Security, compliance, AI governance and technical architecture in one document, for client due diligence.
AI Data Handling
Plain-English reference for DPIA. What is and is not sent to the AI, what is retained, and how access is scoped.
Data & AI: Plain English Guide
Everything you need to know about how the platform works, without the jargon.
How We Protect Your Data
How engineer reports are processed, what is retained, and how access is scoped to your organisation.
Terms of Use
Acceptable use policy for all platform users.
CaseFlow Automation Ltd. Legal Processes. Streamlined. These documents set out our formal commitments and do not constitute legal advice.