Discretion and data

These are the commitments we put in writing. If one of them isn't in your agreement, ask us why.

What stays private.

  • We don't publish a client list. We name a client only with written consent.Note 1
  • Demonstrations use test data, never a real client's information.
  • Please leave client or patient names and case details out of your inquiry. We sign a mutual NDA before anything confidential is shared.
  1. This website names no client and shows no client's figures.

Who owns what.

  • Accounts are opened in your practice's name: hosting, domains, payments, storage and any AI subscription.
  • Code and documents we make for you are assigned to you as each milestone is paid. Components we built before we met are licensed to you permanently, so any developer can maintain them.Note 2
  • You pay your software vendors directly, at their prices. We never resell seats or mark anything up.
  1. The ownership and licence terms are clauses in the agreement. Ask to read them before you sign.

How we use AI.

  • We build with modern AI tools, and a person reviews everything before you see it.
  • Your confidential information goes into an AI tool only after you approve the tool and the terms it runs under, in writing.Note 3
  • Your practice holds its own AI accounts. We set them up inside your accounts, not ours.
  1. Before work starts, we send the list of tools we would use on your project and the terms each one runs under.

If something goes wrong.

  • If we confirm an incident that affects your data, we tell you within 24 hours.Note 4
  • If an assessment turns up something urgent, such as a security exposure, we tell you in writing within 24 hours rather than waiting for the readout.
  1. Both time limits are written into the agreement.

When you leave.

  • We hand over everything within ten business days, with up to eight hours of help moving it.
  • We confirm in writing that our access is removed, and we delete our working copies within 30 days.Note 5
  1. There is no exit fee at any point. The handover list is attached to every agreement.

What we are not.

Reference Nexus is not a law firm, accounting firm, medical practice or investment adviser. We don't give legal, tax, medical or investment advice. Your professionals approve anything that carries their judgment.

Tell us what you want to take online or build.

Daniel Levine reads every inquiry himself and replies within one business day.Note 6

Prefer to write or call?

Email dlevine@referencenexus.com or call 954-614-7925. By appointment, South Florida.

  1. No reply by the end of the next business day? Call 954-614-7925.