Windward Navigator
Navigator terms & privacy notice
Plain English about what Navigator is, what it isn't, and what happens to your information.
Windward Navigator
Plain English about what Navigator is, what it isn't, and what happens to your information.
These terms govern Windward Navigator ("Navigator"), the free document-generator and guide library at windwardcounsel.com/navigator, operated by Windward Counsel, PC, a Texas professional corporation (the "Firm," "we," or "us"). By creating an account or generating a document you agree to them. If you do not agree, please do not use Navigator.
General forms and general information. Navigator produces documents and guides from templates the Firm prepared for Texas businesses generally. It fills those templates with the answers you type. No attorney reviews your answers, your situation, or the document you generate unless you separately engage the Firm in a signed engagement letter.
Not legal advice. Nothing in Navigator is legal, tax, or financial advice. Laws, thresholds, fees, and forms change; the templates reflect the Firm's understanding as of the version date shown in each document. You are responsible for reading the entire document, completing every blank, and deciding whether it fits your situation. We recommend that you have an attorney review any document before anyone signs it.
No attorney–client relationship; no confidentiality. Using Navigator, creating an account, generating a document, or sending a review request does not make you a client of the Firm and does not create an attorney–client relationship. Information you enter into Navigator is not a confidential communication to a lawyer and is not protected by the attorney–client privilege. Do not enter confidential information, trade secrets you have not yet protected, or anyone's Social Security number or government identification number. The Firm must check for conflicts of interest before it can discuss any matter with you, and the Firm may decline any engagement.
Texas focus. The templates are written to Texas and federal law. They are not suitable for entities formed in, or agreements governed by the law of, other jurisdictions without review.
A free account requires your name, a working email address, and your company (or your own name if you have not formed one). You agree that the information is accurate and that you are at least 18 years old and using Navigator for a business purpose. Sign-in is by one-time email links; keep control of your email account and the devices you use. You may ask us to delete your account at any time (Section 5).
You own your answers and the documents Navigator generates for you, and you may use them for your own business. The templates, the generator, the guides, and the Navigator name and design are the Firm's intellectual property; you may not copy the templates to build a competing service, remove the Navigator attribution from a document while representing it as a product of another firm, or use Navigator to generate documents for third parties as a commercial service. You grant the Firm a license to store, process, and display your answers and documents in order to operate Navigator, to maintain your account, and — only if you request review, a quote, or Helm access, or opt in to marketing — to contact you.
What we collect. Account information (name, email, company, role, stage, optional phone); the answers you enter and the documents generated from them; records of your activity in Navigator (sign-ups, sign-ins, documents generated and downloaded, review requests), together with technical data such as IP address, browser type, and the page you came from; and, through Google Analytics, aggregated usage of the site. We do not knowingly collect information from children under 18.
How we use it. To operate Navigator and keep your documents available to you; to send transactional email (sign-in links, confirmations); to respond when you ask for attorney review, a fixed-fee quote, or Helm early access; to improve the templates and guides by studying which documents are used and where people stop (in aggregate); to protect the service against abuse; and, if you opt in, to send occasional Windward Insights and announcements, from which you can unsubscribe at any time. Because the Firm is a law firm, a new Navigator account is also recorded in the Firm's intake system so the Firm can run a conflicts check if you later ask for help.
Where it is stored and who processes it. Your profile, answers, documents, and activity records are stored in the Firm's Box account (United States). Navigator runs on Netlify; transactional email is sent through Resend; intake records are kept in Clio; usage analytics are provided by Google Analytics. These providers process data on the Firm's behalf under their own security and privacy commitments. We do not sell personal information and we do not share it with advertisers.
Retention. We keep your account and documents until you ask us to delete them or until the account has been inactive for three years, after which we may delete it. Records the Firm must keep under professional rules (for example, conflicts records) are retained as those rules require.
Your choices and rights. You can view and correct your profile in your account, download your documents at any time, and unsubscribe from marketing with one click. To access, correct, or delete your personal information, or to ask what we hold about you, email scott@windwardcounsel.com from the address on the account; we respond within 30 days. Texas residents may also have rights under the Texas Data Privacy and Security Act; we honor those requests whether or not the Act technically applies to the Firm.
Security. Documents and profiles are transmitted over HTTPS and stored in access-controlled systems available only to Firm personnel. No system is perfectly secure; do not enter information you cannot afford to have disclosed.
Email us from the account address and we will delete your profile and stored documents within 30 days, except for records we are required to keep. Downloaded documents on your own devices are yours and unaffected.
You may not use Navigator to generate documents for an unlawful purpose, to impersonate another person or entity, to probe or overload the service, or to harvest the templates by automated means. We may suspend accounts that abuse the service.
NAVIGATOR AND EVERYTHING IT PRODUCES ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING ANY WARRANTY OF ACCURACY, COMPLETENESS, MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE. TO THE FULLEST EXTENT PERMITTED BY LAW, THE FIRM AND ITS ATTORNEYS AND STAFF ARE NOT LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES, OR FOR ANY LOSS ARISING FROM YOUR USE OF, OR RELIANCE ON, A NAVIGATOR DOCUMENT OR GUIDE, AND THE FIRM'S TOTAL LIABILITY ARISING OUT OF NAVIGATOR WILL NOT EXCEED ONE HUNDRED DOLLARS ($100). These limitations do not apply to any services the Firm provides to you under a signed engagement letter, which are governed by that letter.
We may update these terms and this notice; the version date above changes when we do, and material changes will be announced in your account or by email. These terms are governed by Texas law, and any dispute arising out of Navigator will be brought in the state or federal courts located in Denton County, Texas. Questions: Windward Counsel, PC, 600 Parker Square Rd, Suite 290-B, Flower Mound, TX 75028 · 469.598.3110 · scott@windwardcounsel.com.
Attorney advertising. Windward Counsel, PC. Responsible attorney: Scott Beckmen. Unless otherwise indicated, attorneys are not certified by the Texas Board of Legal Specialization.