Your clients' data stays with your clients
Quebec trade rule for IT services.
The rule
Neo has no access to the servers, accounts or data of your business's clients: it reads only what you put in your CRM and your ticketing system. Managed services contracts often include confidentiality and security clauses: your team and your legal advisor remain responsible for complying with them. Neo does not interpret them.
Information about Quebec rules, not legal advice. Check with your professional order, advisor or the official source.
How Neo helps
- Support request triage
- Project quotes
- Contract renewals
- Hours and ticket tracking
- Backup and update reminders
Sorts support requests and tickets, follows up on project quotes, reminds clients of recurring contract renewals, tracks hours and backups to check, and spots upsell opportunities, without ever touching your systems or your clients' systems.
Other trade rules followed by Neo
This rule, region by region
- Your clients' data stays with your clients · the Capitale-Nationale region
- Your clients' data stays with your clients · Montreal
- Your clients' data stays with your clients · Laval
- Your clients' data stays with your clients · the Outaouais region
- Your clients' data stays with your clients · the Montérégie region
- Your clients' data stays with your clients · the Eastern Townships (Estrie)
- Your clients' data stays with your clients · Chaudière-Appalaches
- Your clients' data stays with your clients · the Saguenay–Lac-Saint-Jean region
- Your clients' data stays with your clients · the Mauricie region
- Your clients' data stays with your clients · Lanaudière
- Your clients' data stays with your clients · the Centre-du-Québec region
- Your clients' data stays with your clients · the Laurentians
- Your clients' data stays with your clients · the Bas-Saint-Laurent region
- Your clients' data stays with your clients · Abitibi-Témiscamingue
- Your clients' data stays with your clients · the Côte-Nord region
- Your clients' data stays with your clients · the Gaspésie–Îles-de-la-Madeleine region
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Questions
Your clients' data stays with your clients — what does it mean?
Neo has no access to the servers, accounts or data of your business's clients: it reads only what you put in your CRM and your ticketing system. Managed services contracts often include confidentiality and security clauses: your team and your legal advisor remain responsible for complying with them. Neo does not interpret them.
Does Neo apply this rule automatically?
Neo follows your templates and rules and shows you the result for approval. Never accesses your clients' systems, accounts or data.
Is this legal advice?
No. This is general information about Quebec rules. Always check with your professional order, advisor or the official source.
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