# AI & Data Handling

> How Lev uses AI, data sent to LLMs, and customer controls.

Source: https://www.lev.com/docs/learn/ai-data-handling

Last updated: December 2025

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How We Use AI
  
    
      Before LLMs, extracting a term sheet meant writing rules like "if you see 'interest rate'
      and a colon, find the next number." It was brittle and inaccurate. Now a term sheet hits
      your inbox and within seconds, every field is structured, searchable, and ready to use.
      That shift—from rigid rules to flexible intelligence—runs through everything we build.
    
  

  AI Everywhere
  
    Rather than listing every AI feature (the list would be long and constantly growing), here are
    some examples of how AI powers Lev:
  
  
    
      
        Documents
        When you upload a term sheet or loan document, AI extracts and structures the data automatically
      
      
        Email
        AI reads your lender communications to track deal progress and surface relevant information
      
      
        Knowledge
        Ask questions about your deals and documents, and AI retrieves and synthesizes answers
      
      
        Content
        From offering memoranda to deal summaries, AI helps create professional documentation
      
      
        Matching
        AI analyzes deal characteristics to suggest relevant lenders and opportunities
      
    
  
  
    This isn't a complete list. AI touches virtually every part of the platform—search, analytics,
    notifications, and features we're building right now.
  

  What This Means For You
  
    
      **You cannot selectively opt out of AI processing.** When you use Lev, your data
      is processed by AI systems. This is fundamental to how the platform works—it's what enables the
      automation and intelligence that makes Lev valuable.
    
    
      If you have specific concerns about AI processing certain types of data, we're happy to discuss
      your requirements.
    
  

  LLM Providers
  
    
      We use multiple Large Language Model providers to power our AI capabilities:
    
  

  Providers
  
  
    We select providers based on capabilities, performance, and cost for different tasks. This may
    change over time as the AI landscape evolves.
  

  The Key Guarantee
  
    
      **Your data is not used to train AI models.** Our agreements with all LLM providers
      explicitly prohibit the use of customer data for model training. When we send your document for
      processing, that content is analyzed and the results are returned—it doesn't become part of any
      model's training data.
    
  

  Key Commitments
  - **no_training:** All providers contractually prohibited from training on customer data
- **encrypted_in_transit:** All data sent to LLM providers uses TLS 1.2+ encryption
- **minimal_data:** Only the content necessary for each specific task

  Provider Retention
  
    LLM providers may retain API inputs/outputs temporarily for operational purposes (debugging, abuse
    prevention, service improvement). This is standard for commercial API usage and is separate from
    model training.
  

  What Data Is Sent to AI
  
    We're specific about what goes to LLM providers and what doesn't.
  

  Data Sent
  
    When AI features are used, we may send:
  
  

  Data Never Sent
  
    We never send to LLM providers:
  
  
    
      
        
          
            
            Account Credentials
          
        
        
          Your passwords or authentication tokens
        
      
      
        
          
            
            Other Customers' Data
          
        
        
          Strict isolation between accounts
        
      
      
        
          
            
            Payment Information
          
        
        
          Credit cards, bank accounts
        
      
      
        
          
            
            Full Contact Lists
          
        
        
          Only specific contacts relevant to a task
        
      
      
        
          
            
            Unrelated History
          
        
        
          Historical data unrelated to the task — We scope requests narrowly
        
      
    
  

  Data Minimization
  
    We practice data minimization in AI processing:
  
  

  Internal Logging
  
    For quality assurance, debugging, and improving our AI features, we maintain internal logs of AI interactions.
  

  What We Log
  

  How Logs Are Protected
  

  Retention
  
    Internal AI logs are currently retained indefinitely. We are evaluating retention policies and will
    update this documentation when a formal policy is established.
  

  Your Control

  Current Options
  

  Why No Opt-Out
  
    
      Lev is an AI-first platform. The value we provide—automatic document extraction, intelligent email
      tracking, deal analytics—is powered by AI processing. Removing AI would mean removing the core functionality.
    
    
      If you have specific concerns about AI processing certain types of data, contact us to discuss your requirements.
    
  

  
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