Privacy Policy

Effective date: 2026-04-11

1) Scope

This policy applies to information collected through our website, intake forms, communications, and service workflows.

2) Information we collect

• Contact information (name, work email, phone, company).
• Intake information (entry details, filing context, notes, documents).
• Commercial and billing information (invoices, payment status, limited transaction details).
• Technical data (IP address, browser/device metadata, site usage signals).
• Communications with us (email, form submissions, support messages).

3) How we use information

• Provide intake triage and service delivery.
• Assess eligibility, deadlines, and operational requirements.
• Communicate about your request, account, and service updates.
• Process billing and maintain financial records.
• Improve security, fraud prevention, and platform performance.
• Comply with legal, regulatory, tax, and recordkeeping obligations.

4) Legal bases (where required)

We process data based on consent, contract/performance needs, legitimate business interests, and legal obligations, depending on the situation and applicable law.

5) Sharing and service providers

We do not sell personal information for money. We may share information with:

• Infrastructure and database providers (including Supabase and hosting providers).
• Payment, accounting, email, analytics, and support vendors needed to run operations.
• Professional advisors (legal, compliance, audit) under confidentiality obligations.
• Government or regulators when required by law, subpoena, or lawful process.
• Successor entities in a merger, acquisition, financing, or asset sale.

6) Cookies and similar tools

We may use cookies or similar technologies for core site functionality, analytics, and security. You can control cookies through browser settings, but some features may not work properly.

7) Data retention

We keep information as long as reasonably needed for intake, service delivery, legal/compliance obligations, dispute resolution, and internal records. Retention periods vary by data type and legal requirements.

8) Security

We use administrative, technical, and organizational safeguards designed to protect personal information. However, no system is 100% secure, and we cannot guarantee absolute security.

9) Financial information

We use reasonable controls for billing and payment data and limit access to personnel and vendors with a business need. Full payment card data is handled by payment processors, not stored directly by us unless specifically stated.

For contingency matters, fee calculations are tied to recovered funds under the signed engagement agreement. We retain financial records needed for accounting, compliance, and dispute resolution.

10) Your privacy rights

Depending on your state of residence, you may have rights to access, correct, delete, or obtain a copy of certain personal information, and to opt out of certain targeted advertising/profiling activities where applicable.

To submit a request, use our contact page. We may need to verify your identity before completing requests.

11) Children

This site is not directed to children under 13, and we do not knowingly collect personal information from children under 13.

12) Cross-border processing

Information may be processed in the United States or other jurisdictions where our service providers operate, subject to applicable legal safeguards.

13) Updates to this policy

We may revise this policy from time to time. Changes are effective when posted with the updated effective date.

14) Contact

Privacy questions or requests: Contact us. You can also review our Terms of Service.