Privacy Policy

1. Introduction

CaseSignal.ai ("Company," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you use our AI-powered estate planning platform (the "Service").

This policy applies to:

• Attorney Subscribers: Licensed attorneys and law firms who use our platform;
• Client Users: Individuals who access the Service through invite links to provide estate planning information.

2. Information We Collect

2.1 Information from Attorney Subscribers

• Account Information: Name, email address, law firm name, bar license information, and contact details;
• Payment Information: Billing details processed through secure payment processors;
• Usage Data: How you interact with the Service, features used, and session information.

2.2 Information from Client Users

When clients access the Service through an attorney's invite link, we collect:

• Personal Identification: Name, date of birth, address, contact information;
• Family Information: Spouse/partner details, children, beneficiaries, and family relationships;
• Financial Information: Assets, property, accounts, debts, and insurance policies;
• Estate Planning Preferences: Wishes for distribution, guardianship, healthcare directives;
• Voice Recordings: If using voice intake features, audio recordings of conversations;
• Transcripts: Text transcriptions of voice and chat conversations.

2.3 Automatically Collected Information

• Device Information: Browser type, operating system, device identifiers;
• Log Data: IP addresses, access times, pages viewed;
• Cookies: Session cookies for authentication and preferences.

3. How We Use Information

We use collected information to:

• Provide, maintain, and improve the Service;
• Process AI-powered intake conversations and extract relevant information;
• Generate draft estate planning documents;
• Authenticate users and maintain security;
• Process payments and manage subscriptions;
• Communicate with you about the Service;
• Comply with legal obligations;
• Improve our AI models (see Section 4 for details).

4. AI Processing and Model Training

4.1 Third-Party AI Services

We use third-party AI services to power our conversational AI and document generation features. These providers may change over time as technology evolves. Information you provide may be processed by these services in accordance with their respective privacy policies. We select AI providers that offer appropriate data protection commitments.

4.2 Model Training

We do not use your specific client data to train our AI models. Conversations and personal information remain confidential and are used solely to provide the Service to you.

4.3 Data Anonymization

We may use anonymized, aggregated data that cannot be linked to any individual to improve our Service and develop new features.

5. Data Sharing and Disclosure

We may share information with:

5.1 Attorney Access to Client Data

Client information is collected on behalf of attorneys and shared with the attorney or law firm that invited the client to use the Service. Access to client data is governed by our Terms of Service, which includes tiered access controls to protect client information.

5.2 Service Providers

We engage third-party service providers who assist in operating our Service, including:

• Cloud hosting providers;
• AI/ML service providers;
• Payment processors;
• Analytics providers.

These providers are contractually obligated to protect your information and use it only for the purposes we specify.

5.3 Legal Requirements

We may disclose information if required by law, subpoena, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

5.4 Business Transfers

If we are involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any change in ownership or control of your information.

6. Data Retention

6.1 Default Retention Period

Client session data is retained for 90 days after the session ends. During this period, attorneys can access and export data.

6.2 Extended Retention

At our discretion, data may be retained for up to 7 years for legal compliance, dispute resolution, enforcement of our agreements, backup, or other legitimate business purposes.

6.3 Attorney Responsibility

Attorneys are responsible for exporting and maintaining their own records of client data, including transcripts and collected information, to comply with their professional record-keeping obligations.

6.4 Account Data

Attorney account information is retained for as long as the account is active and for a reasonable period thereafter for legal and business purposes.

7. Data Security

We implement industry-standard security measures to protect your information, including:

• Encryption of data in transit (TLS/HTTPS) and at rest;
• Access controls and authentication requirements;
• Regular security assessments and monitoring;
• Secure data centers with physical security measures.

However, no method of transmission or storage is 100% secure. We cannot guarantee absolute security of your information.

8. Your Rights and Choices

8.1 For Attorney Subscribers

You may:

• Access and update your account information;
• Export client data at any time;
• Delete your account (subject to retention requirements);
• Opt out of marketing communications.

8.2 For Client Users

You may:

• Request access to your information through your attorney;
• Request correction of inaccurate information;
• Withdraw from a session at any time.

Because client data is collected on behalf of attorneys, requests regarding your personal information should generally be directed to your attorney first.

8.3 California Residents (CCPA)

California residents have additional rights under the California Consumer Privacy Act, including the right to know, delete, and opt out of sale of personal information. We do not sell personal information.

9. Children's Privacy

The Service is not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

10. International Data Transfers

Your information may be transferred to and processed in the United States or other countries where our service providers operate. By using the Service, you consent to such transfers.

11. Third-Party Links

The Service may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on our website and updating the "Effective Date." Your continued use of the Service after changes become effective constitutes acceptance of the revised policy.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at:

14. Attorney-Client Privilege

Information collected through the Service may be subject to attorney-client privilege. We maintain confidentiality of such information and will assert privilege on behalf of attorneys where appropriate. However, attorneys remain responsible for maintaining privilege and should advise their clients accordingly.