Privacy Policy

1. Who we are

Caseconnective provides a cloud-based case management and collaboration platform for law firms and legal teams ("Services"). This Privacy Policy describes how we handle information in connection with websites and Services operated by Caseconnective ("we," "us," or "our").

2. Information we process

We may process:

• Account and contact data, name, firm name, work email, phone, and billing contacts when you register, request a demo, or subscribe.
• Service and usage data, log data, device/browser type, approximate location derived from IP, pages viewed, and diagnostic data used to secure and improve the Services.
• Content you or your firm submit, including case-related materials, intake responses, notes, and documents processed through the platform. Much of this may constitute sensitive or regulated information; your firm is responsible for its legal obligations regarding that content.

3. How we use information

We use information to:

• Provide, operate, maintain, and secure the Services;
• Authenticate users, enforce permissions, and prevent fraud or abuse;
• Provide customer support and communicate about the Services;
• Improve features, reliability, and performance (including responsible use of AI features);
• Comply with law, respond to lawful requests, and enforce our agreements.

4. AI processing

Certain features may use third-party AI models to score intake, classify documents, or generate summaries. Inputs and outputs are processed to deliver the feature you invoke. We configure AI use to support firm workflows; your firm should evaluate whether specific use cases require additional safeguards, notices, or client consent.

5. Sharing

We do not sell your personal information. We share information with subprocessors that help us host, secure, authenticate, email, and operate the Services (for example, cloud infrastructure and authentication providers). We may disclose information if required by law or to protect rights, safety, and security.

6. Security

We implement administrative, technical, and organizational measures designed to protect information, including encryption in transit and at rest where appropriate. No method of transmission or storage is completely secure; firms should also implement role-based access and internal policies for highly sensitive matters.

7. Retention

We retain information as long as needed to provide the Services and for legitimate business purposes, including security, backups, and legal compliance. Retention periods may depend on your subscription and firm settings.

8. Your rights

Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict certain personal information, or to object to processing. To exercise rights, contact us at the email below. We may need to verify your request and coordinate with your firm administrator for workspace data.

9. Cookies & similar technologies

We use cookies and similar technologies to keep you signed in, remember preferences, measure site performance, and protect against abuse. You can control cookies through browser settings; disabling certain cookies may affect functionality (for example, session cookies required for authentication).

10. International transfers

If you access the Services from outside the United States, information may be processed in the United States or other countries where we or our vendors operate. We take steps designed to provide appropriate safeguards where required.

11. SMS & telephone communications

Where a firm uses the Services to call or text individuals, we process phone numbers, message content, call metadata, and (where enabled) call recordings and transcripts on the firm's behalf to deliver and log those communications. SMS consent and opt-out status (including STOP/START/HELP events) are recorded to honor recipient preferences and support TCPA and A2P 10DLC compliance. Message frequency varies. Message & data rates may apply. We share message and call data only with the telecommunications providers needed to deliver them (e.g., the firm's SMS/voice carrier); we do not sell this information. Mobile information is not shared with third parties for their own marketing purposes.