Privacy Policy

IntakePal ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our client intake automation platform.

1. Information We Collect

Information You Provide

We collect information you voluntarily provide when using our services, including:

• Account Information: Name, email address, phone number, law firm name, and password when you register for an account.
• Client Intake Data: Information submitted through intake forms, including client names, contact information, accident details, injury descriptions, and uploaded documents (photos, medical records, police reports).
• Payment Information: Billing details processed securely through our payment processor, Stripe.
• Communications: Messages you send to us or through our platform.

Information Collected Automatically

• Usage Data: Pages visited, features used, time spent on the platform.
• Device Information: Browser type, operating system, IP address.
• Cookies: We use cookies to maintain sessions and improve user experience.

2. How We Use Your Information

We use the collected information to:

• Provide, maintain, and improve our services
• Process client intake submissions and generate case summaries
• Send automated follow-up communications via email and SMS
• Send notifications about new leads and account activity
• Process payments and manage subscriptions
• Respond to customer support inquiries
• Analyze usage patterns to improve our platform
• Comply with legal obligations

3. SMS and Email Communications

4. Information Sharing and Disclosure

We do not sell your personal information. We do not share, sell, or transfer mobile phone numbers to third parties or affiliates for marketing or promotional purposes. We may share information with:

• Law Firms (Our Customers): Client intake data is shared with the law firm whose intake form was submitted.
• Service Providers: Third-party vendors who assist in operating our platform (e.g., Stripe for payments, Twilio for SMS, SendGrid for email, OpenAI for AI features).
• Legal Requirements: When required by law, court order, or governmental authority.
• Business Transfers: In connection with a merger, acquisition, or sale of assets.

5. Data Security

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

• Encryption of data in transit (HTTPS/TLS)
• Secure password hashing
• Regular security assessments
• Access controls and authentication

However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your information for as long as your account is active or as needed to provide services. Client intake data is retained according to the law firm's preferences and applicable legal requirements for record retention.

7. Your Rights and Choices

You have the right to:

• Access: Request a copy of your personal information.
• Correction: Update or correct inaccurate information.
• Deletion: Request deletion of your account and associated data.
• Opt-Out: Unsubscribe from marketing communications.
• SMS Opt-Out: Reply STOP to any text message.

To exercise these rights, contact us at the information provided below.

8. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date.

10. Contact Us

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