At Intake AI, we are committed to protecting your privacy and ensuring the security of your personal and client information. This Privacy Policy explains how we collect, use, store, and protect the data we gather when you use our services. By using the App, you agree to the terms outlined in this policy. If you do not agree, please do not use the App.

1. Information We Collect

We collect both personal and non-personal information when you interact with our App. The types of information we collect include:

• Personal Information: When you sign up for the App, we collect personal details such as your name, email address, phone number, and billing information.
• Client Information: As part of the intake process, we may collect information about your clients, including personal details and case-related data that you enter into the App.
• Usage Data: We may collect data on how you interact with the App, including features used, time spent, and IP addresses, to improve the service and provide better user experiences.

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve the App and its services. Specifically, we may use your information for the following purposes:

• To create and manage your account.
• To provide AI-driven intake services and automate workflows.
• To send you updates, notifications, and support communications.
• To process payments and manage subscriptions.
• To monitor and improve the performance and functionality of the App.

3. Data Security

We take your privacy and security seriously. All data, including personal and client information, is encrypted using industry-standard encryption protocols. We implement appropriate technical and organizational measures to protect your data from unauthorized access, loss, or alteration. However, please note that no method of electronic storage is 100% secure, and while we strive to use commercially acceptable means to protect your data, we cannot guarantee absolute security.

4. Data Sharing and Disclosure

We do not sell, rent, or share your personal information with third parties for their marketing purposes. However, we may disclose your information in the following situations:

• Service Providers: We may share information with third-party service providers who assist in operating the App or providing services on our behalf, such as payment processors and cloud storage providers. These providers are contractually obligated to handle your data securely and only as necessary to provide the requested services.
• Legal Compliance: We may disclose your information to comply with applicable laws, regulations, or legal processes, or in response to a subpoena or court order.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the new owner as part of the business transition.

5. Retention of Data

We retain your personal and client information for as long as necessary to provide the services, comply with legal obligations, resolve disputes, and enforce agreements. If you wish to delete your account or request that we no longer retain your information, please contact us and we will process your request in accordance with applicable laws.

6. Your Rights and Choices

You have certain rights concerning your personal information:

• Access: You can request to access the personal information we hold about you.
• Correction: You can update or correct any inaccurate or incomplete information.
• Deletion: You can request the deletion of your account and associated data, subject to legal requirements.
• Opt-Out: You can opt out of receiving marketing communications by following the unsubscribe instructions in any marketing email we send.

To exercise any of these rights, please contact us.

7. Cookies and Tracking Technologies

We use cookies and other tracking technologies to enhance your experience with the App. These technologies allow us to remember your preferences, analyze usage patterns, and improve the service. You can control the use of cookies through your browser settings. However, disabling cookies may impact the functionality of the App.

8. Children's Privacy

The App is not intended for use by individuals under the age of 18, and we do not knowingly collect or solicit personal information from children. If we become aware that we have collected information from a child, we will take steps to delete that information.

9. International Data Transfers

If you are accessing the App from outside the United States, please be aware that your information may be transferred to and processed in the United States or other countries where we operate. By using the App, you consent to this transfer and processing of your information in accordance with this Privacy Policy.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or service improvements. Any changes will be posted on this page, and the revised version will take effect immediately upon posting. We encourage you to review this Privacy Policy periodically for any updates.

11. Contact Information

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at irlegalsolutionsllc@gmail.com. By using the App, you acknowledge that you have read, understood, and agree to the terms of this Privacy Policy.