Privacy Policy

Last updated: April 4, 2023

This Privacy Policy describes how CaseFlowPro, Inc. ("CaseFlowPro", "we", "us" or "our") collects, uses, and shares information about you in connection with your use of our websites, services, and applications (collectively, the "Services"). This Privacy Policy also describes the choices available to you regarding our use of your personal information and how you can access and update this information.

1. Information We Collect

We collect information about you when you provide it to us directly, when you use our Services, and when we receive it from other sources.

1.1. Information You Provide to Us

Account Information: When you register for an account, we collect information such as your name, email address, phone number, and company details.

Payment Information: When you add payment information to your account, we collect payment details such as credit card information or bank account details. Note that we do not store full credit card numbers, as payment processing is handled by our secure third-party payment processors.

Communications: If you contact us directly, we may receive additional information about you such as your name, email address, phone number, the contents of the message and/or attachments you may send us, and any other information you may choose to provide.

1.2. Information We Collect Automatically

Usage Data: We automatically collect information about your interactions with our Services, including the pages or other content you view, the searches you conduct, and other actions on our Services.

Device Information: We collect information about the device you use to access our Services, including the hardware model, operating system and version, unique device identifiers, and mobile network information.

Log Information: Our servers automatically record information when you use our Services, including your IP address, browser type, operating system, browser language, referring/exit pages and URLs, number of clicks, pages viewed, and other such information.

Cookies and Similar Technologies: We use cookies and similar tracking technologies to track activity on our Services and hold certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier.

2. How We Use Information

We use the information we collect to:

  • Provide, maintain, and improve our Services;
  • Process transactions and send related information, including confirmations and invoices;
  • Send technical notices, updates, security alerts, and support and administrative messages;
  • Respond to your comments, questions, and requests, and provide customer service;
  • Communicate with you about products, services, offers, promotions, and events, and provide other news or information about us and our partners;
  • Monitor and analyze trends, usage, and activities in connection with our Services;
  • Detect, investigate, and prevent fraudulent transactions and other illegal activities and protect the rights and property of CaseFlowPro and others;
  • Debug to identify and repair errors in our Services;
  • Personalize and improve the Services, and provide content or features that match user profiles or interests.

3. How We Share Information

We may share information about you as follows or as otherwise described in this Privacy Policy:

With Service Providers: We share information with vendors, service providers, and consultants that need access to personal information in order to perform services for us, such as companies that assist us with web hosting, payment processing, fraud prevention, customer service, and marketing and advertising.

With GoHighLevel: We share necessary information with GoHighLevel to facilitate the integration of our Services with your GoHighLevel account.

For Legal Reasons: We may disclose information if we believe in good faith that disclosure is necessary to (a) comply with applicable laws, regulations, legal processes, or governmental requests; (b) protect our rights or property, or the safety of our users or others; and (c) detect, prevent, or address fraud, security, or technical issues.

Business Transfers: We may share information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company.

With Your Consent: We may share information with your consent or at your direction.

4. Your Rights and Choices

Account Information: You may update, correct, or delete your account information at any time by logging into your account or contacting us. Please note that we may retain certain information as required by law or for legitimate business purposes.

Cookies: Most web browsers are set to accept cookies by default. If you prefer, you can usually set your browser to remove or reject cookies. Please note that if you choose to remove or reject cookies, this could affect the availability and functionality of our Services.

Marketing Communications: You may opt out of receiving promotional emails from us by following the instructions in those emails. If you opt out, we may still send you non-promotional emails, such as those about your account or our ongoing business relations.

5. Data Security

We take reasonable measures to help protect information about you from loss, theft, misuse, unauthorized access, disclosure, alteration, and destruction. However, no Internet or email transmission is ever fully secure or error-free.

6. Children's Privacy

Our Services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If we learn that we have collected the personal information of a child under 13, we will take steps to delete the information as soon as possible.

7. Changes to This Privacy Policy

We may change this Privacy Policy from time to time. If we make changes, we will notify you by revising the date at the top of the policy and, in some cases, we may provide you with additional notice (such as adding a statement to our website or sending you a notification).

8. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Email: privacy@caseflowpro.com
Address: 123 Legal Tech Drive, Boston, MA 02110
Phone: (800) 123-4567