Privacy Policy
At CaseFuze, we take your privacy and data protection seriously. This Privacy Policy explains how we collect, use, store, and protect your information when you use our website, platform, and mobile applications.
1. Information We Collect
We collect the following categories of information to deliver and improve our services:
Personal Information: Name, email address, phone number, and billing details when you create an account or contact us.
Firm & Client Data: Case and matter information, client intake records, documents, billing details, and IOLTA trust account data you upload to CaseFuze.
Technical Data: Device type, browser, operating system, IP address, and usage analytics.
Payment Data: Transaction records (processed securely through third-party payment gateways; we do not store credit card numbers).
2. How We Use Your Information
We use your information for the following purposes:
To provide and maintain our legal practice management software.
To process billing, invoicing, and payments.
To ensure compliance with IOLTA and trust accounting requirements.
To deliver secure client intake, document management, and workflow automation.
To improve platform performance and user experience.
To communicate updates, product improvements, and support notifications.
3. Data Security
All data is encrypted in transit (TLS 1.2+) and at rest (AES-256).
CaseFuze is SOC 2–ready and compliant with ABA Model Rules on data security.
Role-based access controls and audit trails are in place to prevent unauthorized use.
You retain full ownership of your data and can export it at any time.
4. Data Sharing & Third Parties
We do not sell or rent your personal or firm data. Data may be shared only in the following cases:
With trusted third-party providers (e.g., payment processors, Plaid bank connections) necessary to deliver services.
To comply with legal obligations or regulatory requirements.
With your consent for integrations or add-on services.
5. Compliance with Legal Regulations
GDPR & CCPA: Users in the EU and California have rights to access, correct, delete, and restrict use of their personal data.
IOLTA Trust Accounting: CaseFuze’s financial features are designed to comply with bar association trust accounting rules.
Attorney-Client Privilege: CaseFuze does not access or disclose client data unless required by law.
6. Data Retention
We retain information only as long as necessary to provide our services or comply with legal obligations. You may request deletion of your account and associated data at any time.
7. Your Rights
You may:
Request access to your personal data.
Correct inaccurate or incomplete information.
Request deletion of your data (subject to legal retention requirements).
Opt out of marketing communications at any time.
8. Children’s Privacy
CaseFuze is not directed to or intended for children under 18. We do not knowingly collect personal information from minors.
9. Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised effective date.
10. Contact Us
For questions about this Privacy Policy or to exercise your rights, please contact us:
