Privacy Policy

1. Introduction

CaseFunders Technologies, Inc. (“CaseFunders,” “we,” “us,” or “our”) is committed to protecting your privacy and handling personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you access our websites, applications, and related services (collectively, the “Services”).

This Policy applies to information collected from law firms and their personnel, clients and prospective clients, and other users who interact with the Services.

2. Information We Collect

We collect information in the following categories depending on how you use the Services:

A. Information You Provide

• Contact and account information: name, email address, phone number, firm name, and role/title.
• Request and workflow information: information submitted to initiate or manage a request, invitation, or related workflow.
• Communications: information you provide when you contact us for support or otherwise communicate with us.

B. Funding and Payment-Related Information

When users engage with workflows that involve funding and/or payment-related functionality, certain information may be collected and processed to support those services. Some sensitive information may be collected and processed directly by third-party providers that support these services.

C. Information Collected Automatically

• Device and usage data: IP address, device type, browser type, operating system, pages/screens viewed, timestamps, and interaction data.
• Cookies and similar technologies (see Section 7).

3. How We Use Information

We use information to

• Provide, operate, maintain, and improve the Services.
• Facilitate workflows, invitations, status updates, and confirmations.
• Communicate with you regarding accounts, requests, support, and service updates.
• Send service-related messages by email and/or SMS, including workflow notifications.
• Protect security and integrity of the Services, including fraud prevention.
• Comply with legal, regulatory, and contractual obligations.

4. How We Share Information

We do not sell personal information in the traditional sense. We may share information in the following circumstances:

A. Service Providers

We may share information with vendors that help us operate the Services, including hosting, communications, customer support, and security providers.

B. Funding and Payment Partners

If you use workflows involving funding or payments, we may share relevant information with third parties as needed to provide those services.

C. Law Firms

Law firms that invite clients to the Services may have visibility into high-level workflow status (e.g., invited, started, completed, funded).

D. Legal and Safety

We may disclose information as required by law or to protect rights, safety, prevent fraud, or enforce agreements.

E. Business Transfers

Information may be transferred in connection with a merger, acquisition, financing, or sale of assets, subject to appropriate protections.

5. Data Security

We maintain reasonable administrative, technical, and organizational safeguards designed to protect personal information. However, no method of transmission or storage is fully secure.

6. Data Retention

We retain personal information as long as necessary to provide the Services, comply with legal obligations, resolve disputes, and enforce agreements.

7. Cookies and Tracking

We use cookies and similar technologies to support essential site functionality. You can control cookies through your browser settings.

8. Your Choices

A. Email and SMS communications

You may opt out of non-essential marketing messages. Service-related communications (such as account notices, workflow status updates, confirmations, and security messages) may still be sent when necessary to operate the Services.

B. Access, correction, deletion (where applicable)

Depending on your location and the nature of your relationship with the Services, you may request access to, correction of, or deletion of certain personal information, subject to legal and operational limitations. To submit a request, contact us using the information below.

9. Third-Party Sites and Services

The Services may include links to third-party websites or services. This Privacy Policy does not apply to those third parties, and we encourage you to review their privacy practices.

10. Children’s Privacy

The Services are not intended for individuals under 18, and we do not knowingly collect personal information from individuals under 18.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated version and update the “Last Updated” date. Continued use of the Services after an update means you accept the revised Policy.

12. Contact Information