Privacy Policy.

01Information we collect

We collect the following categories of information from or about consumers who contact a Client Firm:

• Contact information: name, mailing address, email address, telephone number, including mobile number.
• Inquiry information: the nature of the legal matter the consumer is inquiring about, the date and circumstances of the underlying event, and other details the consumer voluntarily provides.
• Communication records: recordings, transcripts, and metadata of telephone calls and SMS messages exchanged with our intake representatives, where permitted by law.
• Technical information: when consumers interact with online intake forms hosted by or on behalf of a Client Firm, we may receive standard technical information such as IP address, browser type, and timestamp.

02How we use information

We use information collected through the MyIntakes platform solely to provide intake and client-communication services on behalf of the relevant Client Firm. Specifically, we use information to:

• Respond to consumer inquiries and route them to the appropriate Client Firm;
• Schedule and confirm appointments;
• Send SMS, email, and telephone communications related to the consumer's potential or existing legal matter;
• Request and collect documentation needed to evaluate or pursue the matter;
• Provide status updates throughout the intake and representation process;
• Maintain records as required by the Client Firm and applicable law; and
• Improve the quality and security of our services.

03How we share information

We share consumer information only as follows:

• With the Client Firm to whom the consumer's inquiry is directed. ISA acts as the authorized agent of the Client Firm. The Client Firm becomes the primary controller of the consumer's information upon transfer.
• With service providers that support our operations (such as telecommunications providers, hosting providers, and software vendors) under contractual confidentiality and data-protection obligations, and solely to enable us to provide intake services.
• As required by law, including in response to lawful subpoenas, court orders, or regulatory requests.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes at any time. SMS opt-in data and consent are not sold, leased, or shared with any third party for marketing purposes. This restriction applies to all SMS messaging-related data collected through the MyIntakes platform.

04SMS communications

By providing a mobile telephone number on a Client Firm's intake form, during a telephone intake call, or in any other consent context described above, the consumer agrees that the Client Firm and ISA, acting on behalf of the Client Firm, may send SMS messages to that number regarding the consumer's inquiry, potential matter, or active representation.

• Message frequency varies based on the status of the consumer's matter.
• Message and data rates may apply. Standard messaging rates from the consumer's wireless carrier will apply to all SMS messages sent and received.
• Opt-out: Consumers may opt out of SMS communications at any time by replying STOP to any message. Upon receipt of STOP, a confirmation message will be sent and no further SMS messages will be sent to that number, except as required by law or expressly requested by the consumer.
• Help: Consumers may reply HELP to any message to receive contact information for support.
• Wireless carriers are not liable for delayed or undelivered messages.

05Data retention

We retain consumer information for as long as needed to provide intake services to the relevant Client Firm and as required by the Client Firm's records-retention policies and applicable law (including legal-ethics rules governing the retention of client and prospective-client information).

06Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect information collected through the MyIntakes platform against unauthorized access, disclosure, alteration, or destruction. No method of transmission or storage is fully secure, however, and we cannot guarantee absolute security.

07Children

The MyIntakes platform is not directed to children under the age of 16, and we do not knowingly collect information from children. If we learn that we have collected information from a child without appropriate consent, we will delete it.

08California residents

If you are a California resident, you have the right to know what categories of personal information we have collected about you, the purposes for which it is used, the categories of third parties with whom it is shared, and to request deletion of that information, subject to legal-ethics and records-retention obligations. We do not sell or share personal information for cross-context behavioral advertising, and we do not sell or share SMS opt-in or consent data with any third party. To exercise your rights, contact us at the address below.

09Changes

We may update this Privacy Policy from time to time. The “Effective date” above will reflect the most recent revision.

10Contact

Intake Solutions of America, LLC
1826 Sir Tyler Drive, Suite 230, Wilmington, North Carolina 28405
Email: PrivacyPolicy@myintakes.com