Privacy Policy

Last Updated: March 31, 2026

1. Information We Collect

We collect information you provide directly to us when you create an account or use our services:

  • Account Information: Name, email address, firm or workspace name, and account role.
  • Subscription Information: If you move to a paid plan, Stripe processes payment details and provides us with related billing records such as customer identifiers, subscription status, invoices, and plan selection.
  • Case Data: Files, documents, chronologies, and notes you upload or create within CaseProof. This may include sensitive legal materials.
  • Technical Metadata: Request logs and device metadata such as IP address, browser type, timestamps, and error logs generated when you access or troubleshoot the service.
  • Communications: Messages you send to our support team by email or support request.

2. How We Use Your Information

  • To provide, maintain, and improve the CaseProof platform.
  • To provision trials, manage subscriptions, and send related billing notices.
  • To send technical notices, updates, security alerts, and support messages.
  • To respond to your comments, questions, and customer service requests.
  • To monitor service performance, diagnose errors, and protect the platform.
  • To comply with legal obligations.

We do not use your case data to train AI models or for any purpose other than providing the service to you.

3. Data Storage and Security

Your data is stored using Supabase, a SOC 2 Type II compliant infrastructure provider. All data is encrypted at rest using AES-256 encryption and in transit using TLS 1.2 or higher.

We implement access controls, audit logging, and regular security reviews. Only authorized personnel have access to production systems, and such access is logged and monitored.

4. Data Sharing

We do not sell your personal data or case data to third parties. We may share information only in these limited circumstances:

  • Service Providers: Trusted vendors who process data on our behalf (e.g., payment processing via Stripe, infrastructure via Supabase, AI processing via OpenAI). Each is bound by data processing agreements.
  • Legal Requirements: If required by law, court order, or governmental authority.
  • Business Transfers: In connection with a merger or acquisition, with prior notice to you.

5. Your Rights

You have the following rights regarding your data:

  • Access: Request a copy of the personal data we hold about you.
  • Correction: Request correction of inaccurate or incomplete data.
  • Deletion: Request deletion of your account and associated data. Confirmed deletion requests are completed within 30 days.
  • Portability: Certain generated documents can be exported from the app in PDF or DOCX, and audit logs can be downloaded as CSV where available. For broader data access or portability requests, contact us.
  • Opt-Out: Opt out of non-essential communications at any time.

To exercise any of these rights, contact us at info@thewaldrepcompany.com.

6. Attorney-Client Privilege Notice

CaseProof is designed for use by licensed attorneys and legal professionals. Case data, documents, and communications you store in CaseProof may be subject to attorney-client privilege and work product protections. We treat all case data as confidential and privileged. Our personnel do not have routine access to your case data by default. Limited access may occur for support, security, or legal compliance purposes and is logged. We are not a party to any attorney-client relationship and do not provide legal advice.

7. Cookies and Tracking

We use essential authentication and session cookies to sign you in and keep your workspace secure. We do not currently use advertising cookies or third-party analytics cookies on the app.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email and by posting a notice on our website at least 30 days before the changes take effect.

9. Contact Information

For privacy-related questions or to exercise your rights, contact our Privacy Team:

Email: info@thewaldrepcompany.com

The Waldrep Company LLC