Privacy Policy

Last updated: February 2026

1. Information We Collect

We collect information you provide directly to us, including:

  • Account information: Name, email address, firm name, and password when you create an account.
  • Consultation data: Voice recordings, text transcripts, and extracted case details from conversations between website visitors and CaseBuddy widgets.
  • Payment information: Billing details processed securely through Stripe. We do not store credit card numbers on our servers.
  • Usage data: Information about how you interact with our dashboard and services.

2. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services.
  • Process consultations and generate case summaries and viability scores.
  • Send you notifications about new consultations and account activity.
  • Process payments and manage your subscription.
  • Respond to your requests and provide customer support.
  • Monitor and analyze usage trends to improve the service.

3. Data Retention

Consultation data is retained for 7 years by default, consistent with common legal industry record-keeping requirements. Account holders can request earlier deletion of specific consultation records. Account data is retained for the duration of your subscription plus 30 days after cancellation.

4. Third-Party Services

We use the following third-party services to operate CaseBuddy:

  • ElevenLabs: Voice conversation processing. Voice data is transmitted to ElevenLabs for real-time speech processing.
  • Anthropic (Claude): AI-powered data extraction, summarization, and scoring of consultation transcripts.
  • Stripe: Secure payment processing. Subject to Stripe's Privacy Policy.
  • Sentry: Error monitoring and performance tracking to maintain service reliability.
  • Resend: Transactional email delivery for notifications and account communications.

5. Data Security

We implement industry-standard security measures to protect your data, including encryption in transit (TLS) and at rest, secure authentication, and access controls. All data is stored in secure, SOC 2 compliant infrastructure.

6. Your Rights

You have the right to:

  • Access the personal information we hold about you.
  • Request correction of inaccurate information.
  • Request deletion of your data (subject to legal retention requirements).
  • Export your consultation data.
  • Opt out of non-essential communications.

7. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at privacy@casebuddy.app.