Privacy Policy

Attorney Assistant is committed to protecting your privacy. This Website and Marketing Privacy Policy describes how we collect and process personal data through our general website and other websites that may be used from time to time, as well as our general sales and marketing activities.  This Website and Marketing Policy does not cover policies related to the use of our Employee Communication and Engagement (ECE) platform (“Platform”).

Information We Collect

We offer opportunities for you to share your data with us through various means, and we receive information from third parties to identify business leads. We also collect certain information automatically when you visit our website. Information You Provide: If you participate in our surveys, sign up for a newsletter, complete our forms on our website, register for an event, or use our products, we will collect the information you provide to us. This information typically includes your name, contact information, title, company name, and other information specifically requested or that you volunteer through such mechanisms, for instance when you apply for a position with our company. If you contact us for customer support or other inquiries through our customer support website, we will collect your contact information to contact you and help resolve your request.  Information from Third Parties: We may receive information from third party vendors and business partners or event planners to identify business leads, which typically includes a lead’s name, contact information, title, company name, and other relevant information that might be useful so that we can contact potential business partners, keep our information current, and develop a business relationship with prospective customers.  Information from our Website: When you visit our website, we and our service providers acting on our behalf automatically collect certain data using tracking technologies like cookies, web beacons, and similar technologies. Additional information about our use of Cookies is available below.   We do not knowingly solicit or collect, and you should not provide, any information regarding your medical or health condition, race or ethnic origin, political opinions, religious or philosophical beliefs or other sensitive or special categories of data.

Use Of Information

The purposes for which we collect and use your personal data may vary depending on the type of relationship you have with us, such as if you are one of our employees, customers, or a website user.   Employees and candidates: If you apply for a job via our Careers page, we will use your personal data to consider you for employment and to administer your account. If you have an employment or commercial relationship with us, we will use your personal data to develop our contractual relationship, and to comply with legal obligations, including tax and labor regulations. We have a separate policy for how we process personal data for our employees.   Customers: We send marketing communications to our members and administrators/decision makers of our current customers to keep them informed of our products and offerings. If you use our support center or otherwise contact our support department, we will use your personal data such as name, email and other contact information, as applicable, to help you resolve your concern. If you are the designated contact for our commercial relationship, then we will use your contact information to maintain this relationship.   Prospective customers: Information from prospect customers is used to respond to their requests for information, products or services, and for marketing activities. We also use standard third-party service marketing and customer success service providers to manage this information and keep it up to date. We augment this data with notes from our sales and customer success teams related to the interest in and/or use of our products and services.   Vendors: If you are the designated contact for our commercial relationship, then we’ll use your contact information to maintain this relationship. We do not share, sell, rent, or trade any information with third parties for their promotional purposes.   Website and social media users: We collect personal data from visitors and users of our website and social media pages using cookies and similar technologies. We use these technologies to analyze trends, administer our websites and products and services, track users’ and visitors’ movements around our website and products and services, and gather demographic information about our website visitor base as a whole. See our Cookie disclosure below for additional information.   We may also use your information for the following purposes: to complete audits, security requirements, and trouble-shooting; investigate and prevent fraud, unauthorized access or use of our website or services, breaches of terms and policies, and other wrongful behavior; to enforce our agreements; and as required by applicable law.

Legal Basis For Data Collection And Use

We only collect and use personal data when there is a fair and legal basis for its collection and use, for instance, when the collection of personal data is necessary to enter into a contract, to meet our legitimate interests, to comply with legal obligations or when we have your authorization.   The information we collect when we enter into a contract or business relationship with you, except if we indicate otherwise, is mandatory to develop our contractual relationship and to comply with legal obligations. For instance, some tax laws, labor, anti-fraud or compliance laws require   organizations to collect certain information that may vary depending on the local regulations. Without the required mandatory information, we would not be able to work with you.   Marketing activities are usually based on your consent or to an existing business relationship with us. However, you can opt-out of these communications anytime and free of charge. Our use of cookies and similar technologies is based on your consent or on our legitimate interests for instance for security reasons, see our Cookie disclosure below.   When we use your personal data for our legitimate interests, we always conduct a balancing test to ensure that data subject rights are not overridden. 

Information We Share

At times, we engage third party contractors, service providers, and other vendors to help use accomplish our business objectives. There are other circumstances where we are required by law to disclose personal data to third parties such as public bodies or judicial authorities.   Examples of some of these circumstances include:   * Within Attorney Assistant, for the purposes outlined in this policy.    * To vendors and other third-party service providers such as client management cloud providers and email services who require access to your personal data to assist in the purpose of this policy, at all times consistent with its terms.   * To law enforcement authorities or judicial courts. We may be required to disclose personal data that we handle in response to lawful requests by public authorities, including to meet national security and law enforcement requirements; in connection with the sale, transfer, merger, bankruptcy, restructuring or other reorganization of a business; to protect or defend our rights, interests or property, or that of third parties; to investigate any wrongdoing in connection with this Website or the activities under this policy; or in connection with a subpoena, warrant, discovery or other legal order.   With your consent. We may share other information with third parties when we have your consent to do so.

Our Security

We are committed to process your data in a secure manner, by putting in place specific technical and organizational measures to prevent the personal data we hold being accidentally or deliberately compromised.   We are committed to process your data in a secure manner, by putting in place specific technical and organizational measures to prevent the personal data we hold being accidentally or deliberately compromised. We conduct information risk assessments, we ensure that our staff understands the importance of protecting personal data and we are responsibly managing access rights within the company. We include both physical security and IT security in our overall data security approach. We are diligent in selecting vendors that process personal data on our behalf so that they also ensure appropriate technical and organizational measures to protect the data.   We will make reasonable efforts to notify individuals and regulatory authorities, as required by law, if we reasonably believe that personal data has been stolen, disclosed, altered or infringed by an unauthorized person. We create and maintain a breach notification and reporting protocol. If there are questions or concerns regarding this policy or a potential breach, please contact us.


The Website is not directed at children under the age of 18. We do not knowingly solicit or collect personal data from children under the age of 18.

Your Rights And Choices

You have the right to opt-out of receiving marketing materials from us. In addition, if you are in the EEA, UK, and Switzerland you have certain privacy rights recognized under the General Data Protection Regulation (GDPR), for instance the right to request access to information, rectification, or erasure.   Right to object to direct marketing. You can opt-out of receiving marketing emails from us at anytime. Click the unsubscribe link the bottom of our marketing messages or visit Please note that it may take up to 30 days to remove your contact information from our marketing communications lists, so you may receive correspondence from us for a short time after you make a request.   If you are based in the EEA, UK, and/or Switzerland you also have the right to access to your personal data, and we will rectify your information when it is incorrect or inaccurate. We will also ensure the right to erasure and to objection or restriction of processing when these rights are not compatible with local regulations. To exercise those rights please contact us in writing and provide your identification, contact details, and a complete explanation of your concern.   Our use of cookies and similar technologies is based on your consent or on our legitimate interests. See our Cookies disclosure below for additional information on how to withdraw your consent.   Dispute resolution procedure. If you or your organization believes that we do are not complying with our privacy policy, or have any issue or concern you can submit a complaint with us and we will respond to you within 45 days. To that end please contact us in writing and provide your identification and contact details, name or domain of your Organization, and a complete explanation of your concern.  Attorney Assistant commits to resolve complaints about our collection or use of your personal information.

Data Retention Of Your Personal Information<

We will retain your personal data for the period necessary to fulfill the purposes outlined in this Policy unless a longer retention period is required or permitted by law, for legal, tax or regulatory reasons, or other lawful purposes.   The retention period depends on the context in which we process data. For example, Information we gather through the use of our website will be retained until it is no longer required or is removed from our system pursuant to our general data retention policies. For additional information see our Cookie section below. Information for prospective employees will be kept for one year.

California Privacy Rights

The California Consumer Privacy Act, (Cal. Civ. Code § 1789.100 et seq., “CCPA”) gives California residents certain data rights, with regard to how their personal information is collected and used. Company A upholds the requirements of the CCPA for California residents including (and in addition to the descriptions of how we handle your data described elsewhere in this Policy) the following:   We do not sell personal data to third parties as contemplated by the CCPA. As such, we do not provide an opt-out mechanism.   We do not distinguish different levels of service or cost based on an individual’s exercise of their right to opt-out or delete data.   We generally collect, use, and disclose personal information pursuant to what is permitted under the law.   We provide you with access to and right to delete your personal information as described under Your Choices.   We are committed to collecting and processing personal data responsibly and in compliance with the applicable data protection laws in all countries in which we do business. Our goal is to apply data protection standards established on the basis of internationally accepted data protection principles supporting an effective protection of personal data we process. In addition to upholding your rights set forth under the GDPR and CCPA, we will consider other applicable data privacy laws and comply where necessary. We reserve the right to evaluate any request against the governing data privacy law.


The Websites use technologies such as cookies in order to properly function and for analytical purposes.   Cookies are small data files that are placed on your computer or mobile device when you visit a website or use online services. Cookies are widely used by website owners to make their websites and services work, or to work more efficiently, as well as to provide reporting information.   Cookies set by the website owner (in this case, Company A) are called “first party cookies”. Cookies set by parties other than the website owner are called “third party cookies”. Third party cookies enable third party features or functionality to be provided on or through the website (e.g. like advertising, interactive content and analytics). The parties that set these third-party cookies can recognize your computer both when it visits the website in question and also when it visits certain other websites.   We use first party and third-party cookies for several reasons. Some cookies are required for technical reasons for our Websites and Services to operate, and we refer to these as “essential” or “strictly necessary” cookies. Other cookies enable us to enhance the experience on our Websites and Services. Third parties serve cookies through our Websites for analytics, performance, and functionality. The specific types of first and third-party cookies and the purposes they perform are described in the table below: 
Cookies: Website & Marketing Who Serves These Cookies Who Serves These Cookies
Essential website cookies

These cookies are strictly necessary to provide you with services available through our Website and Service and to use some of their features, such as the ability to sign in and access to secure areas.
Attorney Assistant WebsiteThese cookies are strictly necessary to deliver the Website and Service so you cannot refuse them.
Performance and functionality cookies

These cookies are used to enhance the performance and functionality of our Website and Service but are non-essential to their use (e.g. collecting performance and error data, enabling customer support for users, enabling localized times/dates
Attorney Assistant Website and Products To refuse these cookies, please follow the instructions below this chart.

For more information please click on the relevant link of each provider:
Analytics cookies

Cookies collect information that is used either in aggregate form to help us understand how our Website and Service are being used or how effective our marketing campaigns are, or to help us improve user experience.
List of marketing services used To refuse these cookies, please follow the instructions below this chart.

For more information please click on the relevant link of each provider:
Social networking cookies List of social To refuse these cookies, please follow the instructions below this chart.
These cookies enable you to share pages and content you find interesting on our website through third party social networking and other websites. The choices of which social networks to use are solely decided by our customers. However, Facebook, X, and LinkedIn are the most popular choices. For more information please click on the relevant link of each provider:

• Examples:




You have the right to decide whether to accept or reject cookies. You can exercise your cookie preferences by clicking on the appropriate opt-out links provided in the cookie table above. You can also set or amend your web browser controls to accept or refuse first-party and/or third-party cookies. If you choose to reject cookies, you may still use our Websites though your access to some functionality and areas of our site may be restricted.  

The means by which you can refuse cookies through your web browser controls vary from browser-to-browser. Therefore, you should visit your browser’s help menu for more information. Here are the current relevant information pages for the main browsers:  


Microsoft Internet Explorer:
Google Chrome:
Mozilla Firefox:  

Apple Safari: Blocks cookies by default and accepts cookies only from your current domain. To change, click Safari, Preferences, Security, and choose your preference. 

We gather certain information automatically to analyze trends in the aggregate and administer our websites. This information may include your Internet Protocol (IP) address, device identification, your browser header (browser type, operating system and related information), and other items that correlates to your IP address, including but not limited to location, Internet service provider, and mobile carrier. We use this information to record the pages and files you view and the actions you take on the Websites. We also use this information to analyze overall usage trends and to improve our websites.  

Web Storage (aka local storage, DOM storage, Flash Cookies, website data) may be used on our website in a similar manner to cookies (for example, to enhance your experience by and storing your user preferences and settings). You can manage these settings via your browser’s settings, similar to cookies.

Updates To This Policy

We may update this Website and Marketing Privacy Policy from time to time. When we update this policy, we will revise the “Effective Date” date above and post it to the Website. If material changes are made, we will place a prominent notice on our Website for at least 30 days prior to the change taking effect, or, for current customers or others with whom we have a business relationship, we will communicate with you directly by email or through our service.

How To Contact Us

We are committed to apply this Policy and the accountability principle. If you have any questions or concerns regarding this privacy policy and the use or disclosure of your personal data, you can contact us by sending an email to [email protected].  

Please provide your identification and contact details, and a complete explanation of your concern.