Privacy Policy

EU GDPR (applicable only to EU based customers): Download CaseFox Data Processing Agreement

Collection of Information

We collect personally identifiable information like names, postal addresses, email addresses, etc., during the account creation process and your use of our services.

 

The information we collect from you may be used to personalize your experience, to improve our website and services, to improve customer service, to process your requests and transactions, to provide service/product support, to send periodic emails (your email will automatically be included in our mailing list, which we use to stay in touch with our customers), to administer contests, promotions, surveys or other site feature. We will not sell your information to third parties, however, we may contact you on behalf of a partner or affiliate.

Integration with third party systems such as Google, Office365, Dropbox, Box, QuickBooks, Xero, etc.: We do not store information received from third party systems, the information retrieved on the fly from third party systems is displayed when you visit certain pages in CaseFox. If a connection to a particular third party is deleted, the information stops being displayed and the access token is deleted immediately.

In the course of your business, you will also enter your clients’ information. We will not use your clients’ information for any purposes other than for providing customer support to you on your specific request and/or to improve the site performance, if necessary. We will not sell your clients’ contact information either. We (including our partners, affiliates) will not establish any contacts with your clients. Unless a competent court specifically orders us to do so, we will not disclose your client list and client information to any third party.

 

Cookie/Tracking Technology

This site may use cookie and tracking technology depending on the features offered. Cookie and tracking technology are useful for gathering information such as browser type and operating system, tracking the number of visitors to our site, and understanding how visitors use the site. Cookies can also help customize the site for visitors. Personal information is not collected via cookies and other tracking technology, however, if you previously provided personally identifiable information, cookies may be tied to such information. Aggregate cookie and tracking information may be shared with third parties for providing better user experience. When you register to use our service for the first time, we may collect information such as your location, timezone, etc. from your IP address for the sole purpose of pre-filling your firm’s information.

 

Distribution of Information

We may share information with governmental agencies or other companies assisting us in fraud prevention or investigation. We may do so when: (1) permitted or required by law; or, (2) trying to protect against or prevent actual or potential fraud or unauthorized transactions; or, (3) investigating fraud which has already taken place. The information is not provided to these companies for marketing purposes.

 

Commitment to Data Security

Your personally identifiable information and clients’ information, financial and case data are kept secure. Only authorized employees, agents and contractors (who have agreed to keep information secure and confidential) have access to this information. Critical data will be encrypted before storing in our databases.

 

Privacy Contact Information

If you have any questions, concerns, or comments about our privacy policy you may contact us using the information below:

 

By e-mail: service @casefox.com
By Phone: 408-905-6161
By Fax: 408-228-3750

 

We reserve the right to make changes to this policy at any time.