Privacy Policy

Overview

PreIntake.ai ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you use our AI-powered legal intake services.

Information We Collect

For Law Firm Clients:

• Account information (name, email, firm name, website)
• Billing information (processed securely via Stripe)
• Practice area configuration and intake preferences

For Website Visitors Using Our Intake Widget:

• Information voluntarily provided during intake conversations (name, contact details, case information)
• This information is processed in real-time and delivered directly to the law firm—we do not retain this data

How We Use Information

Law Firm Client Information:

• To provide and maintain our services
• To process payments and manage subscriptions
• To configure and customize your intake widget
• To communicate about your account and service updates

Inquiry/Intake Information:

• To process and qualify inquiries according to your configured criteria
• To deliver qualified inquiries to your firm in real-time
• We do NOT store, sell, or share inquiry information with third parties

Data Retention

Inquiry Data: We do not retain inquiry or client intake data. Information collected through the intake widget is processed immediately and delivered to the law firm. Once delivered, we do not maintain copies of this information.

Account Data: Law firm account information is retained for the duration of the service relationship and as required for legal and business purposes.

Third-Party Services

We use the following third-party services to operate PreIntake.ai:

• Stripe - For secure payment processing. Stripe's privacy policy governs payment data handling.
• Claude AI (Anthropic) - For AI-powered intake conversations. Conversations are processed through Claude AI's API and are not used for model training, in accordance with Anthropic's API data policies.
• Firebase (Google Cloud) - For hosting and infrastructure. Subject to Google Cloud's security and privacy standards.

Data Security

We implement industry-standard security measures to protect information during transmission and processing, including:

• Encryption in transit (HTTPS/TLS)
• Secure authentication and access controls
• Regular security assessments

Your Rights

Law Firm Clients: You may access, update, or delete your account information at any time. To close your account, contact us at support@preintake.ai.

Website Visitors: If you've submitted information through a PreIntake.ai widget, please contact the law firm directly regarding your data rights, as they are the data controller for intake submissions.

California Privacy Rights (CCPA)

California residents have specific rights regarding their personal information. Because we do not retain inquiry data and our law firm clients control their own account data, most CCPA rights should be directed to the applicable law firm.

International Users (GDPR)

If you are located in the European Economic Area, you have rights under GDPR. Our minimal data retention practices—especially our policy of not retaining inquiry data—are designed to respect privacy by default.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify law firm clients of significant changes via email. The "Last updated" date at the top indicates when this policy was last revised.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us at:

Email: support@preintake.ai