Template notice: This is a starting-point draft, not legal advice. Have a licensed attorney in your jurisdiction review and finalize this policy — especially the state-privacy-law section and the TCPA consent language on the intake form — before you launch and before you send any live (non-test) leads.

Privacy Policy

Last updated: [INSERT DATE]

CaseReview ("we," "us," "our") operates this website to help visitors find out whether they may qualify to be connected with an independent attorney, law firm, or legal services provider ("Legal Providers"). This Policy explains what information we collect, how we use it, who we share it with, and the choices available to you.

1. We are not a law firm

CaseReview is a lead generation and matching service. We are not a law firm, we do not provide legal advice, and submitting information through this site does not create an attorney-client relationship between you and CaseReview.

2. Information we collect

Information you provide: name, phone number, email address, ZIP code, the type of legal issue you describe, and your answers to the qualifying questions in our form.
Automatically collected information: IP address, browser/device user-agent string, referring/landing page URL, and timestamps.
Consent record: if you check the consent box, we (or our verification vendor) record a certificate confirming what you agreed to, when, and from what page.
Locally stored draft answers: while you're filling out the form, your in-progress answers are saved in your browser's local storage so you don't have to start over if you navigate away. This draft is stored only on your device, is cleared automatically once you successfully submit the form, and is never transmitted to us until you submit.

3. How we use your information

To evaluate which Legal Providers, if any, may be able to help with your specific issue and location, and to transmit your information to that provider (or network of providers) so they can contact you;
To verify the authenticity of form submissions and prevent fraud;
To comply with legal obligations and enforce our Terms of Use.

4. Sharing your information — and your "Do Not Sell / Do Not Share" rights

We share the information you submit with a lead network and, through that network, with one or more Legal Providers who may contact you about your legal issue. Under laws such as the California Consumer Privacy Act (as amended by the CPRA) and similar laws in other states, this kind of disclosure may be considered a "sale" or "share" of personal information, even though no money changes hands directly with you.

You can opt out of having your information sold or shared at any time by:

Not checking the consent box and not submitting the form; or
Emailing privacy@example.com with the subject line "Do Not Sell or Share My Information" and the name/email/phone you used, if you've already submitted; or
[INSERT toll-free opt-out number or webform link, if you have one]

We do not knowingly sell or share the personal information of individuals we know to be under 18 years of age.

5. State privacy rights

Depending on where you live, you may have the right to request access to, deletion of, or correction of your personal information, and the right to be free from discrimination for exercising these rights. [INSERT the specific mechanism you'll offer — email, webform, or toll-free number — and your response timeline, consistent with the states you operate in, e.g. California, Colorado, Connecticut, Virginia, Utah, and others as applicable.]

6. TCPA / calls and texts

If you check the consent box on our form, you are providing your prior express written consent to be contacted by CaseReview and/or the Legal Provider(s) we match you with, using the methods described in that consent language (including autodialed calls, prerecorded messages, and text messages), even if your number is on a state or the National Do Not Call registry. Consent is never required as a condition of obtaining any service. You may revoke consent at any time by contacting the party that reached out to you directly, or by emailing privacy@example.com.

7. Cookies and local storage

We use local storage (not third-party advertising cookies, unless separately disclosed) to save your in-progress form answers on your own device. We may also use standard analytics or advertising cookies; [INSERT specifics if/when you add analytics or ad pixels, and update this section and your cookie banner accordingly].

8. Data retention

We retain submitted lead information for as long as necessary to fulfill the purposes described above and to comply with legal, accounting, or reporting obligations. [INSERT your specific retention period.]

9. Security

We use reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is 100% secure.

10. Children's privacy

This site is intended for adults 18 years of age or older and is not directed at children. We do not knowingly collect personal information from children under 18.

11. Changes to this policy

We may update this Policy from time to time. The "Last updated" date above reflects the most recent revision.

12. Contact us

[INSERT company legal name, mailing address, and contact email/phone.]