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Privacy Policy

Last updated: August 18, 2026

1. Introduction

Caisely ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our legal case management platform and related services (collectively, the "Service").

By accessing or using our Service, you agree to the collection and use of information in accordance with this policy. If you do not agree with any part of this policy, please do not use our Service.

2. Information We Collect

2.1 Account Information

When you create an account, we collect:

  • Name (first and last)
  • Email address
  • Date of birth
  • Authentication credentials (managed through secure third-party providers)

2.2 Case and Legal Information

When using our case management features, we may collect and process:

  • Incident details (date, time, location, description)
  • Party information (names, roles, contact details)
  • Case documentation and files
  • Legal intake form responses
  • Document signing records

2.3 Communication Data

We collect information related to communications, including:

  • Email correspondence sent through our platform
  • SMS messages and delivery status
  • Notification preferences

2.4 Usage and Analytics Data

We automatically collect:

  • Log data (IP address, browser type, pages visited)
  • Device information
  • Usage patterns and interactions with our Service
  • Audit trails for compliance and security purposes

2.5 Organization Data

For business accounts, we collect:

  • Organization name and type
  • Team member information and roles
  • Configuration preferences
  • Lead source and referral information

3. How We Use Your Information

We use the collected information to:

  • Provide and maintain our Service
  • Process and manage legal cases and intake forms
  • Facilitate document creation, signing, and storage
  • Send transactional communications (confirmations, reminders, notifications)
  • Enable automated follow-up workflows
  • Provide AI-powered document analysis and insights
  • Generate reports and analytics
  • Improve and personalize user experience
  • Develop new features, products, and services
  • Ensure platform security and prevent fraud
  • Comply with legal obligations
  • Communicate with you about updates, features, and support

3.1 Aggregated and De-identified Data

We may create anonymized, de-identified, or aggregated data from information we collect ("Aggregated Data"). Aggregated Data does not personally identify you and is not considered personal information under applicable law. We may use Aggregated Data for any lawful purpose, including research, analytics, improving our Service, developing new features, and creating industry benchmarks and insights.

3.2 AI and Machine Learning

Our Service uses artificial intelligence and machine learning technologies to provide features such as document analysis, automated insights, and workflow optimization. We use your content to develop and improve these AI features — including prompt development and tuning, and building evaluation datasets we use to measure and improve output accuracy. Access is limited to personnel who need it for those purposes, under the same confidentiality obligations that apply to the rest of your content.

We do not permit third-party model providers to train their foundation models on your content. Content sent to AI providers to generate output for you is processed under enterprise terms that prohibit such training. We do not publish your content, sell it, or disclose it to other customers.

You may opt out of having your content used to develop or improve AI features by contacting us at contact@caisely.com. Opting out does not limit your access to any feature. See Section 5.1.1 of our Terms of Service.

AI-generated output is probabilistic and may be inaccurate or incomplete. It requires review by a qualified person before it is relied upon. See Section 8A of our Terms of Service.

4. Information Sharing and Disclosure

We may share your information in the following circumstances:

4.1 Service Providers

We engage trusted third-party companies to perform services on our behalf, including:

  • Cloud storage and hosting providers
  • Document signing services
  • Email and SMS delivery services
  • Authentication providers
  • AI and machine learning services for document processing
  • Analytics providers

4.2 Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4.3 Legal Requirements

We may disclose your information if required by law, court order, or governmental authority, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

4.4 With Your Consent

We may share information with third parties when you have given us explicit consent to do so.

4.5 Organization Members

Within your organization, information may be visible to authorized team members based on their roles and permissions.

4.6 Mobile Information and Text Messaging (SMS)

We do not share, sell, rent, or otherwise provide your mobile phone number or text messaging consent to third parties or affiliates for their own marketing or promotional purposes. No mobile information collected for text messaging is shared with third parties or affiliates for marketing. We share your mobile number only with the messaging service providers (such as our SMS carrier) that we use solely to deliver the messages you have consented to receive, and those providers are contractually prohibited from using it for any other purpose. Text messaging originator opt-in data and consent are never shared with any third parties or affiliates for marketing purposes.

5. Text Messaging (SMS) Consent and Program Details

When you provide your mobile phone number and check the SMS consent box on an intake form or otherwise opt in, you agree to receive text messages from the participating law firm (and from us on the firm's behalf) at the number provided. These are transactional and informational messages related to your inquiry — including appointment reminders, case updates, and responses to your questions. Providing consent is not a condition of any purchase or service.

  • Message frequency varies based on your interactions and case activity.
  • Message and data rates may apply, depending on your mobile carrier and plan.
  • You can opt out at any time by replying STOP to any message. Reply HELP for help.
  • You may withdraw consent at any time; doing so will not affect the legal services you receive.

Carriers are not liable for delayed or undelivered messages. For the full terms governing text messaging, see Section 8B of our Terms of Service.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal information. Our security measures include:

  • Encryption of data in transit (TLS 1.2+) and at rest (AES-256)
  • Secure authentication mechanisms including multi-factor authentication
  • Regular security assessments, penetration testing, and vulnerability scanning
  • Role-based access controls and principle of least privilege
  • Comprehensive audit logging and monitoring
  • File integrity verification and change detection
  • Incident response procedures and breach notification processes
  • Employee security training and background checks
  • Vendor security assessments for third-party service providers

While we strive to protect your information using commercially reasonable safeguards, no method of electronic transmission or storage is 100% secure. We cannot guarantee absolute security but are committed to promptly addressing any security incidents in accordance with applicable laws and our incident response procedures.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law. When determining retention periods, we consider:

  • The nature of the data and sensitivity
  • Legal and regulatory requirements
  • Business needs and contractual obligations
  • Your preferences and account status

For organization accounts, you may request an export of your data during your subscription and for thirty (30) days after termination or cancellation, after which we may permanently delete it. Deletion is permanent and irreversible. We retain billing and transaction records for as long as required for tax, accounting, audit, and legal compliance purposes. See Section 12.4 of our Terms of Service for the full detail.

8. Your Rights and Choices

Depending on your location, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information (subject to legal retention requirements)
  • Object to or restrict certain processing activities
  • Request data portability in a commonly used, machine-readable format (where technically feasible)
  • Withdraw consent where processing is based on consent
  • Opt out of marketing communications
  • Opt out of having your content used to develop or improve AI features (Section 3.2)

To exercise these rights, please contact us using the information provided at the end of this policy. We will respond to your request within the timeframe required by applicable law (typically 30-45 days). We may need to verify your identity before processing your request. Certain requests may be subject to limitations based on legal obligations, legitimate business interests, or technical constraints.

9. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience, analyze usage patterns, and personalize content. You can manage cookie preferences through your browser settings.

10. Third-Party Links and Integrations

Our Service may contain links to third-party websites or integrate with third-party services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.

11. Children's Privacy

Our Service is not intended for children under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

12. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place to protect your information in compliance with applicable data protection laws.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. Your continued use of the Service after any changes constitutes acceptance of the updated policy.

14. Contact Us

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