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Last updated on June 24, 2024

“Casolve” or “we” or “us” is committed to respecting and protecting your privacy. Casolve provides cloud-based legal case management, contract management & lead generation platforms (the “Services”) to enable Casolve subscribers (“Subscribers”) to create and manage their workflows and business tasks. Casolve Subscribers may, in turn, make the Services available to its employees, independent contractors, clients, and/or other third parties (“End Users”), as permitted by the Casolve Terms of Service. This Privacy Policy (“Policy”) explains the types of personal data we collect from visitors of our sites at and the people with whom we communicate and interact in the course of providing the Sites and Services. This Policy also describes how we use personal data, the purpose for sharing and recipients of personal data, your rights, and choices, and how you can contact us about our privacy practices. This Policy applies to Casolve’s Sites and Services. It does not apply to websites, products, and services of third parties which are subject to their own privacy policies.

Please read this Policy carefully to understand our policies and practices regarding your personal data and how we will process it.

Casolve processes personal information:

  • – You will need to provide us with information to create an account and use the Services – we refer to this as “Customer Account Data.”

  • – You may provide us with your personal information to use or interact with your account that you have built on Casolve’ Platform“.

  • – Restricted Customer User Data” is any Customer User Data that is synced through the following providers and syncing mechanisms, such as end-user emails, calendar events, and contacts. Gmail (non-G Suite) Microsoft, and other end-user accounts that have approved access to their email data through applicable APIs.

Except as stated in this Privacy Policy, neither Casolve nor our subprocessors can see Restricted Customer End-User Data, such as the contents of the email, calendar invites, contacts, or other personal information processed through our Service APIs, which is encrypted in transit and at rest.

Collect and Provide:

1.  Personal Data We Collect

a. Personal Data You Provide

Personal data is any information that relates to an identified or identifiable individual. We collect several types of personal data from and about users of our Sites and Services. In many cases, the personal data that you provide directly to us through our Services will be apparent from the context in which you provide the data:

  • Account Information. When you register for a Casolve account, we collect your full name, email address, phone number, organization name, and other related information such as account login credentials.

  • Inquiry Information. When you fill in our online form to contact our sales team, we ask for your name, contact information, country, and other information about your interest in our Services.

  • Billing and Payment Information. If you are a Subscriber, you will provide your contact information and financial information as part of your business relationship with us.

  • Communications. When you communicate with us or other End Users through the Sites and Services or otherwise communicate with us by email or text, we collect information about the communication and any other information you provide in your response.

b. Information Collected Automatically

As you navigate through and interact with the Sites and Services, we may use cookies and similar tracking technologies that automatically collect certain information about you, including:

  • Browser and device data, such as your IP Address, device type, operating system and Internet browser type, operating system name and version, device manufacturer and model, language, plug-ins, add-ons, and the language version of the Sites you are visiting.

  • Usage data, such as times spent on the Sites and Services, pages visited, links clicked, language preferences, and the pages that led or referred you to our Sites.

To learn more about the cookies that may be served through our Sites and Services and how you can control our use of cookies and third-party analytics, please visit our Cookie Policy.

2.  How We Use Personal Data

We rely on a number of legal grounds to enable our use of your personal data. We use personal data to pursue our legitimate business interests, enter into a business relationship with prospective Subscribers and perform contractual obligations that we have with them, and comply with our legal obligations. We also use personal data with your consent. More specifically, we use personal data in the following ways:

  • To provide the Sites and Services to you;

  • To provide you with information about the Services, at your request;

  • To help us improve and personalize the functionality of the Sites and Services;

  • To help us understand your usage of the Sites and Services in order to improve them;

  • To communicate with you regarding customer service matters, questions, and other various comments or feedback you may send to us;

  • To provide you with notices about your account;

  • To carry out our obligations and enforce our rights arising from any agreement or contract entered into between you and us, including for billing and collections;

  • To notify you about changes to our Sites and Services, our products, or any other services we offer;

  • To inform you about products, services, offers, and events we offer or sponsor, and to provide news and other information that may be of interest to you;

  • To communicate various technical and administrative messages regarding the Sites and Services, including notices of technology updates; and

  • To offer you the opportunity to participate in contests or surveys regarding the Sites and Services.

  • For any other purpose that you consent to at the time the personal data is collected.

3.  How We Disclose Personal Data

We do not sell or rent personal data to marketers or unaffiliated third parties. We will share your personal data with third parties only as described in this Policy:

  • Affiliates. With other Casolve affiliates in order to provide our Sites and Services and for our administrative purposes.

  • Service Providers. To contractors, service providers, and other third parties we use to support our business, such as website hosting, data analysis, marketing service, customer service, email delivery, and auditing services;

  • Business Partners. With third-party business partners in connection with our Sites and Services to our Subscribers for business purposes. 

  • Corporate Transactions. In connection with an actual or proposed merger, reorganization, divestiture, or sale of some or all of Casolve’s assets or a financing or acquisition of all or a portion of our business by another company. In these circumstances, Casolve will instruct the parties with whom personal data is shared to process personal data in accordance with this Privacy Policy.

  • Compliance and Harm Prevention. To comply with any court order, law, or legal process, including responding to any government or regulatory request; to enforce or apply our Terms of Service and other agreements, including for billing and collection purposes; if we believe disclosure is necessary or appropriate to protect our rights, property, or safety, our subscribers, or others; or

  • Other. With your consent or for any other purpose we disclose when you provide the information.

Note: Any personal data you add to your profile will be accessible by End Users and other parties with access to the Services and may be made public. Please do not upload profile information you would not want to be made public.

4. Your Rights and Choices

  • Opting Out of Receiving Electronic Communications

If you no longer want to receive marketing-related emails from us, you may opt out via the unsubscribe link included in such emails. We will try to comply with your request(s) as soon as reasonably practicable. Please note that if you opt out of receiving marketing-related emails from us, we may still send you other messages in connection with providing our Sites and Services.

  • How You Can See or Update Your Account Personal Data

To see or update your personal data in your account, log into Casolve, go to “Setup” and make your changes in the appropriate sections. You may change the personal data in your Casolve account at any time. If you do not directly have a Casolve account, request changes directly to the Casolve Subscriber.

  • How You Can Delete Your Account

If you would like to delete your Casolve account, you may contact your Casolve administrator within your organization to remove you from the system. If you are the Casolve administrator and would like to like to delete your Casolve account, please contact [email protected]

  • How You Can Exercise Your Data Protection Rights

Casolve is a processor for the purposes of applicable data protection laws, which means that we may process the personal data of our Subscribers’ End Users in connection with the provision of our Services to our Subscribers. Accordingly, if you are an End User of a Casolve Subscriber, please direct your requests directly to the Subscriber. We will comply with your request to the extent required by applicable law.

  • Disclosure of Personal Information

Casolve does not sell personal information. We share your personal information for business purposes with the recipients described in the How We Disclose Personal Data section. We also use cookies as described in our Cookie Policy.

  • Cookie Policy

Cookies are small text files that are stored in a computer’s browser directory. When you visit our Sites and Services, we may collect personal data from you automatically through cookies or similar tracking technologies (“cookies”). We also rely on partners to provide features of our Sites and Services using data about your use of the Sites and Services.

  • How Casolve Uses Cookies

We use cookies in accordance with this Privacy Policy for the following purposes:

  • Site Operations. To enable features that are necessary for providing you the services on our Sites and Services and making it usable and secure by enabling basic functions. We generally use analytics cookies in the following ways:

    •  Authentication. To remember your login state so you don’t have to log in as you navigate through our Sites and Services.

    • Security. To protect user data from unauthorized access.

    • Functionality. To keep our Sites and Services working correctly, like showing you the right information for your selected location.

– Preferences. To remember your preferences and recognize you when you return to our Sites and Services.

– Analytics. To allow us to understand how our Sites and Services are being used. We generally use analytics cookies in the following ways:

– Site Features and Services. To remember how you prefer to use our Sites and Services so that you don’t have to reconfigure your settings each time you log into your account.

– To Analyze and Improve Our Services.  To help us understand how people reach our Sites and Services. They give us insights into improvements or enhancements we need to make to our Sites and Services so that they work better for you.

– Similar Tracking Technologies. Certain features of the Sites and Services may use tokens, pixel tags, web beacons, clear GIFs, or other trackers to [e.g., track the actions of Users (such as email recipients), measure the success of our marketing campaigns, exclude current customers from marketing campaigns, or compile statistics about usage of the Services and response rates.

– Third-Party Analytics. Through third-party analytics in order to collect and analyze information about the use of the Services and report on activities and trends. This service may also collect information regarding the use of other websites, apps, and online resources. You can learn about Google’s practices on the Google website. See further details below on how to manage these cookies.

– How to Opt-Out

You can opt out of cookies through your web browser’s settings, including deleting and disabling cookies, with the exception of those cookies that are necessary to provide you with our Sites and Services. You can take a look at the help section of your web browser or follow the links below to understand your options. If you choose to disable cookies, some features of our Sites and Services may not operate as intended.

We do not support the Do Not Track functionality. Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked.

  • Data Security and Retention

We make reasonable efforts to provide a level of security appropriate to the risk associated with the processing of personal data. We maintain organizational, technical, and administrative measures designed to protect personal data covered by this Privacy Policy against unauthorized access, destruction, loss, alteration, or misuse. Your personal data is only accessed by a limited number of personnel who need access to the information to perform their duties. We do not store your Credit/Debit/Financial information. Payment is made directly through Stripe.

Unfortunately, no data transmission or storage system can be guaranteed to be 100% secure. If you have reason to believe that your interaction with us is no longer secure (e.g., you feel that the security of your account has been compromised), please contact us immediately.

We retain your personal data as long as we are providing the Sites and Services to you or our Subscribers (as applicable). Even after you stop your subscription, we keep your data up to 60 days so that if you change your mind in 60 days to return and restart the subscription again using the same old data, it would be easy for you.

International Data Transfers

Personal data may be stored and processed in any country where we do business or our service providers do business. Personal data may be transferred, stored, or processed in any country other than your own country, including the United States. Users should be aware that these countries may have data protection and privacy laws that are different from the laws of your country. Officials in those countries may be entitled to access your personal data. When transferring data across borders, we take measures to comply with applicable data-protected laws related to such transfer. Our processing servers are located in Canada but the storage servers are mostly US based.

·      Use by Minors

The Sites and Services are not directed toward persons under 18. We do not knowingly solicit or collect personal data from children under the age of 18. Please contact us, using the information provided below if you believe we may have collected such personal data without parental or guardian consent.

·      Third-Party Links

The Sites and Services contain links to other sites that are not owned or controlled by Casolve. These links are provided solely for your convenience. Casolve is not responsible for the privacy practices of such other sites. Please refer to the privacy practices for these providers directly if you have questions or concerns.

·      Updates to this Policy

When we update our Privacy Statement, we will take appropriate measures to inform you, consistent with the significance of the changes we make. We will obtain your consent to any material Privacy Policy changes if and where this is required by applicable data protection laws.

Google API Services User Data Policy

Casolve use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.

When and Why We Share Customer Data

Below are the different scenarios under which we generally share Customer Data with third parties.

  • Third-party service providers, Subprocessors, and Consultants: Casolve engages certain third-party service providers, subprocessors, and consultants to carry out certain data processing functions to provide the Services. These third parties are limited to only accessing or using Customer Data to provide services to us and must provide contractual assurances they will appropriately safeguard Customer Data.

  • Compliance with Legal Obligations: We may disclose Customer Data to a third party (i) if we reasonably believe that disclosure is compelled by applicable law, regulation, legal process or a government request (including to meet national security or law enforcement requirements), (ii) to enforce our agreements and policies, (iii) to protect the security or integrity of our services and products, (iv) to protect ourselves, our other customers, or the public from harm or illegal activities, or (v) to respond to an emergency which we believe in good faith requires us to disclose information to assist in preventing a death or serious bodily injury. If Casolve is required by law to disclose any personal information of you or your end-user, we will notify you of the disclosure requirement, unless prohibited by law. Further, we may object to requests we do not believe to be valid.

  • Business Transfers: If we go through a corporate sale, merger, reorganization, dissolution or similar event, Customer Data may be part of the assets transferred or shared in connection with the due diligence for any such transaction. Any acquirer or successor of Casolve may continue to process Customer Data consistent with this Privacy Policy.

Aggregated or Deidentified Information: Except as necessary to provide the Services, Casolve does not share any Deidentified Information with third parties. However, Casolve may share or sell Aggregated Information with or to third parties for any legally permissible purpose, including research, internal analysis, analytics