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Privacy Policy

Overview of Privacy Policy

With THE CASE LAW FIRM, the utmost importance is placed on your privacy. Our Privacy Policy outlines exactly how your personal and confidential information is collected, along with the purposes and particulars surrounding how we collect, utilize, disclose, and secure all such information when you use our legal services, communicate with us through the website (https://thecase-lawfirm.com/) or oral communication, or otherwise correspond with us at any time. As a law firm that values client care and the highest ideals of care for clients, we understand it is our duty to protect all information shared with us in any form, whether that may be in-person, over the phone, via electronic communications, and/or website applications. This Privacy Policy also provides information about your rights to your information and how you can reach out to us for any questions or concerns. When you consult THE CASE LAW FIRM, you are outsourcing some level of your trust in us. Understanding this dynamic makes it all the more critical for us to serve as equals in part of that equation, by providing the utmost care and transparency in the handling of your information.

Who We Are and What This Policy Covers

THE CASE LAW FIRM is a law office located in the United States at 2000 S IH 35 Ste 55, Austin, TX 78704, which provides representation to entities and individuals on issues related to real estate, family matters, inheritance, debt controversies, and corporate affairs. This Privacy Policy governs all personal information and matters that we collect and process in providing our services to you, whether you are a current or prospective client, business association, or website visitor. We respect your privacy when you communicate with us either in person at our office, off-site, by phone, by email, or online via our website, or otherwise. Please review this Privacy Policy in its entirety so that you have an opportunity to familiarize yourself with our practices and your options.

Your Information We Collect

In order to carry out legal representation and/or client service, THE CASE LAW FIRM obtains:

  • Personal Identifying Information: e.g., name, address, telephone number, email address and/or other identifying documents you provide as part of our verification process.
  • Information Concerning Your Case / Legal Matter: e.g., property records, identifying information, legal documents, contracts, court filings, or correspondence.
  • Information Necessary for Remittance and/or Billing Purposes: billing address, bank account or payment card information (processed via PCI-compliant payment gateways).
  • Copies of Communications and Consultations: copies of communications and notes associated with launch meetings, conference calls, emails and/or website contact form communication received from clients.
  • Website Visit / Service Usage: your usage of this website (e.g., IP address, browser type, device type, minutes and/or pages viewed, etc.). Reference our ‘Cookies and Web Analytics’ section for more info on website visits.
  • Consents and Preferences: consent to use collected data for those purposes listed in the following Privacy Policy section.

The Case Law Firm obtains Personal Information only when necessary in order to fulfill our duties as a professional service provider, respond to your inquiries, or by mandate of law.

Where We Use Your Information

THE CASE LAW FIRM can use your information only for lawful business and legal purposes. These include:

  • The provision of legal services: to counsel, represent and act for you on matters such as real estate, family law, inheritance, debt collection, and corporate law.
  • Communication: to respond to inquiries made by you and/or others acting on your behalf; to provide you with information on the progress of a case or matter; to schedule appointments or send meeting reminders, confirmations, updates, and other important information about you and/or your matter; to manage our relationship with you.
  • Client relationship management: to maintain accurate records about you and/or your matter; to conduct client satisfaction surveys; to ensure appropriate management of the client relationship and the delivery of high quality service and legal deliverables.
  • Payment and billing administration: to process payments of fees and expenses, manage accounts payable and collect accounts receivable; and to process related billing matter records.
  • Transparency in legal obligations: to meet applicable legal, regulatory, professional, compliance, anti-money laundering (“AML”), know your customer (“KYC”) and other requirements.
  • Maintaining the integrity of our website: to prepare statistics regarding your visit to our website; to improve its functionality and/or use.
  • Marketing (only if you have provided express consent): to provide you with case law updates, newsletters or notification of new services we may offer. If you are a corporate entity, you will be informed of new case law updates that apply directly to your sector and/or industry.

We do not use your information for any other purpose that is inconsistent with the original purpose for which it was collected.

Legal Grounds for Processing and Handling Personal Information (Data)

Our use of your personal information is based on one or more of the following legal grounds:

  • Contract performance: Where processing is necessary for the performance of a contract to which you are party (such as an engagement letter for legal services).
  • Legal obligation: Where processing is necessary for compliance with a legal obligation to which we are subject (such as submitting filings with a court) or order of a competent court or supervisory authority.
  • Legitimate interest: Where processing is necessary for the purposes of legitimate interests pursued by us, including the operation of our firm, the management of client relationships, and protecting our legal rights (except where overridden by your interests or fundamental rights and freedoms).
  • Consent: In respect of any processing for which you have provided your informed consent to us (such as to receive updates regarding our marketing activities and newsletters).

We will always seek to balance our legitimate business interests with your right to privacy, and will seek your consent where legally required.

How We Share or Disclose Your Information

THE LAW FIRM treats the information we have about our clients as an essential professional responsibility. We do not sell, rent, or exchange your information. Disclosure of your information is limited as follows:

  • Firm staff and lawyers authorized to work on your matter only see your information and are subject to a strict non-disclosure obligation.
  • Third party service providers may include those who perform services on our behalf for payment processing, IT related matters, document storage, and/or secure communication. These service providers are required to meet data security requirements and will use your information only as we instruct them.
  • Legal and regulatory requirements such as by law, regulation, or valid legal process in order to comply with laws and regulations or enforceable requests for information from governmental agencies, courts of law, or law enforcement authorities.
  • With your permission when you have authorized us to use the information with third parties (such as expert witnesses, opposing counsel, or business partners) where necessary in your matter.

We exercise due care in choosing such service providers. We require that they sign contracts agreeing that they will protect your information.

Attorney-Client Privilege, Confidentiality and Disclosure Controls

As a law firm, THE CASE LAW FIRM must adhere to certain professional standards relative to attorney-client privilege and confidentiality. That means that all of the communications between you and our attorneys or other staff-either in person, over the telephone, or using any electronic devices, services, etc.-will be protected by the law. As your attorney, we have an ethical and a legal responsibility to safeguard your confidential information including details about your case, conversations with you as a client, and personal information about you unless we are legally obligated to disclose information or you authorize us, in writing or otherwise, to disclose it. The privilege is ingrained in the relationship between you and your lawyers and allows you to get legal advice with absolute confidence.

Information Retention and Storage

You may count on us to keep your personal and non-personal information only as long as is necessary for the purposes set forth in this Privacy Policy or as required by applicable laws. The length of time that we keep information may be dependent upon:

  • The nature of your interactions with us, such as the matter with which we represent you and our ongoing representation of you
  • Whether otherwise required by statute or regulation (e.g., record retention for seven years after the matter is closed)
  • The need to resolve disputes, enforce our agreements, or comply with legal requirements

All information is securely maintained using industry-standard encryption and access controls. When no longer necessary, information is securely deleted, destroyed, or anonymized according to good business practices and applicable law.

Information Security

Securing your information is a priority at THE CASE LAW FIRM. We make every effort to use appropriate physical, technical, and administrative safeguards to ensure that your information is not intercepted, lost, used, or accessed for unintended purposes. We utilize the following security measures:

  • Secure paper files in limited access areas
  • Encrypted email and secure file transfer protocols for electronic correspondence
  • Password-protected, case management computer software with role-based system access
  • Ongoing training of personnel with respect to information privacy and confidentiality
  • Regular security audits and vulnerability testing

Although we make every effort to utilize best-in-class security measures, transmission and storage can never be completely secure. Please be judicious in revealing personal data to any company or representative, including ours, and immediately contact us if you feel this transmission or storage has been compromised.

Cookies, Site Tracking and Analytics

We use cookies and cookie-type technologies on our site (https://thecase-lawfirm.com/). Cookies are small text files that are transmitted by your web browser to the hard drive of your device.

Cookies are used on this site for:

  • Repeat user login to secure client portals
  • User workflow such as selection of language or accessibility preferences
  • Compiling anonymous statistical data regarding use of the site (i.e. Google Analytics)

By using our site you agree that we can use cookies in accordance with this policy. For further information see our Cookie Policy and/or contact us at [email protected]

Your Rights and Choices

Data Subject Rights

Subject to certain restrictions set out in the applicable laws, you have rights in relation to your personal information, these include:

  • Access: you can ask for a copy of data we hold about you;
  • Correction: you can ask us to correct inaccurate or incomplete data;
  • Deletion: you can ask us to delete data we hold about you, subject to our legal and regulatory requirements to retain certain information;
  • Restriction: you can ask us to restrict how we process your personal data;
  • Portability: if applicable, you can always ask for a copy of your personal data in a commonly used format, provided it is appropriate and sensible to do so;
  • Objection: you can deny us the right – with certain exceptions – to process your data, for example, by objecting to direct marketing;
  • Consent withdrawal: in cases where we are using your information based on your consent, you have the right to withdraw this consent.

How can you exercise any of these rights? Through your contact us section – [email protected] or (512) 305-7902. We will adhere or use reasonable steps to adhere to your request within a certain period (subject to specific circumstances and practices defined by law).

Minors and Children’s Online Privacy

THE CASE LAW FIRM does not knowingly collect personal information from anyone using this site. Nor do we knowingly collect personal information from children under 18 years of age and without verifiable parental or guardian consent. If you are a parent or guardian and you have reason to believe that your child has provided us with personal information, please contact us immediately at [email protected]. Once we have confirmed it, we will take steps to delete such information from our files as required by law.

Data Transfers to Other Regions

THE CASE LAW FIRM represents clients predominantly in the greater Austin, Texas area. However, we may interact with, send, or receive data in the cloud using systems or service providers in jurisdictions other than your own. When we transmit your data outside the United States, we will take reasonable steps to ensure that your information is provided an adequate level of protection, according to applicable privacy laws and professional guidelines.

Third Party Sites and Services

This Website may contain links to websites operated by third parties for your convenience or to provide you with additional legal resources. These websites are not operated by THE CASE LAW FIRM and are not governed by THE CASE LAW FIRM’s privacy policies and procedures. We do not control or are not responsible for such third-party websites. We request that you review the privacy of any third-party website to which you navigate away from this Website.

Marketing or Promotional Activities and How to Opt-Out

Upon your express opt-in consent, THE CASE LAW FIRM may send email messages regarding legal updates, events, news, newsletters, or topics relevant to your interests. You can unsubscribe from receiving this information at any time by:

  • following the ‘unsubscribe’ link provided in all of our marketing emails
  • setting or changing your communication settings through our website contact form
  • emailing us at [email protected] and requesting to unsubscribe

We respect your preferences and will discontinue our marketing communications promptly.

Changes to this Privacy Policy

We review and update our Privacy Policy from time to time to better reflect our practices, legal needs, and technology. We will have the revised policy posted on our website with the effective date prominently displayed. If we believe we are making material changes to your rights under this policy or our handling of your information, we will notify you by email or a notice posted prominently on our website before the change takes effect. We recommend coming back to this policy periodically so you know how we protect your privacy.

Contact Us

If you have questions, concerns, or requests related to this Privacy Policy or your personally identifiable or business information, please contact us:

  • By telephone: (512) 305-7902
  • By e-mail: [email protected]
  • By mail or in-person: THE CASE LAW FIRM, 2000 S IH 35 Ste 55, Austin TX 78704

One of our professionals will promptly respond to all requests within one hour during business hours. We appreciate the opportunity and your trust and look forward to addressing all of your privacy related questions.

Your Rights Under the California Consumer Privacy Act, or CCPA (CCPA Notice)

If you are a resident of California, you may have certain rights under the California Consumer Privacy Act (CCPA), including:

  • Right to Know: The right to know what categories of personal information we collect, use, disclose, or sell
  • Right to Delete: Subject to certain exceptions, you have the right to request the deletion of your personal information
  • Right to Opt Out: The right to opt out of the sale of your personal information (NOTE: THE CASE LAW FIRM does not sell your data)
  • Right to Non-Discrimination: The right not to be discriminated against for having exercised any privacy rights you have

To exercise your rights under CCPA, please contact us via email at [email protected] or by phone at (512) 305-7902, as applicable. For further details regarding these rights in general, please see the CA Attorney General’s web site for further information – https://oag.ca.gov/privacysocali.

Your Obligations and Accuracy of Data

To maintain appropriate legal representation and comply with our privacy obligations, we request that you:

  • Provide accurate and current personal information to us when using our services
  • Advise us of any changes to your contact or case-related personal information
  • Use secure methods (e.g. encrypted email) for transmitting sensitive documents to us when requested

Your assistance in this helps us ensure the accuracy of our records, and maintains the security of your personal information while you are being represented by THE CASE LAW FIRM.

Our Policy for Business Clients and Corporate Matters

If you engage THE CASE LAW FIRM on behalf of a business or corporate client, we may obtain additional information regarding your company, such as business verification and registration documents, ownership or corporate structure (including officers, shareholders/directors, and principal/beneficial ownership), or regulatory filings. Business information is maintained by us with the same degree of confidentiality and security as client individuals. An employee, officer, agent, or representative of a business client should only provide information to us that he or she is authorized to provide. Inquiries regarding client privacy requirements, restrictions, or expectations internal to a client organization should be communicated to THE CASE LAW FIRM at the beginning of any engagement.

Complaints and Redress under the CCPA

If you feel as though your privacy rights have been violated or you are dissatisfied with our use of your personal information, you have the right to submit a complaint directly to us. Email us at [email protected]; we will investigate your complaint and timely respond, usually within one business day. If you are not satisfied with our response or resolution to your complaint, you may be able to submit a complaint to your state bar association or the appropriate data protection authority.

Your Agreement to Keep Your Information Private

By engaging THE CASE LAW FIRM, you understand and agree to the practices set forth in this Privacy Policy. Any privacy concerns or preferences should be discussed with your attorney upfront in your matter. We wish to have a relationship of trust, openness, and respect on privacy issues in your legal matters.

This Privacy Policy notice applies to all client files represented by THE CASE LAW FIRM and its affiliated law firms, SAMUEL J. LEON, P.A. and GTS CASE MANAGEMENT SERVICES NC, INC.

Privacy Policy Effective Date

This Privacy Policy (the “Policy”) is in effect as of June 1, 2024 and remains in effect until further notice. Any revisions and/or amendments shall be posted to our website (https://thecase-law-firm.com/) with the revision to the effective date. PDF versions of past policies and/or any request for a print copy are to be communicated to us using the contact details listed below within this Policy.

Final Statement and Request

The CASE LAW FIRM respects your privacy and trust with our clients. We pride ourselves in maintaining the highest level of integrity, confidentiality, and transparency in all matters. If you have questions about this Privacy Policy, or your rights, or any other matter regarding our services, call us at (512) 305-7902 or email us at [email protected]. Do you have a question for us? Call or email us now and we’ll respond within an hour! Or use our on-line contact form or visit us in person at our office in Austin, Texas. Our lawyers will meet you wherever is most convenient for you. Thank you for visiting THE CASE LAW FIRM.