Privacy Policy

1. Scope and Role

This notice applies to visitors and prospective customers in the United States. For the activities described here, Caseflow acts as the business or controller of personal information collected through the website and demo request forms.

This notice does not describe how Caseflow handles information inside a customer account, product workspace, or customer-managed case file. Those activities may be governed by separate customer agreements, product terms, or data processing terms.

2. Information We Collect

• Demo request details, such as first name, last name, email address, phone number, firm name, state of practice, and any optional information you choose to provide about your firm.
• Marketing attribution details, such as UTM source, medium, campaign, term, and content parameters when they are present in the URL.
• Website, analytics, and device information, such as pages viewed, events, approximate location inferred from IP address, browser type, device type, operating system, referring page, and timestamps.
• Cookie, local storage, and session storage data used to support analytics, campaign attribution, basic site functionality, and security.

3. How We Use Information

• Respond to demo requests and other inquiries.
• Follow up with prospective customers about Caseflow products and services.
• Understand website performance, traffic sources, and campaign attribution.
• Improve the website, forms, messaging, and sales process.
• Protect the website, prevent misuse, debug technical issues, and maintain security.
• Comply with legal obligations and enforce our agreements and rights.

4. How We Share Information

We share personal information with vendors and service providers that help us operate the website, manage demo requests, measure marketing performance, communicate with prospective customers, and secure our services. These providers may process information on our behalf.

• Hosting, infrastructure, and website operations providers.
• Analytics providers, including Google Analytics 4 when configured.
• Webhook, automation, customer relationship management, and communications providers that help route and manage demo requests.
• Professional advisors, legal authorities, or other parties when required for legal compliance, safety, or business transactions.

We do not sell personal information, and we do not share personal information for cross-context behavioral advertising as those terms are commonly used under California privacy law.

5. Cookies, Analytics, and Storage

We may use cookies, local storage, session storage, pixels, and similar technologies to operate the website, remember UTM attribution during a browsing session, measure site activity, and understand how visitors interact with our marketing pages.

When the website is configured with a Google Analytics 4 measurement ID, Google Analytics may collect information about your device, browser, interactions, and approximate location. You can use your browser settings to block or delete cookies. Google also offers a Google Analytics opt-out browser add-on.

6. California Privacy Disclosures

If California privacy laws apply to our processing of your personal information, the following disclosures describe the categories of personal information we collect, the purposes for collection and use, and the categories of third parties to whom information may be disclosed.

Where applicable, California residents may have rights to know or access personal information, delete personal information, correct inaccurate personal information, and be free from discrimination for exercising privacy rights. Because we do not sell personal information or share it for cross-context behavioral advertising, we do not provide a "Do Not Sell or Share My Personal Information" link.

To exercise rights that apply to you, contact us using the details below. We may need to verify your request before responding.

7. Data Retention

We keep demo request and lead information for as long as needed to manage the sales relationship, respond to inquiries, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements. Analytics information is retained according to the settings of the applicable analytics tools.

8. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information. No website, transmission, or storage system can be guaranteed to be fully secure.

9. Children

The website is intended for business users and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through the website.

10. External Links

The website may link to third-party websites or services. We are not responsible for the privacy practices, security, or content of those third parties.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the effective date above. Material changes will be handled as required by applicable law.

12. Contact Us

If you have questions about this Privacy Policy or want to exercise privacy rights that may apply to you, contact:

You can return to the Caseflow home page.