Privacy Policy

Last updated: December 19, 2025

Overview

This Privacy Policy describes how Law Firm Management Systems ("LFMS", "we", "us", or "our") collects, uses, and discloses personal information when you visit our website, contact us, purchase products, or use our services.

This policy is intended to address requirements under California privacy laws (including the California Consumer Privacy Act as amended by the CPRA ("CCPA"/"CPRA") and CalOPPA). It is not legal advice.

Personal Information We Collect

The personal information we collect depends on how you interact with us. For example, if you fill out a contact/intake form, we collect the information you submit. If you buy something, we collect information necessary to process your purchase.

Identifiers

Examples: Name, email address, phone number, mailing address, online identifiers.

Sources: You, your browser/device, and service providers you use to contact us.

Business/Commercial purposes: Provide services, respond to requests, fulfill purchases, support, security, legal compliance.

Disclosed to: Service providers (e.g., CRM/intake, email, hosting, payments) and advisors as needed.

Commercial information

Examples: Records of products or services purchased (e.g., books, trainings).

Sources: You and our payment/checkout providers.

Business/Commercial purposes: Fulfill orders, customer support, accounting, fraud prevention.

Disclosed to: Payment processors and fulfillment/operations vendors.

Internet or network activity

Examples: IP address, device/browser details, and usage data collected via cookies or similar tech.

Sources: Your browser/device and our site/service providers.

Business/Commercial purposes: Operate the site, keep it secure, measure performance, and improve your experience.

Disclosed to: Hosting and security providers; analytics and advertising/pixel providers (only if you accept optional cookies).

Professional or business-related information

Examples: Firm name, role/title, and details you share about your operations during intake/consulting.

Sources: You.

Business/Commercial purposes: Provide consulting/training services and respond to inquiries.

Disclosed to: Service providers used to deliver services (as needed).

Cookies, Analytics, and Do Not Track

We use cookies and similar technologies to run this site, keep it secure, remember preferences, and understand how the site is used.

If you click “Accept” on our cookie popup, we load optional analytics and advertising/marketing tags. These may include:

  • Google Analytics (GA4)
  • Google Ads / remarketing tags
  • Meta Pixel (Facebook/Instagram)
  • LinkedIn Insight Tag
  • TikTok Pixel
  • X (Twitter) Pixel
  • Pinterest Tag
  • Snap Pixel
  • Microsoft Advertising (Bing) UET

If you choose “Only necessary,” we do not load those optional tags. You can reopen the cookie popup anytime using “Cookie Settings” in the footer.

Some embedded tools (for example, our intake/contact form) may set cookies or make requests that are necessary for the tool to work.

Our website does not currently respond to “Do Not Track” signals. You can usually control cookies through your browser settings.

How We Share Personal Information

We may share personal information with service providers that help us run our business and deliver services (for example, intake/CRM providers, payment processors, hosting providers, and customer support tools). We may also share information when required by law, to protect rights and safety, or in connection with a business transfer.

California Privacy Rights (CCPA/CPRA)

If you are a California resident, you may have the following rights, subject to certain exceptions:

  • Right to know/access: You can request that we disclose the categories and specific pieces of personal information we collected about you, along with details about our use and disclosures.
  • Right to delete: You can request that we delete personal information we collected from you, subject to exceptions allowed by law (for example, to complete transactions, detect security incidents, or comply with legal obligations).
  • Right to correct: You can request that we correct inaccurate personal information we maintain about you.
  • Right to opt-out of sale/share: California law defines “sell” and “share” broadly. We do not sell personal information for money. If we engage in certain analytics or advertising practices, they may be considered “sharing” under California law. You can opt-out by contacting us using the methods below.
  • Right to limit use of sensitive personal information: If we collect sensitive personal information (as defined by California law), you can request that we limit its use to what is necessary to provide services or as otherwise permitted by law.
  • Non-discrimination: We will not discriminate against you for exercising your privacy rights.

How to Exercise Your Rights

You (or an authorized agent) can submit a request by:

To protect your information, we may need to verify your identity (for example, by confirming details about your prior interactions with us). Authorized agents may be required to provide proof of authorization.

Shine the Light (California Civil Code §1798.83)

California residents may request information about our disclosure of certain categories of personal information to third parties for their direct marketing purposes. To make such a request, contact us using the information above.

Data Retention and Security

We retain personal information for as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, and enforce our agreements. We use reasonable administrative, technical, and physical safeguards designed to protect personal information.

Children

Our site and services are not directed to children under 16. We do not knowingly collect personal information from children under 16.

Changes to This Policy

We may update this Privacy Policy from time to time. If we make changes, we will update the "Last updated" date at the top of this page.

Contact

Questions about this Privacy Policy? Contact us at hello@lfms.agency.