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Privacy Policy

Effective Date: February 18, 2026

Pleadly, Inc. (“Pleadly,” “we,” “us”) is committed to protecting the privacy and security of information collected from our users. This Privacy Policy describes how we collect, use, share, and protect personal information when you use our platform.

Information We Collect

We collect information you provide directly (name, email, firm name, phone number), information collected automatically (usage data, device information, IP address), and information from third-party integrations you connect (case management data synced from Clio, MyCase, etc.).

How We Use Information

We use collected information to provide and improve our services, process and manage cases, communicate with you about your account, ensure platform security, and comply with legal obligations.

Data Security

We use encryption at rest and in transit, role-based access controls, and security reviews to protect case data. Integration tokens are encrypted using AES-256-GCM.

HIPAA-Ready Processing

Pleadly maintains HIPAA Business Associate Agreements (BAAs) with all data processors that handle protected health information (PHI).

Contact

For privacy inquiries, contact us at eric@pleadly.ai.