LegalFix Privacy Policy

We are not a law firm. LegalFix provides attorney-drafted documents that you complete yourself. Nothing you tell LegalFix is protected by the attorney-client privilege. See our Disclosures.

The documents you create contain some of your most sensitive information. Wills, trusts, powers of attorney, advance directives, HIPAA authorizations, deeds, and identity-theft affidavits can contain financial account information, government identification numbers, health information, and information about your family. Section 3 explains how we treat that information and the limits we place on it.

We record and analyze your communications with us. Calls, chats, emails, and your answers in the Document Drafter may be recorded, transcribed, and analyzed by us and by service providers working for us. We do not use session replay. Section 6 explains this, and how to communicate with us on a non-recorded basis.

We use artificial intelligence. Section 5 explains where, and what we do not allow our vendors to do with your information.

We do not sell or share your personal information. We do not run advertising or remarketing technology on the Site, and we do not sell or share anything about you for advertising. Section 8 states this without qualification.

If your employer or another organization gave you access, that organization receives only group-level, de-identified reporting. It does not see your documents, your answers, or which documents you created. Section 9 explains this.

2.1 Information you give us

Account and contact information. Your name, email address, postal address, telephone number, city, state, and ZIP code, and any profile picture you upload.

Purchase information. What you purchased, when, and the amount. Payment card numbers are collected and processed by our payment processor, not by LegalFix, and we receive only a token, the card type, and the last four digits.

Benefit enrollment information. If you obtain access through an employer or other organization, the information needed to verify your eligibility and record your enrollment and any annual election.

Communications. The content of what you send us by email, web form, chat, telephone, text message, video conference, support ticket, survey, review, or feedback submission.

Everything you enter into the Document Drafter. Your answers to the guided questions, anything you upload, and the completed documents. Section 2.2 and Section 3 describe this separately because of how sensitive it is.

2.2 The contents of the documents you create

When you use the Document Drafter, you supply the information that completes the document. Depending on the document, that information can include your full legal name and date of birth, your address, the names and relationships of family members and other people you name, the identity and value of your property and accounts, health care instructions and treatment preferences, the names of people you appoint to act for you, and, in some documents, government identification numbers or financial account numbers.

We store this information so that you can return to a document, revise it, and download it. We treat it as sensitive personal information under Section 3.

2.3 Information collected automatically

When you use the Site, we and our service providers automatically collect: your IP address; your device and mobile device identifiers; your internet service provider; your browser and operating system; the page you visited before the Site and the page you left from; the pages you viewed and how long you spent on them; the links, buttons, and other elements you clicked or tapped; the searches you run on the Site; date and time stamps; and metadata about files you upload.

Some of this is collected through cookies, tags, software development kits, and analytics tools, described in Section 7.

We do not use session replay. We do not record or reconstruct your visits as a video-like playback, and we do not use tools that capture your cursor movement, scrolling, keystroke timing, or the characters you type into form fields as you type them. We receive the answers you submit through the Document Drafter because you submit them, not by watching you enter them.

2.4 Information from an employer or other organization

If you obtain access through an employer, professional employer organization, credit union, insurer, association, or other organization (a "Benefit Sponsor"), that organization may give us your name, work or personal email address, employee or member identifier, eligibility status, enrollment and annual election records, and, where you pay part of the cost, payroll deduction records.

2.5 Information from other sources

We may receive information about you from our service providers, from payment processors, and from fraud prevention and security vendors. We do not buy personal information about you from data brokers, and we do not receive information about you from advertising vendors.

We use the information described in Section 2 to:

(a) provide, operate, and deliver the Services, including generating, saving, and delivering the documents you create;

(b) create and administer your account, verify your eligibility for a benefit, and record your enrollment and annual elections;

(c) process your purchases and issue receipts and refunds;

(d) respond to your questions, provide support, and route your request to the right person or resource;

(e) send you transactional and relationship messages about your account, your purchases, your benefit, and your documents;

(f) send you marketing messages where you have chosen to receive them, and measure whether they are useful;

(g) detect, investigate, and prevent fraud, abuse, and security incidents, and enforce our Terms of Service;

(h) measure, test, secure, debug, and improve the Services;

(i) create aggregated and de-identified information, including the group-level reporting described in Section 9;

(j) comply with legal, regulatory, tax, and recordkeeping obligations, and establish, exercise, or defend legal claims.

What may be recorded. Telephone calls with us, including audio and transcripts. Chat and chatbot sessions, including the full text of what you type and what is displayed to you. Email, web form submissions, support tickets, text messages, and video conferences. Your answers, uploads, and edits in the Document Drafter.

What is not recorded. We do not use session replay and we do not create video-like reconstructions of your visits. See Section 2.3.

These recordings are not anonymous. Call recordings, transcripts, chat logs, and your Document Drafter inputs are associated with your account. We do not represent them as anonymous and we do not treat them as anonymous. We retain them under Section 10, and where they contain the information described in Section 3 we apply the limits in Section 3 to them.

Why we do it. To provide and deliver the Services; to respond to and resolve your requests; to route and prioritize your request; to assess the subject matter and tone of a communication for routing and quality purposes; to train and evaluate our personnel; to measure and improve service quality; to detect and prevent fraud, abuse, and security incidents; to create records, transcripts, and summaries; to comply with legal and recordkeeping obligations; and to establish, exercise, or defend legal claims.

Who does it. LegalFix and service providers acting on our behalf and at our direction, including telephony and contact center providers, chat and messaging providers, transcription and speech analytics providers, analytics providers, customer relationship management providers, and providers of artificial intelligence services. We require each of them by written contract to process the information only for the purposes we specify.

Your consent. When you accept the Terms of Service, Section 5.6 of that agreement is your express consent to this recording, transcription, monitoring, analysis, and processing, for all purposes under federal and state law, including any law that requires the consent of one party, two parties, or all parties to a communication. Where you have not accepted the Terms of Service, we rely on the notice given to you at the time of the communication.

How to decline. You are not required to use a recorded channel. You may say so at the beginning of a telephone call and ask to continue in writing, or contact us by postal mail at the address in Section 20, or email privacy@legalfix.com with the subject line "No Recording Request." Some channels, including in-product chat and the Document Drafter itself, cannot function without processing what you type, so declining may mean a particular channel or feature is not available to you.

Human review. Recordings, transcripts, chat logs, and Document Drafter inputs may be reviewed by our personnel and by service provider personnel for the purposes above.

We do not sell your personal information, and we do not share it for cross-context behavioral advertising or targeted advertising, as those terms are defined under California and other state privacy laws. This is not a preference you have to set. It applies to every category of information described in Section 2, and it applies whether or not you have an account.

We do not run advertising technology on the Site. We do not use remarketing or retargeting, we do not use analytics advertising features that build advertising audiences, and we do not use mail-matching or identity-resolution services that attempt to associate a visit to the Site with a postal address in order to send you direct mail.

We do not disclose personal information to third parties for their own marketing purposes. Where we use a service provider, it may process information only for the purposes we specify and may not use it for its own purposes. See Section 9.

We have never sold or shared personal information about anyone under 16, and we do not do so now.

Because we do not sell or share, there is nothing for you to opt out of. If that ever changes, we will update this Section, give you the notice described in Section 19 before the change takes effect, and provide the opt-out mechanism that applicable law requires.

We keep information only as long as we need it for the purposes described in this policy, and then delete it or de-identify it.

Documents you created and your Document Drafter answers: while your account is active, and for a limited period after your access ends so you can download them. Section 10.8 of the Terms of Service gives you at least sixty (60) days after access ends to sign in and download what you created. After that period we may delete them.

Account and contact information: while your account is active, and for up to four (4) years after it closes, for tax, accounting, fraud prevention, and legal claim purposes.

Purchase, enrollment, election, and terms-acceptance records: at least four (4) years, as Sections 10.10 and 23 of the Terms of Service require.

Call recordings and chat transcripts: normally no more than twenty-four (24) months, unless a longer period is needed for a specific investigation, dispute, or legal obligation.

Automatically collected technical and analytics data: normally no more than twenty-five (25) months.

We may keep information longer where we are required to by law, or where it is subject to a legal hold. We may keep aggregated and de-identified information indefinitely.

Access and correct. Edit your account information on the Site, or email privacy@legalfix.com.

Delete your documents. Delete individual documents in your account, or ask us to delete them.

Marketing email. Use the unsubscribe link in any marketing message, change your preferences on your Account Settings page, or email privacy@legalfix.com. You cannot opt out of transactional and relationship messages about your account, purchases, benefit, or documents while your account is open.

Text messages. Reply STOP to any text message, tell a representative on a call, or email privacy@legalfix.com.

Cookies. Use the cookie preference control on the Site and your browser settings. We do not use advertising technologies, so there is no advertising opt-out to make.

Recording. See Section 6.

Close your account. Email support@legalfix.com. Download your documents first.

We honor the Global Privacy Control and other opt-out preference signals that applicable law requires us to recognize. Because we do not sell or share personal information and do not use advertising technologies, a signal we receive has no sale or sharing to stop. We record it, we apply it to any future practice that would require it, and we treat it as an instruction not to begin.

The Site does not respond to the older "Do Not Track" browser setting, because no common standard for it was ever adopted.

This policy covers only LegalFix. The Site may link to or integrate with websites and services we do not control, including Google when you search for an attorney as described in our Disclosures. We are not responsible for the privacy practices of those parties. Read their privacy policies before you use them.

Any claim or dispute between you and LegalFix relating to privacy, or to our collection, use, or disclosure of information — including any claim under a wiretap, eavesdropping, recording, or other privacy statute — is governed by the laws of the State of Texas and is subject to the dispute resolution provisions of the LegalFix Terms of Service, including the agreement to arbitrate on an individual basis, the waiver of class, collective, mass, representative, and private attorney general proceedings, the waiver of jury trial, and the limitations of liability, each as those provisions apply to you.

Section 27.2 of the Terms of Service gives you the right to opt out of arbitration within thirty (30) days. Nothing in this Section limits any right you have under a state privacy law that cannot be waived, including the right to complain to a regulator.

BookLawyer, LLC d/b/a LegalFix

3839 McKinney Ave., Suite 155-733, Dallas, Texas 75204

Privacy questions, privacy rights requests, and recording requests: privacy@legalfix.com

General and support: support@legalfix.com