Privacy Policy

Last updated: January 1, 2026

At Casealize, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform and services.

Information We Collect

  • Personal information (name, email, phone, firm name) provided through forms
  • Usage data (IP address, browser type, pages visited, features used)
  • Case and client data uploaded to the platform
  • Payment and billing information processed through secure third-party providers
  • Communication data from interactions with our AI systems

How We Use Your Information

  • Provide, maintain, and improve our services
  • Process transactions and send related information
  • Send administrative information, updates, and security alerts
  • Respond to inquiries and provide customer support
  • Analyze usage patterns to improve our AI and platform features
  • Comply with legal obligations and protect our legal rights

Data Security

  • Enterprise-grade encryption (AES-256 at rest, TLS 1.3 in transit)
  • SOC 2 compliance standards
  • Regular security audits and penetration testing
  • Role-based access controls

Note: While we employ robust security measures, no method of transmission over the Internet or electronic storage is 100% secure.

Data Retention

  • Retain personal data as long as account is active
  • Case data retained per firm's configured retention policies
  • After account deletion, data removed within 90 days
  • Some data retained as required by law

Third-Party Services

  • Payment processors (PCI DSS compliant)
  • Cloud infrastructure providers
  • Analytics services (anonymized data only)
  • AI model providers (data not used for training)

We do not sell your personal information to third parties under any circumstances.

Your Rights

  • Access and receive a copy of your personal data
  • Correct inaccurate or incomplete personal data
  • Request deletion of your personal data
  • Object to or restrict processing of your data
  • Data portability — receive your data in a structured format
  • Withdraw consent at any time

These rights are provided in accordance with Canadian privacy law (PIPEDA) and UK GDPR compliance requirements.

Cookies & Tracking

  • Essential cookies for platform functionality
  • Analytics cookies to understand usage patterns
  • Option to manage cookie preferences through browser settings

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this policy periodically. Material changes will be notified via email or platform notification. Continued use of our platform after such updates constitutes your acceptance of the revised policy.

Contact Us

If you have any questions or concerns regarding this Privacy Policy or our data practices, please contact us at:

  • Email: leadership@casealize.ca
  • Phone: (289) 314-5159
  • Address: 1701 Douglas Langtree Drive, Oshawa, ON L1K 0X3