CasePortal
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Privacy Policy
Effective Date: August 2, 2026
1. Scope
This Privacy Policy ("Policy") describes how Case Portal LLC ("Case Portal," "we," "us," or "our") collects, uses, discloses, and protects personal information gathered through our marketing website located at caseportal.ai (the "Site"), through applications for access to our platform, and through our text messaging (SMS) communications.
This Policy does not govern product data. Personal information and other data that our customers submit to, or process through, the Case Portal platform in the course of using our services ("Customer Data") is governed by the applicable customer agreement (e.g., our Master Services Agreement or Data Processing Addendum) and any notices our customers provide to their own end users, not by this Policy. If you are an end user of a Case Portal customer and have questions about how your information is handled within the platform, please contact that organization directly.
2. Information We Collect
| Category | Examples | Source |
|---|---|---|
| Identifiers | Name, email address, organization name | Directly from you |
| Contact Information | Mobile phone number | Directly from you |
| Consent Records | Date/time of consent, method of consent (e.g., initiating or continuing a text conversation with our team), opt-out records | Collected automatically when you text us or as logged by our team |
| Application / Inquiry Information | Organization type, intended use case, role, and anything else you choose to include when applying for access or contacting us | Directly from you |
| Technical Information | IP address, browser type, device information, requested pages, referring URL, timestamps | Automated collection via our hosting and infrastructure providers |
| Usage Data | Pages visited, links clicked, session duration | Automated collection (cookies and similar technologies) |
We do not knowingly collect Customer Data through the Site. If you submit Customer Data to us through a contact form, text message, or email by mistake, please let us know so we can assist in deleting it.
3. How We Use Your Information
We use the information described above to:
- Review, evaluate, and respond to access applications and general inquiries;
- Communicate with you — including by text message, where you have engaged with us in that channel — about your application, our services, or your questions;
- Operate, maintain, secure, and troubleshoot the Site;
- Understand and improve how the Site performs and how visitors use it;
- Detect, investigate, and prevent fraud, abuse, or security incidents;
- Comply with applicable law, regulation, or legal process; and
- Enforce our agreements and protect our rights, property, and safety, and that of our users and the public.
We do not use the information collected through the Site or through SMS to send unsolicited marketing text messages or make marketing calls, and we do not use it for cross-context behavioral advertising.
4. SMS / Text Message Data — Special Provisions
4.1 Description of Our SMS Communications
If you text our team, or continue a text conversation initiated by you or one of our representatives, you may receive text messages from Case Portal relating to your inquiry or application, including questions, updates, scheduling, and other communications relevant to your engagement with us ("Program"). Message types may be conversational (back-and-forth with a member of our team) or informational (one-way updates related to your inquiry or application).
4.2 How You Consent
You consent to receive text messages from Case Portal by texting our business phone number to initiate a conversation, or by continuing to message with our team after we respond to a message you sent. This is a form of implied consent based on your own initiation of, or continued participation in, the text conversation. We do not add phone numbers to this Program from other sources, and we do not require SMS consent as a condition of receiving any service from us.
4.3 Message Frequency
Message frequency varies depending on the nature of your inquiry and the pace of your conversation with our team. You should expect messages only in direct response to, or as a continuation of, a conversation you engaged in with us.
4.4 How to Opt Out — STOP Command
You may opt out of text messages from Case Portal at any time by:
- Replying STOP to any text message you receive from us; or
- Contacting us at admin@caseportal.ai and requesting removal.
After texting STOP, you will receive one final confirmation message, and no further text messages will be sent to that number. We maintain a suppression record to ensure opted-out numbers are not contacted again via SMS. Opting out of SMS does not affect your ability to otherwise receive information from us or apply for access to our platform.
4.5 HELP Command
For help or information about our text messaging, reply HELP to any message. You will receive a response with contact information and opt-out instructions.
4.6 Message and Data Rates
Message and data rates may apply. Messaging charges are applied by your mobile carrier and are not collected by Case Portal. Please check with your mobile carrier if you are unsure about your messaging plan. Carrier coverage is not guaranteed in all areas, and Case Portal is not liable for delayed or undelivered messages.
4.7 No Sharing of Mobile Opt-In Data for Marketing
No mobile opt-in or text message consent will be shared with third parties or affiliates for marketing purposes. Mobile numbers collected through our text messaging Program are not added to marketing lists or shared with data brokers.
4.8 Consent Record Retention
We retain records of your consent to receive text messages — including the date, time, and method of consent — for a minimum of four (4) years from the date consent was obtained, or until the applicable statute of limitations period expires, whichever is longer, consistent with industry best practices for SMS compliance recordkeeping. Suppression records reflecting an opt-out are retained indefinitely.
5. How We Share Your Information
We may share the information described in Section 2 in the following limited circumstances:
| Recipient | Purpose | Data Shared |
|---|---|---|
| Hosting and infrastructure providers | To host, deliver, and secure the Site | Technical and usage data |
| SMS platform / messaging provider | To deliver text messages you have engaged with us to receive | Mobile number, message content |
| Service providers (e.g., email delivery, form processing, analytics) | To operate the Site and process applications/inquiries on our behalf | Contact and application information, technical/usage data |
| Professional advisors (legal, accounting) | To obtain advice and support our business operations | As reasonably necessary |
| Successor entities | As part of a merger, financing, acquisition, reorganization, or sale of assets | As reasonably necessary, subject to confidentiality obligations |
| Legal or regulatory authorities | When required by law, subpoena, court order, or other legal process, or to protect rights and safety | As required |
We do not sell personal information collected through the Site or through SMS, and we do not share such information for cross-context behavioral advertising, as those terms are defined under applicable law. No mobile opt-in or text message consent will be shared with third parties or affiliates for marketing purposes.
6. Cookies and Tracking Technologies
The Site uses cookies and similar technologies to operate correctly and to help us understand how visitors use the Site. These include:
- Essential cookies, which are required for core Site functionality; and
- Analytics cookies, which help us understand aggregate usage patterns (e.g., via privacy-conscious analytics tools).
You can control or delete cookies through your browser settings. Disabling certain cookies may affect the functionality of the Site.
7. Data Retention and Security
We retain the personal information described in this Policy only for as long as reasonably necessary to fulfill the purposes described above, including:
- Access application records are retained for the duration of our evaluation and, if approved, for the duration of the resulting customer relationship, plus a reasonable period thereafter for legal, tax, and audit purposes.
- General inquiry records are retained for as long as reasonably necessary to respond to and resolve the inquiry, and thereafter as needed to comply with legal obligations or resolve disputes.
- SMS consent records are retained for a minimum of four (4) years, as described in Section 4.8.
- Opt-out / suppression records are retained indefinitely.
- Technical and usage data is retained for a limited period consistent with our security, analytics, and troubleshooting needs, after which it is deleted or aggregated/de-identified.
We implement reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
8. Your Privacy Rights
California Residents — CCPA/CPRA Rights
If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), with respect to the personal information we collect through the Site or through SMS:
- Right to Know: You may request information about the categories and specific pieces of personal information we have collected about you.
- Right to Delete: You may request deletion of your personal information, subject to certain legal exceptions.
- Right to Correct: You may request correction of inaccurate personal information.
- Right to Opt Out of Sale/Sharing: We do not sell or share personal information as those terms are defined under the CCPA/CPRA. No opt-out is necessary.
- Right to Limit Use of Sensitive Personal Information: To the extent we collect sensitive personal information, you may request that we limit its use and disclosure.
- Right to Non-Discrimination: We will not discriminate against you for exercising any of these rights.
To exercise these rights, contact us at admin@caseportal.ai. We may need to verify your identity before responding, and we will respond within the time period required by applicable law.
All Users
Regardless of your location, you have the right to:
- Request access to the personal information we hold about you;
- Request correction of inaccurate information;
- Withdraw SMS consent at any time by texting STOP or contacting us;
- Request deletion of your personal information, subject to legal and legitimate business retention needs; and
- Object to, or request that we restrict, certain uses of your personal information.
To make a request, contact us using the information in Section 12. We may need to verify your identity before responding to certain requests.
9. Children's Privacy
The Site is intended for business users and is not directed to individuals under the age of 18 (or, at minimum, under the age of 13 as applicable under U.S. law). We do not knowingly collect personal information from children through the Site or through SMS. If we become aware that we have inadvertently collected such information, we will take steps to delete it promptly. If you believe a child has provided us with personal information, please contact us using the information in Section 12.
10. Third-Party Links
The Site may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.
11. Changes to This Policy
We may update this Policy from time to time as our Site, business, or applicable law changes. We will post any changes on this page along with a revised effective date. Your continued use of the Site or our SMS communications after changes are posted constitutes your acceptance of the updated Policy.
12. Contact Us
For privacy questions, to exercise your privacy rights, or to report a privacy concern, please contact:
Case Portal LLC Attn: Privacy Email: admin@caseportal.ai