Assist Mi Legal Privacy Policy

# Assist Mi Legal Privacy Policy Version 1.0 Effective Date: August 1, 2026 ## 1. Introduction Assist Mi Legal ("Assist Mi Legal," "Company," "we," "our," or "us") respects your privacy and is committed to protecting information entrusted to us. This Privacy Policy describes how we collect, use, disclose, process, retain, and protect information when you access or use our websites, applications, services, integrations, communications, and related offerings (collectively, the "Services"). Please read this Privacy Policy carefully. ## 2. Scope This Privacy Policy applies to: Website visitors Trial users Subscribers Tenant administrators Attorneys Staff users Connected application users This Privacy Policy does not govern third-party services that may be connected to the platform. ## 3. Information We Collect Account Information We may collect: Name Email address Organization name Job title User role Authentication information Subscription Information We may collect: Subscription details Billing information Payment status Licensing information Payment card information may be processed by third-party payment providers. Assist Mi Legal does not store full payment card information unless explicitly stated. User Content Users may provide: Matter information Documents Notes Communications Emails Contacts Calendar information Tasks Billing entries Uploaded files This information is collectively referred to as "User Content." Connected Application Data When authorized by users, we may receive information from Connected Services, including: Email metadata Calendar events Contacts Documents Matter information Accounting information The information received depends upon permissions granted by the user. Technical Information We may collect: IP address Browser information Device information Operating system information Application logs Diagnostic information Usage Information We may collect information relating to: Features used Pages visited Workflow activity Search activity Configuration settings User interactions ## 4. How We Use Information We may use information to: Provide Services Authenticate users Process requests Operate workflows Deliver AI functionality Improve user experience Maintain security Prevent abuse Provide support Communicate with users Comply with legal obligations ## 5. AI Processing Assist Mi Legal includes AI-powered functionality. Information submitted to the platform may be processed to: Generate summaries Draft content Organize information Categorize communications Generate recommendations Support workflow automation AI-generated output may be reviewed by users and should not be treated as legal advice. Additional information regarding AI usage is described in the AI Use Policy. ## 6. Email Processing If Email Assistant functionality is enabled, information contained within emails may be processed to: Categorize communications Create matters Generate drafts Create tasks Support workflow automation Email processing is governed by applicable platform agreements. ## 7. Legal Basis for Processing Where applicable, we process information based upon: Contractual necessity Legitimate business interests User consent Compliance with legal obligations ## 8. Information Sharing We do not sell personal information. We may share information with: Service Providers Providers assisting with: Hosting Authentication Monitoring Payment processing Email delivery Infrastructure operations Customer support AI Providers Authorized AI service providers used to deliver platform functionality. Connected Services Systems connected by Customer authorization. Legal Requirements When required by law, regulation, court order, or legal process. Business Transactions In connection with mergers, acquisitions, financing events, reorganizations, or sale of assets. ## 9. Data Retention We retain information for as long as reasonably necessary to: Provide Services Comply with legal obligations Resolve disputes Enforce agreements Retention periods may vary based on: Subscription status Regulatory requirements Customer requests Operational needs ## 10. Security We implement commercially reasonable safeguards designed to protect information from unauthorized access, disclosure, alteration, and destruction. No method of transmission or storage is completely secure. Users are responsible for maintaining account security. ## 11. User Rights Subject to applicable law, users may have rights relating to: Access Correction Deletion Restriction Portability Objection to processing Requests may be submitted through available support channels. ## 12. California Privacy Rights California residents may possess additional privacy rights under applicable California law. Assist Mi Legal will respond to qualifying requests in accordance with applicable requirements. We do not sell personal information. ## 13. International Transfers Information may be processed in jurisdictions where Assist Mi Legal or its service providers operate. By using the Services, users acknowledge that information may be transferred and processed outside their state, province, or country of residence. ## 14. Cookies and Similar Technologies Our websites and applications may use: Cookies Session identifiers Authentication tokens Analytics technologies Similar technologies These technologies support functionality, security, performance, and analytics. ## 15. Children's Privacy The Services are intended for business and professional use. The Services are not directed toward children under 13 years of age. We do not knowingly collect personal information from children under 13. ## 16. Changes to this Policy We may update this Privacy Policy from time to time. Material changes will be communicated through reasonable means. Continued use of the Services after updates constitutes acknowledgment of the revised Privacy Policy. ## 17. Contact Information Questions regarding this Privacy Policy may be directed to: Privacy Officer Assist Mi Legal Email: [email protected] Address: ___________________________ ## 18. Acknowledgment By accessing or using the Services, you acknowledge that you have reviewed this Privacy Policy and understand how information may be collected, used, disclosed, and protected.