Privacy Policy

Information we collect

LexAIAdvisors collects information needed to evaluate, sell, and deliver law firm technology services.

• Contact information, including name, firm name, email address, phone number, website URL, and role.
• Website audit information, including public page content, screenshots, form behavior, metadata, accessibility signals, and intake workflow notes.
• Service records, including selected service lines, proposal details, contract status, payment metadata, support tickets, reports, and project tasks.
• Credential-submission records when a client voluntarily provides access through approved secure workflows.
• Technical information, including IP address, browser, device, referring page, analytics events, security logs, and cookie or similar tracking signals.

How we use information

• Prepare audits, recommendations, proposals, statements of work, reports, and service plans.
• Operate website-care, intake-repair, AI-agent advisory, Microsoft 365, cybersecurity, and related workflow services.
• Communicate about inquiries, contracts, payments, scheduling, project status, reports, support, and renewals.
• Improve the website, forms, service workflows, security controls, and client experience.
• Detect abuse, protect systems, troubleshoot technical issues, and maintain records needed for business operations.

AI and automation

LexAIAdvisors may use AI-enabled tools to assist with internal drafting, issue classification, workflow design, report preparation, summarization, and administrative tasks. Client confidential information should not be submitted to AI systems unless the workflow is specifically approved, documented, and controlled.

Third-party platforms and service providers

LexAIAdvisors uses third-party platforms to operate the website and deliver services. These providers may process information for us, or receive information from you directly, depending on the workflow. We use them because a modern law-firm technology advisory business cannot responsibly operate hosting, payments, e-signature, analytics, storage, email, security, calendar, automation, Microsoft 365, AI, CRM, and reporting services entirely in-house.

• Hosting and deployment providers may process technical logs, IP addresses, request metadata, form-routing data, site assets, and security signals.
• Analytics and performance tools may process page views, referral data, device/browser information, event data, and aggregated usage patterns.
• Payment, financing, and subscription providers may process billing details, payment status, customer identifiers, fraud signals, and transaction metadata.
• E-signature and contract platforms may process signer names, emails, document fields, timestamps, audit trails, envelope status, and signed-document records.
• Email, calendar, CRM, and notification tools may process contact details, scheduling information, project communications, reminders, workflow status, and message metadata.
• Cloud storage, portal, and file-transfer providers may process uploaded files, screenshots, reports, credentials, access records, and project-delivery artifacts.
• Security, monitoring, and cybersecurity tools may process logs, scan results, alerts, IP addresses, vulnerability findings, uptime events, and remediation records.
• AI, automation, and workflow platforms may process prompts, summaries, classifications, task instructions, output drafts, and workflow logs when a workflow has been approved for that use.

Provider terms and privacy policies

Third-party platforms operate under their own terms, privacy policies, security programs, data-retention rules, subprocessors, and infrastructure choices. LexAIAdvisors reviews and configures providers in a practical, risk-based way, but does not control every act, omission, outage, policy change, breach, retention decision, or processing decision made by those providers.

No sale of personal information as a business model

LexAIAdvisors does not sell personal information as a business model. We may share information with vendors, processors, contractors, professional advisors, payment providers, security tools, or business systems when needed to operate the site, respond to requests, deliver services, protect systems, comply with obligations, or enforce agreements.

Security and retention

We use practical administrative, technical, and access-control measures appropriate for a small-firm technology advisory business. No system is perfectly secure. We retain records as long as needed for service delivery, legal, accounting, security, dispute-resolution, and business purposes.

Your choices

• You may request access, correction, or deletion of personal information, subject to legal, security, accounting, and service-delivery limits.
• You may unsubscribe from non-transactional email where an unsubscribe option is provided.
• You may configure your browser to limit cookies, though some site functions may not work as intended.

Contact

Questions about this Privacy Policy may be sent to sales@lexaiadvisors.com.