Privacy Policy

LegalTemplates.com ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services. Please read this privacy policy carefully. IF YOU DO NOT AGREE WITH THE TERMS OF THIS PRIVACY POLICY, PLEASE DO NOT ACCESS THE WEBSITE.

1. Information We Collect

Personal Information You Provide

We collect information that you voluntarily provide to us, including:

• Account information (name, email address, password)
• Delivery email address you provide to receive a document you create, including before you register or complete a purchase
• Profile information (company name, address, phone number)
• Payment information (processed securely through third-party payment processors)
• Document content, prompts, responses, instructions, uploads, and metadata you create or submit when using our Website or any of our services
• Communications you send to us (support requests, feedback)

Automatically Collected Information

When you access our Website, we automatically collect certain information:

• Log data (IP address, browser type, operating system)
• Device information (device type, unique device identifiers)
• Usage data (pages viewed, time spent, clicks, search queries)
• Cookies and similar tracking technologies
• Location information (general geographic location based on IP address)

2. How We Use Your Information

We use the collected information for various purposes:

• To provide, operate, and maintain our Website and services
• To process your transactions and manage your account
• To generate and store your documents and templates
• To deliver documents you create to the email address you provide, and to send you a reminder about a document you started or saved but have not yet completed or purchased
• To use internal tools and third-party service providers, including AI, automation, hosting, and cloud providers, to process your information in order to generate, analyze, revise, format, support, and return requested services, documents, outputs, and document instructions
• To send administrative information, updates, and security alerts
• To respond to your comments, questions, and provide customer service
• To improve our Website, products, and services
• To monitor and analyze usage patterns and trends
• To detect, prevent, and address technical issues and security threats
• To comply with legal obligations and enforce our Terms of Use
• To send marketing communications (with your consent)

3. Legal Basis for Processing (GDPR)

If you are located in the European Economic Area (EEA), we process your personal data based on:

• Contract: Processing necessary to perform our services
• Consent: You have given explicit consent for specific processing
• Legitimate Interests: Processing necessary for our legitimate business interests
• Legal Obligation: Processing necessary to comply with legal requirements

4. Data Sharing and Disclosure

We may share your information in the following circumstances:

• Service Providers: With third parties who perform services on our behalf (hosting, payment processing, analytics)
• AI and Automation Providers: With third-party providers that help us generate, refine, analyze, process, host, support, and deliver any service, document, document instruction, or related output we provide, whether or not the service is specifically identified as AI-powered
• Legal Requirements: If required by law, court order, or government request
• Protection of Rights: To protect our rights, property, or safety, or that of others
• Business Transfers: In connection with any merger, sale, or acquisition of our business
• Consent: With your explicit consent for any other purpose

We DO NOT sell, rent, or trade your personal information to third parties for marketing purposes.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

• Encryption of data in transit and at rest
• Regular security assessments and updates
• Access controls and authentication measures
• Employee training on data protection
• Incident response procedures

However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to protect your personal information, we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services to you
• Comply with legal obligations
• Resolve disputes and enforce our agreements
• Fulfill any other legitimate business purpose

When your personal information is no longer needed, we will securely delete or anonymize it.

Invoice and Recipient Data

When an account holder creates or sends an invoice, the account holder decides which recipient details and payment instructions to provide and is responsible for having a lawful basis to use that information. LegalTemplates.com provides the invoice software and processes that information on the account holder's instructions. Invoice records may be retained for up to approximately seven years by default to support tax, accounting, fraud-prevention, and legal obligations, subject to applicable law. Account holders can delete unfinalized drafts and can remove recipient contact and address data from a finalized invoice through the invoice workspace. Encrypted payment instructions are stored for the account holder's use. Stripe and other payment providers retain payment information under their own policies.

Document Review Uploads

When you upload a document to our AI document review service, we store the uploaded file and its extracted text in order to analyze it and, if you choose, produce a paid revision. For reviews without a purchased revision, the uploaded file and its extracted text are automatically deleted after 30 days. Documents associated with a purchased revision are retained in your account so you can access your revised document and its related deliverables.

PDF Editor Assists

The PDF editor offers optional assists you invoke one at a time. When you use "Explain a clause", the paragraph you clicked (and the document's title) is sent to our third-party AI providers to produce a plain-English reading; the rest of the document is not sent. Explanations are cached by the wording of the clause for up to 7 days so the same wording is not sent again, and a record of the request without the clause text is kept for usage and abuse monitoring. The reading is general information about the wording in front of you, not legal advice.

"Check for blanks" and "Fill from my details" run without any AI provider. "Fill from my details" reads your own profile and the answers you gave in documents you created with us, proposes them for empty fields only, and fills a field only when you confirm it. "Get a document review" sends the current version of the document to our document review service and is covered by the "Document Review Uploads" terms above.

Court Format Reformatting Uploads

When you upload a document to be laid out on court pleading paper ("Reformat a document"), we store the uploaded file, the text extracted from it (including text read by optical character recognition for scanned uploads), the state, court, and title you optionally enter, the email address you give us for the ready notice, and the reformatted PDF and Word files we render. The extracted text is sent to our third-party AI providers for classification only — to label which passages are the court name, the parties, the case number, the title, headings, and paragraphs — and the provider's answer is checked word for word against your text before anything is rendered; the provider does not rewrite the document. If the classification cannot be verified, a rule-based fallback runs without any AI provider.

The uploaded file, its extracted text, the structure map, and the reformatted copies are automatically deleted after 30 days unless you save the document to your dashboard; a record of the request without the document content is kept for usage and abuse monitoring. A document you save to your dashboard is stored with your other dashboard documents and follows the retention and deletion rules that apply to them, including deletion when you delete the document or your account.

Court Case Data

When you create a case in the Case Workspace, we store the case caption you confirm (court, county, case number, judge, and your role), the names and roles of the parties — including other parties who are not our users — the court dates you enter, the documents you attach to the case, and, if you choose to answer them, optional "where things stand" questions. Those optional answers may include categories you declare about your situation (for example, that the matter involves children, criminal charges, immigration status, or safety concerns); we ask for them only to tailor the case review, and you can leave them blank or change them at any time.

When you request a "Review My Case" review, the case caption (court, county, case number, judge), party names and roles, the dates and titles you entered (sent as typed), your optional answers, a limited set of the answers you typed into generated forms, and the text of the documents in the case are sent to our third-party AI providers to produce the review. Before sending, we attempt to remove common contact-detail patterns (such as email addresses, phone numbers, street addresses, dates of birth, and identification numbers) from document text and typed answers; this is best-effort and may not catch every format. Party contact fields are never sent. Scanned or image-only uploads are not read. We store the structured review output, not the provider's raw text, which is kept only briefly for troubleshooting.

You can delete any individual review, or the entire case, at any time from the case page; deleting a case removes its parties, dates, and reviews, while your own documents remain in your account. For cases you have marked closed or archived, party and date details and the content of case reviews are automatically deleted after 365 days without activity. Deleting your account removes all case data.

7. Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

• Access: Request a copy of your personal information
• Rectification: Request correction of inaccurate or incomplete data
• Erasure: Request deletion of your personal information
• Restriction: Request restriction of processing your data
• Portability: Request your data in a portable format
• Objection: Object to processing based on legitimate interests
• Withdraw Consent: Withdraw previously given consent
• Complaint: Lodge a complaint with supervisory authorities

To exercise these rights, please contact us using the information provided below. We will respond to your request within the timeframe required by applicable law.

8. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information we collect, use, and disclose
• Right to request deletion of your personal information
• Right to opt-out of the sale of personal information (we do not sell personal information)
• Right to non-discrimination for exercising your privacy rights

9. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to:

• Maintain your session and remember your preferences
• Analyze Website traffic and usage patterns
• Personalize your experience
• Provide targeted advertising (with consent)

You can control cookies through your browser settings. Note that disabling cookies may affect the functionality of our Website.

10. Third-Party Services

Our Website may contain links to third-party websites and services. We are not responsible for the privacy practices of these third parties. We encourage you to review their privacy policies before providing any personal information.

We also use third-party service providers that are integrated into our services, including payment processors, hosting providers, analytics providers, automation providers, and AI providers. In providing any Website feature or service, we may share and process information you submit or make available, including document content, prompts, responses, instructions, uploads, and related metadata, with those providers on our behalf. This may occur even where a service is not specifically described to you as AI-powered.

By using the Website or any of our services, you consent to that sharing and processing to the extent permitted by applicable law.

11. Children's Privacy

Our Website is not intended for children under 18 years of age. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information.

12. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have different data protection laws. We ensure appropriate safeguards are in place for such transfers, including standard contractual clauses or other approved mechanisms.

13. Do Not Track Signals

We do not currently respond to Do Not Track (DNT) browser signals. However, you can control tracking through your browser settings and cookie preferences.

14. Data Breach Notification

In the event of a data breach that may impact your personal information, we will notify you and relevant authorities as required by applicable law, including providing information about the breach and steps you can take to protect yourself.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by:

• Posting the new Privacy Policy on this page
• Updating the "Last updated" date
• Sending you an email notification (for material changes)

Your continued use of our Website after any changes indicates acceptance of the updated Privacy Policy.

16. Payment Processing and No Refunds Policy

Your payment information is processed securely through our third-party payment processor, Stripe. We do not store your full credit card details on our servers. We maintain transaction records, preview viewing logs, and consent acknowledgments as proof of your agreement to our terms and your authorization of charges.

17. Contact Information

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

For GDPR-related inquiries, you may also contact our Data Protection Officer at: charles@legaltemplates.com