Privacy Policy

Avant Legal Intake ("we," "us," or "our") provides AI-powered intake, scheduling, and communication tools for law firms and legal teams. This Privacy Policy explains what we collect, how we use it, and the choices you have when you visit our website or use our services.

1. Information We Collect

• Information you provide: name, email, phone number, firm/business details, appointment details, intake notes, and any content you submit through forms, chat, phone, or SMS.
• Usage data: IP address, device/browser details, pages viewed, and interaction events.
• Communication data: call metadata (time, duration), messages you send/receive (SMS/email), and—when enabled—call recordings or transcripts for quality and troubleshooting.

We do not intentionally collect sensitive identifiers like Social Security numbers, payment card numbers, or medical records via this website.

2. How We Use Information

• Provide, operate, and improve AI intake and scheduling features
• Send service-related messages (e.g., confirmations, reminders, follow-ups)
• Provide customer support and respond to requests
• Monitor security and prevent misuse
• Comply with legal obligations

3. SMS and Communications Privacy

If you opt in to SMS, we use your mobile number to send service-related texts such as appointment confirmations, reminders, and support updates. Mobile opt-in information is not shared or sold to third parties for their marketing purposes.

For opt-in/opt-out details, see SMS Consent.

4. How We Share Information

We do not sell personal information. We may share information with:

• Service providers that help us deliver the service (e.g., hosting, analytics, email/SMS/voice providers, calendar integrations)
• Professional advisors (e.g., legal, accounting) as needed
• Legal authorities if required by law or to protect rights and safety
• Business transfers if we're involved in a merger, acquisition, or asset sale

5. Cookies

We may use cookies or similar technologies for basic site functionality, security, and analytics. You can control cookies through browser settings.

6. Data Retention

We keep information only as long as needed to provide the service, maintain business records, and meet legal requirements. You may request deletion where applicable.

7. Security

We use reasonable administrative, technical, and physical safeguards designed to protect information. No system is 100% secure, and we cannot guarantee absolute security.

8. Your Choices

• SMS opt-out: reply STOP to any message.
• Support: reply HELP or email us or call (510) 315-1300.
• Access/deletion: email us to request access or deletion, subject to legal and operational limits.

9. Children's Privacy

Our website and services are not intended for children under 13, and we do not knowingly collect personal information from children.

10. Changes

We may update this policy from time to time. The "Effective date" at the top of this page will reflect the latest version.

11. Contact

Questions? Email us.