Overview

MatterReady ("we", "us", or "our") operates the MatterReady.io platform. This Privacy Policy describes how we collect, use, and share information when you use our services.

Information We Collect

Account Information

When you create an account, we collect your name, email address, law firm name, and billing information. This information is necessary to provide our services.

Client Intake Data

When prospective clients complete intake forms, we collect the information they provide, including names, contact information, and matter details. This data belongs to your law firm and is processed on your behalf.

Usage Data

We automatically collect information about how you use our services, including pages visited, features used, and actions taken. This helps us improve our platform.

Phone Numbers and SMS Data

When you provide a phone number and consent to SMS messages, we collect and store your phone number in encrypted form. We also collect records of SMS messages sent and received, including security alert responses. Phone numbers are encrypted at rest and hashed for lookup. We do not share phone numbers or SMS data with third parties for marketing purposes. SMS messages are transmitted via Twilio, our messaging service provider, subject to their privacy policy.

Integration Data

When you connect integrations (such as Clio, Google Calendar, or Google Analytics), we access only the data necessary to provide the integration functionality. We never store your credentials for third-party services.

How We Use Your Information

We use the information we collect to:

Provide and maintain our services
Process transactions and send related information
Send technical notices and support messages
Respond to your comments and questions
Analyze usage patterns to improve our services
Detect and prevent fraud or abuse

Information Sharing

We do not sell your personal information. We share information only in the following circumstances:

With your consent — When you direct us to share information
Service providers — With vendors who help us operate our services (hosting, payment processing)
Legal requirements — When required by law or to protect our rights
Business transfers — In connection with a merger, acquisition, or sale of assets

Data Retention

We retain your information for as long as your account is active or as needed to provide services. You can request deletion of your data at any time by contacting us at privacy@matterready.io.

Client intake data is retained according to your firm's settings and applicable legal requirements. You can export or delete this data at any time through the admin settings.

Your Rights

Depending on your location, you may have the right to:

Access the personal information we hold about you
Correct inaccurate information
Delete your personal information
Export your data in a portable format
Opt out of certain data processing activities

To exercise these rights, contact us at privacy@matterready.io.

California Privacy Rights (CCPA)

California residents have additional rights under the California Consumer Privacy Act, including the right to know what personal information we collect and how we use it, the right to delete personal information, and the right to opt out of the sale of personal information (we do not sell personal information).

Security

We implement appropriate technical and organizational measures to protect your information. For details, see our Security & Trust page.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the new policy on this page and updating the "Last updated" date.

Contact Us

If you have questions about this Privacy Policy, please contact us at privacy@matterready.io or through our contact page.