Privacy Policy

Last Updated: 2/23/2026

This Privacy Policy explains how theCaseWork, LLC (“Provider,” “we,” “us,” or “our”) collects, uses, shares, and protects information in connection with theCaseWork™, a software‑as‑a‑service platform designed for professional services firms. By accessing or using theCaseWork™, you consent to the practices described in this Policy.

1. Information We Collect

We collect information you provide directly, such as registration details, billing information, case and project data, documents, time entries, and communications. We also collect technical information automatically, including IP addresses, device identifiers, browser types, and usage patterns, to maintain security and improve performance. If you use integrations or Third‑Party Services, we may receive information from those providers as permitted by their policies.

2. Use of Information

We use the information we collect to deliver and maintain the Service, authenticate users, process payments, provide support, and improve functionality. We may also use aggregated and anonymized data for analytics, product development, and business insights. We do not sell or rent your personal information to third parties for marketing purposes.

3. Data Sharing and Third‑Party Services

We may share information with trusted service providers who perform functions on our behalf, such as cloud hosting, payment processing, analytics, and customer support. These providers are contractually bound to protect your data and use it only as instructed. If you choose to use Third‑Party Services that interoperate with theCaseWork™, your information may be shared with those providers, and their use of your data will be governed by their own privacy policies. We disclaim responsibility for the practices of Third‑Party Services.

4. Data Security

We implement commercially reasonable administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, alteration, or destruction. These measures include encryption, access controls, secure hosting environments, and regular security assessments. While we strive to protect your data, no system is completely secure, and we cannot guarantee absolute security.

5. Data Retention and Deletion

We retain your information for as long as your account remains active or as necessary to provide the Service. Upon termination, we will retain Content for a period of 30 days, after which it may be permanently deleted unless retention is required by law. You may request deletion of your data at any time, subject to applicable legal and contractual obligations.

6. International Data Transfers

If you access theCaseWork™ from outside the United States, your information may be transferred to and processed in the United States or other jurisdictions with different data protection laws. We take appropriate measures, such as standard contractual clauses, to ensure lawful transfers and adequate protection of your information.

7. Compliance with Privacy Laws

We process personal data in accordance with applicable data protection laws, including the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), where applicable. Depending on your jurisdiction, you may have rights to access, correct, delete, or restrict the use of your personal data, as well as the right to data portability and to object to certain processing activities. To exercise these rights, please contact us at dataprivacy@thecasework.com. We will respond in accordance with applicable law.

8. Cookies and Tracking Technologies

We use cookies and similar technologies to authenticate users, enhance functionality, and analyze usage. You may configure your browser to reject cookies, but doing so may limit certain features of the Service. We do not use cookies for third‑party advertising or behavioral profiling.

9. Beta Features

From time to time, we may make Beta Features available. Beta Features may collect and process data differently than generally available features. By using Beta Features, you acknowledge that they are provided “as‑is,” may be modified or discontinued at any time, and may not be subject to the same security or retention commitments as core features.

10. Children’s Privacy

theCaseWork™ is not intended for individuals under the age of eighteen (18). We do not knowingly collect personal information from children. If we become aware that such information has been collected, we will delete it promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. Material changes will be communicated via email or in‑app notification. Continued use of the Service after such changes constitutes acceptance of the revised Policy.

12. Notices

All notices regarding this Privacy Policy shall be in writing and deemed given when delivered by email to the registered account email address or by posting within the Service. Notices to the Provider must be sent to dataprivacy@thecasework.com.

13. Contact Information

If you have questions or concerns about this Privacy Policy or our data practices, please contact us at dataprivacy@thecasework.com.