caseintel

Privacy Policy

Last updated: December 10, 2025

1. Introduction

Wixen Company LLC ("we," "us," or "our") operates CaseIntel.io. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our legal technology platform.

We understand the sensitive nature of legal documents and are committed to protecting your data with the highest standards of security and privacy.

2. Data Controller

Wixen Company LLC is the data controller responsible for your personal data.

West Chester, PA

legal@caseintel.io

3. Information We Collect

Account Information

  • Name and email address
  • Firm name and business information
  • Password (encrypted, never stored in plain text)
  • Billing and payment information (processed by Stripe)

Documents & Case Data

  • Documents you upload for processing
  • Case information and metadata
  • AI-generated classifications and summaries
  • Timeline events and extracted entities

Usage Information

  • Log data (IP address, browser type, pages visited)
  • Device information
  • Analytics data (aggregated and anonymized)

Email Intake

  • Emails sent to your case intake address
  • Email attachments for document processing
  • Sender information and email metadata

4. How We Use Your Information

We use your information to:

  • Provide and maintain the Service
  • Process documents using OCR and AI classification
  • Detect potential privilege and confidential information
  • Generate timelines, summaries, and document bundles
  • Enable the Ask AI chat feature to answer questions about your documents
  • Process payments and manage subscriptions
  • Send service-related communications
  • Improve and optimize the Service
  • Comply with legal obligations

5. AI Processing & Data Privacy

🔒 AWS-Only AI Architecture

  • No third-party AI providers: We use AWS Bedrock with Anthropic Claude exclusively
  • Data never leaves AWS: All AI processing happens within secure AWS infrastructure
  • Zero data retention: Your documents are NOT used to train AI models
  • Bar association compliant: Designed to meet ABA Model Rule 1.6 and ethics opinions
  • Complete audit trail: Every AI operation is logged for compliance
  • You can request deletion of all AI-processed data at any time

Unlike other legal tech platforms that send your data to OpenAI, Google, or other third-party AI vendors, CaseIntel keeps 100% of your client data within the secure AWS environment. This architecture makes it easier to comply with attorney-client privilege protections and state bar ethics requirements.

6. Data Sharing

We do NOT sell your data.

We may share your information only with:

🔒 Your data never leaves AWS infrastructure

We use AWS Bedrock for all AI processing—no third-party AI providers like OpenAI or Google.

  • AWS: Hosting, storage (S3), database (RDS), and AI processing (Bedrock with Anthropic Claude)
  • Stripe: Payment processing (PCI-compliant)
  • SendGrid: Transactional email delivery
  • Legal Requirements: When required by law, subpoena, or court order
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • With Your Consent: When you explicitly authorize sharing (e.g., bundle sharing)

7. Data Security

We implement robust security measures:

Encryption

  • • AES-256 encryption at rest
  • • TLS 1.3 encryption in transit
  • • Encrypted database connections

Infrastructure

  • • AWS SOC 2 certified infrastructure
  • • Private VPC networking
  • • Regular security audits

Access Control

  • • Role-based access control (RBAC)
  • • JWT authentication
  • • Session management

Monitoring

  • • Audit logging
  • • Intrusion detection
  • • Rate limiting

8. Cookies & Analytics

We use cookies and similar technologies for:

  • Essential Cookies: Required for authentication and core functionality
  • Analytics: To understand how users interact with our Service (aggregated data only)
  • Preferences: To remember your settings and preferences

You can control cookies through your browser settings. Disabling essential cookies may affect functionality.

9. Your Rights

You have the right to:

  • Access: Request a copy of your personal data
  • Rectification: Correct inaccurate or incomplete data
  • Erasure: Request deletion of your data ("right to be forgotten")
  • Portability: Export your data in a machine-readable format
  • Restriction: Limit how we process your data
  • Objection: Object to certain processing activities

To exercise these rights, contact us at legal@caseintel.io.

10. Data Retention

We retain your data for as long as your account is active or as needed to provide the Service. Upon account deletion:

  • Your documents and case data are permanently deleted within 30 days
  • Backup copies are purged within 90 days
  • Anonymized analytics data may be retained
  • Legal hold requirements may extend retention

11. Children's Privacy

The Service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware of such collection, we will delete it immediately.

12. International Transfers

Your data may be transferred to and processed in the United States where our servers are located. By using the Service, you consent to this transfer. We ensure appropriate safeguards are in place for international data transfers.

13. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by email or through the Service. Your continued use after changes constitutes acceptance.

14. Contact Us

For privacy-related questions or to exercise your rights, contact us:

Wixen Company LLC

West Chester, PA

legal@caseintel.io
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