Privacy Policy

Talk To An Expert LLC ("TTAE," "we," "us," or "our") respects your privacy and is committed to protecting personal information collected through the Talk To An Expert platform, website, applications, scheduling tools, video consultation features, account features, payment features, communication tools, and related services (collectively, the "Platform").

This Privacy Policy explains how we collect, use, disclose, store, protect, and otherwise process personal information related to clients, client companies, attorneys, law firms, website visitors, Platform users, and individuals who communicate with us.

Your use of the Platform is also subject to our Terms of Service, Refund Policy, and any additional terms, notices, or disclosures made available through the Platform.

1. Introduction

This Privacy Policy explains how we collect, use, disclose, store, protect, and otherwise process information related to:

• clients and client companies;
• attorneys and law firms;
• website visitors;
• Platform users;
• individuals who communicate with us;
• authorized representatives of companies or users;
• individuals whose information is submitted to the Platform by a user.

By accessing or using the Platform, you acknowledge that we process personal information as described in this Privacy Policy.

2. Scope of this Privacy Policy

This Privacy Policy applies to information collected through or in connection with:

• the TTAE website;
• the TTAE Platform;
• account registration;
• client intake forms;
• attorney onboarding or attorney profile information;
• consultation scheduling;
• communications through the Platform;
• video consultation facilitation;
• payment and billing processes;
• customer support interactions;
• emails, messages, forms, and other communications with TTAE;
• cookies and similar technologies;
• security, fraud prevention, analytics, and operational tools.

This Privacy Policy does not govern information processed directly by independent attorneys outside the Platform or through their own systems, websites, email accounts, law firm tools, client intake processes, billing systems, or other independent channels.

Independent attorneys may have their own privacy obligations, confidentiality duties, professional responsibilities, and privacy policies. You should review any privacy notices or engagement terms provided by an attorney separately.

3. Role of TTAE

TTAE operates as a technology service provider that helps connect clients and client companies with independent attorneys for scheduled consultations.

TTAE does not:

• provide legal advice;
• provide legal services;
• act as your attorney or law firm;
• determine the content of attorney-client communications;
• decide whether attorney-client privilege applies;
• control an attorney's legal judgment;
• supervise legal advice given by attorneys;
• guarantee any legal outcome.

Any attorney-client relationship exists solely between you and the independent attorney, if such relationship is formed under applicable law and professional rules.

For certain Platform-related data, TTAE may act as a business, controller, or similar role under applicable privacy laws. In some limited circumstances, TTAE may process information on behalf of a client company, attorney, or service provider in a service provider, processor, or similar capacity, depending on the context and applicable law.

4. Information We Collect

We may collect the following categories of information.

4.1 Information You Provide Directly

Depending on how you use the Platform, we may collect: name; company name; job title; email address; phone number; business address or billing address; account login information; account preferences; consultation request details; scheduling information; messages and communications; documents or files you voluntarily upload; information about your legal or business issue that you choose to submit; company information, including industry, size, location, and business needs; attorney professional information, such as bar admission, jurisdiction, firm name, license status, practice area, and professional profile information; customer support communications; feedback, survey responses, or support requests; any other information you choose to provide.

4.2 Legal Matter Information and Sensitive Information

Depending on what you choose to submit, information provided through the Platform may include legal matter information, confidential business information, financial information, employment-related information, contract information, dispute-related information, litigation-related information, or other sensitive information.

You should submit only information that is reasonably necessary for the consultation or Platform service you are requesting.

TTAE does not require you to submit unnecessary sensitive personal information. If you choose to provide sensitive information, we process it only as reasonably necessary to operate the Platform, facilitate consultations, provide support, maintain security, comply with law, enforce our agreements, or as otherwise described in this Privacy Policy.

4.3 Payment Information

Payments are processed by third-party payment processors, including Stripe. TTAE does not store full credit card numbers or complete payment card details. We may receive and store limited payment-related metadata, such as customer ID; subscription status; payment status; invoice information; transaction date; transaction amount; billing email; billing address; last four digits of a card, where provided by the payment processor; payment history; refund, chargeback, dispute, or failed-payment information; tax-related or accounting metadata.

4.4 Automatically Collected Information

When you access the Platform, we may automatically collect: IP address; device type; browser type; operating system; pages visited; features used; date and time stamps; referring URLs; log data; cookie identifiers; session information; approximate location derived from IP address; usage and performance data; error reports; security and fraud-prevention signals.

4.5 Information from Third Parties

We may receive information from: payment processors; scheduling tools; video consultation providers; cloud infrastructure providers; analytics tools; customer support tools; attorneys; law firms; client company representatives; identity, security, compliance, or fraud-prevention providers; service providers that help us operate the Platform.

5. Attorney-Client Communications and Legal Data

Some information submitted through the Platform may relate to legal matters. TTAE uses reasonable administrative, technical, and organizational safeguards designed to protect consultation-related information and communications.

However:

• TTAE does not determine whether attorney-client privilege applies;
• the existence and scope of privilege are determined by the attorney and applicable law;
• submitting information through the Platform does not automatically create an attorney-client relationship;
• communications before attorney acceptance may not be privileged;
• scheduling a consultation does not guarantee that an attorney-client relationship has been formed;
• TTAE may process consultation-related information as necessary to operate the Platform, provide support, maintain security, comply with law, enforce agreements, and facilitate consultations.

TTAE does not sell attorney-client communications, legal consultation content, uploaded legal documents, or legal matter content.

TTAE does not use attorney-client communications, legal consultation content, uploaded legal documents, legal matter descriptions, or consultation-related information for targeted advertising.

TTAE does not use such content to train artificial intelligence models, unless expressly disclosed and legally permitted.

6. Recordings, Transcripts, and Summaries

If consultations, support calls, onboarding calls, or other communications are recorded, transcribed, summarized, or analyzed, TTAE will provide notice where required by law.

TTAE may process recordings, transcripts, summaries, or related metadata only for disclosed and legitimate purposes, such as Platform operation; consultation facilitation; customer support; quality assurance; training of support or operational personnel; compliance; security; fraud prevention; dispute resolution; troubleshooting; and enforcing agreements.

Consultations may not be recorded by users unless all legally required consents have been obtained.

TTAE does not sell consultation recordings, transcripts, summaries, or legal matter content. TTAE does not use such content for targeted advertising or AI model training, unless expressly disclosed and legally permitted.

7. How We Use Information

We use personal information to: operate the Platform; create and manage accounts; verify users and attorneys; process attorney onboarding information; schedule consultations; facilitate video consultations; process payments and subscriptions; send invoices, receipts, billing notices, renewal notices, and payment-related communications; provide customer support; communicate with users; respond to inquiries and requests; maintain security; detect fraud, abuse, unauthorized activity, or payment misuse; improve Platform functionality; troubleshoot technical issues; monitor Platform performance; enforce our Terms of Service, Refund Policy, and other agreements; comply with legal, accounting, tax, regulatory, and compliance obligations; protect the rights, safety, security, and interests of TTAE, users, attorneys, service providers, and third parties; and evaluate or complete a merger, acquisition, financing, restructuring, sale of assets, or similar business transaction.

8. Third-Party Service Providers

TTAE uses third-party service providers to operate, secure, support, and improve the Platform. These may include:

• Stripe for payment processing;
• Amazon Web Services - AWS for cloud hosting, infrastructure, data storage, and security-related services;
• Zoom for video consultations and related video communication functionality;
• scheduling and calendar tools;
• email and communication providers;
• customer support providers;
• analytics and performance monitoring providers;
• security, fraud prevention, and compliance providers;
• accounting, tax, legal, and professional advisors;
• CRM, operational, and administrative service providers.

These providers may process personal information only as needed to provide services to TTAE or as otherwise permitted by law.

TTAE takes reasonable steps designed to ensure that service providers process personal information in a manner consistent with this Privacy Policy and applicable law.

TTAE is not responsible for third-party services that operate independently from TTAE, including independent attorney systems, law firm websites, law firm email accounts, or third-party services you access outside the Platform.

9. Data Sharing and Disclosure

We may share information with: independent attorneys involved in your consultation; law firms involved in your consultation; client company representatives authorized to use or manage the account; payment processors; cloud hosting and infrastructure providers; video consultation providers; scheduling tools; technology, support, analytics, monitoring, and security vendors; professional advisors; legal or regulatory authorities when required by law; parties involved in a merger, acquisition, financing, restructuring, reorganization, bankruptcy, or sale of assets; other parties with your consent or at your direction.

We may disclose information if we believe disclosure is necessary to: comply with law; respond to lawful requests; comply with subpoenas, court orders, or government requests; protect rights and safety; prevent fraud, abuse, or unauthorized activity; enforce our agreements; protect the security, integrity, and availability of the Platform; investigate or respond to disputes, chargebacks, misuse, or security incidents.

10. No Sale of Personal Information

TTAE does not sell personal information.

TTAE does not sell attorney-client communications, legal consultation content, uploaded legal documents, legal matter descriptions, consultation recordings, transcripts, summaries, or uploaded legal matter content.

TTAE does not share personal information for cross-context behavioral advertising unless clearly disclosed and where legally permitted.

If TTAE later engages in activities that qualify as "selling" or "sharing" personal information under applicable privacy laws, we will update this Privacy Policy and provide required notices and choices.

11. Cookies and Tracking Technologies

TTAE may use cookies and similar technologies to: enable core Platform functionality; keep users logged in; improve user experience; analyze Platform usage; monitor performance; protect security; remember preferences; understand campaign performance; support fraud prevention and operational analytics.

Cookies and similar technologies may include essential cookies necessary for Platform operation; preference cookies that remember user settings; analytics cookies that help us understand usage and performance; security cookies that help protect accounts and systems; marketing or advertising technologies, where used and legally permitted.

You can control cookies through your browser settings. Some Platform features may not function properly if cookies are disabled.

Where required by applicable law, TTAE will provide notice and choices regarding non-essential cookies or similar technologies, and will honor recognized browser-based opt-out preference signals, such as Global Privacy Control, for applicable opt-out rights.

12. Data Security

TTAE implements reasonable administrative, technical, and organizational safeguards designed to protect personal information. These safeguards may include encryption in transit; encryption at rest where appropriate; access controls; authentication measures; secure cloud infrastructure; monitoring and logging; incident response procedures; least-privilege access controls; limited access by authorized personnel and service providers; vendor management procedures; and administrative and organizational security controls.

No method of transmission or storage is completely secure. TTAE cannot guarantee absolute security, uninterrupted access, or error-free operation.

You are responsible for protecting your account credentials and for promptly notifying TTAE if you believe your account has been compromised.

13. Data Retention

We retain personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, including to provide the Platform; manage accounts; facilitate consultations; process payments; maintain billing, tax, and accounting records; comply with legal, regulatory, and professional obligations; resolve disputes; respond to chargebacks or payment disputes; enforce agreements; maintain security records; prevent fraud or abuse; support business operations; and comply with legal holds or lawful requests.

Retention periods may vary depending on the type of information, the user relationship, legal requirements, professional obligations, security needs, dispute status, and operational needs.

When information is no longer reasonably necessary, we may delete, de-identify, aggregate, or anonymize it in accordance with applicable law and our operational procedures.

14. Your Privacy Rights

Depending on your location and applicable law, you may have the right to: request access to personal information; request confirmation that we process personal information; request correction of inaccurate personal information; request deletion of personal information; request a copy of personal information; request portability of personal information; opt out of the sale of personal information, where applicable; opt out of sharing personal information for cross-context behavioral advertising, where applicable; opt out of targeted advertising, where applicable; opt out of certain profiling, where applicable; limit or withdraw consent for processing sensitive personal information, where applicable; withdraw consent where processing is based on consent; appeal certain privacy decisions, where required by law.

To submit a privacy request, contact us at support@talktoanexpert.com. Please include enough information for us to understand, verify, and respond to your request.

We may need to verify your identity before responding. Verification may require information such as your name, email address, account information, transaction details, or other information reasonably necessary to confirm your identity.

Certain information may be exempt from deletion, correction, access, or portability requests where retention or processing is required or permitted by law, legal obligations, professional obligations, security needs, fraud prevention, dispute resolution, payment processing, tax or accounting obligations, or legitimate business purposes.

15. Authorized Agents

Where required by applicable law, you may designate an authorized agent to submit a privacy request on your behalf. We may require proof that you authorized the agent to act on your behalf. We may also require you to verify your identity directly with us, unless prohibited by applicable law. If an authorized agent does not provide sufficient proof of authorization, we may deny the request.

16. Appeals

If we deny your privacy request, in whole or in part, and applicable law gives you the right to appeal, you may appeal by contacting us at support@talktoanexpert.com. Please use the subject line: Privacy Appeal. We will review and respond to appeals in accordance with applicable law.

17. California and U.S. State Privacy Notice

Depending on your state of residence, you may have additional rights under applicable U.S. privacy laws, including California privacy laws and other state privacy laws.

TTAE does not sell personal information. TTAE does not knowingly collect personal information from individuals under 18.

Categories of personal information we may collect include: identifiers, such as name, email address, phone number, account identifiers, IP address, and similar information; commercial information, such as subscription status, invoice information, transaction history, and payment metadata; internet or network activity information, such as device information, browser information, log data, cookie identifiers, and Platform usage data; professional or employment-related information, such as company name, job title, law firm name, bar admission, jurisdiction, and practice area; payment-related metadata; geolocation information, such as approximate location derived from IP address; audio, electronic, or visual information, where calls or communications are recorded with notice where required by law; communications and consultation-related information voluntarily provided by users; sensitive information or legal matter information voluntarily provided by users, where applicable.

We use and disclose these categories for the purposes described in this Privacy Policy and retain them for the periods described in the Data Retention section. We do not use sensitive personal information for purposes that would require a right to limit under applicable law, unless we provide required notices and choices.

18. Delaware and Other State Privacy Rights

Residents of Delaware and other U.S. states may have additional rights under applicable state privacy laws. TTAE will respond to verified privacy requests in accordance with applicable law.

Where applicable, state residents may have rights to confirm processing, access, correct, delete, obtain a copy of personal information, opt out of targeted advertising, opt out of sale, opt out of certain profiling, and appeal privacy decisions.

19. Children's Privacy

The Platform is not intended for individuals under 18. Users under 18 may not use the Platform. TTAE does not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it. If you believe a child has provided personal information to TTAE, contact us at support@talktoanexpert.com.

20. International Users

TTAE is operated from the United States. If you access the Platform from outside the United States, you understand that your information may be transferred to, stored in, and processed in the United States and other jurisdictions where our service providers operate.

Data protection laws in those jurisdictions may differ from the laws of your country. By using the Platform, you acknowledge that your information may be processed in the United States and other jurisdictions as described in this Privacy Policy.

21. Data Transfers and Service Providers

By using the Platform, you acknowledge that information may be processed by TTAE and its service providers, including AWS, Stripe, Zoom, and other vendors used to operate, secure, and support the Platform.

We take reasonable steps designed to ensure that service providers process information in a manner consistent with this Privacy Policy and applicable law. Where required by applicable law, we use appropriate contractual, technical, and organizational measures for data transfers and service provider processing.

22. Legal Requests and Compelled Disclosure

If TTAE receives a subpoena, court order, government request, regulatory request, law enforcement request, or other legal demand seeking disclosure of information, TTAE may disclose information if legally required or if we believe disclosure is necessary to comply with law or protect rights and safety.

Where legally permitted and reasonably practicable, TTAE may attempt to notify affected users so they may seek protective measures. TTAE may limit disclosure to the information reasonably required by the legal request.

Nothing in this Privacy Policy limits TTAE's ability to comply with legal obligations, preserve evidence, respond to lawful requests, enforce agreements, or protect the Platform, users, attorneys, service providers, or third parties.

23. Business Transfers

If TTAE is involved in a merger, acquisition, financing, reorganization, bankruptcy, sale of assets, or similar business transaction, personal information may be disclosed, transferred, or processed as part of that transaction. In such cases, we will take reasonable steps designed to ensure that personal information continues to be handled in a manner consistent with this Privacy Policy, unless otherwise disclosed.

24. De-Identified or Aggregated Information

TTAE may use de-identified, anonymized, or aggregated information for lawful business purposes, including analytics, Platform improvement, security, reporting, and operational purposes. TTAE will not attempt to re-identify de-identified information except as permitted by law, such as to test whether de-identification measures are effective.

25. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on the Platform with a revised "Last Updated" date. The updated Privacy Policy will be effective as of the date stated in the updated version, unless otherwise required by law.

Your continued use of the Platform after an updated Privacy Policy is posted means you acknowledge the updated Policy. If we make material changes, we may provide additional notice where required by law.

26. Contact Information

27. SMS / Text Messaging

TTAE operates an SMS / text messaging program. We collect your mobile phone number and your messaging consent through (a) our websites, landing pages, client intake forms, and other Platform forms, and (b) Meta (Facebook and Instagram) lead generation forms. You provide consent by checking the applicable opt-in box (for example, marketing messages and/or non-marketing account and informational messages) at the point where you submit your mobile number. Consent is not a condition of purchase or use of the Platform.

In connection with the SMS program we collect your mobile phone number, your consent selections, the source of the opt-in (such as the specific website form, landing page, intake form, or Meta lead form), and the date and time of consent, together with records of your interactions with our messages, including STOP and HELP requests.

We use your mobile number only to send the categories of messages you have consented to receive, such as consultation and scheduling confirmations, reminders, account and billing notices, and (where you have opted in) marketing messages, to respond to STOP and HELP requests, and to maintain records demonstrating consent as required by applicable carrier rules and law.

Mobile information may be shared only with subcontractors or service providers (such as our customer support and messaging platform providers) strictly to facilitate the messages you have consented to receive.

Message frequency varies. Message and data rates may apply according to your mobile carrier's plan.

You may withdraw consent and stop receiving SMS messages at any time by replying STOP to any message; we will send a confirmation and then cease sending messages, except where transactional messages are otherwise permitted by law. Reply HELP for assistance, or contact us at support@talktoanexpert.com.

We retain opt-in and opt-out records for the period required by applicable carrier requirements and applicable state law in order to demonstrate consent and honor opt-out requests.

Talk To An Expert LLC ("TTAE," "we," "us," or "our") respects your privacy and is committed to protecting personal information collected through the Talk To An Expert platform, website, applications, attorney registration flow, client intake forms, scheduling tools, video consultation features, account features, payment features, communication tools, customer support channels, and related services (collectively, the "Platform").

This Privacy Policy is designed to explain how TTAE collects, uses, discloses, stores, retains, and protects personal information. It is also designed to be consistent with applicable U.S. privacy principles and applicable professional responsibility principles, including confidentiality and professional independence principles reflected in the ABA Model Rules of Professional Conduct and applicable state professional conduct rules.

1. Introduction

This Privacy Policy explains how we collect, use, disclose, store, retain, and protect information related to:

• attorneys and law firms;
• attorney applicants and attorney registrants;
• clients and client companies;
• website visitors;
• Platform users;
• individuals who communicate with us;
• authorized representatives of companies, law firms, or other entities using the Platform.

By accessing or using the Platform, registering for an account, submitting attorney registration information, submitting client intake information, scheduling a consultation, making a payment, communicating with us, or otherwise using the Platform, you acknowledge this Privacy Policy.

2. Scope of this Privacy Policy

This Privacy Policy applies to information collected through or in connection with: the TTAE website; the TTAE platform; attorney registration and attorney onboarding; account registration; client intake forms; consultation scheduling; attorney profile creation and review; communications through the Platform; video consultation facilitation; payment and billing processes; customer support interactions; compliance, security, fraud prevention, and platform integrity reviews; cookies and similar technologies; emails, forms, calls, messages, and other communications with TTAE.

This Privacy Policy does not govern information processed directly by independent attorneys outside the Platform, including information processed through their own law firm systems, websites, email accounts, client intake tools, billing systems, case management tools, or attorney-client processes.

Independent attorneys and law firms may have their own privacy obligations, confidentiality obligations, professional conduct obligations, and privacy policies.

3. Role of TTAE

TTAE operates as a technology service provider that helps connect clients and client companies with independent attorneys for scheduled consultations.

TTAE does not: provide legal advice; provide legal services; practice law; act as your attorney or law firm; determine the content of attorney-client communications; decide whether attorney-client privilege applies; conduct legal conflict checks; control an attorney's legal judgment; form or participate in any attorney-client relationship.

Any attorney-client relationship exists solely between the client and the independent attorney, if such relationship is formed under applicable law and professional conduct rules.

4. Information We Collect

We may collect the following categories of information, depending on how you interact with the Platform.

4.1 Information You Provide Directly

We may collect information you provide directly, including: name; company name; law firm name; job title; email address; phone number; billing address; mailing address; account login information; account preferences; consultation request details; scheduling information; messages and communications; documents or files you voluntarily upload; information about your legal, business, operational, or professional issue that you choose to submit; customer support communications; forms, acknowledgments, consents, and agreements you complete through the Platform.

4.2 Attorney Registration and Attorney Onboarding Information

If you register as an attorney, law firm, attorney applicant, or authorized law firm representative, we may collect and process attorney onboarding and compliance information, including: full legal name; professional name, if different; law firm name; business email; business phone number; business address; website or professional profile links; state bar jurisdiction(s); bar number(s); license status; good standing status; public bar profile information; certificate of good standing, where provided or requested; date of admission; practice areas; jurisdictions where you may advise; jurisdictions where you will not advise; consultation availability; professional biography; attorney profile information; malpractice or professional liability insurance status; insurance documentation, where required or voluntarily provided; disciplinary history disclosures; restrictions, inactive status, administrative suspension, or other professional status disclosures.

Additional onboarding items include: conflict responsibility acknowledgments; unauthorized practice of law acknowledgments; confidentiality and privilege acknowledgments; no fee-splitting acknowledgments; independent professional judgment acknowledgments; attorney advertising and profile acknowledgments; data security acknowledgments; signed Independent Attorney Terms and related agreements; periodic recertification responses; communications with TTAE regarding attorney onboarding, eligibility, compliance, suspension, removal, or participation.

TTAE may use this information to review attorney eligibility, conduct administrative onboarding checks, manage attorney participation, create or display attorney profiles where applicable, maintain Platform integrity, enforce Attorney Terms, manage unauthorized-practice-of-law and professional responsibility risks, and comply with legal, regulatory, contractual, security, and operational obligations.

TTAE's administrative review of attorney information is not a legal endorsement, ranking, recommendation, guarantee, or legal determination that an attorney is appropriate, authorized, competent, or suitable for a specific user or matter.

4.3 Client and Consultation Information

If you use the Platform as a client, client company, representative, or prospective client, we may collect: company information; business contact information; consultation request details; intake form responses; scheduling information; uploaded documents or files; information about legal, business, payment, contract, employment, construction, real estate, operational, or other matters you voluntarily submit; communications with TTAE, attorneys, or support personnel through the Platform; consultation-related metadata.

Some information submitted through the Platform may relate to legal matters. TTAE processes such information only as reasonably necessary to operate the Platform, facilitate consultations, provide support, maintain security, comply with law, enforce agreements, and manage operational or compliance issues.

4.4 Payment Information

Payments may be processed by third-party payment processors, including Stripe or other payment providers. TTAE does not store full credit card numbers or complete payment card details. We may receive and store limited payment-related information or metadata, including: customer ID; subscription status; payment status; invoice information; transaction date; billing email; billing address; payment history; last four digits of a card, where provided by the payment processor; chargeback or payment dispute information; tax-related information, where applicable.

4.5 Automatically Collected Information

When you access or use the Platform, we may automatically collect: IP address; device type; browser type; operating system; pages visited; features used; referring URLs; date and time stamps; log data; cookie identifiers; session information; usage and performance data; error reports; security and authentication logs.

4.6 Information from Third Parties

We may receive information from third parties, including: payment processors; scheduling tools; video consultation providers; cloud infrastructure providers; analytics tools; security and fraud-prevention vendors; attorneys; law firms; client company representatives; public state bar websites or licensing databases; service providers that help us operate, secure, or improve the Platform; professional advisors, regulators, courts, or legal authorities, where applicable.

5. Attorney-Client Communications and Legal Matter Information

Some information submitted through the Platform may relate to legal matters or attorney-client communications. TTAE uses reasonable administrative, technical, and organizational safeguards designed to protect consultation-related information and communications.

However:

• TTAE does not provide legal advice;
• TTAE does not determine whether attorney-client privilege applies;
• TTAE does not conduct legal conflict checks;
• the existence and scope of attorney-client privilege, work-product protection, confidentiality obligations, or similar legal protections are determined by the independent attorney and applicable law;
• submitting information through the Platform does not automatically create an attorney-client relationship;
• communications before attorney acceptance may not be privileged;
• TTAE may process consultation-related information as necessary to operate the Platform, provide support, maintain security, comply with law, enforce agreements, resolve disputes, and facilitate consultations.

TTAE does not sell attorney-client communications, legal consultation content, uploaded legal documents, legal matter descriptions, consultation-related information, consultation recordings, transcripts, summaries, or uploaded legal matter content.

TTAE does not use such content for targeted advertising or to train artificial intelligence models unless expressly disclosed and legally permitted.

6. How We Use Information

We may use personal information to: operate the Platform; create and manage accounts; verify users and attorneys; review attorney registration and onboarding information; perform administrative attorney eligibility checks; review attorney licensing, good standing, professional profile, insurance status, and disciplinary disclosures; create, manage, review, or display attorney profiles where applicable; schedule consultations; facilitate video consultations; process payments and subscriptions; send invoices, receipts, billing notices, and administrative notices; provide customer support; communicate with users, attorneys, law firms, and client companies; manage attorney onboarding, approval, suspension, removal, or recertification; maintain security; detect fraud, abuse, unauthorized access, or misuse; investigate complaints, disputes, chargebacks, security incidents, or policy violations; improve Platform functionality; troubleshoot technical issues; analyze Platform usage and performance; comply with legal, regulatory, accounting, tax, and contractual obligations; respond to subpoenas, court orders, government requests, law enforcement requests, regulatory inquiries, or bar authority requests; enforce our Terms of Service, Independent Attorney Terms, Refund Policy, Legal Disclaimer, UPL Disclosures, and other Platform policies; protect the rights, safety, security, and interests of TTAE, users, attorneys, service providers, and third parties.

7. Legal Bases and Processing Principles

Depending on the applicable law and context, we may process personal information based on: performance of a contract; steps taken before entering into a contract; legitimate business interests; legal and regulatory obligations; consent, where required; protection of rights, safety, security, fraud prevention, or dispute resolution.

Where consent is required, you may have the right to withdraw consent, subject to legal, contractual, professional, security, dispute-resolution, operational, or compliance limitations.

8. Third-Party Service Providers

TTAE uses third-party service providers to operate, secure, and improve the Platform. These may include:

• Stripe or other payment processors for payment processing;
• Amazon Web Services - AWS or other cloud infrastructure providers for hosting, infrastructure, data storage, and security-related services;
• Zoom or other video consultation providers for video consultations and related communication functionality;
• email, messaging, calendar, scheduling, support, CRM, monitoring, analytics, logging, fraud-prevention, security, and identity-verification service providers;
• professional advisors, where necessary.

These providers may process personal information only as needed to provide services to TTAE, to comply with their own legal obligations, or as otherwise permitted by law. Your use of third-party services may also be subject to the terms, privacy policies, and practices of those providers.

9. Data Sharing and Disclosure

We may share information with: independent attorneys involved in a consultation or attorney onboarding process; law firms or authorized law firm representatives; clients or client company representatives authorized to use the account; payment processors; cloud hosting and infrastructure providers; video consultation providers; scheduling and communication providers; technology, support, analytics, monitoring, logging, and security vendors; identity-verification or compliance vendors; professional advisors; legal, regulatory, law enforcement, bar, or government authorities when required or permitted by law; parties involved in a merger, acquisition, financing, restructuring, reorganization, bankruptcy, or sale of assets.

We may disclose information if we believe disclosure is reasonably necessary to: comply with law; respond to lawful requests; protect rights and safety; prevent fraud, abuse, unauthorized access, or misuse; investigate complaints, security incidents, or policy violations; enforce our agreements and policies; protect the security and integrity of the Platform; respond to payment disputes, chargebacks, or billing issues.

10. No Sale of Personal Information

TTAE does not sell personal information.

TTAE does not sell attorney-client communications, legal consultation content, uploaded legal documents, legal matter descriptions, attorney onboarding materials, attorney licensing information, consultation recordings, transcripts, summaries, or uploaded legal matter content.

TTAE does not use legal consultation content or uploaded legal matter content for targeted advertising.

If TTAE later engages in activities that qualify as "selling" or "sharing" personal information under applicable privacy laws, TTAE will update this Privacy Policy and provide required notices and choices.

11. Cookies and Tracking Technologies

TTAE may use cookies and similar technologies to: enable core Platform functionality; keep users logged in; support authentication; protect Platform security; detect fraud or misuse; improve user experience; remember preferences; analyze Platform usage; monitor performance; understand marketing effectiveness, where legally permitted.

Some Platform features may not function properly if cookies are disabled. You can control cookies through your browser settings. Where required by applicable law, TTAE will provide additional notice and choices regarding non-essential cookies or similar technologies, and will honor recognized browser-based opt-out preference signals, such as Global Privacy Control, for applicable opt-out rights.

TTAE does not use attorney-client communications, legal consultation content, uploaded legal documents, legal matter descriptions, or attorney onboarding materials for targeted advertising.

12. Recording, Transcripts, Summaries, and AI Tools

Some consultations, onboarding calls, support calls, sales calls, demo calls, or other communications may be recorded, transcribed, summarized, or analyzed where disclosed and legally permitted.

TTAE may process recordings, transcripts, summaries, or related metadata for: Platform operation; consultation facilitation; attorney onboarding; customer support; quality assurance; training of support or operational personnel; compliance; security; fraud prevention; dispute resolution; troubleshooting; enforcing agreements.

TTAE does not use attorney-client communications, legal consultation content, uploaded legal documents, legal matter descriptions, attorney onboarding materials, consultation recordings, transcripts, summaries, or consultation-related information for targeted advertising. TTAE does not use such content to train artificial intelligence models unless expressly disclosed and legally permitted.

Users and attorneys may not record consultations or Platform communications unless all legally required consents have been obtained and the recording is permitted by applicable law, professional conduct rules, and Platform policies.

13. Attorney Profile, Licensing, and Compliance Information

TTAE may collect, process, review, and display certain attorney profile or professional information, including attorney name, law firm name, jurisdiction, practice area, bar admission information, profile information, availability, and professional background.

TTAE may also collect and process non-public attorney onboarding and compliance information, including bar number, good standing information, malpractice or professional liability insurance status, disciplinary disclosures, signed agreements, acknowledgments, and recertification responses.

Attorney profile information may be displayed to users where applicable. Non-public onboarding and compliance information will be used for administrative, onboarding, compliance, security, and Platform integrity purposes and will not be publicly displayed unless otherwise disclosed or permitted.

TTAE does not guarantee that attorney profile information is complete, current, accurate, or applicable to any user's specific matter at all times. Attorneys are responsible for keeping their licensing, professional, profile, availability, insurance, and compliance information accurate and current and for immediately notifying TTAE of changes.

14. Data Security

TTAE implements reasonable administrative, technical, and organizational safeguards designed to protect personal information. These safeguards may include: encryption in transit; encryption at rest where appropriate; access controls; authentication measures; role-based permissions; secure cloud infrastructure; monitoring and logging; incident response procedures; limited access by authorized personnel and service providers; periodic review of access and security practices.

No method of transmission or storage is completely secure. TTAE cannot guarantee absolute security. You are responsible for protecting your account credentials and for promptly notifying TTAE if you believe your account or information has been compromised.

15. Data Retention

We retain personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, including to: provide the Platform; manage accounts; facilitate consultations; process payments; manage attorney onboarding and participation; maintain attorney licensing, good standing, compliance, acknowledgment, and recertification records; comply with legal, accounting, tax, regulatory, contractual, and professional-responsibility-related obligations; resolve disputes; respond to complaints, chargebacks, legal requests, regulatory inquiries, or bar authority requests; enforce agreements and Platform policies; maintain security records; prevent fraud, abuse, unauthorized access, or misuse.

Retention periods may vary depending on the type of information, the user relationship, legal requirements, operational needs, security needs, payment obligations, dispute resolution, and compliance requirements.

We may retain certain records after account closure where required or permitted by law, contract, security needs, fraud prevention, dispute resolution, professional responsibility considerations, or legitimate business purposes.

16. Your Privacy Rights

Depending on your location and applicable law, you may have the right to: request access to personal information; request correction of inaccurate personal information; request deletion of personal information; request a copy of personal information; opt out of certain processing activities; opt out of sale or sharing of personal information, where applicable; withdraw consent where processing is based on consent; appeal certain privacy decisions, where required by law; not be discriminated against for exercising privacy rights, where applicable.

To submit a privacy request, contact us at support@talktoanexpert.com. We may need to verify your identity before responding. If you are making a request on behalf of another person or entity, we may require proof of authorization.

Certain information may be exempt from access, deletion, correction, or other requests where retention or processing is required or permitted by law, professional obligations, security needs, fraud prevention, dispute resolution, payment processing, tax or accounting obligations, regulatory compliance, legal claims, attorney onboarding records, or legitimate business purposes.

17. California and U.S. State Privacy Notice

Depending on your state of residence and applicable law, you may have additional rights under U.S. state privacy laws, including California privacy laws.

TTAE does not sell personal information. TTAE does not knowingly collect personal information from individuals under 18 for use of the Platform.

Categories of personal information we may collect include: identifiers; commercial information; internet or network activity information; professional or employment-related information; payment-related metadata; account and authentication information; attorney licensing, professional, onboarding, and compliance information; communications and consultation-related information voluntarily provided by users; documents or files voluntarily uploaded by users; sensitive information voluntarily submitted by users or attorneys, where applicable.

We use and disclose these categories for the purposes described in this Privacy Policy. If TTAE becomes subject to additional state privacy obligations, TTAE will provide notices, rights, and choices as required by applicable law.

18. Children's Privacy

The Platform is not intended for individuals under the age of 18. Users under 18 may not use the Platform. TTAE does not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it, unless retention is legally required.

19. International Users

TTAE is operated from the United States. If you access the Platform from outside the United States, you understand that your information may be transferred to, stored in, and processed in the United States and other jurisdictions where our service providers operate.

Data protection laws in those jurisdictions may differ from the laws of your country. By using the Platform, you acknowledge that your information may be processed in the United States and other applicable jurisdictions as described in this Privacy Policy.

20. Data Transfers and Service Providers

By using the Platform, you acknowledge that information may be processed by TTAE and its service providers, including AWS, Stripe, Zoom, and other vendors used to operate, secure, and improve the Platform.

We take reasonable steps to ensure that service providers process information in a manner consistent with this Privacy Policy and applicable law.

21. Legal Requests and Compelled Disclosure

If TTAE receives a subpoena, court order, government request, law enforcement request, regulatory request, bar authority request, or other legal demand seeking disclosure of information, TTAE may disclose information if legally required or permitted.

Where legally permitted and reasonably practicable, TTAE may attempt to notify affected users or attorneys so they may seek protective measures. TTAE may limit disclosure to the information reasonably required by the legal request.

22. Relationship to Other TTAE Policies

This Privacy Policy should be read together with TTAE's: Terms of Service; Independent Attorney Terms; Legal Disclaimer / No Legal Advice Notice; State-Specific Unauthorized Practice of Law (UPL) Disclosures; Refund Policy; Checkout and Subscription Disclosures; Cookie Notice; Recording, Transcript, and Summary Notice; attorney onboarding materials; support and security procedures; any additional notices or policies made available through the Platform.

If there is a conflict between this Privacy Policy and a specific privacy notice required by applicable law, the mandatory privacy notice will control to the extent required by law.

23. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on the Platform with a revised "Last Updated" date. Your continued use of the Platform after an updated Privacy Policy is posted means you acknowledge the updated Privacy Policy.

If material changes require additional notice or consent under applicable law, TTAE will provide such notice or request consent where required.

24. SMS / Text Messaging

TTAE operates an SMS / text messaging program. We collect your mobile phone number and your messaging consent through (a) our websites, landing pages, and attorney registration and early-access forms, and (b) Meta (Facebook and Instagram) lead generation forms. You provide consent by checking the applicable opt-in box (for example, marketing messages and/or non-marketing account and informational messages) at the point where you submit your mobile number. Consent is not a condition of registration, purchase, or use of the Platform.

In connection with the SMS program we collect your mobile phone number, your consent selections, the source of the opt-in (such as the specific website form, landing page, or Meta lead form), and the date and time of consent, together with records of your interactions with our messages, including STOP and HELP requests.

We use your mobile number only to send the categories of messages you have consented to receive, such as attorney onboarding, scheduling, account, and (where you have opted in) marketing messages, to respond to STOP and HELP requests, and to maintain records demonstrating consent as required by applicable carrier rules and law.

Mobile information may be shared only with subcontractors or service providers (such as our customer support and messaging platform providers) strictly to facilitate the messages you have consented to receive.

Message frequency varies. Message and data rates may apply according to your mobile carrier's plan.

You may withdraw consent and stop receiving SMS messages at any time by replying STOP to any message; we will send a confirmation and then cease sending messages, except where transactional messages are otherwise permitted by law. Reply HELP for assistance, or contact us at support@talktoanexpert.com.

We retain opt-in and opt-out records for the period required by applicable carrier requirements and applicable state law in order to demonstrate consent and honor opt-out requests.

25. Contact Information

26. Attorney Registration Privacy Notice

This Attorney Registration Privacy Notice should be displayed in the attorney registration and onboarding flow, near the checkbox where attorneys accept the Privacy Policy and Independent Attorney Terms.

By registering as an attorney, law firm, attorney applicant, or authorized law firm representative on the TTAE Platform, you understand that TTAE may collect and process attorney onboarding and participation information, including your name, firm name, contact information, bar jurisdiction, bar number, license status, good standing information, practice areas, professional profile information, malpractice or professional liability insurance status, disciplinary disclosures, signed agreements, acknowledgments, availability, communications, recertification responses, and related compliance information.

TTAE may use this information to review attorney eligibility, verify attorney-provided information, review licensing and good standing information, manage attorney onboarding, create and display attorney profiles where applicable, schedule consultations, maintain Platform security, comply with legal and regulatory obligations, enforce Independent Attorney Terms, manage unauthorized-practice-of-law and professional responsibility risks, investigate complaints or disputes, and operate the Platform.

TTAE is not a law firm and does not provide legal advice or legal services. Attorney participation is subject to the Independent Attorney Terms, Legal Disclaimer / No Legal Advice Notice, State-Specific UPL Disclosures, Privacy Policy, and other applicable Platform policies.