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Privacy Policy – Case Pro Management

 

Case Pro Management (“we,” “our,” “us”) respects your privacy and is committed to protecting the confidentiality and security of information collected through our services, website, forms, SMS, and video interactions. This policy explains how we collect, use, and protect your information in compliance with U.S. law and industry best practices.


1. Introduction

Case Pro Management provides staffing, case support, and operations consulting to law firms and legal professionals. We handle sensitive client and firm information as part of our operations. Protecting this data is central to our services, and all interactions are conducted under strict confidentiality.

By accessing our website or engaging our services, you agree to this Privacy Policy.


2. Scope

This Privacy Policy applies to:

  • Websites: casepromanagement.com and any affiliated domains
  • Online forms, email, SMS, and Zoom communications
  • Service interactions related to staffing, case support, and consulting
  • This Privacy Policy also governs how we collect and manage phone numbers and SMS consent through our website, forms, or communication platforms in compliance with 10DLC and CTIA standards.
     

It covers all information collected, whether provided directly, gathered automatically, or generated through service interactions.


3. Information We Collect

Information provided directly by you:

  • Contact information (name, email, phone)
  • Business information (law firm name, staffing requirements, workflow details)
  • Messages or requests submitted through forms or communication platforms
     

Information collected automatically:

  • IP address, browser type, and device information
  • Website analytics and cookies to improve site performance and functionality
     

Information from service interactions:

  • Limited case information necessary to perform staffing and operational tasks
  • Communication metadata from Zoom, SMS, or email scheduling
     


4. Use of Information

We use collected information to:

  • Deliver and manage staffing, case support, and consulting services
  • Source, train, and integrate bilingual legal contractors into your workflow
  • Coordinate case support from intake through documentation and follow-up
  • Streamline law firm operations and reduce workflow bottlenecks
  • Communicate with clients, partners, and internal teams via email, SMS, or video
  • Comply with legal, contractual, and regulatory obligations
     

5. Legal Basis for Processing

We process data under the following bases:

  • Performance of contracts with clients or partners
  • Legitimate business interests in providing professional services and operational support
  • Consent for communications such as SMS or email marketing (if applicable)
  • Compliance with legal obligations
     

6. Data Sharing & Disclosure

Information is shared only as necessary for service delivery:

  • With vetted service providers supporting cloud storage, communications, and analytics
  • With contractors or embedded staff performing operational tasks, under strict confidentiality
  • When required by law or legal process
     

Important: We do not share, sell, or rent your phone number or personal information for marketing or lead generation purposes. Data collected for SMS communication is used solely for service-related communications, appointment reminders, and case coordination.


7. Data Retention

  • Contact and operational data are retained for a maximum of 24 months, unless longer retention is required by law or client agreement
  • After the retention period, data is securely deleted or anonymized
     

8. Data Security

  • Data is encrypted in transit and at rest
  • Access is restricted to employees or contractors with a legitimate business need
  • Security audits and compliance checks are performed regularly to meet vendor and industry standards
     

9. Your Rights

You may:

  • Request access to your data
  • Request correction or deletion of your data
  • Opt-out of marketing communications at any time by contacting info@casepromanagement.com
     

10. SMS Communications

  •  By providing your phone number, you consent to receive SMS messages from Case Pro Management for service-related communications, including appointment reminders, operational updates, and case coordination. 
  • Message frequency may vary. Standard message and data rates may apply. 
  • You may opt out at any time by replying “STOP.” 
  • We do not share, sell, or rent your phone number or any personal information to third parties for marketing purposes. 
  • Consent to receive SMS messages is obtained when users provide their phone number via our website, written forms, or verbally during service coordination. 
  • Reply “HELP” for more information or contact us at info@casepromanagement.com
     

11. Cookies

  • Cookies are used for website functionality and performance analytics
  • You may adjust browser settings to manage or disable cookies
     

12. Third-Party Links

Our website may include links to third-party services. We are not responsible for their privacy practices and recommend reviewing their policies separately.


13. Children’s Privacy

Our services and website are not intended for individuals under 18 years old.


14. Policy Updates

Updates will be posted on this page with a revised “Effective Date.” We encourage regular review of this Privacy Policy.


Contact:
📍 1 Glenlake Pkwy NE, Atlanta, GA 30328
📞 +1 (404) 436-2301
📧 info@casepromanagement.com

Copyright © 2025 Case Pro Management - All Rights Reserved.

📞 +1 (404) 436-2301 📧 info@casepromanagement.com

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