FirmSpan LLC – Privacy Policy

Effective Date: April 3, 2026

At FirmSpan LLC ("FirmSpan," "we," "us," or "our"), we value your privacy and are committed to protecting your personal and financial information. This Privacy Policy explains how we collect, use, share, and protect your data when you use our application to submit financial information and documents to your legal representative.

1. Information We Collect

We collect information directly from you, from your legal representative, and through third-party integrations, strictly for the purpose of facilitating your legal services.

  • Personal Information: Name, email address, and phone number provided by you or your attorney to facilitate access to the FirmSpan platform.
  • Financial Information: With your explicit consent, we utilize Plaid Inc. ("Plaid") to securely connect to your financial institutions. We collect account balances, transaction history, and statement data as required by your legal representative.
  • User-Uploaded Documents: Any files, legal documents, or financial statements you manually upload to the platform.
  • Authentication Data: We utilize stateless magic links for secure, passwordless login. We do not retain persistent financial login states or session data once you exit the platform.

2. How We Obtain Consent

We do not collect, process, or store your financial data or personal documents without your explicit consent. Consent is obtained when you actively initiate a connection via Plaid Link or when you manually upload documents to our secure portal. You may revoke this consent at any time by contacting your attorney or FirmSpan directly.

3. How We Use Your Information

We use your information exclusively to provide our document automation and collection services:

  • To compile, format, and securely transmit your financial data and documents to your retained law firm.
  • To authenticate your identity and secure your session.
  • To provide customer support and troubleshoot technical issues.

4. How We Share Your Information

We do not sell, rent, or trade your personal or financial information. We only share your data with:

  • Your Legal Representative: Data is shared exclusively with the specific law firm that requested your information.
  • Service Providers: We share necessary data with trusted infrastructure partners (such as secure cloud hosting and database providers) and data processors (such as Plaid).
  • Plaid Integration: By connecting your bank account via Plaid, you agree to Plaid’s Privacy Policy. Plaid’s privacy practices govern their collection and use of your data.

5. Data Retention and Deletion

We retain your personal and financial data only for as long as necessary to fulfill the purposes outlined in this policy or as required by law.

  • Data Deletion: You have the right to request the deletion of your data. Because FirmSpan acts as a processor for your law firm, deletion requests should primarily be directed to your attorney. However, you may also contact us directly to request data deletion, and we will coordinate with your law firm to securely purge your records from our active databases and backups in accordance with applicable laws.

6. SMS and Phone Number Policy

We collect your phone numbers only when you voluntarily provide them to us, for example, during transactions, inquiries, or when you sign up to receive notification messages. You can opt in to receive these SMS messages by providing your phone number.

  • Use of Phone Numbers: SMS messaging charges may be applied by your carrier. We will only share your phone number with our SMS provider, subject to their privacy policy.
  • Opting Out: If at any time you wish to stop receiving messages from us, you can opt out by texting STOP.
  • Privacy of Phone Numbers: Once you have opted out, we will not send you any more SMS messages, nor will we sell or transfer your phone number to another party for marketing purposes.

7. Changes to This Policy

We may periodically update this policy. We will notify you about significant changes in the way we treat your information by placing a prominent notice on our site or sending a notification to your registered email address.

8. Contact Us

If you have any questions, concerns, or deletion requests regarding this policy, please contact us via the support form on our site.

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