This policy explains how AI Intake Assistant collects, uses, and protects information when you visit our website or use our intake services.
Effective Date: Jan 01, 2026
We collect only what is needed to provide intake and routing, plus basic website analytics.
When a visitor interacts with our demo line, onboarding form, or contact methods, we may collect:
Optional fields can be disabled for minimal data capture.
When you visit our website, we may automatically collect:
This data is used for performance, analytics, and security monitoring.
Only to run the intake system, route notifications, and support your account.
We do not sell your data. We share only as needed to deliver the service.
Third-party providers are expected to maintain appropriate safeguards.
Reasonable safeguards, and retention only as long as needed for operations.
We use reasonable technical and organizational measures to protect information from unauthorized access, disclosure, alteration, or destruction. No internet-based system is 100% secure, so we cannot guarantee absolute security.
We retain information only as long as necessary to provide the service, meet contractual obligations, and comply with applicable laws. Retention periods may vary based on client configuration.
Basic cookies may be used for analytics and performance.
We may use cookies or similar technologies to analyze traffic, improve user experience, and monitor performance. You can disable cookies via your browser settings.
Depending on your jurisdiction, you may request access, correction, or deletion.
You may request access, correction, or deletion of personal data where applicable by contacting us at info@247casecapture.com.
We may update this policy from time to time.
Updates will be posted on this page with a revised effective date.