Privacy Policy

Last updated: June 24, 2026 · See also our Terms of Service

This Privacy Policy explains how Casewell handles information when you use our software, which reads handwritten and scanned bankruptcy intake forms and produces a file that can be imported into Best Case bankruptcy software. We know the documents you upload contain sensitive bankruptcy-client information, including Social Security numbers and detailed financial data, and we handle that information with care. This policy covers Casewell’s own practices. It is not legal advice to your firm about its own privacy obligations to its clients.

1. Information we collect

Account information

When you create an account or contact us, we collect information such as your name, your firm’s name, your email address, and the details you provide during onboarding. If you purchase a paid plan, our payment processor collects billing information (we do not store full card numbers ourselves).

Uploaded intake documents and client data

To provide the Service, you upload bankruptcy intake forms and related documents. These documents can contain sensitive personal information about your clients, including Social Security numbers, financial and debt information, income, addresses, and other personal details (“Client Data”). We process this Client Data only to provide the Service to you. We do not sell it, and we do not use it to train AI models.

Usage and log data

Like most software, we automatically collect technical and usage information, such as log records, device and browser information, IP address, timestamps, and the actions taken in the Service (for example, which steps of a run were completed). We use this for security, debugging, and improving the Service.

2. How we use information

We use the information described above to:

  • read, cross-check, and map uploaded intake forms and generate an importable file;
  • provide, maintain, secure, and support the Service and your account;
  • process payments and manage your subscription;
  • communicate with you about your account, onboarding, and support;
  • monitor for fraud and abuse and keep the Service secure; and
  • comply with our legal obligations.

We do not use your Client Data to train artificial-intelligence models, and we do not sell your personal information or your Client Data.

3. Third-party processors

We rely on a small number of vendors (“processors”) to operate the Service. They may process information only on our instructions and under contractual confidentiality and security obligations. These include:

  • An AI vision / OCR provider, used to read the handwritten and scanned forms. We use this provider under an arrangement that ensures your uploaded content is not used to train the provider’s models and is not retained by the provider beyond what is needed to return a result (a no-training, zero-retention arrangement).
  • A payment processor, used to handle billing for paid plans. Your card details are provided directly to the payment processor and are handled under its own security standards. We do not store full card numbers.
  • Cloud hosting and infrastructure providers, used to run and store the Service under contractual security and confidentiality obligations.

We may also disclose information if required by law, to enforce our Terms of Service, or to protect the rights, safety, and security of Casewell, our users, and the public.

4. How we store and protect data

We take the sensitivity of bankruptcy-client data seriously and apply administrative, technical, and physical safeguards designed to protect it, such as encryption in transit, access controls, and limiting who can access uploaded documents. No method of transmission or storage is perfectly secure, and we cannot guarantee absolute security, but we work to protect information consistent with its sensitivity.

5. Retention and deletion

We keep information only as long as needed for the purposes described in this policy. In particular, source intake documents are kept on a short-retention basis and are automatically deleted after they are processed and the related output is made available to you, and in any event within thirty (30) days, so that the most sensitive material is not retained longer than necessary. Account information and records we are required to keep (for example, for billing or legal compliance) may be retained longer. You can ask us to delete data associated with your account as described below, subject to our legal and operational obligations.

6. Your firm’s responsibility for client data

When you upload Client Data, you do so as the party responsible for that data and for your relationship with your clients. As described in our Terms of Service, you are responsible for having the authority, consents, and authorizations needed to upload and process that data, and for meeting your own confidentiality and privacy obligations to your clients. With respect to your Client Data, Casewell acts as a processor on your behalf and processes that data on your instructions to deliver the Service.

7. Your rights and choices

Depending on where you are located, you may have rights to access, correct, delete, or receive a copy of your personal information, or to object to or restrict certain processing. You can exercise these rights, or ask questions about your data, by contacting us using the details below, and we will respond consistent with applicable law. Where Casewell processes Client Data on your firm’s behalf, requests from your clients should generally be directed to your firm, and we will support you in responding.

8. Cookies

We use a small number of cookies and similar technologies that are necessary to operate the Service, such as keeping you logged in and keeping the Service secure. We do not use the Service to serve third-party advertising. You can control cookies through your browser, though disabling essential cookies may prevent the Service from working.

9. Children’s data

The Service is intended for use by law firms and their staff, not by children, and we do not knowingly collect personal information directly from children through the Service. Client Data you upload may, of course, include information about individuals of any age in connection with a bankruptcy matter; that data is handled as Client Data under this policy.

10. Changes to this policy

We may update this Privacy Policy from time to time. When we make material changes, we will update the “Last updated” date above and, where appropriate, provide additional notice. Your continued use of the Service after the changes take effect means you accept the updated policy.

11. Contact

Questions about this Privacy Policy or about how we handle data can be sent to hello@trycasewell.com.