Privacy Policy

Last Updated: January 1, 2026
Effective Date: January 1, 2026

1. INTRODUCTION

Welcome to Counsl.ai. We are committed to protecting your privacy and handling your personal information with care. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our legal services marketplace platform.

Counsl.ai connects individuals seeking legal assistance with licensed family law attorneys in California. Our Platform facilitates attorney-client matching, consultation scheduling, secure messaging, and payment processing.

By using Counsl.ai, you agree to this Privacy Policy. If you do not agree, please do not use our Platform.

Important: Messages between attorneys and clients are encrypted end-to-end. We do not access, monitor, or use the content of attorney-client communications.

2. INFORMATION WE COLLECT

2.1 Information You Provide

For All Users:

  • Account: Email, password, name, phone
  • Profile: Location, preferred language
  • Preferences: Notification settings

For Clients/Litigants:

  • Case information (type, details, urgency)
  • Family information (children, ages)
  • Budget range
  • Legal status (opposing counsel)
  • Consultation preferences
  • Payment information (via Plaid)

For Attorneys:

  • CA State Bar number and license status
  • Practice areas and specializations
  • Education and credentials
  • Work experience
  • Availability and calendar
  • Banking information (via Stripe Connect)
  • Subscription and billing details

2.2 Automatically Collected

  • Device: IP address, browser, device type, OS
  • Usage: Pages visited, features used, time spent
  • Session: Login times, actions taken
  • Location: Geographic location from IP
  • Cookies: Session IDs, preferences, auth tokens

2.3 From Third Parties

  • California State Bar: Attorney verification (names, bar numbers, license status)
  • Payment Processors: Stripe (payments), Plaid (bank verification)
  • Calendar Services: Google Calendar, Microsoft Outlook availability or other utilizing Cronofy Scheduling/Calendar Aggregator
  • Professional Networks: LinkedIn profile data (with consent)

3. HOW WE USE YOUR INFORMATION

3.1 Platform Services

  • Create and manage accounts
  • Match clients with attorneys
  • Schedule consultations
  • Enable secure messaging
  • Process payments and payouts

3.2 Improvement & Analytics

  • Improve matching algorithms and UX
  • Monitor performance and security
  • Generate anonymized statistics
  • Collect quality feedback

3.3 Legal & Compliance

  • Verify attorney credentials
  • Comply with laws and regulations
  • Prevent fraud and unauthorized access
  • Maintain required records

3.4 Communication

  • Send confirmations and receipts
  • Provide customer support
  • Notify of platform updates
  • Marketing (with opt-out option)

4. HOW WE SHARE YOUR INFORMATION

We do NOT sell your personal information. We share only in these circumstances:

4.1 With Other Users

  • Clients view attorney public profiles
  • Attorneys view client case info when matched
  • Contact details exchanged after consultation acceptance

4.2 With Service Providers

  • Stripe & Plaid: Payment processing
  • Azure: Cloud infrastructure
  • SendGrid: Email delivery
  • Google/Microsoft/Cronofy: Calendar integration
  • Sentry: Error tracking
  • JetAdmin: Admin User management
  • Daily.co: Audio/Video meetings

4.3 For Legal Reasons

  • Comply with legal obligations
  • Protect rights and safety
  • Investigate fraud or illegal activity
  • Enforce Terms of Service
  • Respond to law enforcement

Note: Attorney-client privileged communications disclosed only as required by law.

4.4 Business Transfers

In merger, acquisition, or bankruptcy, information may transfer. We will notify you.

4.5 Payment Processing by Cold Blue Creative Marketing LLC

Payment Processor Role:

Payment processing, technical oversight, and marketing services for Counsl and Child Opportunity Trust are provided by Cold Blue Creative Marketing LLC, a creative services agency acting on behalf of Counsl.ai.

Information Shared with Payment Processor:

When you make a purchase, the following information is shared with Cold Blue Creative Marketing LLC:

  • Name and email address
  • Billing address (required by payment processor)
  • Payment information (processed securely through Stripe)
  • Order details (product purchased, amount, date)
  • Transaction status and receipts

How Payment Processor Uses Your Information:

Cold Blue Creative Marketing LLC uses this information solely to:

  • Process payments securely through Stripe
  • Send transaction confirmations and receipts
  • Handle refund requests and customer support
  • Maintain required payment records for tax and accounting purposes
  • Provide technical support for payment-related issues

Payment Security:

Cold Blue Creative Marketing LLC does not store your credit card information. All payment data is processed securely through Stripe, a PCI DSS Level 1 certified payment processor. Payment information is encrypted and tokenized.

Data Retention by Payment Processor:

Cold Blue Creative Marketing LLC retains payment records for:

  • Transaction records: 7 years (tax and legal requirements)
  • Customer support correspondence: Duration of issue + 1 year
  • Refund records: 7 years

Important Distinction:

Cold Blue Creative Marketing LLC is a payment processor and creative services agency. It is NOT a financial institution, law firm, or trust company. All legal services related to the Child Opportunity Trust are provided by independent licensed attorneys, not by Cold Blue Creative Marketing LLC.

Third-Party Payment Services:

Payment processing utilizes Stripe (www.stripe.com). By making a purchase, you agree to Stripe's Privacy Policy and Terms of Service. We recommend reviewing Stripe's privacy practices at stripe.com/privacy.

Contact for Payment Privacy Questions:

For questions about how your payment information is handled, please visit our contact page.

5. DATA SECURITY

Encryption:

  • TLS 1.2+ for all data transmission
  • AES-256 for data at rest
  • End-to-end encryption for messages
  • bcrypt password hashing

Access Controls:

  • Role-based permissions
  • Secure authentication with lockouts
  • Limited admin access with audit logs

Monitoring:

  • Continuous security monitoring
  • Regular audits and assessments
  • Incident response procedures
  • Comprehensive event logging

Payment Security:

  • PCI DSS SAQ-A compliant
  • No payment data stored
  • Tokenization via Stripe
  • Secure bank verification via Plaid

6. DATA RETENTION

  • Account data: Active period + 30 days
  • Attorney-client messages: 7 years
  • Payment records: 7 years
  • Consultation records: 7 years
  • System logs: 90 days-1 year
  • Marketing: Until opt-out
  • Anonymous data: Indefinitely

7. YOUR CALIFORNIA PRIVACY RIGHTS (CCPA)

California residents have specific rights:

Right to Know:

  • Request what personal information we collect
  • Request how we use and share it
  • Receive a copy of your data

Right to Delete:

  • Request deletion of your personal information
  • Exceptions for legal/regulatory requirements
  • Third-party deletion requests sent

Right to Opt-Out:

We do not sell personal information. Third-party sharing limited to service providers.

Right to Non-Discrimination:

We do not discriminate for exercising your privacy rights.

How to Exercise Rights:

Email: privacy@counsl.ai or use account settings. We will respond within 45 days.

8. COOKIES AND TRACKING

We use cookies and similar technologies:

Essential Cookies:

Required for authentication, security, and platform functionality. Cannot be disabled.

Analytics Cookies:

Help us understand usage patterns. Can be controlled via browser settings.

Your Control:

Most browsers allow you to refuse cookies. Note: Disabling essential cookies may impair functionality.

9. CHILDREN'S PRIVACY

Our Platform is not intended for individuals under 18. We do not knowingly collect information from children. If we learn we have collected data from a child, we will delete it promptly. Parents who believe their child provided information should contact us.

10. THIRD-PARTY LINKS

Our Platform may contain links to third-party websites. We are not responsible for their privacy practices. We encourage you to review their privacy policies.

11. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy periodically. Changes will be posted with a new "Last Updated" date. We will notify you of material changes via email or prominent platform notice. Continued use after changes constitutes acceptance.

12. CONTACT US

Questions about this Privacy Policy? Contact us:

Counsl.ai
Email: privacy@counsl.ai
Support: support@counsl.ai

For California privacy rights requests, include "CCPA Request" in subject line.

13. ATTORNEY-CLIENT RELATIONSHIP AND DISCLAIMERS

Platform Role:

Counsl.ai is a technology platform connecting clients with attorneys. We are NOT:

  • A law firm or legal services provider
  • An attorney referral service (CA State Bar definition)
  • Providing legal advice or representation

Attorney-Client Relationship:

No attorney-client relationship exists until explicit agreement between you and an attorney. The initial consultation does not guarantee representation. Attorneys are independent professionals responsible for their own services.

Attorney Responsibility:

Each attorney is solely responsible for:

  • Quality of legal services
  • Professional conduct and ethics
  • Maintaining bar membership
  • Client communications and case management
  • Legal advice provided

Platform Verification:

We verify attorney credentials with the California State Bar but make no guarantees about:

  • Quality of legal representation
  • Outcomes of legal matters
  • Attorney availability or responsiveness
  • Compatibility with your specific needs

Confidentiality:

While we provide encrypted messaging, attorney-client privilege is maintained between you and your attorney, not the platform. Privileged communications should be made directly with your attorney through our secure messaging system.

14. SPECIAL CONSIDERATIONS

Domestic Violence & Safety:

If you are experiencing domestic violence, please consider your safety when using this Platform. We recommend:

  • Using a private device and internet connection
  • Clearing browser history after use
  • Using caution when scheduling consultations
  • Informing your attorney of safety concerns

Child-Related Information:

When providing information about children (in custody matters), we collect only:

  • Number and ages of children
  • Basic custody status
  • Relevant case information

We do not collect children's personal information (names, photos, detailed information). All child-related data is subject to the same security protections as other sensitive information.

Family together
NEW ✨
Introducing

The Child Opportunity Trust

Every child deserves a financial foundation. Build an attorney-reviewed trust that protects, grows, and adapts as your child's life unfolds.

Learn More →