1. Information We Collect
We collect information when you create an account, use our platform, interact with our attorney directory, or contact us. The categories of information we collect depend on how you use Lexfora.
1.1 Account and Profile Information
- Attorneys and Firm Admins: Full name, email address, phone number, firm name, firm size, practice areas, bar number, bar state, law school, years of experience, office address, website URL, professional bio, and profile photo.
- Firm Staff: Name, email address, assigned role (e.g., paralegal, billing clerk), and permissions.
- Service Providers: Business name, provider type (e.g., court reporter, expert witness), description, website, and contact information.
- Clients (via Client Portal): Name, email address, phone number, and any information submitted through portal forms or shared with the attorney on the platform.
1.2 Practice Management Data
When attorneys and their teams use Lexfora to manage their practice, we store data they create on the platform, including:
- Matter and case records (matter name, status, practice area, billing type)
- Client records and contact information entered by attorneys
- Lead intake records
- Time entries and activity logs
- Tasks, deadlines, and calendar events
- Documents and files uploaded to the platform
- Notes, playbook templates, and communications
- Electronic signature records
- Statute of limitations and filing deadline tracking data
1.3 Billing and Payment Information
- Subscription plan, billing cycle, and payment history for Lexfora subscriptions.
- Invoice records, expense records, and payment records created within the platform for the attorney's own clients.
- Payment processing is handled by Stripe. We do not store raw credit card numbers; Stripe manages and encrypts all card data under PCI DSS standards.
- Trust account ledger entries and IOLTA transaction records.
1.4 AI Feature Data
- AI Time Capture: If you connect Google Calendar, we access the titles and dates of calendar events solely to suggest time entries. We do not access email content, calendar descriptions, attendee lists, or any other calendar data beyond event titles and times.
- AI Bio and Headline Tools: We process the text content you provide (draft bio, firm details) to generate suggestions. This content is not used to train AI models.
1.5 Usage and Technical Data
- Pages visited, features used, and time spent on the platform
- IP address, browser type, operating system, and device information
- Referring URLs and search terms used to find us
- Error logs and crash reports (processed by Sentry)
- Product analytics events (processed by PostHog, consent-gated for marketing/analytics cookies)
1.6 Communications
- Emails and messages you send to our support team or through our contact form
- Support ticket content and resolution history
- Waitlist and newsletter sign-up information (email address and preferences)
2. How We Use Your Information
We use the information we collect only to the extent necessary to provide and improve our services. Specifically:
2.1 Providing the Platform
- Creating and managing your account and firm workspace
- Storing and retrieving your matters, clients, time entries, and other practice data
- Processing subscription payments and managing billing through Stripe
- Generating invoices, expense reports, and billing statements
- Facilitating trust account ledger management
- Delivering video consultation sessions via Daily.co
- Powering the attorney directory and enabling potential clients to contact you
- Operating the service provider marketplace
- Providing the client portal and enabling document sharing between attorneys and clients
2.2 AI-Powered Features
- Analyzing connected calendar event titles to suggest billable time entries (AI Time Capture)
- Generating professional bio and headline suggestions for directory profiles (AI Bio and Headline tools)
- Providing a profile completeness score and guided improvement recommendations (AI Completeness Coach)
2.3 Communications
- Sending transactional emails (account confirmation, password reset, billing receipts)
- Delivering product updates, changelog notifications, and feature announcements
- Sending marketing communications where you have opted in (you may unsubscribe at any time)
- Responding to support requests and feedback
- Sending SOL deadline alerts and calendar reminders
2.4 Platform Improvement and Security
- Analyzing usage patterns to improve product features and UX
- Detecting and preventing fraud, abuse, and security threats
- Debugging errors and improving platform stability
- Conducting internal analytics and reporting
2.5 Legal and Compliance
- Complying with applicable laws and regulations
- Responding to lawful requests from courts, regulators, or law enforcement
- Enforcing our Terms of Service
- Maintaining audit logs for security and compliance purposes
3. Legal Basis for Processing
For users in the European Economic Area (EEA), the United Kingdom, or other jurisdictions requiring a lawful basis for processing personal data, we process your data on the following grounds:
- Performance of a Contract: Processing that is necessary to provide you with the services you have subscribed to, including account management, practice data storage, billing, and platform functionality.
- Legitimate Interests: Processing necessary for our legitimate business interests, such as improving our services, detecting fraud, maintaining security, and sending product update communications to existing customers — where these interests are not overridden by your rights.
- Consent: Processing that is based on your freely given, specific, and informed consent — including analytics cookies, marketing emails, and AI calendar access. You may withdraw consent at any time without affecting the lawfulness of prior processing.
- Legal Obligation: Processing necessary to comply with applicable laws, including financial record-keeping, tax reporting, and responding to lawful legal process.
4. Third-Party Services
We use the following third-party service providers. Each provider processes data on our behalf under their own privacy policies and, where applicable, data processing agreements:
Infrastructure
- Supabase: Database, authentication, and file storage. Data is encrypted at rest and in transit. Supabase Privacy Policy
- Vercel: Web hosting, edge network, and deployment. Vercel Privacy Policy
Payments
- Stripe: Payment processing for subscriptions and client invoice payments. Stripe is PCI DSS Level 1 certified. We do not store raw card data. Stripe Privacy Policy
Communications
- SendGrid (Twilio): Transactional and marketing email delivery. Twilio Privacy Policy
Analytics and Monitoring
- PostHog: Product analytics and feature flag management (consent-gated). PostHog Privacy Policy
- Google Analytics: Website traffic analytics (consent-gated). Google Privacy Policy
- Sentry: Application error monitoring and performance tracing. Error reports may contain technical metadata but are not used for advertising. Sentry Privacy Policy
Video
- Daily.co: Real-time video and audio for video consultation sessions. Media streams are end-to-end encrypted where supported. Daily.co Privacy Policy
Mapping
- Mapbox: Interactive maps for the attorney directory search and radius filtering. Mapbox Privacy Policy
Optional Integrations
You may optionally connect third-party practice management tools (Clio, MyCase, QuickBooks) or Google Calendar. When you authorize these integrations, data is exchanged between Lexfora and those services under the terms of your agreements with each provider.
6. Your Rights
Regardless of where you are located, you have the following rights with respect to your personal information:
- Right of Access: Request a copy of the personal information we hold about you.
- Right to Rectification: Request correction of inaccurate or incomplete personal information.
- Right to Erasure: Request deletion of your personal information, subject to legal retention obligations.
- Right to Data Portability: Receive your personal data in a structured, commonly used, machine-readable format and transmit it to another service.
- Right to Restriction: Request that we restrict the processing of your data in certain circumstances.
- Right to Object: Object to processing based on legitimate interests, including direct marketing.
- Right to Withdraw Consent: Withdraw consent at any time where processing is consent-based, without affecting the lawfulness of prior processing.
- Right to Opt Out of Marketing: Unsubscribe from marketing emails via the unsubscribe link in any email or by contacting us directly.
To exercise any of these rights, please contact us at our privacy contact form or through our Contact form. We will respond within 30 days.
7. GDPR / EU and UK Rights
If you are located in the European Economic Area (EEA) or the United Kingdom, the General Data Protection Regulation (GDPR) or UK GDPR applies to our processing of your personal data. GradeCircle acts as a data controller for the personal data of its subscribers and as a data processor for the personal data of attorneys' clients that is stored on the platform at the attorney's direction.
In addition to the general rights described in Section 6, EEA and UK residents have the following additional rights:
- Right to Lodge a Complaint: You have the right to lodge a complaint with your local data protection supervisory authority if you believe we have processed your personal data in violation of the GDPR.
- Right to Object to Automated Decision-Making: If any decisions affecting you are made solely by automated means (with no human review), you have the right to request human intervention.
For GDPR-related inquiries, please contact us at our privacy contact form. If our processing activities require a formal Data Processing Agreement (DPA) for your organization, please contact us to request one.
8. CCPA / California Rights
If you are a California resident, the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA), grants you the following rights:
- Right to Know: The right to know what personal information we collect, use, disclose, and share about you.
- Right to Delete: The right to request deletion of your personal information, subject to certain exceptions.
- Right to Correct: The right to request correction of inaccurate personal information.
- Right to Opt Out of Sale or Sharing: We do not sell your personal information to third parties and do not share personal information for cross-context behavioral advertising. There is nothing to opt out of under this right.
- Right to Limit Use of Sensitive Personal Information: Where we process sensitive personal information (such as government IDs like bar numbers), we use it only for the purposes of providing our services.
- Right to Non-Discrimination: We will not discriminate against you for exercising any of your CCPA rights.
To exercise your California privacy rights, please contact us at our privacy contact form or through our Contact form. We will respond within 45 days as required by law.
9. Data Security
We implement multiple layers of security to protect your data:
- Encryption in Transit: All data transmitted between your browser and our servers is encrypted using TLS 1.2 or higher (HTTPS).
- Encryption at Rest: Data stored in our database is encrypted at rest by Supabase.
- Row-Level Security (RLS): Our database enforces row-level security policies that ensure users can only access data belonging to their own organization.
- Authentication: Account authentication is handled by Supabase Auth with support for multi-factor authentication (MFA).
- Payment Security: All payment data is handled exclusively by Stripe, which maintains PCI DSS Level 1 compliance. We never store raw payment card numbers.
- Access Controls: Internal access to production data is restricted to authorized personnel on a need-to-know basis.
- Monitoring: We monitor our systems for anomalies, unauthorized access attempts, and security incidents using automated tooling and error tracking (Sentry).
No method of data transmission or storage is 100% secure. If you discover a security vulnerability, please report it promptly to our security contact form.
10. Data Retention
We retain your information for as long as necessary to provide our services and meet our legal obligations. Specific retention periods by data category:
- Account and Profile Data: Retained for the duration of your active subscription plus 12 months after account closure, to allow for reactivation or data export. After that period, account data is permanently deleted unless a longer period is required by law.
- Practice Management Data (matters, clients, time entries, documents): Retained as long as your account is active. Upon cancellation, data remains accessible for 30 days for export, after which it is scheduled for permanent deletion.
- Billing and Financial Records: Subscription billing records and invoice data are retained for 7 years to comply with IRS record-keeping requirements and applicable state financial regulations.
- Audit Logs: Security and access audit logs are retained for 3 years.
- Cookie Consent Records: Consent records are retained for 3 years from the date of consent to support compliance verification.
- Analytics Data: Product analytics data (PostHog) is retained according to our configured retention settings (12 months by default). Google Analytics data retention follows Google's applicable policies.
- Support Communications: Support tickets and email correspondence are retained for 2 years.
- Trust Account Records: Trust account ledger data is retained for the period required by applicable state bar rules, which is typically 5–7 years. See Section 13 for more detail.
You may request early deletion of your personal data at any time, subject to our legal retention obligations. Deletion requests will be processed within 30 days.
11. Client Data and Attorney Obligations
When attorneys use Lexfora to manage their own clients' data (client records, matter files, communications, and similar information), the attorney's law firm acts as the data controller for that client data and GradeCircle acts as a data processor, processing data solely on the attorney's instructions.
Attorneys using Lexfora are responsible for:
- Complying with their own applicable privacy laws and bar ethics rules regarding client confidentiality (e.g., ABA Model Rules 1.6, 1.15, and applicable state equivalents)
- Obtaining any client consents required to store client data on cloud-based platforms
- Ensuring their use of the platform is consistent with applicable professional responsibility rules in their jurisdiction
- Promptly exporting or requesting deletion of client data upon termination of the attorney-client relationship as required by applicable rules
Law firms that require a formal Data Processing Agreement (DPA) to comply with GDPR, CCPA, or other data protection laws may contact us at our privacy contact form.
12. AI Features and Data
Lexfora includes AI-powered features designed to assist attorneys with time capture and profile presentation. We are committed to responsible AI use:
- AI Time Capture — Calendar Access: When you authorize connection to Google Calendar, Lexfora retrieves only event titles and times. We do not access email content, event descriptions, meeting notes, attendee information, or any other calendar or email data. Calendar access is used solely to suggest draft time entries for your review; all suggested entries require explicit approval before they are created. You may revoke calendar access at any time from your settings.
- AI Bio and Headline Suggestions: The text you provide is used only to generate suggestions in that session. It is not stored beyond the generation request, not used to profile you for advertising, and not used to train any AI model.
- No Training on Your Data: We do not use your practice management data, client data, or professional content to train AI models — including any underlying third-party AI model providers we may engage.
- Human Review Required: All AI-generated suggestions (time entries, bio text, headlines) require explicit human review and approval before taking effect. Attorneys retain full responsibility for the accuracy and bar-rule compliance of any content they publish.
13. Trust Account Data
Lexfora provides tools for tracking IOLTA and other trust account ledgers. Trust account records — including deposits, disbursements, and reconciliation data — are highly sensitive and are treated with the highest level of data protection on our platform:
- Trust account data is subject to the same encryption, RLS, and access controls described in Section 9.
- Trust account records are retained for the period required by applicable state bar rules for IOLTA record-keeping, which typically ranges from 5 to 7 years depending on the jurisdiction.
- Lexfora is a record-keeping and ledger tool. We are not a bank, escrow agent, or financial institution, and we do not hold, manage, or disburse client funds on the attorney's behalf.
- Attorneys are solely responsible for ensuring their trust accounting practices comply with the professional responsibility rules of their state bar, including three-way reconciliation requirements.
14. International Transfers
GradeCircle is based in the United States. Your information may be transferred to and processed in the United States or other countries where our service providers operate (see Section 4). These countries may have data protection laws that differ from those in your country.
For transfers of personal data from the EEA, UK, or Switzerland to the United States or other third countries, we rely on the following safeguards:
- Standard Contractual Clauses (SCCs): Where required, we enter into Standard Contractual Clauses approved by the European Commission with our data processors and sub-processors to ensure adequate protection for transfers to third countries.
- Adequacy Decisions: Where available, we rely on adequacy decisions issued by the European Commission for transfers to specific countries.
- Sub-Processor SCCs: Our key sub-processors (e.g., Supabase, Stripe, Vercel) have their own transfer mechanisms and commitments for international data transfers described in their respective privacy policies.
You may request a copy of the safeguards we have put in place for international transfers by contacting us at our privacy contact form.
15. Children's Privacy
Lexfora is a professional platform intended exclusively for licensed legal professionals, their staff, and adult clients. Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a minor, we will take steps to delete it promptly. If you believe a minor has provided us with personal information, please contact us at our privacy contact form.
16. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, product features, or applicable law. We will indicate the effective date of the current version at the top of this page.
For material changes — those that significantly affect your rights or how we use your data — we will provide at least 30 days' advance notice via email (to the address associated with your account) and/or a prominent notice on our website. Your continued use of Lexfora after the effective date of a revised policy constitutes your acceptance of those changes.
17. Contact Us
For questions about this Privacy Policy, to exercise your data rights, or to request a Data Processing Agreement, please contact:
GradeCircle
Privacy Inquiries
123 Main St, Suite 100, Austin, TX 78701
Reach us through our privacy contact form. We aim to respond to all privacy inquiries within 30 days.

