Privacy Policy
Last updated July 13, 2026
This Privacy Policy explains how Practisify collects, uses, and shares information when you use our websites and Service. For data that a Firm submits about its clients and matters (“Firm Data”), the Firm is the controller and Practisify acts as a processor that handles that data on the Firm’s behalf and under its instructions, as further described below and in our Terms of Service.
Practisify provides software that helps licensed legal professionals do their work. Practisify is not a law firm, does not provide legal advice, does not practice law, and does not create an attorney–client relationship with you or your clients. Nothing produced through the Service is legal advice.
Practisify’s AI features are assistive only. AI output can be inaccurate, incomplete, out of date, biased, or entirely fabricated, including invented case citations, quotations, and facts. AI output is a starting draft, never a finished work product, and must not be trusted or relied upon. A licensed attorney must independently review, verify, and approve every output before it is used, filed, sent, or relied on in any way.
You (the attorney and the firm) retain sole and complete professional responsibility for all work, advice, filings, communications, and client matters. You must comply with all applicable rules of professional conduct and legal ethics, bar and court rules, your duties of competence, diligence, confidentiality, and supervision (including your duties regarding the use of technology and artificial intelligence), trust-accounting (IOLTA) rules, and all applicable laws. Practisify does not, and cannot, ensure your compliance with any of these obligations.
1. Information we collect
Account and Firm information: name, email, firm details, role, and billing contact.
Firm Data you submit: matter, client, document, financial, and communication data you and your users enter or upload, which may include personal information and, if you choose to submit it, sensitive information about your clients. You control what you submit.
Usage and device data: log data, feature usage, IP address, and diagnostics used to operate and secure the Service.
Payment information: processed by our payment processor (Stripe); we do not store full card numbers.
2. How we use information
To provide, secure, maintain, and improve the Service; to process Firm Data to deliver the features you use (including AI features you invoke); to authenticate users and prevent abuse; to communicate about your account; to process payments; and to comply with law.
We do not sell your personal information or Firm Data.
3. AI processing and subprocessors
When you use AI features, the relevant inputs (which may include Firm Data) are processed by us and by our AI model subprocessors to generate output. We contractually require our AI subprocessors not to use Firm Data submitted through the Service to train their general-purpose models.
We use a limited set of subprocessors to run the Service, for example cloud hosting and storage, AI model providers, transactional email, and payment processing. A current list is available on request.
4. Firm Data; controller/processor roles
As between you and Practisify, the Firm owns and controls Firm Data. We process it to provide the Service and under your instructions. You are responsible for the accuracy and lawfulness of Firm Data and for having any consents your professional obligations or applicable law require before submitting it, including any client consent needed to use cloud or AI tools.
5. Protected health information
If your use will involve protected health information subject to HIPAA, a Business Associate Agreement must be executed before you submit such information. Contact us to put a BAA in place.
6. Data isolation, security, and retention
Firm Data is tenant-isolated so one firm cannot access another’s data, and is encrypted in transit and at rest. Access is role-based and logged. No method of transmission or storage is perfectly secure, and we do not guarantee absolute security.
We retain Firm Data for the life of your account and for a limited period afterward to allow export, then delete or de-identify it, unless longer retention is required by law.
7. Sharing
We share information with subprocessors as described above, with your authorized users, when required by law or legal process, to protect rights and safety, and in connection with a corporate transaction (with continued protection of the data). We do not sell personal information.
8. Your choices and rights
Depending on your location, you or your clients may have rights to access, correct, delete, or port personal information. Because much personal information is Firm Data controlled by the Firm, we will generally direct client requests to the relevant Firm and assist the Firm in responding.
10. Changes and contact
We may update this Policy; material changes will be communicated by reasonable means. Questions or privacy requests: hello@practisify.com.
This page is provided for general information and does not constitute legal advice to you.