Protecting the information entrusted to your firm.

Who this policy covers.

This Privacy Policy applies to information collected through Assist Bankruptcy websites, consultation and intake channels, communications with attorneys and law firms, and information processed in connection with bankruptcy petition preparation and related administrative support.

Assist Bankruptcy provides business-to-business support to licensed attorneys and law firms. We do not provide legal advice, legal representation, or direct-to-consumer legal services. When we process debtor or case information for a law firm, we generally do so at the firm’s direction and for the purpose of performing the requested support services.

Information may be highly sensitive by nature.

Bankruptcy support can require access to financial, identification, employment, household, creditor, asset, debt, tax, and court-related information. The categories we receive depend on the services requested and the information supplied by the law firm, its client, or an authorized service provider.

• Attorney and law firm names, contact details, firm information, and service preferences.
• Client identity and household information provided for bankruptcy preparation.
• Income records, pay statements, tax documents, bank records, and expense information.
• Creditor, loan, account, collection, judgment, and secured-debt information.
• Property, vehicle, business-interest, insurance, retirement, and other asset information.
• Case numbers, court records, trustee communications, PACER information, and filing-related data.
• Communications, intake responses, uploaded documents, and case-status information.
• Website usage information such as device, browser, IP address, referral source, and similar technical data when collected by the site or service providers.

Information is used to support the engagement.

• Provide bankruptcy intake, document organization, petition preparation, plan preparation, and related administrative support.
• Communicate with attorneys, authorized law firm personnel, and clients as directed within the engagement.
• Prepare information for attorney review, approval, signature, filing, trustee submission, or other authorized case workflow.
• Manage scheduling, billing, service delivery, quality control, and client support.
• Maintain account, system, access, audit, and security records where applicable.
• Detect, investigate, prevent, or respond to suspected fraud, misuse, unauthorized access, or security incidents.
• Comply with legal, regulatory, contractual, court, or law-enforcement obligations when applicable.
• Operate, maintain, improve, and secure our websites and service infrastructure.

Case information is not treated as marketing inventory.

Assist Bankruptcy may disclose information only as reasonably necessary to perform the requested services, support the law firm engagement, maintain operations, protect systems, or comply with applicable legal obligations.

Information may be shared with:

• The responsible attorney, law firm, and personnel authorized by the firm.
• Technology, hosting, scheduling, communications, document-management, payment, or other service providers supporting our operations.
• Trustees, courts, creditors, filing systems, or other recipients when transmission is authorized or directed by the responsible attorney.
• Professional advisors, insurers, auditors, or security specialists when reasonably necessary.
• Government authorities or other parties when disclosure is required by law, legal process, or a valid governmental request.
• A successor or acquiring entity in connection with a merger, reorganization, financing, sale, or transfer of business assets, subject to appropriate confidentiality considerations.

Attorney-directed work requires special handling.

In many engagements, Assist Bankruptcy receives case information because a law firm has retained us to perform administrative or document-preparation support. The law firm remains responsible for legal advice, legal strategy, filing decisions, legal review, and supervision of the matter.

We treat case information received in connection with an engagement as confidential business information and seek to use it only for authorized service purposes. Nothing in this Privacy Policy is intended to waive, expand, define, or otherwise determine the application of attorney-client privilege, attorney work-product protection, confidentiality obligations, or other legal protections that may apply to particular information.

If an individual contacts us regarding information that we process solely on behalf of a law firm, we may refer the request to that law firm or coordinate our response with the firm.

We do not intend to keep sensitive information indefinitely.

Information is retained for the period reasonably necessary to perform services, maintain business and security records, resolve disputes, enforce agreements, satisfy legal or contractual requirements, or support legitimate business needs. Retention periods may vary by category of information, engagement, law firm instruction, system, and applicable law.

When information is no longer reasonably needed, we seek to delete, destroy, anonymize, or otherwise dispose of it using methods appropriate to the sensitivity of the information and the medium on which it is stored.

Your rights may depend on where you live and how we hold the data.

Depending on applicable law, individuals may have rights to request access, correction, deletion, restriction, portability, or information regarding certain uses or disclosures of personal information. Some rights are subject to exceptions or may not apply to information processed solely on behalf of a law firm.

Requests may be submitted to [email protected]. We may need to verify identity, authority, or the relationship to the law firm before acting on a request. Where the law firm is the appropriate party to respond, we may direct the requester to the responsible firm.

Our website may rely on third-party platforms.

Our websites, scheduling tools, forms, hosting providers, analytics tools, payment services, and other embedded or linked services may collect technical or usage information according to their own privacy practices. These services may use cookies, pixels, local storage, or similar technologies to operate, secure, measure, or improve their services.

Links to third-party websites are provided for convenience and do not make their privacy or security practices part of this policy. Review the applicable third-party privacy notice before providing information directly to those services.

Privacy practices evolve with the business and the law.

We may revise this Privacy Policy from time to time to reflect changes in our services, technology, security practices, vendors, legal obligations, or business operations. The effective date at the top of this page will be updated when material revisions are published.