Privacy Policy

Canadian Formatters ("we", "us") provides software that law firms, legal professionals and legal clinics ("customers") use to collect information from their clients and prepare legal documents. This policy explains how we handle personal information in connection with that service.

• Account information is information about our customers and the people they allow to use the service. We are responsible for it.
• Client information is information that a customer, or a customer’s client, puts into the service, including through an intake form. The customer is responsible for it. We handle it on the customer’s behalf and only on their instructions.

If you completed an intake form for a law firm or clinic, they decide how your information is used. Please send them any questions or requests. If you contact us instead, we will refer your request to them.

• Account information, such as names, contact details, professional and licensing details, and sign-in and security settings.
• Billing information, such as subscription and payment records. Card details are handled by our payment processor.
• Client information, such as the details of a legal matter. It can include sensitive personal, family and financial information, and information about children.
• Technical information, such as IP addresses, device and browser details, activity logs and usage statistics.

• to provide, maintain and secure the service,
• to confirm that a customer is eligible to use it,
• to bill for it and communicate with you about it,
• to support our customers and improve the service, and
• to meet our legal obligations.

We use client information only to provide the service to the customer who is responsible for it. We do not sell personal information.

We may send you news and offers about the service. You can opt out at any time, and you will still receive messages about your account.

• The people a customer allows to use its account.
• Service providers that help us run the service, such as hosting, data storage, communications, payment processing, security and artificial intelligence services. They may use the information only to provide their services to us.
• Authorities, where the law requires it.

We access client information only at the customer’s request or where the law requires it.

Our databases are in Canada. Some of our service providers process or store information in other countries, including the United States. Information held outside Canada is subject to the laws of that country, and its authorities may be able to access it.

We keep personal information only for as long as we need it to provide the service, for the purposes in this policy, or as the law requires. Client information is kept until the customer deletes it or closes its account. Information a client submits through an intake form that the customer does not use is deleted after a limited period.

We use administrative, technical and physical safeguards suited to the sensitivity of the information, including encryption in transit and access controls. No system is completely secure. If a breach of our safeguards affects client information, we tell the customer as the law and our agreement with them require.

You may ask to see or correct the personal information we hold about you, or withdraw your consent, subject to legal and contractual limits. Many of these requests can be made from your account settings, and you can opt out of news and offers at any time. We respond within the time the law requires.

If you are not satisfied with our response, you can complain to the Office of the Privacy Commissioner of Canada.

We use cookies and similar technologies that the service needs to work, such as to keep you signed in, protect the service and remember your preferences. We do not use advertising cookies.

The service is for professionals. Client information may include information about children, which we handle as client information under this policy.

We may update this policy. If we make a material change, we will tell you before it applies to you, for example with a notice in the service.

Questions and requests: intake@canadianformatters.com. Our Privacy Officer is responsible for our compliance with this policy.