Compliance

Effective date: June 1, 2026

Counselera Inc. builds software for a profession that runs on trust. Law firms hold some of the most sensitive information there is, and they answer to strict ethical and regulatory standards. This page describes how we approach security, privacy, and compliance. It is provided for information and does not create contractual commitments beyond those in our agreements with customers.

1. Our commitment

We design Counselera around the idea that firm and client data must be protected, kept confidential, and returned to the firm on request. Security and privacy are built into how we develop, operate, and support the Service, and we review our practices as the product and the regulatory landscape evolve.

2. Data security

We maintain a security program with administrative, technical, and physical safeguards intended to protect information against unauthorized access, disclosure, alteration, and loss. Our practices include encryption of data in transit and at rest, role based access controls and the principle of least privilege, authentication controls, network protections, logging and monitoring, secure development practices, and regular review and testing of our controls. We limit internal access to customer data to personnel who need it to operate, secure, or support the Service.

3. Confidentiality of firm and client data

Data that a firm places in the Service belongs to the firm. We treat it as confidential, we do not sell it, and we do not use the private content firms store in the Service to advertise. We access it only to provide, secure, support, and improve the Service, to comply with law, or as the firm directs. When a firm leaves, we make its data available for export for a limited period and then delete or deidentify it in the ordinary course, unless retention is required by law.

4. Privacy and regulatory alignment

Our privacy practices are described in our Privacy Policy. We design the Service to support compliance with applicable privacy laws, including the California Consumer Privacy Act as amended and other comprehensive state privacy laws, and to help firms respond to the rights of the individuals whose data they hold. Where we act as a service provider or processor for a firm, we do so under terms that reflect that role.

5. Subprocessors and vendors

We use a limited set of vendors to help deliver the Service, such as cloud hosting, payment processing, and communications providers. We select vendors that maintain appropriate security and privacy practices, and we bind them to confidentiality and data protection obligations. A current list of the subprocessors we use to deliver the Service is available on request.

6. Data hosting, residency, and retention

The Service is hosted in the United States with established cloud infrastructure providers. We retain data for as long as an account is active and as needed to provide the Service, and afterward as required by law or our agreements. Firms control retention of their own data through their subscription and instructions.

7. Incident response and breach notification

We maintain an incident response process to detect, investigate, contain, and remediate security events. If a security incident affects a firm’s data, we will notify the affected firm without undue delay and consistent with applicable law, and we will cooperate with the firm on its own notification obligations. Suspected security issues can be reported to security@counselera.com.

8. Business continuity and availability

We use redundant, resilient infrastructure and maintain backup and recovery practices designed to protect data and restore the Service in the event of disruption. We work to provide reliable availability and to communicate clearly during any significant interruption.

9. Responsible AI

Artificial intelligence features in Counselera are designed to assist, not to decide. They surface suggestions, summaries, and reminders, and the lawyer always remains in control and responsible for professional judgment. We do not use the private content firms store in the Service to train models for other customers. Outputs are informational aids that should be reviewed and verified before they are relied upon.

10. Supporting your professional obligations

Counselera includes features intended to help firms stay on top of deadlines, trust handling, conflicts, and professional responsibility considerations. These features are decision support tools, not legal advice, and they do not relieve a firm of its own obligations. Firms remain responsible for verifying deadlines and balances, for compliance with the rules of professional conduct, and for the representation of their clients.

11. Accessibility

We work to make the Service usable by as many people as possible and to improve accessibility over time. If you encounter an accessibility barrier, please tell us at Accessibility@counselera.com so we can address it.

12. Reporting a concern and contact

To report a security concern, contact security@counselera.com. For privacy questions, contact privacy@counselera.com. For any other compliance question, contact legal@counselera.com, or write to Counselera Inc., 5201 Brook Hollow Pkwy STE C, Norcross, GA 30071, Georgia, USA.