Privacy Policy

Who we are

SafeIdea, LLC ("SafeIdea," "we," "us," or "our") operates this website at safeidea.ai. Our principal office is in Philadelphia, Pennsylvania.

To reach us about this policy or your information, email support@safeidea.ai.

What this policy covers

This Privacy Policy describes how SafeIdea collects, uses, and shares information when you:

• Visit safeidea.ai or any subpage of it
• Submit a Charter Customer application through the website
• Email us or respond to email from us

The SafeIdea product handles your firm's confidential client information separately and under the terms of the Customer Agreement signed when your firm is admitted. The product is local-first by design and is built so that client confidential information does not leave your environment in identified form. The product's data handling is described in the Customer Agreement, not here.

What we do not do

To be specific about what is not happening on this site:

• No analytics. We do not run Google Analytics, Plausible, Fathom, Mixpanel, Segment, or any other analytics tool on the site.
• No advertising trackers. No Meta pixels, no LinkedIn Insight tags, no Google Ads tags, no retargeting tags of any kind.
• No fingerprinting. We do not use device fingerprinting or any technique designed to identify a visitor across sessions or sites.
• No data sales. We do not sell information about visitors or applicants. We do not share information about visitors or applicants for the benefit of any third-party advertiser.
• No cross-site profiles. We do not maintain a profile of you assembled from your visits, your applications, or your communications, beyond the information you have actively sent us.

If any of this changes, we will update this policy and note the change in the "Last updated" line above.

Information we collect

We collect three categories of information through this site.

Server logs

When you visit safeidea.ai, our hosting provider (Fly.io) records standard server logs. These logs contain technical information that any web server generates: the IP address making the request, the user-agent string identifying your browser and operating system, the URL requested, the timestamp, and HTTP status codes. We use these logs for site security, debugging, and abuse prevention. We do not use them to track individual visitors or to build profiles.

Charter Customer application data

When you submit the "Apply for Charter Access" form, we collect the information you provide on that form. As of the effective date above, the form collects:

• Your name
• Your email address
• Your firm name
• The states in which you are admitted to the bar
• Your practice areas
• The cloud-based AI tools you currently use
• The number of seats you want to apply for
• A description of your current approach to client confidentiality when using AI

We instruct applicants not to include client names, matter details, or other confidential client information in the form. If you include such information anyway, we will treat it as confidential and discard it from our review, but we cannot make that the default. Please respect the instruction.

Email correspondence

If you email us at support@safeidea.ai or any other SafeIdea address, we receive the contents of your message and any information you choose to share in it. We host our email through Google Workspace.

How we use this information

We use the information we collect for the following purposes.

Review and decide on Charter Customer applications

The primary purpose of the application form is to let us review applications and decide which firms to admit to the Charter Customer program. Cart Reed (Chief Executive Officer) and Erich Wasserman (Chief Commercial Officer) review applications. We may follow up with you by email to ask clarifying questions before we make a decision.

Communicate with applicants and admitted Charter Customers

We use your email address to communicate with you about your application, our decision, and (if admitted) the next steps to become a paying customer.

Sales follow-up with admitted Charter Customers

If we admit your firm to the Charter Customer program, we may use your contact information to schedule onboarding, propose meeting times, and follow up on questions related to your account before and after you start paying.

Marketing follow-up with declined applicants

If we decide not to admit your firm at this time, we may keep your email address and follow up later with product updates, new program availability, or other information that may be relevant to your practice. Every such email will include an unsubscribe link, and you may also email support@safeidea.ai at any time and ask us to stop.

Product roadmap

The "current approach to client confidentiality" question on the application form provides us with qualitative information about how attorneys are using AI today and where the compliance gaps are most acute. We use the aggregate signal from these responses to inform our product roadmap. We do not publish or share individual responses, and we do not associate roadmap notes with named applicants outside our internal records.

Site security and fraud prevention

We use server logs and form-submission metadata to protect the site from abuse, including automated spam, denial-of-service attempts, and fraudulent applications.

Legal compliance

We will use and disclose information as required by law, court order, or other legal process, and to enforce our rights.

How we share information

We share information only as described below.

Service providers

We use a small number of service providers to operate the site and our email. As of the effective date:

• Fly.io hosts safeidea.ai and processes server logs as part of standard web infrastructure.
• Google LLC provides our email service (Google Workspace), which means application submissions and any other email you send us are processed by Google as part of email delivery and storage.

These providers act on our behalf and under contractual restrictions. If we add or remove service providers, we will update this section.

Legal disclosures

We may disclose information when required by law, valid legal process, or to protect the rights, property, or safety of SafeIdea, our customers, or others.

Business transactions

If SafeIdea is involved in a merger, acquisition, financing, or sale of assets, information may be transferred as part of that transaction. If that happens, we will give applicants and customers reasonable notice and an opportunity to ask questions.

We do not share information with third parties for those third parties' own marketing purposes.

How long we keep information

• Admitted Charter Customers. If your firm is admitted, your application information becomes part of your customer record. We keep customer records for the life of the account plus seven years after termination, except where a longer period is required by law.
• Declined applicants. If we decline your application, we keep the application for twelve months and then delete it, unless you ask us to keep it for a future reapplication.
• Email correspondence. We retain email correspondence for as long as it is operationally useful and then delete it under our normal retention schedule.
• Server logs. Server logs are retained for a rolling 90-day period for security and debugging purposes, then deleted.

You may ask us to delete your information at any time by emailing support@safeidea.ai. We will honor the request unless we are required by law to retain it.

Information security

We protect information using reasonable administrative, technical, and physical safeguards appropriate to the type of information and the risks involved. No system is perfectly secure, and we do not claim ours is. If we become aware of a breach affecting your information, we will notify you as required by applicable law.

Your rights and choices

You have several rights regarding your information.

Access, correction, and deletion

You may ask us to confirm what information we hold about you, correct it if it is wrong, or delete it. Email support@safeidea.ai with your request. We will respond within a reasonable time, typically within 30 days.

Marketing communications

Every marketing email we send includes an unsubscribe link. You may also email support@safeidea.ai and ask to be removed from any list.

California residents

California residents have additional rights under the California Consumer Privacy Act ("CCPA") as amended by the California Privacy Rights Act ("CPRA"). You have the right to know what personal information we have collected about you, to request deletion of that information, to correct inaccurate information, and to opt out of any sale or sharing of personal information. SafeIdea does not sell or share personal information for cross-context behavioral advertising. To exercise any CCPA right, email support@safeidea.ai. We will not discriminate against you for exercising your rights.

Other state privacy laws

Residents of Colorado, Connecticut, Virginia, Utah, Texas, and other states with comprehensive privacy laws have similar rights. To exercise them, email support@safeidea.ai.

Residents outside the United States

SafeIdea is a United States company and SafeIdea's product is intended for attorneys admitted to the bar in a United States jurisdiction. If you are located outside the United States and you submit information through this site, you understand that your information will be transferred to and processed in the United States. If you are a resident of the European Economic Area, the United Kingdom, or another jurisdiction with a comprehensive data protection regime, and you have questions about your rights, email support@safeidea.ai.

Children

This site is not directed to children under 18, and we do not knowingly collect information from anyone under 18. If you believe a child has submitted information through this site, email support@safeidea.ai and we will delete it.

Changes to this policy

We may update this policy from time to time. When we do, we will update the "Last updated" date at the top of the policy and, for material changes, post a notice on the site or email you if we have your address.

Contact

Questions about this policy, or requests related to your information, should go to: