Privacy Policy

1. Information we collect

• Contact details: name, phone number, email address, preferred language, and mailing address or ZIP code.
• Accident and claim details: date, location and description of the accident, the parties and vehicles involved, police or incident report numbers, insurance information, photos, documents and evidence you upload.
• Health information: injuries, symptoms, treatment, providers, medical records and bills you share with us. This is sensitive information.
• Financial information related to your claim: lost wages, medical bills and similar amounts. We do not ask for bank or payment card numbers to use the Services.
• Calls and messages: recordings, transcripts and content of calls, chats and texts with our AI agents and staff.
• Device and usage data: IP address, browser and device type, pages viewed, referring site, approximate location and identifiers collected by cookies and similar technologies (see our Cookie Policy).
• Information from others: attorneys, providers, insurers, public records and advertising or lead partners may give us information relevant to your claim.

2. How we use information

• To provide the Services: answer your inquiry, build and organize your claim, and match you with an attorney or provider.
• To communicate with you by phone, text and email, including follow-ups about your claim.
• To analyze and summarize your case, including with AI and automated tools, so that attorneys receive it ready for review.
• To keep the Services secure, prevent fraud and abuse, and enforce our Terms.
• To improve quality, train staff and test our systems. We de-identify or aggregate information for this where reasonably possible, and we do not use your health information to train general-purpose AI models from third parties.
• To comply with law and respond to legal process.

3. How we share information

We share personal information only as described here.

• With attorneys and providers you are matched with, so they can evaluate and handle your case. This is the core purpose of the Services.
• With service providers that work for us under contract, such as cloud hosting, telephony and messaging, transcription, analytics, security, identity and document tools, and AI model providers. They may use the information only to provide services to us.
• For legal reasons: to comply with law, enforce our agreements, or protect rights, safety and property.
• In a business transfer, such as a merger, financing or sale of assets, subject to this Policy.
• With your direction or consent.

We do not sell your personal information, and we do not share health information for third-party advertising.

4. Health information and HIPAA

Claimtrellis is generally not a "covered entity" under HIPAA, so the information you give us may not be protected by HIPAA in our hands. Healthcare providers we connect you with may be covered by HIPAA for the records they create. We handle health information with heightened care and, where state laws such as the Washington My Health My Data Act or the Nevada consumer health data law apply, we obtain consent before collecting or sharing consumer health data.

Information you share with us is not protected by attorney-client privilege until you are represented by an attorney.

5. Cookies and tracking

We use cookies and similar technologies as described in our Cookie Policy. We respond to Global Privacy Control (GPC) signals as a request to opt out of sharing for cross-context behavioral advertising, where required by law.

6. Retention

We keep personal information only as long as needed for the purposes above, including to handle your claim, meet legal, accounting and record-keeping obligations, resolve disputes and enforce agreements. When information is no longer needed we delete or de-identify it. Call recordings are kept for 24 months unless a longer period is required by law or your matter.

7. Security

We use administrative, technical and physical safeguards, including encryption in transit and at rest and access controls, to protect personal information. No system is completely secure, so we cannot guarantee absolute security. If a breach affects you, we will notify you as the law requires.

8. Your privacy rights

Depending on where you live (for example California, Colorado, Connecticut, Virginia, Texas and other states with privacy laws), you may have the right to:

• Know and access the personal information we hold about you.
• Correct inaccurate information.
• Delete your information, subject to legal exceptions.
• Obtain a portable copy of your information.
• Opt out of the sale or sharing of personal information and of targeted advertising. We do not sell personal information.
• Limit the use of sensitive personal information. We use it only to provide the Services and as the law permits.
• Not be discriminated against for exercising your rights.

To make a request, email privacy@claimtrellis.com. We will verify your identity and respond within the time the law allows (generally 45 days). You may use an authorized agent, and you may appeal a denial by replying to our response. Deleting information we have already given to an attorney or provider may require you to contact them directly.

9. California disclosures

In the past 12 months we have collected the categories of information listed in Section 1 (identifiers, personal records, protected characteristics you provide, commercial and claim information, internet activity, geolocation, audio recordings, health information and inferences) and disclosed them for business purposes to the categories of recipients in Section 3. We have not sold personal information or shared it for cross-context behavioral advertising of health or claim data. California residents may also request information about disclosures for third-party direct marketing under Civil Code 1798.83.

10. Children

The Services are not directed to children under 13 and we do not knowingly collect their information. A parent or legal guardian may submit information about an injured minor. If you believe a child has given us information directly, contact us and we will delete it.

11. Language

We offer our Services in English and Spanish. If there is a conflict between a translation and the English version of this Policy, the English version controls to the extent permitted by law.

12. Changes to this Policy

We may update this Policy. We will post the new version here with an updated effective date and, for material changes, give additional notice where required.

13. Contact us

Claimtrellis Inc., a Delaware corporation. Email: privacy@claimtrellis.com.