Legal
How FamilyCasePro collects, uses, shares and keeps the information that flows through a family-law matter — from intake to signed order.
This is a working draft published for review. Confirm it against your professional confidentiality duties and your client engagement terms before relying on it.
Last updated: September 16, 2026
FamilyCasePro is used by law firms to run family-law matters. This policy explains how the platform handles information about firms, their staff, and the people whose matters are recorded in them. Where an attorney represents a client, the firm is responsible for that client's information and for the notices the firm gives in its own engagement letter.
Account information (name, work email, role, firm membership). Matter information (parties, children, addresses, counties, case numbers, pleading posture). Financial information entered for support and alimony analysis (income, expenses, assets, liabilities, earning capacity). Parenting-time information (schedules and overnight allocations). Documents the firm or a client uploads. Records of activity: who created, edited, approved, signed, notarized, filed or deleted what, and when.
To provide the workflow the firm subscribed to: intake, matters, calculations, worksheets, parenting-time analysis, document assembly, client collaboration and audit history. Client-portal information is processed so the firm can review it — nothing a client submits changes a calculation or a document until an attorney approves it.
Access is scoped to the firm and to the matter a person is connected to. Staff see what their role allows: firm managers administer members and can delete matters; attorneys and paralegals work the matters assigned to them; clients see their own matter, their own submissions and the documents and messages shared with them. One firm cannot reach another firm's data. Platform administrators act as service operators and do not use firm data for their own matters.
Uploaded and generated files are kept in private cloud object storage in the United States and are never publicly readable. People receive short-lived, signed links rather than open URLs. Signed and notarized versions are preserved as immutable copies with a checksum, so a later edit cannot silently replace what was executed.
Where a document is a scanned image or an uploaded PDF, the platform may read its contents automatically so the text can be searched and so filing details can be suggested. Suggestions are shown to the attorney and only applied when the attorney chooses to use them. This processing happens on the platform's own service connection; no document is published or shared outside the firm as a result.
The platform does not currently send documents or signing links to third parties on its own. Invitation, signing and notarization links are handed to recipients by the firm. A link is a secret: anyone who holds it may be able to open the page it points at, so firms should share links only with the intended person.
Matter records, documents and audit history are kept while the firm's subscription is active and for as long as the firm's own retention obligations require. Deleted matters remove their records and files; deleted documents are soft-deleted so they can be recovered until retention rules allow permanent removal, and a legal hold keeps a record from being deleted.
Access requires authentication, permissions are enforced on the server and in the database, and administrative actions are logged. No system is perfectly secure; firms should use strong unique credentials and tell the platform promptly if an account may be compromised.
Firm staff can correct or remove the information they control, and firm managers can remove a person from the firm or close out a matter. Client-portal users can ask their attorney's firm to correct or remove information they submitted. Requests are handled through the firm, because the firm is the party responsible for the client relationship.
This policy may be updated as the platform and legal requirements change. Material changes are announced in the product before they take effect, and the revision date at the top of this page is updated.
Related: Terms of Service.
