At CaseTrak, we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal data when you use our website and legal case management platform.
By accessing or using our services, you agree to the practices described in this policy.
1. Who we are
CaseTrak is a cloud-based legal case management platform designed to support law firms in managing matters, clients, billing, and workflows efficiently.
We act as a data controller in relation to personal data collected via our website, and as a data processor where we process data on behalf of our clients.
2. Information We Collect
We may collect and process the following categories of data:
a) Information You Provide
- Full name
- Company name
- Business email address
- Telephone number
- Any information submitted via forms, demos, or enquiries
b) Automatically Collected Data
- IP address
- Browser type and version
- Pages visited and time spent
- Device type and operating system
c) Platform & Business Data
Where you use our services, we may process:
Billing and transaction records
Case-related data
Documents and files
User activity and audit logs
3. How We Use Your Information
We use your information to:
- Provide and operate our services
- Manage client accounts and onboarding
- Communicate with you regarding enquiries or support
- Improve platform performance and user experience
- Ensure security, compliance, and fraud prevention
- Meet legal and regulatory obligations
We will only use your data where we have a lawful basis to do so under UK GDPR.
4. Legal Basis for Processing
We rely on the following legal grounds:
- Contractual necessity – to deliver our services
- Legitimate interests – to improve and secure our platform
- Consent – for marketing communications (where applicable)
- Legal obligations – to comply with applicable laws
5. Data Sharing
We may share your data with:
- Trusted service providers (hosting, analytics, infrastructure)
- Professional advisers (legal, financial, compliance)
- Regulatory authorities where required by law
All third parties are required to respect the security of your data.
6. International Transfers
As a global platform, your data may be transferred outside the UK. Where this occurs, we ensure appropriate safeguards are in place, such as:
- Standard contractual clauses
- Secure cloud infrastructure
- Compliance with recognised data protection frameworks
7. Data Retention
We retain personal data only for as long as necessary to:
- Fulfil the purposes outlined in this policy
- Comply with legal obligations
- Resolve disputes and enforce agreements
8. Data Security
We implement appropriate technical and organisational measures to protect your data, including:
- Encryption
- Role-based access controls
- Secure cloud storage
However, no system is entirely secure, and we cannot guarantee absolute security.
9. Your Rights
Under UK GDPR, you have the right to:
- Access your personal data
- Request correction of inaccurate data
- Request deletion of your data
- Restrict or object to processing
- Request data portability
To exercise your rights, please contact us using the details below.
10. Cookies
We use cookies to improve your browsing experience and understand how users interact with our website. You can control cookie preferences through your browser settings.
11. Third-Party Links
Our website may contain links to external websites. We are not responsible for their privacy practices.
12. Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
13. Contact Us
If you have any questions about this Privacy Policy or your data, please contact:
CaseTrak
71–75 Shelton Street
Covent Garden, London, United Kingdom
Email:info@casetrak.ai
