Last updated: May 2026
When you use our website or submit a form, we may collect your name, email address, phone number, firm name, and any information you voluntarily provide in message fields.
We do not sell your personal information. We may share information with service providers who help us operate our business (such as email and hosting providers), but only as needed to provide our services.
Our website may use cookies and analytics tools to understand how visitors interact with our site. You can control cookie preferences through your browser settings.
We use industry-standard security measures to protect your information, including encryption in transit and at rest.
We retain your information for as long as necessary to provide our services and fulfill the purposes described in this policy.
You may request access to, correction of, or deletion of your personal information by contacting us at hello@clientintakesolutions.com.
Our services are not directed to individuals under 18. We do not knowingly collect information from children.
We may update this policy from time to time. Changes will be posted on this page with an updated date.
For questions about this privacy policy, contact us at hello@clientintakesolutions.com.