Information We Receive
We may receive information you choose to provide, including your name, contact information, organization, service interests, and the details you share by website questionnaire, authenticated portal, email, telephone, consultation, or another direct communication.
- When you select Submit Questionnaire, FormSubmit processes the public questionnaire information for email delivery to Legacy-AI Consulting. Do not submit Social Security numbers, financial-account numbers, passwords, complete birth dates, or confidential documents through a public questionnaire.
- Authenticated readiness portals store client-provided organizational information so the client can save progress and Legacy-AI can review the packet. Do not enter Social Security numbers, ITINs, passwords, banking credentials, full account numbers, or confidential document contents.
- When an authenticated portal user selects a packet download, FormSubmit processes a notification containing limited contact and packet-status information. Questionnaire answers and the PDF are not included in that notification.
- Our website host may process basic technical information such as IP address, browser type, device information, access time, and pages requested for security and site operation.
- Scheduling is provided through Cal.com. Information entered there is handled under Cal.com’s own privacy practices.
How We Use Information
- Respond to inquiries and schedule consultations.
- Evaluate, provide, and support requested services.
- Maintain business and client records.
- Improve our website, resources, and service experience.
- Protect the security and lawful operation of our business and comply with legal obligations.
Sharing and Sale of Information
We do not sell personal information. We may share information with service providers that support scheduling, communications, hosting, records, or service delivery; with professional advisers or licensed professionals when authorized or necessary for an engagement; or when required to protect rights, safety, security, or comply with law.
Sensitive Information
Do not submit Social Security numbers, passwords, full account numbers, medical records, or similarly sensitive information through the website questionnaire or ordinary email. If sensitive information becomes necessary, ask us for the appropriate secure method.
Retention and Security
We retain information only as reasonably needed for the purposes described above, our agreements, recordkeeping, dispute resolution, and legal obligations. We use reasonable administrative and technical safeguards, but no internet transmission or storage method can be guaranteed completely secure.
Your Choices and Privacy Rights
You may ask us to review, correct, or delete information you provided, subject to identity verification and lawful recordkeeping needs. If a state privacy law applies to your information, including applicable California rights, we will process a verified request as required by that law and will not discriminate against you for exercising an applicable right.
Children and External Services
This website is intended for adults and is not directed to children under 13. Links to third-party sites and services are governed by those providers’ terms and privacy practices.
Policy Updates
We may revise this policy as our services or legal obligations change. The updated date at the top identifies the current version.