Legal
This is a starting template and not legal advice. Have it reviewed and finalized by counsel before relying on it.
This Policy explains how Evermark handles information when attorneys and their clients use the platform.
Account details for attorneys, the client and estate-planning information entered into intake and matters, and standard technical data needed to operate and secure the Service. Payment details are handled by our payment processor, not stored by us.
To provide the Service: intake, document generation, the CRM, billing, support, and security. We do not sell personal information.
Each firm's data is isolated by row-level security so attorneys can access only their own clients and matters.
We rely on infrastructure and AI providers to operate the Service (for example, hosting, database, and document-analysis services). The finalized policy will list them.
Attorneys may export or request deletion of their data. For privacy questions, contact jb@evermarkestate.com.
