Privacy Policy

Last updated: April 23, 2026

This Privacy Policy describes how DocketBreeze, LLC (“we,” “us,” or “DocketBreeze”) collects, uses, discloses, and safeguards information when you use our websites, applications, and related services (collectively, the “Services”). By using the Services, you agree to this Privacy Policy.

1. Scope

This policy applies to information processed in connection with the Services. If you access the Services on behalf of an organization, that organization’s agreement with us may also govern certain processing.

2. Information we collect

Depending on how you use the Services, we may collect:

• Account and identity data: such as name, email address, credentials, mobile phone number (where collected for SMS or account security), and role information you provide when you register or are invited to a matter or case.
• Case and content data: files, documents, docket-related materials, notes, metadata, and other content you or other authorized users upload or generate in the Services.
• Communications: messages you send to us (for example, through support channels); in-product communications; and where enabled, SMS/MMS content, delivery status, timestamps, corresponding phone numbers, and related logs when you or other authorized users send or receive text messages through the Services.
• Usage and technical data: such as IP address, device and browser type, general location derived from IP, pages viewed, referring URLs, timestamps, and diagnostic logs.
• Cookies and similar technologies: as described below.
• Payment-related data: processed by our payment partners where you purchase paid offerings; we typically receive limited confirmation details, not full payment card numbers.

3. How we use information

We use information to operate, secure, and improve the Services; authenticate users; process transactions; communicate with you; provide support; enforce our terms and policies; comply with law; and detect and prevent fraud, abuse, and security incidents. We use data only for user-facing product functionality and service improvement consistent with this policy, our customer agreements, and applicable law.

3A. Google user data (Google APIs)

If you connect a Google account or Google Workspace service to DocketBreeze, we may access Google user data that is necessary to provide the specific features you enable and authorize through Google's OAuth consent flow.

• What Google user data we collect/access: only the Google account data and Google API data covered by the scopes you approve (for example, account identity data, email address, and other Google Workspace data needed for enabled integrations).
• How we use Google user data: only to provide and improve user-facing features requested by you or your organization.
• How we share Google user data: we do NOT share any Google account data with third parties. We do not sell Google user data to anyone.
• How we protect Google user data: we apply administrative, technical, and organizational safeguards (including encryption in transit and access controls) designed to protect confidentiality and integrity.
• Retention and deletion: we retain Google user data only as long as needed to provide the Services, satisfy legal obligations, resolve disputes, and enforce agreements. You may request deletion of your personal data by contacting us at support@docketbreeze.com or by disconnecting your Google account from account settings.
• Restricted uses: we do not use Google user data for targeted advertising, sale to data brokers, personalized ad profiling, credit-worthiness, lending decisions, or training generalized AI/ML models.

DocketBreeze's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.

3B. Use of Azure OpenAI services

We use Microsoft Azure OpenAI services to power specific AI features in DocketBreeze. We do not use the public OpenAI consumer service for these features; instead, our AI features run through Azure OpenAI allocated to our Azure environment, which provides a more controlled enterprise context for this processing.

• How we currently use Azure OpenAI: for document analysis, chat suggestions, and document summaries within the Services.
• Why we use it: to help attorneys and authorized users review information faster, surface relevant context, and improve productivity in case workflows.
• Service context: processing is performed using Azure OpenAI resources allocated to our Azure resource group, rather than public OpenAI endpoints.
• What data may be processed: content you or authorized users submit to these AI-powered features (for example, document text and related prompts) and related output generated for your use.
• Future use: we may expand use of Azure OpenAI to support additional product capabilities over time. If we do, we will continue to use data consistent with this policy, our customer agreements, and applicable law.

Our goal is clear notice, practical safeguards, and responsible use of AI in legal workflows. If you have questions about our AI feature usage, you can contact us using the contact details in this Privacy Policy.

4. Legal bases (where applicable)

If applicable law (such as the GDPR) requires a legal basis, we rely on bases that may include: performance of a contract; legitimate interests (such as securing and improving the Services, provided those interests are not overridden by your rights); compliance with legal obligations; and consent where required.

5. Sharing and disclosure

We may share information with:

• Service providers and subprocessors that perform functions on our behalf (for example, hosting, storage, email and SMS/MMS delivery, telecommunications and messaging aggregators, analytics, security, and customer support tooling), subject to appropriate safeguards.
• Your organization or case collaborators when you or your organization configure sharing, invitations, or permissions within the Services.
• Professional advisers where reasonably necessary (for example, auditors or counsel).
• Authorities when required by law, regulation, legal process, or governmental request, or to protect the rights, safety, and security of users, the public, or DocketBreeze.
• Business transfers in connection with a merger, acquisition, financing, reorganization, or sale of assets, subject to standard confidentiality arrangements.

We do not sell your personal information as “sale” is commonly defined in U.S. state privacy laws, and we do not share it for cross-context behavioral advertising unless we update this policy and offer any choices required by law.

6. Cookies and analytics

We and our partners may use cookies, pixels, and similar technologies for essential operation, preferences, security, and analytics. You can control cookies through your browser settings; disabling certain cookies may limit functionality.

7. Retention

We retain information for as long as necessary to provide the Services, comply with legal obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the nature of the data, your organization’s settings, backups, and legal requirements.

8. Security

We implement technical and organizational measures designed to protect information. No method of transmission or storage is completely secure; we cannot guarantee absolute security.

9. Your choices and rights

Depending on your location, you may have rights to access, correct, delete, restrict, or object to certain processing, or to data portability, and rights regarding automated decision-making where applicable. You may also have the right to lodge a complaint with a supervisory authority. To exercise rights, contact us using the information below. We may need to verify your request.

10. Children

The Services are not directed to children under 16 (or the age required in your jurisdiction), and we do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us.

11. International transfers

If you access the Services from outside the United States, your information may be processed in the United States and other countries where we or our service providers operate, which may have different data protection laws.

12. California residents

California residents may have additional rights under the CCPA/CPRA, including to know, delete, and correct certain personal information and to opt out of certain sharing (where applicable). We do not use sensitive personal information for inferring characteristics in a manner that would require an opt-out beyond what we describe here. To submit a request, contact us using the information below.

13. Changes

We may update this Privacy Policy from time to time. We will post the updated version with a revised “Last updated” date and, where appropriate, provide additional notice.

14. Contact

For privacy-related requests or questions, contact us at support@docketbreeze.com or through the contact form.