Privacy Policy

Last updated: October 29, 2020

IMAJine Legal Solutions, Inc. and its subsidiaries (“Clientwise”), respect your concerns about privacy. References in this Privacy Policy to “Clientwise”, “we”, “us”, and “our” are references to the Clientwise entity responsible for the processing of your personal information, which generally is the Clientwise entity that collects your personal information.

This Privacy Policy describes the types of personal information we obtain, how we may use that personal information, with whom we may share it and how you may exercise your rights regarding our processing of that information. The Privacy Policy also describes the measures we take to safeguard the personal information we obtain and how you can contact us about our privacy practices.

This Privacy Policy applies to the personal information we obtain through Clientwise properties, including websites, products, services, desktop and mobile apps, and other tools offered by Clientwise that reference this Privacy Policy (“Online Channels”); offline collection, including Clientwise events, surveys, questionnaires, customer user research and evaluations (“Offline Channels”); and third-party sources, including business partners, ad networks and vendors (collectively, the “Offerings”).

In connection with providing support, cloud and other services, Clientwise processes certain data maintained in environments that Clientwise may access to perform cloud, consulting and support services (“Customer Content”) on behalf of and at the direction of its customers and partners, as well as log data (e.g., regarding access and authentication requests) that we collect for analysis and security purposes across our services. Our use of such Customer Content and log data is subject to the terms of our customer agreements and is not governed by this Privacy Policy. In contrast, the information we collect through our customers’ and partners’ use of our websites (such as names, addresses, billing information and employee contact information) and through our offline interactions with customers and partners is subject to the terms of this Privacy Policy.

Personal Information We Obtain

The data we obtain varies based on the Offerings you use. We obtain personal information through your interaction with the Offerings, such as when you:

create an account in an Online Channel;
request access or visit our offices or facilities;
sign up for an online program, event, seminar, promotion or sweepstakes;
request products (including product evaluations, trials, tech preview and beta downloads), services or information;
participate in Clientwise events including conferences, webinars, surveys, questionnaires, research or evaluations; or
correspond with us or request information from us.

The types of personal information we obtain include:

contact information (such as name email address, telephone number, postal or other physical address) for you or for others (e.g., principals in your business or billing contacts);
information used to create your online account (such as username and password);
photographs, video images, voice recordings or transcripts;
billing and financial information (such as name, billing address, payment card details and bank account information and purchase history);
IP address and location data (such as data derived from your IP address, country and zip code);
the precise geolocation of your mobile device;
clickstream data and other information about your online activities (such as information about your devices, browsing actions and usage patterns), including across the Online Channels and third-party websites, that we obtain through the use of cookies, web beacons and similar technologies (see our description of Cookies and Similar Technologies below);
time and date related access to events, offices or facilities;
information collected in forms that may be required on-site to access Clientwise facilities;
personal information contained in forums, blogs, and testimonials you provide or that we obtain from publicly available sources (such as social media channels);
information related to participation in classroom or online training, including programs completed and certifications achieved;
information necessary to provide support or other paid consulting services (such as contact details, chat services, support details, and event history);
personal information contained in content you submit to us (such as through our “Contact” feature or other in-product or in-service messaging); and
other personal information we obtain through our Offerings.

Please note that providing personal information to us is voluntary on your part. If you choose not to provide us certain information, we may not be able to offer you certain products and services, and you may not be able to access certain features of the Online Channels.

How We Use Personal Information

We use the information we obtain to:

provide and administer our products and services (including websites and apps for which you have registered);
process and fulfill orders in connection with our products and services and keep you informed about the status of your order;
help you complete a transaction or order and provide customer support;
bill you for products and services you purchased;
provide training, support and consulting services;
create and manage your account with Clientwise;
operate, evaluate and improve our business (such as by administering, developing, enhancing and improving our products and services; managing our communications and customer relationships; and performing accounting, auditing, billing, reconciliation and collection activities);
perform data analytics (such as research, trend analysis, financial analysis and customer segmentation);
communicate with you about your account and orders (including sending emails relating to your registration, account status, order confirmations, renewal or expiration notices and other important information);
conduct advertising, marketing and sales activities (including sending you promotional materials, generating leads, pursuing marketing prospects, performing market research, determining and managing the effectiveness of our advertising and marketing campaigns and managing our brand);
communicate with you about, and administer your participation in, events, programs, promotions and surveys;
connect employees with their enterprise account administrator;
verify your identity and protect your account against unauthorized use or abuse of our services;
protect against, identify and prevent fraud and other unlawful activity, claims and other liabilities;
protect the health, safety and security of our employees;
comply with and enforce relevant industry standards, contractual obligations and our policies;
maintain and enhance the security of our Online Channels, products, services, network services, information resources and employees; and
respond to your inquiries.

Depending on the purposes for which personal information is used, and the context in which the data is obtained, we may rely on one or more of the following legal bases:

performance of a contract with you or a relevant party;
our legitimate business interests;
compliance with a legal obligation, a court order, or to exercise or defend legal claims; or
your consent to the processing, which you can revoke at any time.

We may combine data collected from you with other sources to help us improve the accuracy of our marketing and communications as well as to help expand or tailor our interactions with you. This includes combining personal information we obtain through Online Channels with information we obtain through Offline Channels, as well as other information (such as referral programs), for the purposes described above. We may anonymize or aggregate personal information and use it for the purposes described above and for other purposes to the extent permitted by applicable law. We also may use personal information for additional purposes that we specify at the time of collection. We will obtain your consent for these additional uses to the extent required by applicable law.

Where required by applicable law, we will obtain your consent for the processing of your personal information for direct marketing purposes.

Cookies and Other Technologies

Clientwise uses cookies, web beacons (including pixels and tags), and similar technologies on our Online Channels that collect certain information about you by automated means. A “cookie” is a text file that websites send to a visitor’s computer or other Internet-connected device to uniquely identify the visitor’s browser or to store information or settings in the browser. A “web beacon,” also known as an Internet tag, pixel tag or clear GIF, links web pages to web servers and their cookies and may be used to transmit information collected through cookies back to a web server.

We use these automated technologies to collect information about your equipment, browsing actions, and usage patterns. The information we obtain in this manner includes IP address and other identifiers associated with your devices, types of devices connected to our Offerings, device characteristics (such as operating system), language preferences, referring/exit pages, navigation paths, access times, browser preferences and characteristics, installed plugins, local time zones, local storage preferences, clickstream data and other information about your online activities. We use on our Online Channels both first-party cookies (served directly by our website domain when you visit our Online Channels) and third-party cookies (served by a third-party website when you visit our Online Channels and certain third-party websites with whom we have partnered). Some of these cookies are session cookies (which are automatically deleted when you close your browser) and others are persistent cookies (which remain on your computer or other Internet-connected device for a period of time after you end your browsing session, unless you delete them).

How We Share Your Personal Information

We do not sell or otherwise disclose personal information about you except as described here or at the time of collection. Clientwise may share personal data in the following ways:

if sharing your data is necessary to provide a product, service or information you have requested;
to keep you up to date on the latest product announcements, software updates, special offers or other information we think you would like to hear from our business partners;
within Clientwise (including among affiliates and subsidiaries) for the purposes described in this Privacy Policy;
to connect employees with their company administrator(s);
with our customers to report and help manage issues requiring support or as part of consulting services;
with our customers and partners to inform them about their users’ use of our services (such as when a user has obtained credentials or completed an action);
with service providers we have engaged to perform services on our behalf (such as payment processing, order fulfillment, customer support, customer relations management and data analytics). These service providers are contractually required to safeguard the information provided to them and are restricted from using or disclosing such information except as necessary to perform services on our behalf or to comply with legal requirements;
with approved Clientwise Partners, to offer and provide our products and services to you; and
with our joint marketing and sales partners and other business partners who help us with our business operations or other aspects of our business and for the purposes described in this Privacy Policy.

We also may disclose personal information about you (1) if we are required or permitted to do so by applicable law, regulation or legal process (such as a court order or subpoena), (2) to law enforcement authorities or other government officials to comply with a legitimate legal request, (3) when we believe disclosure is necessary to prevent physical harm or financial loss to Clientwise, its users or the public as required or permitted by law, (4) to establish, exercise or defend our legal rights, and (5) in connection with an investigation of suspected or actual fraud, illegal activity, security or technical issues.

In addition, we reserve the right to transfer to relevant third parties information we have about you in the event of a potential or actual sale or transfer of all or a portion of our business or assets (including in the event of a merger, acquisition, joint venture, reorganization, divestiture, dissolution or liquidation) or other business transaction.

We also may share the information in other ways for which we provide specific notice at the time of collection and obtain your consent to the extent required by applicable law.

Your Rights and Choices

We offer you certain choices in connection with the personal information we obtain about you, such as how we use the information and how we communicate with you. You can also unsubscribe from our mailing lists by following the “Unsubscribe” link in our emails.

To the extent provided by the law of your jurisdiction, you may request access to the personal information we maintain about you or request that we correct, update, amend or delete your information, or that we restrict the processing of such information by contacting us as indicated below. To help protect your privacy and maintain security, we may take steps to verify your identity before granting you access to the information. To the extent permitted by applicable law, a charge may apply before we provide you with a copy of any of your personal information that we maintain. Depending on your location, you may have the right to file a complaint with a government regulator if you are not satisfied with our response.

How We Protect Personal Information

We maintain administrative, technical and physical safeguards, consistent with legal requirements where the personal information was obtained, designed to protect against unlawful or unauthorized destruction, loss, alteration, use or disclosure of, or access to, the personal information provided to us through the Channels.

Retention of Personal Information

To the extent permitted by applicable law, we typically retain personal information we obtain about you for as long as it is needed (1) for the purposes for which we obtained it, in accordance with the terms of this Privacy Policy, which generally means that we will keep your personal information for the duration of our relationship or as long as you keep your account open with us; or (2) to take into account applicable statute of limitation periods and comply with applicable laws, resolve disputes and enforce our agreements. As described in the “Your Rights and Choices” section above, to the extent provided by the law of your jurisdiction, you may request that we delete your information or restrict the processing of such information by contacting us as indicated below.

Notice to California Residents

A California Consumer Privacy Statement supplements this privacy policy. The Statement applies solely to California consumers and is available below.

Children’s Personal Information

The Online Channels are designed for a general audience and are not directed to children under the age of 18. We do not knowingly collect or solicit personal information from children under the age of 18 through the Online Channels. If we become aware that we have collected personal information from a child under the age of 18, we will promptly delete the information from our records. If you believe that a child under the age of 18 may have provided us with personal information, please contact us as specified in the How to Contact Us section of this Privacy Policy.

Changes to Our Privacy Policy

This Privacy Policy may be updated periodically and without prior notice to you to reflect changes in our information practices. We will indicate at the top of this Privacy Policy when it was most recently updated. However, if we make any material changes we will notify you by means of a notice on this website prior to the change becoming effective. We encourage you to periodically review this Privacy Policy for the latest information on our privacy practices.

How to Contact Us

If you have any questions or comments about this Privacy Policy or if you would like us to update information we have about you or your preferences, please contact us by email at support@clientwiseportal.com.

California Consumer Privacy Statement

Effective: October 29, 2020

This California Consumer Privacy Statement supplements the above privacy policy and applies solely to California consumers. This Statement is intended to address the relevant notice requirements of the California Consumer Privacy Act of 2018, Cal. Civ. Code § 1798.100 et seq. (the “CCPA”), and certain terms used herein have the meaning given to them in the CCPA. Nothing in this Statement is intended to contradict or limit the applicability of the information provided in the above Clientwise Privacy Policy.

Collection and Disclosure

During the prior 12-month period, we may have:

Collected the following categories of personal information about you:

identifiers such as a real name, alias, postal address, unique personal identifier (such as a device identifier; cookies, beacons, pixel tags, mobile ad identifiers and similar technology; customer number, unique pseudonym, or user alias; telephone number and other forms of persistent or probabilistic identifiers), online identifier, Internet Protocol address, email address, account name;
signature, bank account number, credit card number, debit card number, and other financial information;
commercial information, including records of personal property, products or services purchased, obtained, or considered, and other purchasing or consuming histories or tendencies;
Internet and other electronic network activity information, including, but not limited to, browsing history, search history, and information regarding your interaction with websites, applications or advertisements;
geolocation data;
audio, electronic, visual, and similar information;
professional or employment-related information; and
inferences drawn from any of the information identified above to create a profile about you reflecting your preferences.
Collected personal information about you from the following categories of sources:

from you, for example, when request access or visit our offices or facilities; or through your interaction with the Offerings;
participate in Clientwise events including conferences, webinars, surveys, questionnaires, research or evaluations;
third parties such as your employer, company administrator or business partner, through their use of the Offerings;
our affiliates;
social media networks;
personal information contained in forums, blogs, and testimonials you provide or that we obtain from publicly available sources (such as social media channels);
marketing and business information enrichment sources; and
advertising networks.
Collected personal information about you for the following business or commercial purposes (in addition to the purposes listed above in our Clientwise Privacy Policy):

performing services, including maintaining or servicing accounts, providing customer service, processing or fulfilling orders and transactions, verifying customer information, processing payments, providing advertising or marketing services, providing analytics services, or providing similar services;
auditing related to a current interaction with you and concurrent transactions, including, but not limited to, counting ad impressions to unique visitors, verifying positioning and quality of ad impressions, and auditing compliance;
short-term, transient use, including, but not limited to, the contextual customization of ads shown as part of the same interaction;
detecting security incidents, protecting against malicious, deceptive, fraudulent, or illegal activity, and prosecuting those responsible for that activity;
debugging to identify and repair errors that impair existing intended functionality;
undertaking internal research for technological development and demonstration; and
undertaking activities to verify or maintain the quality or safety of a service or device that is owned, manufactured, manufactured for, or controlled by us, and to improve, upgrade, or enhance the service or device that is owned, manufactured, manufactured for, or controlled by us.
Disclosed for a business purpose the following categories of personal information about you:

identifiers such as a real name, alias, postal address, unique personal identifier (such as a device identifier; cookies, beacons, pixel tags, mobile ad identifiers and similar technology; customer number, unique pseudonym, or user alias; telephone number and other forms of persistent or probabilistic identifiers), online identifier, Internet Protocol address, email address, account name;
signature, bank account number, credit card number, debit card number, and other financial information;
commercial information, including records of personal property, products or services purchased, obtained, or considered, and other purchasing or consuming histories or tendencies;
Internet and other electronic network activity information, including, but not limited to, browsing history, search history, and information regarding your interaction with websites, applications or advertisements;
geolocation data;
audio, electronic, visual, and similar information;
professional or employment-related information; and
inferences drawn from any of the information identified above to create a profile about you reflecting your preferences.
Shared your personal information for the business purposes described above with the following categories of third parties:

our affiliates and subsidiaries;
vendors who provide services on our behalf;
persons connected to your business, such as your employer, company administrator or business partner;
our customers and partners, to inform them about their users’ use of our services and Offerings;
our joint marketing partners, sales partners and other business partners; and
third-party marketers (who may combine your personal information with their own records, and records available from other sources), for their own direct marketing purposes, and the direct marketing purposes of other third-party marketers.

California Consumer Privacy Rights

You may have the right to request, twice in a 12-month period, the following information about the personal information we have collected about you during the past 12 months:

the categories and specific pieces of personal information we have collected about you;
the categories of sources from which we collected the personal information;
the business or commercial purpose for which we collected or sold the personal information;
the categories of third parties with whom we shared the personal information; and
the categories of personal information about you that we sold or disclosed for a business purpose, and the categories of third parties to whom we sold or disclosed that information for a business purpose.

You also may have the right to request that we provide you with (1) a list of certain categories of personal information we have disclosed to third parties for their direct marketing purposes during the immediately preceding calendar year and (2) the identity of those third parties. In addition, you have the right to request that we delete the personal information we have collected from you.

To submit a request related to other rights, you may contact us as specified in the How to Contact Us section of the Clientwise Privacy Policy above. To help protect your privacy and maintain security, we take steps to verify your identity before granting you access to your personal information or complying with your request. To the extent permitted by applicable law, we may charge a reasonable fee to comply with your request.

We will not deny, charge different prices for, or provide a different level or quality of goods or services if you choose to exercise these rights.