Privacy Policy - Colorado Attorneys

Introduction

Flow Legal Partners ("we," "our," or "us") operates an attorney referral service that connects qualified attorneys with potential clients in Colorado. This Privacy Policy explains how we collect, use, disclose, and safeguard information related to attorneys who participate in our referral network.

Information We Collect About Attorneys

Attorney Registration Information

• Professional Information: Attorney name, bar number, firm name, and law firm address
• Contact Information: Business phone, email, website, and preferred contact methods
• Practice Areas: Areas of law you handle, experience level, and case types preferred
• Geographic Coverage: Counties, cities, or regions where you accept cases
• Business Terms: Fee structures, consultation terms, case volume preferences, and payment information
• Professional Background: Years of practice, notable cases or settlements (if provided), and professional memberships

Lead Interaction Data

• Lead Response Tracking: Which leads you contact, response times, and follow-up actions
• Case Acceptance: Which cases you accept or decline and reasons for decisions
• Client Outcomes: Whether leads become clients (for quality improvement purposes)
• Feedback and Ratings: Your feedback on lead quality and our feedback on your responsiveness

Business Analytics

• Performance Metrics: Conversion rates, response times, and client satisfaction scores
• Payment History: Lead purchases, payment methods, and billing information
• Platform Usage: Login frequency, portal usage, and feature utilization

Client Information You Receive

Types of Client Information Provided

• Contact Information: Client name, phone number, email address, and preferred contact times
• Case Details:
  • Type of legal matter and incident details
  • Date, time, and location of incident
  • Description of injuries or damages
  • Medical treatment information
  • Insurance information (when provided)
  • Any relevant documentation or evidence mentioned
• Lead Quality Score: Our internal assessment of the lead based on completeness and case strength
• Urgency Indicators: Timeline considerations and any immediate action needed

Your Responsibilities for Client Information

How We Use Your Information

Lead Matching and Distribution

• Case Matching: Match potential clients with attorneys based on practice area, location, and case type
• Quality Control: Ensure leads are sent to attorneys who handle the specific type of case
• Geographic Routing: Direct leads to attorneys who serve the client's location
• Capacity Management: Distribute leads based on your stated preferences and current capacity

Network Management

• Performance Monitoring: Track response times and case acceptance rates to maintain network quality
• Attorney Development: Provide feedback and suggestions to help improve lead conversion
• Network Optimization: Analyze patterns to improve lead distribution and attorney satisfaction
• Compliance Monitoring: Ensure network attorneys maintain professional standards

Business Operations

• Billing and Payments: Process lead purchases and manage payment accounts
• Customer Service: Respond to questions and provide support for platform usage
• Legal Compliance: Maintain records as required by law and professional regulations
• Platform Improvement: Analyze usage patterns to enhance features and functionality

How We Share Attorney Information

What We Share with Clients

• Professional Information: Attorney name, firm name, years of experience, and practice areas
• Contact Information: Business phone number and email address
• General Qualifications: Colorado bar admission and relevant experience
• Consultation Terms: Whether you offer free consultations and general fee information (if provided)

Service Providers

• Payment Processing: Secure payment processors for lead billing and transactions
• Email Services: Resend for lead notifications and platform communications
• SMS Services: Twilio for urgent lead notifications (if you opt in)
• Analytics: Aggregate data analysis for platform improvement (no individual identification)

Legal and Professional Requirements

• Bar Associations: Information sharing as required for professional compliance
• Legal Process: Response to subpoenas, court orders, or legal investigations
• Professional Conduct: Reporting as required by legal or ethical obligations

What We Do NOT Share

Professional Compliance and Ethics

Colorado Rules of Professional Conduct

Your participation in our network must comply with Colorado Rules of Professional Conduct (C.R.P.C.), including:

• Rule 1.6: Confidentiality of information received from potential clients
• Rule 1.18: Duties to prospective clients
• Rule 7.1: Information about legal services
• Rule 7.2: Advertising
• Rule 7.3: Solicitation of clients
• Rule 5.4: Professional independence of a lawyer

Attorney Advertising Compliance

Your Rights and Controls

Profile Management

• Update Information: Modify your practice areas, contact information, and preferences at any time
• Lead Preferences: Set case types, geographic areas, and volume preferences
• Availability Status: Control when you receive new leads based on your current capacity
• Communication Preferences: Choose how and when you receive lead notifications

Data Access and Control

• Access Your Data: Review all information we have about your practice and performance
• Correct Information: Update or correct any inaccurate professional information
• Export Data: Receive a copy of your data in a standard format
• Account Termination: Close your account and request data deletion (subject to legal retention requirements)

Lead Management

• Selective Acceptance: Choose which leads to pursue based on your criteria
• Feedback Provision: Provide feedback on lead quality to improve matching
• Performance Review: Request review of your performance metrics and ratings
• Dispute Resolution: Process for addressing lead quality or billing disputes

Data Security and Protection

Our Security Measures

• Encryption: All data transmission and storage is encrypted using industry standards
• Access Controls: Limited access to attorney and client information on a need-to-know basis
• Secure Infrastructure: Professional-grade hosting with security monitoring and updates
• Regular Audits: Periodic security assessments and vulnerability testing
• Incident Response: Procedures for detecting, responding to, and reporting security breaches

Your Security Responsibilities

Business Relationship and Billing

Payment and Billing Information

• Payment Methods: Credit card information and billing addresses for lead purchases
• Transaction History: Records of lead purchases, payments, and any credits or refunds
• Billing Preferences: Invoice delivery methods and payment timing preferences
• Tax Information: Business tax identification for reporting purposes

Performance Analytics

We collect and analyze performance data to maintain network quality and help attorneys succeed:

• Response Metrics: How quickly you respond to new leads
• Conversion Rates: Percentage of leads that become clients (if shared)
• Client Satisfaction: Feedback from clients about your services (if provided)
• Network Standing: Your overall performance relative to network standards

Policy Changes and Updates

We may update this Privacy Policy to reflect changes in our practices, technology, or legal requirements. When we make changes:

• We'll post the updated policy on this page with a new effective date
• We'll send email notification to all network attorneys about significant changes
• We'll provide 30 days notice for material changes that affect your rights
• Continued use of our platform after changes indicates acceptance

We encourage you to review this policy periodically, especially before submitting any new information.

Contact Us

If you have questions about this Privacy Policy, want to exercise your rights, or have concerns about our data practices, please contact us: