Last Update: December 1, 2025
Realformity Solutions, Inc., doing business as Intake Funnel ("Intake Funnel," "Company," "we," "us," or "our"), respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our Platform, Services, website, and mobile applications (collectively, the "Services"). This Privacy Policy applies to all users, customers, and visitors of our Services.
By accessing or using our Services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy and our Terms of Use. If you do not agree with the terms of this Privacy Policy, please do not access or use the Services.
We reserve the right to make changes to this Privacy Policy at any time and for any reason. We will alert you about any changes by updating the "Last Update" date of this Privacy Policy. You are encouraged to periodically review this Privacy Policy to stay informed of updates. You will be deemed to have been made aware of, will be subject to, and will be deemed to have accepted the changes in any revised Privacy Policy by your continued use of the Services after the date such revised Privacy Policy is posted.
For the purposes of this Privacy Policy, the following terms have the meanings set forth below:
"Personal Information" means any information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer, household, or device. This includes but is not limited to names, addresses, email addresses, telephone numbers, Social Security numbers, driver's license numbers, financial account information, health information, biometric information, internet or other electronic network activity information, geolocation data, and any other information defined as "personal information," "personal data," or similar terms under applicable privacy laws.
"Sensitive Personal Information" means Personal Information that reveals a consumer's social security number, driver's license number, state identification card number, passport number, financial account information, precise geolocation, racial or ethnic origin, religious or philosophical beliefs, union membership, genetic data, biometric data for the purpose of uniquely identifying a natural person, health information, sex life or sexual orientation, citizenship or immigration status, or contents of mail, email, or text messages where we are not the intended recipient.
"Process" or "Processing" means any operation or set of operations performed on Personal Information, whether or not by automated means, including collection, recording, organization, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure, or destruction.
"Consumer," "User," or "you" means an individual who is a resident of the United States and uses our Services.
"Customer" means the law firm, legal practice, or business entity that subscribes to our Services.
"Customer Data" means information, data, and other content provided by or on behalf of Customer or collected through Customer's use of the Services.
"Third Party" means a person or entity that is not Intake Funnel, the Customer, or a service provider acting on behalf of Intake Funnel or Customer.
This Privacy Policy applies to Personal Information collected by Intake Funnel through:
This Privacy Policy does not apply to:
We collect several types of information from and about users of our Services, including:
We collect Personal Information that you voluntarily provide to us when you:
The types of Personal Information we may collect include:
When you access or use our Services, we automatically collect certain information about your device and usage, including:
We may receive Personal Information about you from third-party sources, including:
In certain circumstances, we may collect Sensitive Personal Information, including:
We limit our collection and use of Sensitive Personal Information to what is necessary to provide the Services, comply with legal obligations, and protect against security threats. We do not use or disclose Sensitive Personal Information for purposes of inferring characteristics about you.
Our Services are not intended for children under the age of 18, and we do not knowingly collect Personal Information from children under 18. If you are under 18, do not use or provide any information on our Services. If we learn we have collected or received Personal Information from a child under 18 without verification of parental consent, we will delete that information. If you believe we might have any information from or about a child under 18, please contact us at [email protected].
We use the Personal Information we collect for various purposes, including:
You may opt out of receiving marketing communications at any time by following the unsubscribe instructions in those communications or by contacting us at [email protected].
For any other purpose disclosed to you at the time we collect your information or with your consent.
We may create aggregated, de-identified, or anonymized data from Personal Information by removing information that makes the data personally identifiable to you. We may use and disclose such aggregated, de-identified, or anonymized data for any purpose, including for research, marketing, and analytics purposes, and such use and disclosure is not subject to this Privacy Policy.
We may share your Personal Information in the following circumstances:
We share Personal Information with third-party service providers, contractors, and vendors who perform services on our behalf, including:
These service providers are contractually obligated to use your Personal Information only for the purposes of providing services to us and are required to maintain the confidentiality and security of your information.
If you are an end user of a Customer's white-labeled application or service, we may share your information with that Customer. Customers are responsible for their own privacy practices and use of your information.
We may share or transfer your Personal Information in connection with, or during negotiations of, any merger, sale of company assets, financing, acquisition, divestiture, or dissolution of all or a portion of our business to another company. If such a transaction occurs, the acquiring company will be required to honor this Privacy Policy or provide you with notice of any changes.
We may share your Personal Information with our parent company, subsidiaries, affiliates, and related entities for purposes consistent with this Privacy Policy.
We may disclose your Personal Information if required to do so by law or in response to:
We may disclose your Personal Information when we believe disclosure is necessary to:
We may share your Personal Information with third parties when you have given us your consent to do so.
We may share your Personal Information with trusted business partners for joint marketing initiatives, co-branded services, or other collaborative purposes, with your consent where required.
If you post information in public areas of our Services (such as forums, comment sections, or public profiles), that information may be viewed, collected, and used by others. We are not responsible for how others may use information you publicly disclose through our Services.
We may share aggregated, de-identified, or anonymized information that cannot reasonably be used to identify you with third parties for any purpose, including research, marketing, and analytics.
We and our third-party partners use cookies, web beacons, pixels, and similar tracking technologies to collect information about your use of our Services. This section explains what these technologies are and how we use them.
Cookies: Small text files stored on your device that help us recognize you, remember your preferences, and improve your experience. Cookies may be session cookies (deleted when you close your browser) or persistent cookies (remain on your device for a set period).
Web Beacons (Pixels): Small graphic images embedded in web pages or emails that allow us to track page views, email opens, and user behavior.
Local Storage: Technology that allows websites to store data locally on your device, similar to cookies but with greater storage capacity.
Software Development Kits (SDKs): Code embedded in mobile applications that collects information about app usage and device information.
Analytics Tools: Third-party tools that help us understand how users interact with our Services.
We use tracking technologies for the following purposes:
Essential Cookies: Necessary for the operation of our Services, including authentication, security, and basic functionality.
Performance Cookies: Help us understand how visitors use our Services by collecting information about page visits, traffic sources, and user behavior.
Functionality Cookies: Remember your preferences and settings to provide enhanced features and personalization.
Advertising Cookies: Used to deliver relevant advertisements and measure the effectiveness of advertising campaigns.
Analytics Cookies: Help us analyze usage patterns, identify trends, and improve our Services.
We may allow third-party companies to place cookies and tracking technologies on our Services for analytics, advertising, and other purposes. These third parties include:
Google Analytics: We use Google Analytics to understand how users interact with our Services. Google Analytics uses cookies to collect information about your use of our Services. You can learn more about Google Analytics' privacy practices at https://policies.google.com/privacy and opt out by downloading the Google Analytics opt-out browser add-on at https://tools.google.com/dlpage/gaoptout.
Advertising Networks: We may work with advertising networks that use cookies to deliver targeted advertisements based on your interests and browsing behavior.
Social Media Platforms: We may use social media plugins and widgets that allow social media companies to collect information about your use of our Services.
You have several options for managing cookies and tracking technologies:
Browser Settings: Most web browsers allow you to control cookies through their settings. You can set your browser to refuse all cookies, accept only certain cookies, or notify you when a cookie is set. However, if you disable cookies, some features of our Services may not function properly.
Opt-Out Tools: You can opt out of interest-based advertising by visiting:
Mobile Device Settings: You can control tracking on mobile devices through your device settings, including limiting ad tracking or resetting your advertising identifier.
Do Not Track: Some browsers have "Do Not Track" features that send signals to websites requesting not to be tracked. We currently do not respond to Do Not Track signals, as there is no industry standard for how to respond to such signals.
Cookie Consent Management: Where required by law, we provide cookie consent management tools that allow you to control which types of cookies you accept.
We retain your Personal Information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.
We determine retention periods based on:
Account Information: We retain your account information for as long as your account is active or as needed to provide you Services. After account closure, we may retain certain information for a reasonable period to comply with legal obligations, resolve disputes, and enforce our agreements.
Transaction Records: We retain financial and transaction records for at least seven (7) years to comply with tax, accounting, and legal requirements.
Customer Data: We retain Customer Data in accordance with our agreements with Customers and applicable legal requirements. Customers may request deletion of their data subject to legal and contractual obligations.
Communications: We retain communications records (emails, text messages, support tickets) for as long as necessary to provide support, resolve disputes, and comply with legal obligations.
Marketing Information: We retain marketing-related information until you opt out of marketing communications or request deletion.
Usage and Analytics Data: We retain usage and analytics data in aggregated or de-identified form indefinitely for business analysis and improvement purposes.
Legal Hold: We may retain information for longer periods when required by legal hold, litigation, investigation, or regulatory requirements.
When Personal Information is no longer needed, we will:
We use industry-standard methods for secure deletion, including overwriting, degaussing, and physical destruction of storage media.
Depending on your location and applicable law, you may have certain rights regarding your Personal Information. This section describes your rights and how to exercise them.
Access: You have the right to request access to the Personal Information we hold about you and receive a copy of that information.
Correction: You have the right to request correction of inaccurate or incomplete Personal Information.
Deletion: You have the right to request deletion of your Personal Information, subject to certain exceptions.
Portability: You have the right to request a copy of your Personal Information in a structured, commonly used, and machine-readable format.
Objection: You have the right to object to certain processing of your Personal Information, including processing for direct marketing purposes.
Restriction: You have the right to request restriction of processing of your Personal Information in certain circumstances.
Withdrawal of Consent: Where we rely on your consent to process Personal Information, you have the right to withdraw that consent at any time.
Non-Discrimination: You have the right not to be discriminated against for exercising your privacy rights.
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA):
Right to Know: You have the right to request information about the categories and specific pieces of Personal Information we have collected about you, the categories of sources from which we collected the information, the business or commercial purposes for collecting the information, and the categories of third parties with whom we share the information.
Right to Delete: You have the right to request deletion of your Personal Information, subject to certain exceptions.
Right to Correct: You have the right to request correction of inaccurate Personal Information.
Right to Opt-Out of Sale or Sharing: You have the right to opt out of the "sale" or "sharing" of your Personal Information. We do not sell Personal Information in the traditional sense, but we may share information with advertising partners in ways that could be considered a "sale" or "sharing" under California law.
Right to Limit Use of Sensitive Personal Information: You have the right to limit our use and disclosure of Sensitive Personal Information to purposes necessary to provide the Services.
Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA/CPRA rights.
Authorized Agent: You may designate an authorized agent to make requests on your behalf. We may require verification of the agent's authority.
To exercise your California privacy rights, please contact us at [email protected] or call us at 1-843-407-0558 .
If you are a Virginia resident, you have rights under the Virginia Consumer Data Protection Act (VCDPA):
To exercise your Virginia privacy rights, please contact us at [email protected].
If you are a Colorado resident, you have rights under the Colorado Privacy Act (CPA):
To exercise your Colorado privacy rights, please contact us at [email protected].
If you are a Connecticut resident, you have rights under the Connecticut Data Privacy Act (CTDPA), which are similar to the Virginia and Colorado rights described above.
If you are a Utah resident, you have rights under the Utah Consumer Privacy Act (UCPA), which are similar to the Virginia and Colorado rights described above.
Residents of other states may have additional privacy rights under state law. Please contact us at [email protected] to inquire about your specific rights.
If you are a Nevada resident, you have the right to opt out of the sale of certain Personal Information to third parties. We do not currently sell Personal Information as defined under Nevada law. If you have questions about our data practices or wish to exercise your Nevada privacy rights, please contact us at [email protected].
If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, you have rights under the General Data Protection Regulation (GDPR):
To exercise your GDPR rights, please contact us at [email protected].
To exercise any of your privacy rights, you may:
When you submit a request, we may ask you to provide additional information to verify your identity and ensure we are disclosing or deleting information belonging to you. We will respond to your request within the timeframes required by applicable law, typically within 45 days.
To protect your privacy and security, we will verify your identity before fulfilling your request. The verification process may include:
The level of verification required will depend on the sensitivity of the information requested and the risk of harm from unauthorized disclosure.
If we deny your privacy rights request, you have the right to appeal our decision. To appeal, please contact us at [email protected] within 30 days of receiving our denial. We will respond to your appeal within 45 days.
We implement and maintain reasonable administrative, technical, and physical security measures designed to protect your Personal Information from unauthorized access, use, disclosure, alteration, and destruction.
Our security measures include:
While we strive to protect your Personal Information, no security measures are perfect or impenetrable. We cannot guarantee the absolute security of your information. The transmission of information via the internet is not completely secure, and we cannot guarantee the security of information transmitted to our Services. Any transmission of Personal Information is at your own risk.
You are responsible for:
In the event of a data breach that affects your Personal Information, we will notify you and applicable regulatory authorities as required by law. Notifications will include:
We will provide notification without unreasonable delay and within the timeframes required by applicable law.
Intake Funnel is based in the United States, and our Services are hosted in the United States. If you access our Services from outside the United States, your information will be transferred to, stored, and processed in the United States.
The United States may have data protection laws that are different from the laws of your country. By using our Services, you consent to the transfer of your information to the United States and other countries where we operate.
For users in the European Economic Area (EEA), United Kingdom, or Switzerland, we comply with applicable legal requirements for international data transfers, which may include:
If you have questions about international data transfers, please contact us at [email protected].
Our Services may contain links to third-party websites, applications, and services that are not owned or controlled by Intake Funnel. This Privacy Policy does not apply to those third-party services.
We are not responsible for the privacy practices of third-party websites or services. We encourage you to read the privacy policies of any third-party services you visit or use.
When you click on a third-party link or use a third-party service, you are subject to that third party's terms and privacy policy. We do not endorse or make any representations about third-party websites or services.
Our Services may integrate with or use the following types of third-party services:
Each of these third-party services has its own privacy policy governing the collection and use of your information. We encourage you to review those policies.
Our Services may include social media features, such as the Facebook "Like" button, Twitter "Tweet" button, and LinkedIn "Share" button. These features may collect your IP address, track which page you are visiting on our Services, and set cookies to enable the feature to function properly.
Social media features are either hosted by a third party or hosted directly on our Services. Your interactions with these features are governed by the privacy policy of the company providing the feature.
Our Services are not directed to children under the age of 18, and we do not knowingly collect Personal Information from children under 18.
If you are under 18 years of age, you are not permitted to use our Services or provide any Personal Information to us. If you are a parent or guardian and believe your child under 18 has provided Personal Information to us, please contact us at [email protected], and we will delete that information.
We comply with the Children's Online Privacy Protection Act (COPPA) and do not knowingly collect Personal Information from children under 13. If we learn that we have collected Personal Information from a child under 13, we will delete that information as quickly as possible.
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make changes, we will:
We encourage you to review this Privacy Policy periodically to stay informed about how we collect, use, and protect your information.
Your continued use of our Services after we post changes to this Privacy Policy constitutes your acceptance of those changes. If you do not agree to the revised Privacy Policy, you must stop using our Services.
If we make material changes to this Privacy Policy that significantly affect your rights, we will provide prominent notice and, where required by law, obtain your consent before the changes take effect. Material changes may include:
If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:
Mail: Realformity Solutions, Inc.
Attn: Privacy Officer
3950 Greenhead Rd
Little River, SC 29566
United States
We will respond to your inquiry within a reasonable timeframe, typically within 30 days.
For users in the European Economic Area, United Kingdom, or Switzerland, you may contact our Data Protection Officer at:
Mail: Realformity Solutions, Inc.
Attn: Data Protection Officer
3950 Greenhead Rd
Little River, SC 29566
United States
If you are located in the European Economic Area, United Kingdom, or Switzerland, you have the right to lodge a complaint with a supervisory authority if you believe our processing of your Personal Information violates applicable law.
California Civil Code Section 1798.83 permits California residents to request certain information regarding our disclosure of Personal Information to third parties for their direct marketing purposes. We do not share Personal Information with third parties for their direct marketing purposes without your consent.
We comply with CalOPPA and provide the following disclosures:
Nevada residents have the right to opt out of the sale of certain Personal Information to third parties. We do not sell Personal Information as defined under Nevada law. If you are a Nevada resident and have questions, please contact us at [email protected].
Maine residents have certain rights regarding the use of their broadband internet access service information. We comply with Maine's privacy law and do not use, disclose, sell, or permit access to customer personal information except as permitted by law.
Vermont residents have certain rights regarding the use of their Personal Information for marketing purposes. We comply with Vermont's privacy law and do not share Personal Information with third parties for marketing purposes without your consent.
We comply with all applicable state privacy laws, including but not limited to privacy laws in:
If you are a resident of any state and have questions about your privacy rights, please contact us at [email protected].
We recognize the importance of attorney-client privilege and the ethical obligations of legal professionals. When you use our Services to manage client information and legal matters:
Our Services are designed to help legal professionals comply with their professional responsibility obligations, including:
However, you are ultimately responsible for ensuring your use of our Services complies with applicable rules of professional conduct in your jurisdiction.
Customer Data, including client information and case files, remains the property of the Customer (law firm or legal professional). We do not claim ownership of Customer Data and will return or delete Customer Data upon request, subject to legal and contractual obligations.
If we receive a subpoena, court order, or other legal process seeking Customer Data or client information, we will:
To the extent we collect "nonpublic personal information" as defined under the Gramm-Leach-Bliley Act (GLBA), we comply with GLBA requirements, including:
To the extent we process "protected health information" as defined under the Health Insurance Portability and Accountability Act (HIPAA), we comply with HIPAA requirements and will enter into Business Associate Agreements with covered entities as required by law.
This Privacy Policy is effective as of the "Last Update" date stated at the beginning of this document. By using our Services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy.