Privacy Policy

CaseForward | IdaMil LLC | 13310 Riva Ct., Ashland, VA 23005 | admin@idamil.com

Last Updated: July 2026

1. Introduction

This Privacy Policy describes how CaseForward collects, uses, shares, and protects your information when you use our website, mobile apps, and services (the "Service").

In plain language: We collect only what we need to help you create documents and provide the Service. We do not sell your personal information to advertisers or third parties. We are transparent about how your data is used.

2. What Information We Collect

2.1 Account Information

When you create an account or make a purchase, we collect:

• Your name
• Your email address
• Your mailing address (for document mailing or billing)
• Your phone number (optional, for account recovery)
• Payment information (credit card, processed by a third-party payment processor—we do not see your full card number)
• Account login information (email and password)

2.2 Sensitive Family-Law Information

When you create a document through CaseForward (e.g., a divorce agreement, parenting plan, or will), you provide sensitive personal information, including:

• Names and dates of birth of family members and children
• Details about custody, visitation, and parenting arrangements
• Financial information (income, assets, debts, support amounts)
• Health information about children or dependents (if relevant to custody)
• Details about your living situation, employment, and personal circumstances

This information is sensitive and protected. We store it only to:

• Let you create, edit, download, and print your documents
• Provide customer support if you contact us about your document
• Comply with legal requirements

2.3 Disclaimer Acknowledgement Records

We maintain an immutable log of every time you acknowledge or view a disclaimer. This record includes:

• Your user ID
• Which disclaimer you viewed (site footer, product page, pre-generation modal, document stamp, or signup acknowledgement)
• The version of the disclaimer text you saw
• The version of the document template
• Your state or jurisdiction
• The exact date and time of acknowledgement

Why we keep this: To prove that CaseForward provided clear warnings and disclaimers about our limitations, and that you understood you were using a self-help service, not receiving legal advice. This protects both you and CaseForward.

2.4 Usage Information

We automatically collect:

• What pages you visit and when
• How long you spend on the Service
• Which documents you create or download
• Browser type and version
• Internet Protocol (IP) address
• Referring website
• Device type and operating system

We collect this through cookies, web beacons, and similar tracking technologies.

2.5 Communication Information

If you contact us, we collect:

• Your message or inquiry
• Our response
• Attachments you send us
• Your contact information

3. How We Use Your Information

We use your information to:

Provide the Service:

• Create, customize, and let you download your documents
• Process payments and subscriptions
• Send you copies of your documents
• Provide customer support
• Verify your account and prevent fraud

Improve the Service:

• Understand which documents are most popular
• Identify technical problems or errors
• Test new features
• Improve document quality

Comply with Law:

• Respond to legal requests, court orders, or government investigations
• Enforce our Terms of Service
• Detect and prevent fraud or illegal activity

Communication:

• Send you updates about your account or subscription
• Tell you about important changes to the Service
• Respond to your questions (with your permission)

Marketing (with your consent):

• Send you emails about new features or services (only if you opt in)
• Show you personalized ads on our website or others (if you consent to cookies)

Analytics:

• Understand how people use CaseForward
• Measure the performance of our website
• Improve user experience

4. We Do Not Sell Your Personal Information

CaseForward does not sell, rent, trade, or share your personal information with third parties for their own marketing purposes.

This is a core principle. Your data is not a product. Advertisers cannot buy your information from us.

5. How We Share Your Information

5.1 Service Providers

We may share information with service providers who help us run CaseForward:

• Payment processors (to process payments and subscriptions)
• Cloud hosting providers (to store your documents securely)
• Email service providers (to send you account notifications)
• Analytics services (to understand how the Service is used)
• Customer support tools (if you contact us, we may use a support ticketing system)

These service providers are contractually bound to protect your information and use it only for the purposes we authorize.

5.2 Independent Attorneys (with Your Consent)

If you use CaseForward's attorney marketplace to hire an independent attorney for review or consultation, we will share only the information you provide to that attorney (e.g., your document, contact information, and any questions you ask).

You must explicitly consent to share your information with an attorney. You may revoke this consent at any time by contacting us.

5.3 Legal Compliance

We may disclose your information if required by law or if we believe in good faith that disclosure is necessary to:

• Comply with a court order, subpoena, or government investigation
• Enforce our Terms of Service
• Protect the safety, privacy, or rights of CaseForward, you, or others
• Detect and prevent fraud or illegal activity

5.4 Business Transfers

If CaseForward is sold, merged, acquired, or transferred, your information may be transferred as part of that transaction. We will notify you of any such change and any choices you may have regarding your information.

5.5 Aggregated and De-Identified Data

We may use and share aggregated or de-identified data that cannot identify you. For example:

• "Most users download wills; fewer download parenting plans"
• "Document completion rates improved 10% this month"
• Statistical summaries for research or benchmarking

6. Data Security

6.1 Encryption

• Your data is encrypted in transit using SSL/TLS protocols (you will see "https://" and a lock icon in your browser)
• Sensitive information in your account is encrypted at rest on our servers
• Payment information is handled by PCI-compliant payment processors; we do not store full credit card numbers

6.2 Access Controls

• Only authorized CaseForward employees can access your information
• Employees are trained in privacy and data protection
• We use multi-factor authentication to protect staff accounts

6.3 Monitoring

• We monitor our systems for unauthorized access or unusual activity
• We use firewalls and intrusion-detection systems

6.4 Limitations

No security is perfect. While we take comprehensive steps to protect your data, we cannot guarantee 100% security. Transmission of information over the internet has inherent risks.

7. Data Retention

7.1 How Long We Keep Your Information

Account Information & Documents:

• We retain your account information and documents while your account is active. Your account is considered active each time you sign in — signing in resets the retention clock.
• If your account is inactive (no sign-in) for the period below, we will permanently delete it and all associated documents. We email a warning to your account address approximately 7 days before deletion so you can sign in to keep everything, and you can download a copy of your data from your account page at any time.
• Free accounts: deleted after 30 days of inactivity
• Single Document purchases: deleted after 6 months of inactivity
• DIY Divorce purchases: deleted after 12 months of inactivity
• Full-Service and Concierge purchases: deleted after 2 years of inactivity
• The window that applies to you is the longest one earned by any purchase on your account.
• You can also delete your account yourself at any time from your account page. This is immediate and permanent — once complete, your information is lost forever and cannot be recovered. We offer a data download before you confirm.
• After deletion, residual copies may persist in our automated backups for up to 90 days for disaster recovery, then are permanently purged.

Disclaimer Acknowledgement Records:

• We retain these permanently as immutable records, even if you delete your account
• These are kept to document that you received and acknowledged disclaimers and warnings

Payment Records:

• We retain payment records for 7 years to comply with tax and accounting requirements

Communications:

• If you contact us, we keep your messages for 2 years to provide customer support and respond to follow-up questions
• You may request deletion of your messages at any time

Usage/Cookies:

• Temporary cookies are deleted when you close your browser
• Persistent cookies expire after 2 years
• Analytics data is retained for 12 months

7.2 You Can Request Deletion

You may request deletion of your account and associated documents at any time. See Section 8 for how to submit a deletion request.

8. Your Rights

8.1 Access

You have the right to access the personal information we hold about you. To request a copy of your data, email us at admin@idamil.com with "Data Access Request" in the subject line. We will provide your information within 30 days.

8.2 Correction

If your information is inaccurate, you may ask us to correct it. You may also update some information yourself through your Account settings.

8.3 Deletion

You may request deletion of your account and associated documents at any time. Email admin@idamil.com with "Account Deletion Request" in the subject line. We will delete your account and documents within 30 days (except for backups, which are deleted within 90 days, and permanent records such as disclaimer acknowledgements).

8.4 Data Portability

You may request a copy of your information in a portable format (e.g., a CSV file). Email us at admin@idamil.com and we will provide your data within 30 days.

8.5 Opting Out of Marketing

If you no longer wish to receive promotional emails from CaseForward, you may unsubscribe by clicking the "Unsubscribe" link in any email, or by contacting us at admin@idamil.com.

8.6 State-Specific Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

• Right to know what personal information is collected
• Right to know whether personal information is sold or disclosed
• Right to delete personal information
• Right to opt out of the sale or sharing of personal information
• Right to non-discrimination for exercising these rights

If you are a Virginia, Colorado, Connecticut, or Utah resident, you have similar rights under state privacy laws.

To exercise these rights, email admin@idamil.com with your state and the right you are requesting. We will respond within 45 days.

9. Sensitive Personal Information

The information you provide when creating family-law documents is exceptionally sensitive. It includes:

• Information about children
• Financial and personal details
• Health information
• Custody and parenting arrangements
• Relationship details

We take special care to protect this information:

• It is encrypted both in transit and at rest
• It is never sold or shared with third parties (except as required by law)
• It is not used for marketing, profiling, or analytics
• It is deleted permanently when you delete your account
• Access is restricted to authorized staff only

10. Children's Privacy

CaseForward is intended for adults 18 and older. We do not knowingly collect personal information from children under 13.

If you are a parent or guardian and believe CaseForward has collected information from a child, please contact us immediately at admin@idamil.com. We will delete the information upon verification.

Note: Information *about* children (names, dates of birth, custody details) that you provide for your own documents is different—that is your family information, which we protect under our standard data-security practices.

11. Cookies and Tracking

11.1 What Are Cookies?

Cookies are small text files stored on your device that remember information about you. When you return to our website, your browser sends the cookie back to us.

11.2 Cookies We Use

Essential cookies:

• Remember your login status and session
• Prevent fraud and verify your identity
• Enable the website to function (these cannot be disabled)

Preference cookies:

• Remember your language and display preferences
• These can be controlled through your browser settings

Analytics cookies:

• Track which pages you visit and how long you spend on them
• Help us understand what is working and what is not
• Sent to Google Analytics (see their privacy policy at google.com/privacy)
• You may opt out by installing the Google Analytics Opt-Out Browser Add-on

Marketing cookies:

• Track your activity across websites to show you personalized ads
• These are optional and require your consent
• You may opt out through the cookie banner on our homepage or your browser's "Do Not Track" settings

11.3 Your Cookie Choices

You may:

• Disable cookies in your browser settings (note: this may affect your ability to use CaseForward)
• Delete cookies from your device (your browser help menu explains how)
• Click "Opt Out" on our cookie banner
• Use "Do Not Track" signals (some browsers support this)

12. Third-Party Links

CaseForward may contain links to third-party websites (e.g., your state bar association, court websites, or attorney referral services). We are not responsible for the privacy practices of third-party sites. Review their privacy policies before providing your information.

13. International Users

If you access CaseForward from outside the United States, please note that:

• Your information will be transferred to and stored in the United States
• U.S. privacy laws apply to the extent permitted by your country's laws
• If you do not consent to this transfer, do not use CaseForward

If you are a European Union resident, your information may be subject to GDPR. We will comply with GDPR requirements for data processing, transfers, and your rights.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The date at the top of this page shows when it was last updated. If we make material changes, we will:

• Post the updated policy on our website
• Notify you by email (for material changes)
• Ask for your consent if the change affects how we use sensitive information

Your continued use of CaseForward after an update means you accept the new privacy practices.

15. Contact Us

15.1 Privacy Questions

If you have questions about this Privacy Policy or how we use your information:

• Email: admin@idamil.com
• Mail: IdaMil LLC, 13310 Riva Ct., Ashland, VA 23005
• Response time: We aim to respond within 30 days

15.2 Submit a Privacy Request

To request access, correction, deletion, or portability of your information:

• Email: admin@idamil.com
• Subject line: "Data Request: [Type of Request]" (e.g., "Data Request: Access")
• Include: Your full name and account email
• Response time: We aim to respond within 30 days

15.3 Privacy Complaints

If you believe your privacy rights have been violated and we have not resolved the issue:

• California residents: File a complaint with the California Attorney General (attorney general.ca.gov)
• Other states: File a complaint with your state attorney general or privacy authority
• EU residents: File a complaint with your national data-protection authority (DPA)

End of Privacy Policy