Legal Document GENIE

Privacy Policy

Effective Date: April 9, 2026

Los Angeles County LDA Registration No. 2018007072

We are not a law firm.

The Legal Document Genie is a California-registered Legal Document Assistant (LDA #2018007072). We prepare legal documents for self-represented individuals — we do not provide legal advice or representation. Questions? Contact us anytime.

1. Who We Are

The Legal Document Genie ("we," "us," or "our") is a California-registered Legal Document Assistant (LDA) business, registered with Los Angeles County (LDA #2018007072) and operating at thelegaldocumentgenie.com. We prepare legal documents for self-represented individuals in matters including divorce, eviction, and mediation. We are not a law firm. We do not provide legal advice, legal representation, or attorney-client relationships. This Privacy Policy governs how we collect, use, and protect your personal information when you use our website and services.

2. Information We Collect

a. Information You Provide Directly

When you contact us, place an order, or engage our services, we may collect: • Full name • Email address • Phone number • Mailing address • Payment information (processed securely through Shopify — we do not store your payment card data)

b. Sensitive Personal Information (Collected via Clio Only)

To prepare your legal documents, sensitive personal information is required. This includes: • Social Security number • Date of birth • Government-issued identification details • Financial information relevant to your case • Information about minor children, if applicable This information is entered directly by you into our secure client portal, powered by Clio. We do not collect or store sensitive personal information on our own servers or website.

c. Information We Collect Automatically

When you visit our website (hosted by Readdy.ai), we may automatically collect: • IP address and general location • Browser type and device information • Pages visited and time spent on site • Referring URLs This information is used solely for website functionality and improvement purposes.

3. How We Use Your Information

We use the information we collect to: • Prepare and complete your requested legal documents • Process your order and communicate with you about your case • Send service-related updates and notifications • Send marketing or promotional communications (only if you have opted in) • Comply with applicable California law and LDA regulations • Improve our website and services We do not use your information for any purpose beyond what is described above without your explicit consent.

4. Sensitive Personal Information — Specific Protections

Sensitive personal information collected through our Clio client portal is: • Never sold to third parties • Never used for marketing or advertising purposes • Never shared with any party not directly involved in preparing your documents • Used solely to complete the legal document preparation you have requested You have the right to limit the use of your sensitive personal information. To exercise this right, contact us at info@thelegaldocumentgenie.com.

5. Third-Party Service Providers

We work with the following trusted third-party platforms to operate our business. Each is responsible for the security of the data it handles on our behalf: Shopify — Payment processing and order management. Shopify handles all payment transactions. We do not store your credit card information. Clio — Secure client intake forms and case management. Sensitive personal information is entered and stored within Clio's platform. Zapier — Workflow automation between our platforms. Zapier may transmit non-sensitive information (such as name and email) between our systems to initiate your case. Readdy.ai — Website hosting and platform. Your browsing activity on our site is subject to Readdy.ai's data practices as our hosting provider. Email/Marketing Platform — We use a third-party email service provider to manage our newsletter and marketing communications. Only your name and email address are shared with this provider, and only if you have opted in. We do not authorize any of these providers to use your information for their own marketing purposes.

6. Marketing Communications

If you subscribe to our newsletter or opt in to marketing communications, we may send you: • Service updates and announcements • Educational content about the legal document preparation process • Promotional offers You may opt out at any time by clicking the unsubscribe link in any email or by contacting us directly at info@thelegaldocumentgenie.com. Opting out of marketing communications will not affect service-related communications about your active case.

7. Your California Privacy Rights (CCPA/CPRA)

As a California-based business serving California residents, we are committed to compliance with the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA). California residents have the following rights: Right to Know — You may request information about the categories and specific pieces of personal information we have collected about you and how we use it. Right to Delete — You may request deletion of your personal information, subject to certain legal exceptions. Right to Correct — You may request correction of inaccurate personal information we hold about you. Right to Opt Out of Sale or Sharing — We do not sell or share your personal information. No opt-out is necessary, but you may contact us to confirm this practice. Right to Limit Use of Sensitive Personal Information — You may request that we limit the use of your sensitive personal information to what is necessary to provide the services you have requested. Right to Non-Discrimination — We will not discriminate against you for exercising any of these rights. To exercise any of these rights, contact us at: info@thelegaldocumentgenie.com. We will respond within 45 days as required by law. We may request that you verify your identity before processing your request.

8. Data Security

We take the security of your information seriously. We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. Sensitive personal information is handled exclusively through Clio, a platform purpose-built for legal practice management with industry-standard security controls. Payment information is processed exclusively through Shopify's secure infrastructure. No method of transmission over the internet is 100% secure. While we strive to protect your information, we cannot guarantee absolute security.

9. Data Retention

We retain your personal information only as long as necessary to: • Fulfill the services you have requested • Comply with California LDA recordkeeping requirements • Resolve disputes and enforce our agreements • Meet applicable legal and regulatory obligations When your information is no longer needed for these purposes, we will delete or de-identify it in accordance with applicable law.

10. No Sale of Personal Information

We do not sell, rent, trade, or otherwise share your personal information with third parties for monetary or other valuable consideration. This applies to all categories of personal information, including sensitive personal information.

11. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe a minor has submitted information through our website, please contact us immediately at info@thelegaldocumentgenie.com.

13. LDA Disclosure

The Legal Document Genie is a Legal Document Assistant registered with Los Angeles County (LDA #2018007072), as required by California Business and Professions Code §6400 et seq. We are not attorneys. We cannot give legal advice, represent you in court, or select legal documents for you. All document selections are made by you, the client.

14. Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the Effective Date at the top of this page. Your continued use of our services after any changes constitutes your acceptance of the revised policy.

15. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy, please contact us: The Legal Document Genie Email: info@thelegaldocumentgenie.com Website: thelegaldocumentgenie.com Los Angeles County LDA Registration No. 2018007072

Have questions about your privacy?

We're happy to explain how we handle your data. Reach out anytime and we'll respond promptly.

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