Privacy Policy for NLF Lead Triage Agent

The NLF Lead Triage Agent is an internal tool used by authorized personnel of Nopuente Law Firm. It helps classify incoming inquiries, identify urgency, prepare non-legal intake replies, request basic conflict-check information, recommend consultation routing, and save intake information to the Firm's internal CRM.

The tool is not intended to provide legal advice directly to prospects or clients. Legal advice is given only by a lawyer after proper review of the facts, documents, conflict status, and engagement terms.

Depending on the inquiry, the tool may process:

• Name of the inquiring person
• Contact number
• Email address
• City, province, or country
• Source of inquiry
• Brief summary of the concern
• Practice area classification
• Opposing party names for conflict-check purposes
• Company or business names involved
• Deadline, hearing, notice, subpoena, or agency document information
• Documents mentioned or provided by the inquiring person
• Consultation preference
• Lead score, lead class, urgency level, staff notes, and follow-up status

The Firm instructs personnel not to collect unnecessary sensitive information before conflict checking and lawyer review.

The information is used only for legitimate law firm intake and administrative purposes, including:

• Initial inquiry handling
• Conflict-check preparation
• Urgency detection
• Consultation scheduling
• Internal lead classification
• CRM recordkeeping
• Staff follow-up
• Lawyer escalation when appropriate
• Compliance with professional responsibility, confidentiality, and data privacy obligations

Creating a CRM record does not mean that the Firm has accepted the engagement or that a lawyer-client relationship has been formed.

The NLF Lead Triage Agent is configured to generate non-legal intake replies only. It must not provide legal advice, legal opinions, case assessment, remedy selection, deadline computation as final advice, or promises of outcome.

If an inquiry requires legal advice, the appropriate response is to recommend consultation with a lawyer.

The Firm may use ChatGPT, Google Sheets, Google Apps Script, and related internal tools to process and store intake information. Information may be transmitted between ChatGPT and the Firm's Google Sheet CRM through a configured internal action or API bridge.

Access to the CRM is limited to authorized firm personnel.

The Firm treats prospective-client information with care. However, inquiring persons are advised not to send full confidential narratives, highly sensitive records, passwords, bank details, medical records, IDs, or complete evidence files until the Firm has completed initial conflict checking and has confirmed the proper next step.

The Firm does not sell personal data. Information may be shared internally with lawyers, paralegals, administrative staff, or other authorized personnel only when necessary for intake, conflict checking, consultation scheduling, or legal-service assessment.

Information may also be processed through service providers used by the Firm for communication, productivity, automation, storage, or CRM purposes.

The Firm retains intake and CRM information only for as long as necessary for legitimate legal, administrative, conflict-checking, recordkeeping, and compliance purposes. Unqualified, declined, duplicate, or inactive leads may be archived or deleted according to the Firm's internal retention practices.

The Firm uses reasonable administrative, organizational, and technical safeguards to protect intake information, including restricted access, staff controls, and internal-use limitations.

No system is perfectly secure, and users should avoid sending unnecessary sensitive information before conflict checking.

Subject to applicable law, data subjects may request access, correction, deletion, or other appropriate action regarding their personal information by contacting the Firm.

For privacy-related concerns, please contact:

Nopuente Law Firm Email: ivnmaj.nopuente@nopuentelawfirm.com Website: nopuentelawfirm.com