Privacy Policy

Last updated 3 October 2026

This policy explains what Inquire2Esquire does with personal information — whose, why, who else sees it, and what you can ask us to do about it.

It covers two quite different situations, and the difference matters throughout:

• Information we decide about. People who visit our websites, enquire about our services, or work for a client firm. For this information we are the business making the decisions.
• Information we handle for a law firm. Details of people who have been in an accident and contacted a firm we work for. We hold this on that firm's instruction and for that firm's purposes only. The firm decides what happens to it; we do not.

1. Who we are

Inquire2Esquire provides legal intake services to law firms in the United States: trained intake staff, intake software, and training. In this policy “we” and “us” mean Inquire2Esquire; “you” means whoever is reading it.

Reach us at Info@inquire2esquire.com.

2. What we collect

When you visit our websites

• Pages you looked at, how long for, and the link that brought you
• Your IP address, browser and device type, and general location derived from them
• Anything you type into a form — name, firm, email, phone, and what you wrote
• Identifiers set by cookies and advertising pixels (see section 6)

When you become, or consider becoming, a client

• Contact and billing details for you and your firm
• Records of our calls, emails and meetings with you
• Usage of the software: who signed in, from where, what they did

When we work an intake desk for a firm

Acting on that firm's instruction, we handle information about people who have contacted it, which commonly includes:

• Name, phone number, email and address
• Date and circumstances of an accident, injuries described, treatment, insurance
• Recordings and transcripts of calls, and text messages
• Evidence that the person agreed to be contacted, including consent certificates
• Documents they send us for the firm

Some of this is health-related and some of it is sensitive. We treat all of it as confidential and use it only to do the intake work the firm has asked for.

3. Why we use it

• To run the intake desk — answer, call back, ask the firm's questions, send its paperwork, pass the file over.
• To provide and support the software — keep it working, fix faults, bill correctly.
• To stay within calling law — check numbers against do-not-call and litigator lists, honour time-of-day restrictions, keep the record that proves we were permitted to call.
• To train and supervise our staff — review calls for quality, coach, and investigate complaints.
• To run our own business — respond to enquiries, market our services to firms, keep accounts, and meet legal obligations.

We do not sell personal information, and we do not use the information we hold for a law firm to market anything to the people in it.

4. Calls, recording and monitoring

Calls to and from an intake desk we operate are usually recorded, and may be transcribed automatically. Recording is announced at the start of the call. Where the law of a party's state requires everyone on the call to agree, we obtain that agreement before recording.

Recordings and transcripts belong to the firm the desk is run for. We use them to do the work, to supervise and train our own staff, and to resolve disputes.

Our own agents' screens may be viewed by their manager while they are on shift, and a viewing session may be recorded. Our agents are told this before they start and every viewing is logged with the viewer's name.

5. Who else sees it

We share personal information with:

• The law firm the information is for. That is the point of the service.
• Service providers who run parts of our system, listed below. Each is bound to use the information only to provide its service to us.
• Professional advisers, such as our lawyers and accountants.
• Authorities, where the law requires it or to protect someone's safety.
• A buyer, if the business is sold, under the same commitments as this policy.

This list changes as our systems do. Ask us and we will tell you who is on it today.

6. Cookies and advertising

Our websites use cookies and similar technologies to keep the site working, remember your preferences, and understand which pages are read.

We also use advertising pixels from Meta and LinkedIn on our marketing websites. These let us measure whether an advertisement led to someone contacting us, and show our advertisements to people who have visited us before. They involve sharing limited identifiers with those companies.

You can refuse cookies in your browser settings, and you can control advertising preferences in your Meta and LinkedIn account settings. Refusing them does not stop you using the site, though some parts may work less well.

We do not use these technologies on the intake software itself, and no claimant's information is sent to an advertising network.

7. How long we keep it

• Information we hold for a law firm — for as long as that firm tells us to. When our agreement ends we return or delete it on the firm's instruction.
• Call recordings — generally kept while the matter is active and for a period afterwards set by the firm.
• Consent and do-not-call records — kept at least five years, because the law requires us to be able to prove them.
• Client and billing records — seven years.
• Website and enquiry records — up to two years.

8. How we protect it

Access is restricted to people who need it for their work. Every firm's data is separated at the database level, so one client cannot see another's. Connections are encrypted. Sign-in is individual and logged. Staff are trained on confidentiality before they take a call.

No system is perfectly secure. If a breach affects your information we will tell you and the relevant authorities as the law requires.

9. Your rights

Depending on where you live, you may ask us to:

• Tell you what we hold about you and why
• Give you a copy
• Correct it if it is wrong
• Delete it
• Stop using it for marketing
• Stop calling or texting you — this one we will always do, immediately

Write to Info@inquire2esquire.com. We will respond within 45 days. We may need to confirm who you are first, and we will not treat you differently for asking.

If your request concerns information we hold for a law firm, we will pass it to that firm, because it is the firm's decision to make. We will tell you that we have done so.

10. California

If you are a California resident, the CCPA as amended gives you the rights listed above plus the right to know what categories of information we have collected, used, disclosed and sold or shared in the last twelve months.

We do not sell personal information. We do share limited website identifiers with advertising networks as described in section 6, which California law may treat as “sharing” for cross-context behavioural advertising. To opt out, email us or set the Global Privacy Control signal in your browser, which we honour.

Categories collected in the last twelve months: identifiers; customer records; commercial information; internet activity; geolocation inferred from IP address; audio recordings; professional information; and, where a firm's intake work requires it, health-related information. Sources, purposes and recipients are described above.

You may use an authorised agent. We will ask for proof of their authority.

11. Children, other countries, changes

Our services are for businesses and are not directed at children. We do not knowingly collect information from anyone under 16 through our websites. Where a firm's matter concerns a minor, we handle that information on the firm's instruction and with the same care as the rest.

We operate in the United States and our service providers may process information there. If you contact us from elsewhere, your information will be handled in the United States.

We update this policy as our practices change. The date at the top tells you when. If a change materially affects you we will say so plainly rather than quietly reposting.

12. Google and Microsoft account data

People who use our software can choose to connect a Google or Microsoft account to it. Nothing is connected unless that person, or their firm's administrator, signs in and approves it, and they can disconnect at any time. This section says what we do with the information those connections give us.

We store the sign-in tokens these connections need in encrypted storage on our servers, never in the browser, and use them only to do the things above for the person or firm who connected them. We do not sell this information, use it for advertising, or share it with anyone except the service providers in section 5 who run our system, where the law requires it, or with the person's consent.

Inquire2Esquire’s use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements. We do not use information from Google or Microsoft accounts to develop, improve or train generalised artificial-intelligence or machine-learning models, and no person at Inquire2Esquire reads it unless the account holder asks us to, it is needed for security, or the law requires it.

The Google permissions we ask for

• Your email address and basic profile (openid, userinfo.email, userinfo.profile): to show which account is connected.
• Calendar events (calendar.events): to create, update and remove the events our software books for you, and to read when you are busy.
• Files you choose (drive.file): to copy a file you pick into a case and to save copies you ask for. This permission does not let us see any other file in your Drive.
• Spreadsheets (spreadsheets): to add or update the rows your firm configures, in the spreadsheets your firm names.

The Microsoft permissions we ask for

• Your email address and basic profile (openid, email, profile, User.Read, offline_access): to show which account is connected and to keep it connected until you disconnect it.
• Calendar (Calendars.ReadWrite): to create, update and remove the events our software books for you, and to read when you are busy.
• Files (Files.ReadWrite): to copy a file you pick into a case, to save copies you ask for, and to add or update the rows your firm configures in the Excel workbooks your firm names.
• Files shared with you (Files.ReadWrite.All), only if your firm asks for it: to reach an Excel workbook your firm names that sits on a SharePoint site or in somebody else's OneDrive. We open only the workbooks your firm names.

How long we keep it, and how to have it deleted

Sign-in tokens are kept until you disconnect the account, and are deleted immediately when you do. Busy times read from your calendar are kept for 60 days ahead at most and are refreshed or deleted as your calendar changes. Files you attach and rows written to a spreadsheet or workbook become part of the firm's case records and are kept for as long as the firm keeps that case, as described in section 7. You can ask us to delete any information received from a Google or Microsoft account by emailing info@inquire2esquire.com; we will do so within 30 days unless the law requires us to keep it.

How we protect it

All information is encrypted in transit (TLS) and at rest. Sign-in tokens are held in an encrypted secrets store that the browser and our staff cannot read, and access to our systems is limited to the people who need it to run the service.

To disconnect, use Connected accounts in our software, or remove access in your Google account (myaccount.google.com/permissions) or Microsoft account. When an account is disconnected we delete its stored tokens and remove upcoming events our software placed on that calendar. Information already copied into a case, such as an attached document, stays with the case.

13. Contact us

Questions, requests or complaints: Info@inquire2esquire.com.

If you are unhappy with our response you may complain to your state attorney general.