Privacy Policy

Highlights of our Privacy Policy statement.
Last Updated: November 09, 2023

Privacy Policy Objective

This privacy policy describes what data we collect and what we do with your personal information when you visit the Casepoint website, interact with us to learn about or purchase our products and/or services, or provide your personal information to have us contact you.

Casepoint values your privacy and recognizes the importance of protecting your personal information. This privacy policy explains how we collect, use, share and secure your personal information. We use the words “Personal Information” in this Privacy Policy to describe information that is about you that identifies you. We take care to protect the privacy of our customers and users of our products, websites, and social media platforms, as well as event attendees and those that contact us through email or over the phone.

About Casepoint

Casepoint is a technology company headquartered in 7900 Tysons One PI, Suite 225, VA 22102, which focuses on providing eDiscovery services. It is built upon Casepoint Platform, a highly scalable, secure, and configurable application environment that meets the demands of sophisticated clients within eDiscovery and beyond. Whether SaaS, on-prem, or hybrid, Casepoint eDiscovery features cloud collections, data processing, advanced analytics, artificial intelligence, review, and productions — all in an easy-to-use web interface.

Clients contract the use of our Application and give access to their employees and other third parties, as solely decided by them, by creating users who access the Application with their email address and credentials. The Clients’ administrators grant End Users roles, which result in different permissions and access rights to the information held in the Client account.

CASEPOINT complies with the EU-U.S. Data Privacy Framework (EU-U.S. DPF), the UK Extension to the EU-U.S. DPF, and the Swiss-U.S. Data Privacy Framework (Swiss-U.S. DPF) as set forth by the U.S. Department of Commerce. CASEPOINT has certified to the U.S. Department of Commerce that it adheres to the EU-U.S. Data Privacy Framework Principles (EU-U.S. DPF Principles) with regard to the processing of personal data received from the European Union in reliance on the EU-U.S. DPF and from the United Kingdom (and Gibraltar) in reliance on the UK Extension to the EU-U.S. DPF. CASEPOINT has certified to the U.S. Department of Commerce that it adheres to the Swiss-U.S. Data Privacy Framework Principles (Swiss-U.S. DPF Principles) with regard to the processing of personal data received from Switzerland in reliance on the Swiss-U.S. DPF. If there is any conflict between the terms in this privacy policy and the EU-U.S. DPF Principles and/or the Swiss-U.S. DPF Principles, the Principles shall govern. To learn more about the Data Privacy Framework (DPF) program, and to view our certification, please visit

Personal Information We Collect and What

Customer Account Information

The type of personal information that we will collect, and that you voluntarily provide to us on this website may include Your name, Company name, Phone number(s) and Business Email address.

As an End User of the Application, we only collect Your name, Business email address and any comments you make in the Application.

Support Information

Information about your account preferences or data you provide when you contact us for help, contact and the content of chats and other communications with us.

Device Information

We collect information about the device you’re using Casepoint on, including the type of device, operating system, settings and unique device identifiers that helps us understand when something breaks.

Office Visitor Information

Registration information you provide to us when visiting our physical offices.

Social Media Information

We have pages on social media sites like Facebook, Twitter, and LinkedIn (“Social Media Pages”). We may collect Personal Data from you when you interact with our Social Media Pages, such as the Facebook “like” button, the “Tweet” button and other sharing widgets (“Social Media Features”).

We may receive information about you if the Social Media Features are hosted directly on our Site. If the Social Media Features are hosted by the social media network, and you click through to them from our Site, the social media network may receive information showing that you have visited our Site. Your interactions with Social Media Features are governed by the privacy and user policies of the companies that provide them, and we are not responsible for how those companies collect, use, or disclose your information. We encourage you to review the privacy policies of those companies before connecting to or using their Social Media Features to learn more about their privacy practices.

Other Way to Collect Information

We may ask you to provide personal information when:

  • You request a free trial or demo
  • You refer a client or partner to us
  • You request product or service support
  • You connect with us directly via phone calls or video conferencing platforms
  • We grant you access to the Application
  • You upload or enter personal information into the Application
  • You register or attend a webinar or other event and You pay for our services.

If you choose to provide us with a third party’s Personal Information (the person’s name, email and company) when taking part in our referral program, you represent that you have the third party’s permission to do so.

How We Use Your Personal Information

Casepoint uses the Personal Information as described in this Privacy Notice, alone or in combination, for our legitimate business purposes in operating the Service, Site, and business generally. More specifically, we use Personal Information for the following purposes:

  • Deliver the contracted Services and allow full use of the Application functionality as purchased by the Clients
  • Deliver training and support to our Application End Users and/or carry out the transactions you have requested
  • To communicate with you directly through emails, calls, chats, video conferencing
  • Process payments for Application subscriptions
  • Send communications to you about: (a) new Application features and upgrades – our services and offerings (b) event announcements (c) product notices and changes to our terms and policies (d) particular programs in which you have chosen to participate (e) promotional offers and surveys (f) scheduling demos and managing free trials
  • Advertise and market our products and services, including delivering interest-based advertisements on this Website.
  • Carry out market research to understand how to improve our Services and their delivery
  • Create and manage marketing campaigns
  • Generate sales leads and increase our market share
  • Prevent fraud and other prohibited or illegal activities
  • Otherwise, as disclosed to you at the point of collection or as required or permitted by law.
  • Casepoint does not permit or allow any Third-party vendor to use client personal data.
  • We take all necessary measures designed to protect the privacy and security of client personal data, under applicable data protection laws and CCPA (where applicable). This includes use of the Standard Contractual Clauses with our affiliates, and third parties.
  • We may contract with third-party service providers that help us provide our Services, or that perform services for us related to our Services, and they may process your Personal Data as necessary to perform those functions for us. Examples may include but are not limited to: identity verification, document authentication, public database review, order fulfillment, payment processing, bill collection, fraud investigation, email and postal mail administration, customer service assistance, web and mobile data analytics, display ads, and server and database hosting services
    We may share personal information that we collect or you provide as described below:
  • to contractors, service providers, and other third parties we use to support our business, to our subsidiaries and affiliates;
  • to a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information about our Website users is among the assets transferred;
  • to fulfill the purpose for which you provide it;
  • for any other purpose disclosed by us when you provide the information.
    We may also disclose your personal information:
  • to comply with any court order, law, or legal process, including to respond to any government or regulatory request; to enforce or apply our terms of use and other agreements, including for billing and collection purposes; and/or
  • if we believe disclosure is necessary or appropriate to protect the rights, property, or safety of Casepoint, our customers, or others.

Please note that sometimes we may record the video conferencing call in which you participate in order to analyze and improve our staff’s communication skills. If we do so, we will be announcing it at the beginning of the conference call as well as in the meeting invite. We do not sell your information to any third party.

How We Secure Your Personal Information

We are committed to protecting the security of all of the personal information we collect and use. We use a variety of physical, administrative and technical safeguards designed to help protect it from unauthorized access, use and disclosure. We have implemented best-practice standards and controls in compliance with internationally recognized security frameworks. We use encryption technologies to protect data at rest and in transit.

How Long We Keep Your Personal Information

We retain information as long as it is necessary to provide the Services to you and our Clients, subject to any legal obligations to further retain such information. We may also retain information to comply with the law, prevent fraud, collect fees, resolve disputes, troubleshoot problems, assist with investigations, enforce our Terms of Service and take other actions permitted by law.

Your Rights Regarding Your Personal Information

We provide the same suite of Services to all of our Clients and End-Users worldwide. We offer the following rights to all individuals regardless of their location or applicable privacy regulations.

Right to Be Informed

You have the right to be notified of what personal information we collect about you and how we use it, disclose it and protect it. This Privacy Policy describes what personal information we collect and our privacy practices. We may also have additional privacy notices and statements available to you at the point of providing information to us directly.

Right to Access

Access your personal information or request a copy. You have the right to obtain information about what personal information we process about you or to obtain a copy of your personal information. If you have provided personal information to us, you may contact us to obtain an outline of what information we have about you or a copy of the information.

Right to Rectification

If any of the personal information about you that we hold is inaccurate, incomplete, or out of date, you may ask us to correct it. Change or correct your personal information. You have the right to ask us to do it on your behalf.

Right to Erasure / Right to Be Forgotten

You have the right to request deletion of your personal information at any time. We will communicate back to you within reasonable timelines the result of your request.

Right to Portability

You have the right to request that we export to you in a machine-readable format all of the personal information we have about you.

*** If you would like to exercise any of the rights described above, please contact us (see section 11 below for our contact information).

Right to Choose

We strive to provide you with choices regarding the personal information you provide to us.

  • We offer you the choice to opt-out of any transfer of data to third parties or use of collected data for purposes other than originally stated for and authorized unless explicitly permitted by you. We also offer you choices for limiting the use and disclosure of their Personal Data. You can email us at “” directly with your choice request.
  • You can set your browser to refuse all or some browser cookies, or to alert you when cookies are being sent. If you disable or refuse cookies, please note that some parts of this site may then be inaccessible or not function properly.
  • Similarly, if we have collected and process your personal data with your consent, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal data conducted in reliance on lawful processing grounds other than consent.

How We Use Cookies and Similar Technologies

Casepoint is committed to continually improving your experience when you visit our website. Accordingly, we use automated methods, like cookies, to collect certain information when you visit our website.

Similar Technology like web beacons

Cookies are not the only way to recognize or track visitors to a website. We may use other, similar technologies from time to time, like web beacons (sometimes called “tracking pixels” or “clear gifs”). These are tiny graphics files that contain a unique identifier that enable us to recognize when someone has visited our Websites or opened an email that we have sent them. This allows us, for example, to monitor the traffic patterns of users from one page within our Websites to another, to deliver or communicate with cookies, to understand whether you have come to our Websites from an online advertisement displayed on a third-party website, to improve site performance, and to measure the success of email marketing campaigns. In many instances, these technologies are reliant on cookies to function properly, and so declining cookies will impair their functioning.

Liability in cases of onward transfers to third parties

In cases of onward transfer to third parties of data of EU, UK and Swiss individuals received pursuant to the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF, CASEPOINT remains liable.

Data Privacy Framework Program

The Data Privacy Framework was developed to facilitate transatlantic commerce by providing U.S. organizations with reliable mechanisms for personal data transfers to the United States from the European Union / European Economic Area, the United Kingdom (and Gibraltar), and Switzerland that are consistent with EU, UK, and Swiss law. Complying with a Data Privacy Framework program is crucial for safeguarding individuals’ personal information and maintaining their trust. It ensures that organizations handle data responsibly, reducing the risk of data breaches and unauthorized access. Moreover, adherence to such programs helps organizations avoid legal and financial penalties while fostering a culture of respect for privacy, which can lead to enhanced customer loyalty and a positive reputation.

Investigatory and Enforcement Powers of the FTC

CASEPOINT is subject to the investigatory and enforcement powers of the FTC (Federal Trade Commission).

Binding Arbitration

Finally, as a last resort and in limited situations, EU, UK and Swiss individuals may seek redress from the DPF Panel a binding arbitration mechanism.

Minors Under Age 16

Our application and services are intended for business use and we do not expect them to be of any interest to minors. We do not intentionally collect any personal information of consumers below the age of 16.

Dispute Resolution

In compliance with the EU-U.S. DPF Principles and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF, CASEPOINT commits to resolve complaints about our collection or use of your personal information. EU, UK and Swiss individuals with inquiries or complaints regarding our handling of personal data received in reliance on EU-U.S. and the UK extension to the EU-U.S. DPF and the Swiss-U.S. DPF should first contact CASEPOINT at and give us the opportunity to resolve your complaint. We will respond to your complaint promptly.

In compliance with the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF, CASEPOINT commits to refer unresolved complaints concerning our handling of personal data received in reliance on the EU-U.S. DPF and the UK Extension to the EU-U.S. DPF and the Swiss-U.S. DPF to PrivacyTrust, an alternative dispute resolution provider based in the United Kingdom. If you do not receive timely acknowledgment of your DPF Principles-related complaint from us, or if we have not addressed your DPF Principles-related complaint to your satisfaction, please visit for more information or to file a complaint. The services of PrivacyTrust are provided at no cost to you.

Changes to Our Casepoint Policy

We may modify this Privacy Policy from time to time. Any changes we make to this Privacy Policy in the future will be posted on this page. The updated policy will take effect upon posting to this page.

Contact Information

You may contact us to exercise any of your rights or ask for more information about your personal information and our privacy practices by contacting us at:

Casepoint LLC
7900 Tysons One Place, Suite 225,
Tysons, Virginia 22102,
United States.

Email Address:

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