The AVAIL Firm Privacy Policy  

Plain-language summary: We collect only the information reasonably needed to operate our website, evaluate requests for legal services, communicate with you, administer events and ticketing, process purchases and payments, deliver digital products, and provide legal services if you retain us. We do not sell personal information or share mobile opt-in information for third-party marketing.

This Privacy Policy explains how The AVAIL Firm, LLC ("The AVAIL Firm," "we," "us," or "our") collects, uses, discloses, retains, and safeguards information obtained through www.theavailfirm.com (the "Site"), our online intake and scheduling tools, telephone and text communications, email, client portals, Microsoft 365 environment, digital tools and downloads, Firm-hosted or sponsored events, event registration and ticketing services, court and e-filing systems, mail and delivery services, and related interactions with prospective clients, clients, purchasers, attendees, referral sources, case participants, and other visitors.

This Policy applies to information for which The AVAIL Firm determines the purposes and means of processing. Third-party platforms may also process information under their own privacy notices and contractual terms.

Using the Site, completing a form, sending a message, booking or paying for a consultation, or speaking with our intake team does not by itself create an attorney–client relationship. Representation begins only after we complete any required conflict review, agree to the scope of representation, and both you and the Firm execute an engagement agreement or other written confirmation of representation.

Do not submit highly sensitive, confidential, or time-sensitive information through a general website form unless we request it. Information submitted before an attorney–client relationship is established may be used to evaluate your request, conduct conflict checks, and determine whether we can offer services. We nevertheless handle prospective-client information with appropriate care and in accordance with applicable professional obligations.

When an attorney–client relationship exists, our professional duties, engagement agreement, applicable court rules, and legal and ethical obligations—including the Georgia Rules of Professional Conduct—govern our handling of client information. Nothing in this Policy reduces those duties.

Depending on how you interact with us, we may collect the following categories of information:
• Contact and identity information. Name, email address, telephone number, mailing address, preferred contact method, and similar identifiers.

• Intake and legal-matter information. Practice area, case type, county or jurisdiction, deadlines, court and opposing-party information, family relationships, and facts you choose to provide about a potential or existing legal matter.

• Sensitive information you provide. Financial, medical, insurance, employment, marital, family, minor-child, identification, or other sensitive information when reasonably relevant to intake, consultation, conflicts screening, or legal services.

• Scheduling, transaction, and billing information. Consultation selections, appointment history, products purchased, amounts, currency, applicable taxes, discounts, invoices, receipts, payment status, refunds, disputes, chargebacks, and related records.

• Payment, checkout, and financing information. When Clio Payments, LawPay, Stripe, Retain Finance, or another authorized provider processes a payment or financing request, the provider may collect your name, contact and billing information, payment-method or banking details, transaction or invoice information, IP address, device and browser information, tax information, application information, and fraud-prevention or identity-verification signals. The Firm generally does not receive or store your complete payment-card or bank-account number when information is entered directly through a provider's secure interface.

• Legal-plan, referral, and third-party payor information. When services involve ARAG, Marble Law, a legal-benefit plan, referral platform, financing source, or another third-party payor, we may receive or exchange membership, referral, authorization, eligibility, matter-category, assigned-professional, service, billing, payment, and limited matter-status information reasonably necessary to administer the relationship.

• Event and ticketing information. Information associated with an event registration or ticket purchase may include your name, email address, telephone number, event selection, ticket type, order or ticket identifier, amount paid, attendee or guest details you provide, referral or promotional information, registration responses, accessibility or dietary requests, refund or transfer status, and attendance or check-in status.

• Communications. Emails, web forms, chat or intake responses, portal messages, telephone calls, text messages, voicemail, social-media messages, and records of your communication preferences and consent.

• Microsoft 365 and business-system information. Emails, calendars, contacts, attachments, documents, spreadsheets, presentations, Teams meeting or collaboration information, SharePoint and OneDrive files, account and authentication data, audit logs, device information, and other content processed through the Firm's Microsoft 365 environment.

• Court, filing, service, and delivery information. Case numbers; party, attorney, witness, and service-recipient information; pleadings; exhibits; filing fees; service addresses; court notices; docket entries; orders; hearing information; filing and mailing receipts; tracking information; service attempts and returns; affidavits or proofs of service; publication notices; and other records submitted to or received from courts, clerks, agencies, e-filing systems, postal or courier services, newspapers, sheriffs, marshals, and private process servers.

• Call or meeting recordings. Audio, video, or transcripts only when recording is enabled and appropriate notice or consent is provided as required by applicable law and Firm policy.

• Device and website-use information. IP address, browser and device type, operating system, pages viewed, referral source, timestamps, approximate location derived from IP address, cookie identifiers, and similar analytics data.

• Interactive tools and downloads. Answers submitted through quizzes, calculators, readiness assessments, resource requests, or downloadable-guide forms.

• Marketing and preference information. Email or text opt-ins, opt-outs, message engagement, campaign source, and consent records.

• Respond to inquiries, pre-screen requests, identify conflicts, evaluate potential matters, schedule consultations, and communicate service options and fees.

• Provide legal services, manage matters, communicate with clients, process documents, coordinate with authorized participants, bill and collect payments, and meet legal and professional obligations.

• Create, review, store, transmit, file, serve, receive, track, and preserve documents and communications through Microsoft 365, courts, clerks, government agencies, e-filing systems, mail or courier services, publication providers, law-enforcement service offices, and private process servers as reasonably necessary for legal services or legal obligations.

• Process purchases, legal fees, retainers, trust and operating-account deposits, invoices, payment arrangements, and financing; calculate and document applicable sales tax; send receipts; deliver digital products; administer refunds, disputes, and chargebacks; prevent fraud; and provide transaction-related support.

• Verify and administer legal-plan benefits, referrals, third-party payment arrangements, financing proceeds, authorizations, service confirmations, and related billing or reporting obligations.

• Create and administer events; process registrations and tickets; manage capacity, guest lists, check-in, transfers, refunds, cancellations, accommodations, safety, and event support; send operational event notices; and understand attendance and event performance.

• Operate, maintain, secure, troubleshoot, and improve the Site, our intake process, and our business systems.

• Verify identity, prevent fraud, protect Firm and client systems, and investigate suspected misuse or security incidents.

• Maintain records, enforce agreements, respond to lawful process, comply with court orders, laws, tax and accounting requirements, professional duties, and regulatory obligations.

• Send administrative, service, appointment, intake, case-related, educational, or marketing communications as permitted by law and consistent with your choices.

• Measure website and campaign performance, understand referral sources, and improve content and client experience using aggregated or appropriately limited analytics.

We may use RingCentral, Intaker, Levitate, Clio, carriers, and related providers to communicate by telephone and text message. Depending on the context and your choices, messages may concern intake, appointments, consultations, documents, payments, case administration, educational updates, or marketing.

SMS CONSENT DISCLOSURE

By checking the applicable consent box, you consent to receive marketing, updates, and informational SMS messages from The AVAIL Firm at the number provided. Consent is not a condition of purchase. Message and data rates may apply. Message frequency varies. Reply STOP to unsubscribe or HELP for help.

We maintain records of consent when reasonably required. You may withdraw SMS consent at any time by replying STOP or contacting us. We may send a final confirmation of your opt-out. You may still receive non-marketing communications through other channels when necessary to administer a request or legal matter.

We do not sell mobile telephone numbers or SMS consent records, and we do not share them with third parties for those third parties’ own marketing. We may disclose them to messaging providers, carriers, and vendors solely as needed to transmit, manage, secure, or document communications on our behalf, or as otherwise required by law.

Calls may be monitored or recorded only when permitted by law and after any notice or consent required by applicable law and Firm policy.

You may unsubscribe from marketing emails by using the unsubscribe link in the message or contacting us. Even after opting out of marketing, we may send administrative, transactional, intake, appointment, billing, security, or case-related communications when appropriate.

We may use Clio Payments, LawPay (an 8am payment solution), Stripe, and other authorized payment providers to process legal fees, consultation charges, retainers, trust or operating-account deposits, invoices, payment arrangements, digital-product purchases, and other eligible transactions. The provider used may depend on the service, engagement, account, payment method, and link presented to you. Payment information entered through a provider's secure interface is submitted to and processed by that provider rather than stored directly through the public Site.

Payment providers may collect and process contact and billing information, payment-method or banking details, transaction and invoice information, client or matter identifiers, IP address, device and browser information, tax-related information, attempted-transaction information, and signals used to authenticate transactions or evaluate fraud and loss risk. They may share information with banks, card networks, payment-method providers, identity or fraud-prevention vendors, tax-service providers, regulators, and other entities involved in processing, securing, documenting, or administering a transaction.

The Firm generally receives limited transaction information, such as the payer's name and contact information, client or matter identifier, product or service, amount, date, tax, payment-method type, payment status, receipt or transaction identifier, and information needed to administer a trust or operating account, fulfill a purchase, reconcile records, or address a refund, dispute, chargeback, fraud concern, or accounting obligation. We use this information to complete and document transactions, deliver digital products, provide support, maintain business and tax records, and enforce applicable engagement or purchase terms.

Retain Finance provides a financing platform through which clients may apply for financing of legal fees or invoices. Retain states that it is not itself a broker or lending institution and works through relationships with financing partners. Retain Finance and any participating broker, lender, bank, or service provider may independently collect, evaluate, use, disclose, and retain identity, contact, financial, credit, employment, application, device, fraud-prevention, and repayment information under their own notices and agreements. The Firm may receive an application or funding status, approved or funded amount, transaction identifier, proceeds, and information reasonably needed to match the financing to the correct client, matter, invoice, or account. The Firm does not make the independent financing decision and does not control the financing provider's underwriting, rates, terms, repayment administration, or independent data practices.

If you choose Stripe Link or another accelerated checkout option, Stripe may save and use your payment and contact information according to Stripe's own terms and privacy practices. The Firm does not control a purchaser's separate Link account or Stripe's independent processing. A purchaser may review Stripe's privacy notice or contact Stripe concerning that independent processing.

Buying a digital guide, workbook, template, or other educational product does not create an attorney-client relationship and does not include legal advice or representation unless a separate written engagement agreement expressly states otherwise. Digital products may be delivered through an email, redirect, download link, cloud-file service, or other fulfillment provider, and those providers receive only the information reasonably needed for delivery, security, and support.

When services are connected with ARAG, Marble Law, a legal-benefit plan, a referral platform, or another third-party payor, we may receive information from and disclose information to that organization as reasonably necessary to verify eligibility, conduct conflict checks, coordinate intake, confirm the authorized scope or phase of services, identify assigned professionals, submit invoices or service confirmations, receive payment, address questions or disputes, and comply with contractual, legal, and professional obligations. Information exchanged may include identity and contact information, membership or referral identifiers, matter category, authorization or eligibility information, service dates, scope or phase information, amounts billed or paid, and limited matter-status information. We do not disclose substantive confidential or privileged information merely because another organization pays or helps administer fees; disclosures remain subject to client authorization, professional duties, the engagement arrangement, and applicable law.

We may use POSH (operated by Posh Group Inc.) to publish events, accept registrations, sell or transfer tickets, maintain guest lists, communicate event updates, check attendees in, issue or administer refunds, and review event performance. When you use POSH, you provide information to POSH, and POSH may make registration, order, ticket, attendee, check-in, and related information available to us as the event organizer. POSH also processes information for its own platform, account, payment, security, fraud-prevention, legal, analytics, and other purposes under its own privacy notice and terms.

The information we receive through POSH may include contact information, account or user identifiers, ticket and order details, payment status, event selections, guest information you submit, registration responses, referral or promotional information, refund or transfer status, communications, and attendance or check-in status. Complete payment-card credentials are generally processed by POSH and its payment partners rather than received or stored by the Firm.

We use event information to administer admission and capacity; provide confirmations, reminders, schedule or venue changes, safety notices, cancellation information, and support; process transfers and refunds; accommodate requests you submit; prevent misuse; maintain accounting and tax records; and evaluate and improve events. Operational messages necessary to administer a registration or ticket may be sent even if you decline marketing. A ticket purchase or event registration does not by itself authorize unrelated marketing texts, and we use separate consent where required.

If you provide information about a guest or transfer a ticket, you represent that you are authorized to provide the information for those event-related purposes. If an event is photographed or recorded, we will use event-specific notices, releases, or consent practices as appropriate; this Policy does not by itself grant the Firm unrestricted rights to use an attendee's image or likeness. Registering for or attending a Firm event does not create an attorney-client relationship or establish that the Firm represents an attendee.

The Site and our providers may use cookies and similar technologies. Depending on the Site’s configuration, these may include:

• Essential technologies, which support navigation, forms, security, and basic Site functions.

• Preference technologies, which remember selections and improve usability.

• Analytics technologies, which help us understand traffic, page performance, and referral sources, including Google Analytics if enabled.

• Advertising or social-media technologies, which may measure campaigns or support interest-based advertising if enabled.

You can manage cookies through our cookie controls, if displayed, and through your browser settings. Disabling cookies may affect Site functionality. Browser privacy signals and opt-out mechanisms are honored where required by applicable law and technically supported.

We may disclose information in the following circumstances:

• Firm personnel. To attorneys, staff, contract professionals, and authorized representatives who need the information for Firm operations or legal services and are subject to appropriate confidentiality obligations.

• Service providers. To vendors that host or support our Site, email, calendars, communications, collaboration, document creation and storage, intake, practice management, scheduling, payments, financing, tax calculation, event registration and ticketing, attendee check-in, transaction security, digital-product fulfillment, analytics, and business operations. Key providers include Microsoft 365, Clio and Clio Payments, LawPay, Stripe, Retain Finance, POSH, Duda/Levitate, Intaker, and RingCentral.

• Legal plans, referral platforms, and third-party payors. To ARAG, Marble Law, financing sources, legal-benefit plans, referral platforms, or other third-party payors as reasonably necessary to verify eligibility or authorization, coordinate intake or assignments, administer the approved scope of services, submit invoices or confirmations, receive payment, address disputes, and meet applicable contractual, legal, and professional requirements.

• Event administration. To POSH and, as reasonably necessary for an event, venues and event vendors that support admission, check-in, safety, accessibility, catering, photography or recording, communications, refunds, and event operations, subject to appropriate limitations and any event-specific notices or consents.

• Legal services and case administration. To courts, opposing counsel, co-counsel, local counsel, experts, mediators, vendors, insurers, medical providers, government agencies, or other participants when authorized, reasonably necessary to provide legal services, or permitted or required by law and professional obligations.

• Courts, filing systems, and official records. To courts, clerks, judges, government agencies, court-operated or third-party filing and service systems, opposing parties or counsel, and authorized case participants through the filing, service, lodging, recording, delivery, or submission methods accepted or required for the particular court or proceeding. Those methods may include PeachCourt, Odyssey eFileGA, another court-specific portal, email where authorized, paper filing, hand delivery, or mail.

• Service of process, notices, and delivery. To sheriffs, marshals, authorized private process servers, postal and courier services, newspaper or legal-notice publishers, opposing parties, registered agents, witnesses, and other recipients as reasonably necessary to issue, attempt, complete, document, or prove service; deliver required notices or documents; locate an authorized recipient; or comply with a court order or procedural requirement.

• Postal and courier services. We may disclose information to the United States Postal Service, FedEx, and other postal, courier, or delivery providers as reasonably necessary to transmit documents, notices, court materials, and other authorized communications. These providers may process sender and recipient names, addresses, contact information, shipment details, tracking information, signatures, delivery photographs or confirmations, and related transaction information under their own privacy practices.

• Legal, safety, and security purposes. To comply with valid legal process, court orders, professional duties, or law; protect rights, safety, systems, clients, or the public; prevent fraud; or investigate security incidents.

• Business changes. In connection with a lawful reorganization, succession, merger, acquisition, or transfer, subject to applicable confidentiality and professional obligations.

• With your direction or consent. When you authorize or direct us to disclose information.

We do not sell personal information. We also do not share mobile information or SMS opt-in data with third parties for their own marketing.

Information filed with or accepted by a court, clerk, recorder, or government agency may become part of an official, public, restricted, sealed, or otherwise regulated record. Information included in a legally authorized notice by publication may be publicly printed or posted by a newspaper, legal organ, publisher, court, or related service. The Firm does not control the retention, indexing, republication, public access, or disclosure practices of courts, public-record custodians, or independent publishers. We take reasonable steps to comply with applicable filing, sealing, redaction, confidentiality, service, and professional requirements, but information appropriately submitted in a legal proceeding may be retained or disclosed as permitted or required by law.

The Georgia Rules of Professional Conduct require lawyers to protect information gained in the professional relationship, subject to limited exceptions. We apply access controls, confidentiality expectations, and vendor-management practices intended to protect prospective-client and client information. Our professional obligations may require us to retain or decline to disclose certain records even when a deletion or access request is made.

We retain information for as long as reasonably necessary for the purposes described in this Policy, including intake and conflict checking, delivery of services and digital products, client-file management, event and ticket administration, attendee check-in, payment and financing administration, legal-plan and referral administration, court filing and service, mailing and delivery, publication, refunds, disputes, chargebacks, fraud prevention, legal and professional obligations, tax and accounting requirements, security, enforcement of agreements, and litigation holds. Retention periods vary by record type and matter status. Some information—such as conflict-checking records, engagement records, court filings, service returns, proofs of mailing or publication, event registration or attendance records, transaction, financing, authorization, benefit, referral, and tax records, purchase-license records, or information subject to a legal hold—may be retained after a request is closed, an event ends, a purchase is fulfilled, or a matter ends.

Payment processors, financing participants, legal plans, referral platforms, and other third-party payors maintain information under their own legal, regulatory, security, underwriting, network, contractual, and retention requirements. The Firm does not control the deletion of information independently retained by Clio Payments, LawPay, Stripe, Retain Finance, a financing partner, ARAG, Marble Law, a bank, a card network, or another provider.

When retention is no longer reasonably necessary, we may delete, anonymize, or securely dispose of information in accordance with our policies, contractual obligations, and applicable law.

Our Site may link to or embed services operated by third parties. Their processing is governed by their own privacy notices and terms. Our primary technology providers include:

• Clio Privacy Notice

• Intaker Privacy Notice

• Levitate Privacy Notice

• RingCentral Privacy Notice

• Microsoft Privacy Notice

• Stripe Privacy Notice

• LawPay / 8am Privacy Notice

• Retain Finance Privacy Notice

• ARAG Privacy Notice

• Marble Law Privacy Notice

• POSH Privacy Notice

• PeachCourt Privacy Notice

• Tyler Technologies / Odyssey eFileGA Privacy Notice

• United States Postal Service (USPS) Privacy Notice

• FedEx Privacy Notice

We encourage you to review the privacy terms of any third-party service you choose to use. We are not responsible for the independent privacy practices of services we do not control.

The public Site and our general-audience events are not directed to children under 13, and we do not knowingly collect personal information directly from children under 13 through the Site or POSH. A parent or guardian may provide limited information about a minor when registering the minor for an appropriate event. Because our legal work may involve custody, support, guardianship, estate planning, probate, injury, or other family matters, an adult may also provide information about a minor when relevant to an inquiry or legal service. Information about minors may also appear in documents appropriately submitted to a court, clerk, agency, service provider, or other authorized case participant, subject to applicable filing, sealing, redaction, confidentiality, and professional requirements. Such information is handled consistent with this Policy and our professional obligations.

Subject to applicable law, professional obligations, privilege, confidentiality duties, conflict-checking needs, court orders, legal holds, and other exceptions, you may ask us to:

• Confirm whether we maintain personal information about you and request access to or correction of that information.

• Request deletion of information that we are not required or permitted to retain.

• Withdraw marketing consent or update communication preferences.

• Opt out of marketing texts by replying STOP and request help by replying HELP.

• Opt out of marketing email using the unsubscribe link.

We may need to verify your identity before acting on a request. We may deny or limit a request when necessary to protect another person’s rights, preserve privilege or confidentiality, maintain conflict, court, filing, service, publication, delivery, event, attendance, transaction, financing, benefit, authorization, or referral records, comply with law or professional duties, secure our systems, or exercise or defend legal claims. The Firm generally cannot alter or delete information controlled by a court, clerk, government agency, public-record custodian, publication provider, postal or courier service, sheriff, marshal, process server, or another independent recipient. Requests concerning a payment, financing, legal-plan, referral-platform, POSH, Microsoft, or other provider account—or a provider's independent processing—may need to be submitted directly to that provider. Opting out of marketing does not prevent transaction, financing, benefit, ticket, cancellation, safety, court, filing, service, delivery, or other operational messages needed to administer an event, service, matter, or purchase. Residents of other jurisdictions may have additional rights when an applicable privacy law governs our processing.

We may update this Policy to reflect changes in our practices, technology, services, or legal obligations. The revised version will be posted on this page with an updated effective date. Material changes may also be communicated by other reasonable means when appropriate.

For privacy questions, communication preferences, or requests, contact:

Firm:         The AVAIL Firm, LLC

Email:       info@theavailfirm.com

Phone:      (678) 434-0857

Mail:          505 North Angier Avenue Northeast, Floor 3, Atlanta, Georgia 30308

Privacy Policy effective and last updated: August 18, 2026