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Security & Document Handling

This page describes, in general terms, how we handle and protect the information and documents you share with us.

Template notice

[ATTORNEY REVIEW REQUIRED] This page is a template. The language below is a starting point for general information only and must be reviewed and finalized by a licensed attorney before it is treated as your organization's binding policy. It is not legal advice.

Data security measures

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, use, or disclosure. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Document handling procedures

  • We request only the documents needed to assess your situation.
  • We limit access to those who need it to help you.
  • We retain documents only as long as necessary or as required by law.
  • We do not sell your documents or the information in them.

Encryption and access controls

Where appropriate, information is transmitted over encrypted connections and stored with access restricted to authorized personnel. Access controls are designed to enforce least-privilege access.

Privacy protections

This page works alongside our Privacy Policy and Terms of Use. Please review those pages for more detail on how your information is used.

Sources & citations

Frequently asked questions

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