Privacy Policy/Terms of Service
Effective Date: August 1, 2025
Our Commitment to You
Lisa Sutherland Law, PLLC (“we,” “our,” “us,” or “the Firm”) values your privacy and is committed to safeguarding your personal and confidential information. We recognize the sensitive nature of the legal matters we handle and the trust you place in us. This Privacy Policy explains our practices regarding the collection, use, storage, and protection of personal information, whether you engage with us in person, virtually, through an employer-sponsored Legal Wellness™ program, or via a Medical–Legal Partnership (MLP).
This Policy is governed by the laws of the State of Texas and is designed to comply with all applicable state and federal privacy laws, including the Texas Data Privacy and Security Act (TDPSA), the Gramm–Leach–Bliley Act (GLBA) as it applies to legal professionals, and any other applicable federal privacy requirements. Where applicable, we also incorporate best practices from the Health Insurance Portability and Accountability Act (HIPAA) for limited health-related information we may handle.
BY USING THIS SITE, YOU ACCEPT AND AGREE TO THESE TERMS GOVERNING YOUR USE OF THE SITE, INCLUDING WITHOUT LIMITATION, THE PRIVACY POLICY, THE E-SIGN CONSENT, AND ANY OTHER OPERATING RULES, POLICIES AND PROCEDURES THAT MAY BE PUBLISHED FROM TIME TO TIME ON THIS SITE, ALL OF WHICH ARE INCORPORATED BY REFERENCE INTO THESE TERMS.
IF YOU DO NOT AGREE TO THESE TERMS YOU MAY NOT USE THIS SITE OR ANY OF THE SITE’S CONTENT.
The Terms constitute a legally binding agreement between you and us. References in these Terms to “Site operator”, “we”, “us”, and “our” include our affiliates, agents, successors and assigns. The Site is available only to, and may only be used by, individuals who can form legally binding contracts under applicable law. Without limiting the foregoing, the Site is not available to persons below the age of 18. By accessing and using the Site, you accept and agree to, without qualification, the Terms and represent and warrant that you have the authority to bind the User (as defined below) to these Terms and that your use of the Site, including the provision or use of any Content (as defined below), does not violate any applicable law.
For clarity, we use different defined terms in this Privacy Policy to refer to the different parties who interact with our Services:
A “User” is someone who visits or uses one of our sites, such as www.lisasutherlandlaw.com, www.acuityscheduling.com, www.planwithec.com or mobile applications.
A “Customer” is one of our Users who has an account with us. Customers may use our Services to register domain names, create websites (including scheduling pages) and other content, and otherwise manage and market their online businesses.
An “End User” is someone who visits, purchases from, makes a booking with or otherwise uses one of our Customer’s sites that was created using, and is hosted on, our Services.
Table of Contents:
Scope of This Policy
Information we collect
How we collect your information
How we use your information
Confidentiality & Attorney–Client Privilege
Sharing Your Information
Data Security Measures
Data Retention
Your Rights Under the Texas Data Privacy and Security Act (TDPSA)
HIPAA-Related Notice
Marketing Communications
Third-Party Links
Cookies & Tracking
Policy Updates
E-Sign Consent
DISCLAIMER OF WARRANTY
Proprietary Rights Notification
How to Contact Us
1. Scope of This Policy
This policy applies to:
Clients, prospective clients, and their authorized representatives
Visitors to our website and digital platforms
Participants in employer-sponsored Legal Wellness™ programs and MLP initiatives
Recipients of newsletters, legal updates, and educational content from the Firm
2. Information We Collect
Personal Information may include:
Identification details: Full name, date of birth, Social Security number, driver’s license, passport number, and other government-issued identifiers
Contact information: Mailing address, email address, phone number(s)
Financial information: Bank account details, investment records, tax returns, property deeds, insurance policies, retirement account statements
Health-related information: Only when relevant to your legal matter (e.g., incapacity planning, special needs trusts, guardianship matters)
Family and relationship details: Marital status, dependent information, heirs, beneficiaries
Employment and business data: Employer details, business ownership records, contracts, operating agreements
Estate-related documents: Wills, trusts, powers of attorney, advance directives, and related instruments
Non-Personal Information may include:
Device type, browser type, IP address, operating system, and geolocation data (if enabled)
Cookies and website usage analytics for site functionality and improvement
3. How We Collect Information
We may collect information through:
Online intake forms and secure portals
In-person or virtual consultations via phone, video conference, or in-office visits
Participation in Legal Wellness™ workshops, MLP clinics, or employer-hosted legal events
Third-party referrals (with your consent) from financial advisors, healthcare providers, insurance brokers, and other professionals
Email communications and document uploads
Email Information
If you choose to correspond with us through email, we may retain the content of your email messages together with your email address and our responses. We provide the same protections for these electronic communications that we employ in the maintenance of information received online, mail, and telephone. This also applies when you register for our website, sign up through any of our forms using your email address or make a purchase on this site. For further information see the email policies below.
Email Policies
We are committed to keeping your e-mail address confidential. We do not sell, rent, or lease our subscription lists to third parties, and will not disclose your email address to any third parties except as allowed in the section titled Disclosure of Your Information.
We will maintain the information you send via e-mail in accordance with applicable federal law.
In compliance with the CAN-SPAM Act, all e-mails sent from our organization will clearly state who the e-mail is from and provide clear information on how to contact the sender. In addition, all e-mail messages will also contain concise information on how to remove yourself from our mailing list so that you receive no further e-mail communication from us.
Our emails provide users the opportunity to opt-out of receiving communications from us and our partners by reading the unsubscribe instructions located at the bottom of any e-mail they receive from us at anytime.
Users who no longer wish to receive our newsletter or promotional materials may opt-out of receiving these communications by clicking on the unsubscribe link in the e-mail.
4. How We Use Your Information
We use your information only for purposes consistent with delivering legal services and operating our practice, including:
Providing legal advice, representation, and document preparation
Communicating case updates, reminders, and relevant deadlines
Billing, payment processing, and account management
Coordinating with co-counsel, expert witnesses, or other service providers (with your consent)
Conducting legal risk screenings in employer or MLP settings to identify preventable issues
Complying with court orders, legal obligations, and ethical duties
Improving our services through client feedback, surveys, and usage analytics
Sending educational content, event invitations, and legal updates (only if you opt in)
5. Confidentiality & Attorney–Client Privilege
All communications for the purpose of seeking or providing legal advice are protected by attorney–client privilege under Texas law.
Participation in an employer or MLP program does not waive confidentiality—your legal matters remain private between you and the Firm.
6. Sharing Your Information
We do not sell, rent, or trade your personal information. We may share information:
With your explicit consent (e.g., when coordinating with a CPA or financial advisor)
With third-party service providers (e.g., secure cloud hosting, encrypted email providers, payment processors) bound by confidentiality agreements
As legally required (court orders, subpoenas, or regulatory requests)
To prevent fraud or protect safety
7. Data Security Measures
We implement administrative, technical, and physical safeguards to protect your information:
Encrypted client portals for file transfer and storage
Two-factor authentication on all Firm accounts
Secure backup systems and firewalls
Limited, role-based access to client records
Periodic security audits and updates
If a data breach occurs that may impact your personal information, we will notify you promptly as required by Texas law.
8. Data Retention
Once an Attorney-Client relationship is established, we retain your records in compliance with the Texas Disciplinary Rules of Professional Conduct, typically for a minimum of five years after the conclusion of your matter, unless a longer period is required. After the retention period:
Physical files are shredded
Electronic records are permanently deleted
9. Your Rights Under the Texas Data Privacy and Security Act (TDPSA)
Effective July 1, 2024, Texas residents have enhanced privacy rights under the TDPSA, including the right to:
Access: Request a copy of personal data we hold about you.
Correction: Request correction of inaccurate or incomplete data.
Deletion: Request deletion of your personal data, subject to legal obligations.
Data Portability: Request transfer of your personal data to another provider where technically feasible.
Opt-Out: Opt out of the sale of personal data, targeted advertising, or certain profiling activities (note: we do not sell personal data).
How to Exercise These Rights:
You may submit a request by contacting us at the information provided below. We will respond within the timelines required by Texas law. We may need to verify your identity before fulfilling your request.
10. HIPAA-Related Notice
While Lisa Sutherland Law, PLLC is not a covered entity under HIPAA, we may receive limited health-related information in the course of providing legal services, especially in MLP or incapacity planning matters. Any such information is handled with the same strict confidentiality and security as all client records, and we comply with applicable privacy laws governing health-related data.
11. Marketing Communications
If you opt in to receive marketing communications from us, such as newsletters, event invitations, or legal updates:
We will store your name and contact information solely for the purpose of delivering such communications.
You may unsubscribe at any time by clicking the “unsubscribe” link in any email or by contacting us directly.
We will not share your contact information with third parties for marketing purposes without your express consent.
All marketing communications will comply with the CAN-SPAM Act and relevant Texas anti-spam laws.
· Lisa Sutherland Law Ads. We partner with third party publishers, advertising networks and service providers to manage our ads on other sites. Our third-party partners may set cookies on your device or browser to gather information about your activities on the Services and other sites you visit, in order to provide you with ads. For example, if you visit lisasutherlandlaw.com and also use a social media platform, you may see a Firm ad in your social media newsfeed or timeline.
12. Third-Party Links
Our website may contain links to external sites. We are not responsible for the privacy practices, content, or security of these sites.
The Site routinely contains links to external, third-party websites. Our providing links to other websites does not guarantee, approve or endorse the information or products available at these sites, nor does a link indicate any association with or endorsement by the linked site to us. Lisasutherlandlaw.com does not operate or control and has no responsibility for the information, products and/or services found on any external sites. Nor do such links represent or endorse the accuracy or reliability of any information, products and/or services provided on or through any external sites, including, without limitation, warranties of any kind , either express or implied, warranties of title or non-infringement or implied warranties of merchantability or fitness for a particular purpose. Users of Lisasutherlandlaw.com assume complete responsibility and risk in their use of any external sites.
13. Cookies & Tracking Policies
Our website uses cookies to enhance user experience, analyze traffic, and remember preferences. You can disable cookies through your browser settings, but some site features may not function as intended.
Cookies. Cookies are small pieces of text sent to your browser when you visit a site. They serve a variety of functions, like enabling us to remember certain information you provide to us as you navigate between pages on the Services. We use cookies on the website and associated domains of www.lisasutherlandlaw.com and on Firm web and mobile applications for the following purposes:
Authentication, Customization, Security and Other Functional Cookies. Cookies help us verify your Account and device and determine when you’re logged in, so we can make it easier for you to access the Services and provide the appropriate experiences and features. We also use cookies to help prevent fraudulent use of login credentials and to remember choices you’ve made on the Services, such as your language preference.
Performance And Analytics. Cookies help us analyze how the Services are being accessed and used and enable us to track performance of the Services. For example, we use cookies to determine if you viewed a page or opened an email. This helps us provide you with information that you find interesting.
Third Parties. Third Party Services may use cookies to help you sign into their services from our Services. Any such third-party cookie usage is governed by the policy of the third party placing the cookie.
Opting Out. You can set your browser to not accept cookies, but this may limit your ability to use the Services. We currently don’t respond to DNT:1 signals from browsers visiting our Services. You can also opt out of receiving interest-based ads from certain ad networks here (or if located in the European Union, here).
Device Identifiers. We use device identifiers on Firm web and mobile applications to track, analyze and improve the performance of the Services and our ads.
Third Party Tags. We use and manage third party tags on the website and associated domains of www.lisasutherlandlaw.com and on Firm. Third party tags may take the form of pixels or tracking snippets. We use pixels to learn how you interact with our site pages and emails, and this information helps us and our ad partners provide you with a more tailored experience. We use tracking snippets to capture data from your browser, make requests to a third-party partner or set cookies on your device to store data. For example, if you see a Squarespace ad on a social media platform and choose to use Squarespace, we may use a tag to reduce the number of Squarespace ads you see on that platform. We use Google Tag Manager to manage our third-party tag usage. This may cause other tags to be activated which may, for their part, collect data and set cookies under certain circumstances. Google Tag Manager does not store this data.
14. Changes
We may update the Firm Terms of Service, Privacy Policy, Cookies Policy, E-Sign Consent and other policies detailed herein periodically. The “Effective Date” above will indicate the most recent revision. Continued use of our services after updates constitutes acceptance of the revised policy.
15. E-Sign Consent
In this E-Sign Consent, the following definitions apply: (i) “You” and “your” refer to you, the User; (ii) “We,” “us,” and “our” refer to the Site operator and its affiliates (including, without limitation, Estate Concierge, successors and assigns. By clicking the “I agree” button, which you adopt as your electronic signature, you consent and agree that:
We can provide you disclosures required by law, and other information about your legal rights and duties, electronically.
Your electronic signature on agreements and documents has the same effect as if you signed them in ink.
We can send all communications and disclosures, including, but not limited to, this E-Sign Consent, the telephone and e-mail contact consent, and the Privacy Policy and Terms of Use (collectively defined as “Disclosures”) to you electronically: (1) via e-mail; (2) by access to a web site that we designate in an e-mail notice we send to you at the time the information is available; or (3) to the extent permissible by law, by access to a web site that we generally designate in advance for such purpose.
If you would like a paper copy, you can print a copy of the Disclosures or download the information for your records.
This consent applies to: (1) your use of products and services offered by us; (2) all future Disclosures associated with us; and (3) all future transactions with us, at any time, and to other Disclosures that we provide to you by email, unless you have, prior to such transaction, withdrawn your consent by the procedure mentioned below.
You understand that, to access and retain the electronic Disclosures, you will need the following:
A computer with an Internet connection.
A current web browser that includes 128-bit encryption. Minimum recommended browser standards are Microsoft Internet Explorer version 8.0 and above (see www.microsoft.com/ie for current version), Mozilla Firefox current version (see www.mozilla.com for current version), Apple Safari current version (see www.apple.com/safari for current version), or Opera current version (see www.opera.com for current version). The browser must have cookies enabled.
A valid email address.
Sufficient storage space to save past Disclosures and/or an installed printer to print them.
If you use a spam filter that blocks or re-routes emails from senders not listed in your email address book, you must add contact@Lisasutherlandlaw.com to your email address book.
You understand that you may request paper copies of the Disclosures, and that we will provide them to you by mail at no charge. You can request paper copies and/or withdraw consent by contacting us at: One Kendall Square, Suite B2102, Cambridge, MA 02139.
Any withdrawal of your consent to receive electronic Disclosures will be effective only after we have a reasonable period of time to process your withdrawal. You understand and agree that if you withdraw your consent to receive electronic Disclosures, we may—though we are not obligated to—cancel your account. At any time, you can update the email address to which we will send alerts that Disclosures are available. You can change your email address by contacting us at: contact@Lisasutherlandlaw.com.
By consenting, you agree that electronic Disclosures have the same meaning and effect as if we provided paper Disclosures to you. When we send you an email or other electronic notification alerting you that Disclosures are available electronically and we do in fact make them available online, that shall have the same meaning and effect as if we provided paper Disclosures to you, whether or not you choose to view the Disclosures, unless you had previously withdrawn your consent to receive Disclosures electronically. You understand and agree that Disclosures are considered received by you within 24 hours of the time posted to our website, or within 24 hours of the time emailed to you unless we receive notice that the e-mail address is invalid. You understand and agree that we reserve the right to cancel this electronic Disclosure service, change the terms of use of this service or send Disclosures in paper form at any time.
You understand and agree that we are responsible for sending notice of the Disclosures to you electronically, including at the email address you have provided, but are not responsible for any delay or failure in your receipt of the email notices.
16. DISCLAIMER OF WARRANTY
THE SITE, INCLUDING ALL CONTENT, SERVICES, FUNCTIONS, SOFTWARE, MATERIALS AND INFORMATION MADE AVAILABLE ON OR ACCESSED THROUGH THE SITE, IS PROVIDED ON AN “AS IS, AS AVAILABLE” BASIS, AND AUTOMATCH DOES NOT OFFER MAINTENANCE OR SUPPORT SERVICES FOR ANY PORTION OF THE SITE. TO THE FULLEST EXTENT PERMISSIBLE BY LAW, WE MAKE NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WHATSOEVER FOR THE CONTENT ON THE SITE OR THE SERVICES, INFORMATION, FUNCTIONS AND MATERIALS AVAILABLE THROUGH THE SITE, FOR ANY SERVICES OR PRODUCTS OR HYPERTEXT LINKS TO THIRD PARTIES OR FOR ANY BREACH OF SECURITY ASSOCIATED WITH THE TRANSMISSION OF SENSITIVE INFORMATION THROUGH THE SITE OR ANY LINKED SITE. FURTHER, WE EXPRESSLY DISCLAIM ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, WITHOUT LIMITATION, NON-INFRINGEMENT, TITLE, MERCHANTABILITY, AND FITNESS FOR A PARTICULAR PURPOSE. WE DO NOT WARRANT THAT THE FUNCTIONS CONTAINED IN THE SITE OR ANY SERVICES, CONTENT OR MATERIALS CONTAINED THEREIN WILL MEET YOUR NEEDS, BE COMPLETE OR ACCURATE, BE UNINTERRUPTED OR ERROR FREE, THAT DEFECTS WILL BE CORRECTED, OR THAT THE SITE OR THE SERVER THAT MAKES IT AVAILABLE IS FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS. ANY MATERIAL OR DATA DOWNLOADED OR OTHERWISE OBTAINED THROUGH THE USE OF THE SITE IS DONE AT USER’S OWN DISCRETION AND RISK, AND USER WILL BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO USER’S COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE DOWNLOAD OR USE OF SUCH MATERIAL OR DATA. NO INFORMATION OBTAINED BY USER THROUGH THE SITE SHALL CREATE ANY WARRANTY NOT EXPRESSLY MADE HEREIN. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES. ACCORDINGLY, SOME OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO YOU.
17. Proprietary Rights Notification
We do not permit copyright or trademark infringing activities and other infringement of intellectual property rights on the Site, and we will remove or modify (or ask you to remove or modify) Content if we are properly notified that such Content infringes on another’s intellectual property rights. If you are a copyright or trademark owner or an agent thereof and believe that any Content in any public area of the Site infringes upon or otherwise conflicts with your proprietary rights, you may submit a notification pursuant to the Digital Millennium Copyright Act (“DMCA”) by providing our copyright agent with the following information in writing (see 17 U.S.C. § 512(c)(3) for further detail):
A physical or electronic signature of a person authorized to act on behalf of the owner of an exclusive right that is allegedly infringed;
Identification of the proprietary work claimed to have been infringed, or, if multiple proprietary works are covered by a single notification, a representative list of such works;
Identification of the material that is claimed to be infringing or to be the subject of infringing activity and that is to be removed or access to which is to be disabled and information reasonably sufficient to permit us to locate the material;
Information reasonably sufficient to permit us to contact you, such as an address, telephone number, and an electronic mail address;
A statement that you have a good faith belief that use of the material in the manner complained of is not authorized by the owner, its agent, or the law; and
A statement that the information in the notification is accurate and, under penalty of perjury, that you are authorized to act on behalf of the owner of an exclusive right that is allegedly infringed.
Please contact us at support@Lisasutherlandlaw.com to send notifications of claimed infringement. You hereby acknowledge and agree that if you fail to comply with all of the requirements listed above, your DMCA notice may not be valid.
18. Contact Information
Lisa Sutherland Law, PLLC
San Antonio, Texas
Phone: 888-505-3883
Email: support@lisasutherlandlaw.com