PRIVACY POLICY

Effective Date: September 16, 2026

This Privacy Policy describes how MatterVanta LLC , a Delaware limited liability company, (“MatterVanta,” “we,” “us,” or “our”), collects, uses, stores, shares, and protects information in connection with the MatterVanta website and software platform (the “Services”).

By accessing or using the Services, you acknowledge this Privacy Policy. If you do not agree, please do not use the Services.

1. WHO WE ARE

MatterVanta is a software-as-a-service platform that helps law firms collect client intake information, questionnaires, and documents. MatterVanta is a technology provider and is not a law firm.

Controller / business contact
MatterVanta LLC (Delaware limited liability company)
244 5th Ave Suite #1632, New York, NY 10001
Email: info@mattervanta.com

2. INFORMATION WE COLLECT

Depending on how the Services are used, we may collect:

Account information for law firms and authorized users (name, firm name, email, phone, login credentials, billing details).
Client intake information submitted by or on behalf of a law firm’s clients (questionnaire answers, contact details, financial and case-related information, uploaded documents).
Payment information processed by our payment processor (we do not store full payment card numbers on our servers when processing is handled by a third-party processor such as Stripe).
Technical and usage data (IP address, device/browser type, log data, approximate location derived from IP, cookies or similar technologies).
Communications you send to us (support requests, contact-form messages, emails, chat messages within the platform).

3. HOW WE USE INFORMATION

We use information as reasonably necessary to:

provide, operate, maintain, and improve the Services;
create and manage accounts and authenticate users;
process purchases and send transactional notices;
provide customer support and respond to inquiries;
secure the Services, prevent fraud/abuse, and comply with legal obligations;
communicate product updates or service-related notices; and
analyze usage to improve performance and reliability.

We do not sell personal information as a commercial data product.

4. HOW WE SHARE INFORMATION

We may share information with:

Service providers that help us operate the Services (for example hosting, email delivery, payment processing, analytics, telecommunications/SMS, and financial-data connectors such as Plaid where enabled);
the instructing law firm and its authorized users, for client information submitted through that firm’s account;
professional advisors or authorities when required by law, legal process, or to protect rights, safety, and security; and
a successor entity in connection with a merger, acquisition, or asset transfer, subject to appropriate confidentiality protections.

Third-party providers process information under their own terms and privacy practices where applicable.

5. LAW FIRM RESPONSIBILITY FOR CLIENT DATA

When a law firm invites clients to use MatterVanta, the law firm remains responsible for providing any notices, disclosures, and consents required under applicable law and professional rules, and for determining what information may properly be submitted to the platform.

6. DATA STORAGE AND HOSTING

All user data, client questionnaire responses, uploaded legal documentation, and real-time chat histories collected through the MatterVanta platform are encrypted in transit and at rest, and are hosted on Amazon Web Services (AWS) secure infrastructure located in the United States (US-East-1 Region).

MatterVanta LLC is a Delaware limited liability company. Consumer data processed through the Services is housed on United States hosting infrastructure as described above.

7. DATA RETENTION

We retain information for as long as needed to provide the Services and as described in our Terms of Service or at the time of purchase (including applicable retention periods for client information), and thereafter as required for legal, security, backup, dispute, or accounting purposes.

8. SECURITY

We use commercially reasonable administrative, technical, and organizational safeguards designed to protect information processed through the Services, including encryption in transit and at rest as described above. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. YOUR CHOICES AND REQUESTS

Depending on applicable law, you may request access to, correction of, or deletion of certain personal information, or ask us to restrict or object to certain processing. Law firm users may also update account information through available account settings. To make a privacy request, contact us at info@mattervanta.com or support@mattervanta.com.

10. CHILDREN

The Services are directed to law firms and professional users and are not intended for children under 16. We do not knowingly collect personal information directly from children for marketing purposes.

11. CHANGES TO THIS POLICY

We may update this Privacy Policy from time to time. The updated version will be posted at https://mattervanta.com/privacy with a revised effective date. Material changes may also be communicated through the Services or by email where appropriate.

12. CONTACT US

For privacy questions or requests:
Email: info@mattervanta.com
Support: support@mattervanta.com
Address: 244 5th Ave Suite #1632, New York, NY 10001

Related: Terms of Service

MatterVanta