We may collect information that you provide directly, information generated through your use of the website or client portal, information needed to process payments, and information obtained from public or third-party sources for trademark-related services.

A. Contact, identity, and business information

- Name, business name, title, address, email address, telephone number, and preferred contact method.
- Business entity information, ownership information, founder information, and related company details.
- Information submitted through website forms, intake questionnaires, scheduling tools, email, text messages, client portals, or other communications.

B. Legal-matter information

- Proposed trademarks, logos, slogans, product names, service names, podcast names, course names, app names, brand names, and other identifiers you ask us to review.
- Goods and services descriptions, specimens, dates of first use, launch plans, marketing materials, packaging, websites, social media handles, marketplace listings, and related brand information.
- Inventions, processes, descriptions of preferred embodiments, market research, prior art searches, related applications, photographs, technical drawings, prototypes, and any other invention related documents.
- Music, lyrics, audio/video files, written works, art, paintings, sculptures, documents related to authorship and ownership of works, drafts of works, and other related documents or materials.
- Information about existing applications, registrations, refusals, Office Actions, cease-and-desist letters, disputes, deadlines, competitors, potential conflicts, and enforcement concerns.
- Information concerning agreements, letters of intent, potential agreements, competitors, contractors, franchises or franchisees, prospects, or any other document related to contracts.
- Documents or files you upload or provide in connection with a prospective or active matter.

C. Billing, payment, and subscription information

- Billing contact information, invoice information, payment status, subscription plan information, payment history, and transaction records.
- Payment method information submitted through Clio Payments or other authorized payment links. We generally do not receive or store full credit card, debit card, or bank account numbers; those details are processed by Clio and/or its payment-processing partners.

D. Website, device, and usage information

- IP address, browser type, device identifiers, operating system, pages viewed, referring pages, time and date of visits, approximate location derived from technical data, and website log information.
- Cookie, analytics, and similar technology information used to operate, secure, measure, and improve the website.

E. Information from public or third-party sources

- Information from the USPTO, state trademark offices, the Copyright Office, business registries, domain records, marketplace platforms, social media, search engines, watch services, commercial trademark databases, and other publicly available or subscription-based sources used for trademark review, clearance, prosecution, monitoring, or enforcement.
- Information from referral sources, co-counsel, foreign counsel, vendors, opposing parties, government offices, courts, tribunals, and other participants in legal or trademark-related matters.

We may use collected information for the following purposes:

- To evaluate inquiries, conduct conflict checks, determine whether we can accept a matter, and communicate with prospective clients.
- To provide legal services after an engagement is accepted, including trademark selection guidance, clearance, filing, prosecution, monitoring, renewals, oppositions, cancellations, enforcement, cease-and-desist work, and related brand-protection services.
- To administer intake workflows, client communications, scheduling, invoices, payments, recurring billing, and account records.
- To store and manage client and matter information, documents, deadlines, communications, and billing records in Clio and other authorized practice-management or service-provider systems.
- To host, operate, maintain, troubleshoot, secure, and improve the website through Wix, DreamHost, and related website-service providers.
- To comply with court, USPTO, TTAB, Copyright Office, regulatory, tax, accounting, trust-account, recordkeeping, professional responsibility, and other legal obligations.
- To detect, prevent, and respond to fraud, unauthorized access, security incidents, misuse of services, or violations of applicable terms.
- To send administrative notices, legal-service updates, payment reminders, policy updates, and, where permitted, educational or marketing communications. You may opt out of marketing communications, but we may still send service-related messages.

Submitting information through the website, joining a waitlist, scheduling a call, sending a message, or making a payment does not by itself create an attorney-client relationship. An attorney-client relationship is formed only after conflict clearance, attorney acceptance, and execution of a written engagement agreement or other written confirmation of representation.

Please do not submit confidential, highly sensitive, or time-critical information through public website forms or social media comments. If we request documents or sensitive information, we may direct you to a secure client portal or other appropriate channel. Information submitted by prospective clients for the purpose of seeking legal services may be handled in accordance with applicable professional obligations, but this Privacy Policy does not expand or limit those obligations.

We use Clio, including Clio Manage, Clio client-portal features, Clio billing tools, and Clio Payments, to help manage legal matters and related administrative functions. Information you provide may be stored, processed, or transmitted through Clio for purposes such as intake, conflict review, client communication, document storage, matter management, docketing, billing, invoices, payment plans, subscription payments, trust or operating payments, and payment records.

When you make a payment through Clio Payments, your payment information is processed by Clio and/or its payment-processing partners. We may receive limited payment information, such as payer name, billing contact information, transaction amount, payment date, payment status, invoice number, matter reference, transaction identifier, and partial payment-method details, but we generally do not receive or store full credit card, debit card, or bank account numbers.

Clio and its payment-processing partners may process information in accordance with their own terms, privacy policies, security practices, legal obligations, fraud-prevention requirements, and payment-network rules.

INTELLECTULAW.COM is hosted, built, supported, or maintained using Wix and DreamHost services. Wix and DreamHost may process information necessary to host, display, secure, maintain, troubleshoot, analyze, and improve the website. This may include technical data such as IP addresses, browser and device information, cookies, website logs, pages visited, form-submission data, and information necessary for security, fraud prevention, backups, support, and hosting operations.

If you submit information through a website form, booking feature, chat feature, embedded tool, or other website function, that information may pass through or be stored by Wix, DreamHost, or their authorized service providers before it is routed to us or to another system such as Clio.

Wix and DreamHost maintain their own privacy policies, terms, security practices, and data-processing arrangements. Your use of website features may therefore involve processing by those providers in addition to our processing described in this Privacy Policy.

The website may use cookies, pixels, tags, server logs, analytics tools, and similar technologies to operate the site, remember preferences, understand traffic, measure performance, secure the site, prevent misuse, and support marketing or retargeting where permitted.

You can usually control cookies through your browser settings. If you disable cookies, some website features may not work properly. If we use advertising or analytics tools that provide opt-out mechanisms, we will make those available where required by law.

We do not sell personal information for money. We may share information as needed for the purposes described in this policy, including with:

- Clio and related legal practice-management, client-portal, billing, and payment-processing providers.
- Wix, DreamHost, and other website hosting, infrastructure, security, support, analytics, email, scheduling, document-management, e-signature, docketing, and information-technology providers.
- Courts, tribunals, the USPTO, the TTAB, foreign trademark offices, the Copyright Office, government agencies, opposing counsel, co-counsel, foreign counsel, investigators, process servers, vendors, or other persons or entities when reasonably necessary to provide legal services or protect legal rights after an engagement is accepted.
- Accountants, auditors, insurers, banks, payment processors, collections providers, and professional advisers as necessary for billing, trust-account, accounting, tax, insurance, compliance, or risk-management purposes.
- Law enforcement, regulators, courts, or other third parties when required by law, subpoena, court order, professional obligation, or to protect rights, safety, security, or property.
- Other persons or entities with your direction, consent, or authorization.

If information is privileged, confidential, or subject to professional responsibility obligations, we will handle it in accordance with applicable law, court rules, ethics rules, and the applicable engagement agreement.

Payment information may be processed through Clio Payments or another authorized payment system. By authorizing recurring payments, you authorize the applicable payment processor to process payments according to the terms of the engagement agreement, invoice, or payment authorization.

Cancellation, refunds, minimum terms, plan changes, and responsibility for government fees, filing fees, deadline-related costs, or separately authorized legal work are governed by the applicable written engagement agreement or subscription terms, not solely by this Privacy Policy.

We retain information for as long as reasonably necessary for the purposes described in this policy, including to evaluate inquiries, conduct conflicts checks, provide legal services, administer memberships and payments, comply with legal and professional obligations, preserve business and accounting records, maintain client files, prevent fraud, resolve disputes, and enforce agreements.

Because law firms must preserve certain information for conflicts, ethical, legal, tax, billing, trust-account, malpractice, and recordkeeping purposes, we may retain certain information even after a website inquiry is closed, a subscription ends, or a client relationship concludes. Retention periods may differ depending on the type of information and the applicable legal or professional obligation.

We use reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, alteration, loss, or disclosure. These safeguards may include use of secure client portals, password-protected systems, access controls, vendor security measures, encryption where available, and internal policies limiting access to information.

No website, email system, payment processor, hosting provider, or electronic storage system can be guaranteed to be completely secure. You should not submit confidential or time-sensitive information through public comments, social media messages, or unsecured channels.

Depending on your location and the law that applies, you may have rights to request access to, correction of, deletion of, portability of, or limitation on certain personal information. You may also have the right to opt out of certain marketing communications or certain uses of cookies or tracking technologies.

Requests may be limited by attorney-client privilege, legal ethics obligations, court rules, law-firm recordkeeping duties, conflicts obligations, billing records, tax obligations, fraud-prevention needs, or other legal requirements. To make a privacy request, contact us using the information in Section 18.

Where applicable state privacy laws apply, the categories of personal information we may collect include identifiers, contact information, internet or network activity, commercial or payment information, professional or business information, communications, inferences related to service needs, and information you provide about legal or trademark matters. We collect and disclose these categories for the business and professional purposes described in this policy.

We do not sell personal information for money. If we use advertising, analytics, or retargeting technologies that may be considered a "sale," "sharing," or targeted advertising under a particular state law, we will provide any required notice or opt-out mechanism. We do not knowingly use or disclose sensitive personal information for purposes other than those permitted by applicable law, such as providing services, security, legal compliance, or other permitted business purposes.

We and our service providers may process, transfer, or store information in the United States, Canada, and other locations where we or our providers operate. Privacy laws in those locations may differ from the laws where you live. By using the website or providing information, you understand that information may be processed in those locations subject to applicable law and provider terms.

The website and INTELLECTULAW services are not directed to children under 13, and we do not knowingly collect personal information from children under 13. If you believe a child has provided personal information, contact us so that we can review and address the issue.

The website may link to third-party websites, platforms, payment pages, client portals, scheduling pages, social media platforms, or resources. We are not responsible for the privacy practices, content, security, or terms of third-party websites or platforms. You should review the privacy policies of those third parties before providing information to them.

We may update this Privacy Policy from time to time. The updated version will be posted on the website with a revised effective date. Your continued use of the website or services after an update means that the updated policy applies to information collected after the effective date, to the extent permitted by law.

For privacy questions or requests, contact:

Intellectulaw, The Law Offices of P.B. Tufariello, P.C.
25 Little Harbor Road, Mount Sinai, NY 11766
Email: info@simplytrademark.com
Phone: (631)476-8734

Submitting information through this website does not create an attorney-client relationship. Information submitted through this website, Clio, Wix, DreamHost, payment links, forms, or client portals may be collected, stored, processed, and used as described in this Privacy Policy. No guarantee of trademark registration or legal outcome is made.