Data retention
Retention follows the attribution window and the firm's obligations.
Case Yield keeps the records needed to backfill attribution, verify signed-case outcomes, investigate data quality, and defend budget decisions.
Audit window
- The standard Growth Audit uses a 90-day backfill of marketing, intake, and signed-case data.
- Longer windows may be used for seasonality, mass tort, multi-location, or enterprise reporting.
- Smaller diagnostics may use a narrower import set when full source data is unavailable.
Operational retention
- Lead records are retained under the organization's configured retention window and purged by scheduled job.
- Spend, source, integration, and brief records are retained while the account is active unless an authorized deletion workflow applies.
- Override history, match evidence, and AI output trails are retained only when needed for auditability.
- Backups and logs retain limited security, recovery, and compliance records under provider retention settings.
Deletion and export
- Authorized owners can request organization export, targeted lead deletion, retention purge, or confirmed organization deletion.
- Compliance actions are logged server-side and scoped to the requesting owner's organization.
- Disconnected integrations stop future syncs but may not automatically delete historical imported data.
PII handling
- Backup PII and raw import tables remain inaccessible to browser client roles.
- Client-facing records carry organization scope for multi-firm separation.
- Retention, export, and deletion requests can be sent to hello@trycaseyield.com.
Case Yield supports revenue attribution and intake intelligence only. It does not provide legal advice, create an attorney-client relationship, or make legal decisions for a firm.