Privacy
Your firm data is used to prove revenue attribution, not to sell data.
Case Yield processes marketing, call, form, intake, CRM and signed-case exports so a firm can understand what produces signed cases and where leads leak.
What we process
- Contact details supplied through audit requests, imports, webhooks, forms, and connected systems.
- Marketing-source metadata, spend data, intake timestamps, case status, and signed-case value where provided.
- Workspace profile details such as firm name, market, practice areas, locations, and admin contacts.
How we use it
- Build source-to-signed-case reporting and intake leak analysis for the firm that provided the data.
- Operate security, troubleshooting, support, audit trails, and abuse-prevention workflows.
- Improve Case Yield using aggregated, de-identified product telemetry where possible.
What we do not do
- We do not sell firm lead data, client data, case data, or advertising performance data.
- We do not use firm data to provide legal advice or make legal eligibility decisions.
- We do not replace the firm's CRM, case management system, or intake vendor.
Access and deletion
- Authorized firm admins can request export, correction, access review, or deletion workflows.
- Deletion may retain limited audit, security, billing, or legal records where required.
- Privacy 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.