Name: Law Office of Mike Assad
Price range: $$

Effective Date: May 6, 2026 | Last Updated: May 6, 2026

1. Introduction

Law Office of Mike Assad, P.C. (“Firm,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard information when you visit our website at mikeassad.law, use our Client Portal, or communicate with us through any channel, including text message, email, telephone, or video conference.

Please read this Policy carefully. By accessing our website or using our services, you acknowledge that you have read and understood it. If you do not agree with this Policy, please do not use our website or services.

2. Information We Collect

A. Information You Provide Directly

We collect personal information you voluntarily provide, which may include:

Name, mailing address, email address, and telephone number
Information submitted through website contact or intake forms
Messages, documents, and payment information shared through our Client Portal
Financial and case-related information shared in connection with our legal services
Information provided during telephone calls, video conferences, or in-person meetings
Feedback, reviews, or survey responses you submit at our request

B. Information Collected Automatically from Our Website

When you visit our website, we and our service providers automatically collect:

IP address, browser type, and operating system
Pages visited, time on page, and referring URL
Device type and screen resolution
Clickstream and navigation data

C. Cookies and Tracking Technologies

We use cookies, pixels, and similar tracking technologies on our website. Specifically:

Essential cookies — Required for the website to function properly and cannot be disabled.
Google Analytics and Google Tag Manager — We use these tools to understand how visitors use our website. They collect anonymized data about page views, session duration, and traffic sources. You can opt out at https://tools.google.com/dlpage/gaoptout.
Meta (Facebook) Pixel — We use the Meta Pixel to measure the effectiveness of our advertising and to show relevant ads to people who have visited our website. The Pixel may collect your IP address, browser information, and the pages you visited. You can manage your Meta ad preferences at https://www.facebook.com/settings?tab=ads.
Google Ads — We use Google Ads for paid search advertising. Data from Google Analytics may be used to improve the targeting and performance of these ads.

You can control cookies through your browser settings. Disabling certain cookies may limit functionality of our website. For more information about online advertising opt-outs, visit https://optout.networkadvertising.org/.

D. Information from Our Client Portal

We use the MyCase Client Portal, operated by 8am, LLC (formerly AffiniPay/MyCase, Inc.), to manage client communications, documents, and payments. When you use the Portal, the information you submit is processed by MyCase on our behalf and is subject to the MyCase Privacy Policy available at https://www.8am.com/privacy-policy/.

E. Telephone Calls and Voicemail

We use Answerfirst, a professional answering service, to handle telephone calls. When you call our office, Answerfirst staff may collect your name, phone number, and the nature of your inquiry in order to route your call or relay a message to our firm.

For clients in bankruptcy or debt-related matters, we use Jubilee Pro (by LegalPRO Systems, Inc.) for case management and due diligence, and Stretto’s Debt Management Module (DMM) for mortgage modification and related services. These platforms process sensitive financial and legal information. Notably, Stretto’s services involving consumer financial data are subject to applicable provisions of the Fair Credit Reporting Act (FCRA) and the Gramm-Leach-Bliley Act (GLBA). Stretto’s full legal policies, including consumer privacy rights and opt-out notices, are available at https://www.stretto.com/legal-policies/.

G. Electronic Court Filings (CM/ECF and PACER)

For clients in federal court matters, our firm files documents electronically through the federal courts’ Case Management/Electronic Case Files (CM/ECF) system, administered by the Administrative Office of the U.S. Courts and accessible to the public via PACER (Public Access to Court Electronic Records). Please be aware of the following:

Court filings are public records — Documents filed through CM/ECF generally become part of the permanent public court record and are accessible to anyone through PACER.
Redaction of personal identifiers — Federal rules (FRBP Rule 9037 and FRCP 5.2) require that certain personal identifiers be redacted in public filings, including Social Security numbers (last four digits only), financial account numbers (last four digits only), birth dates (year only), and names of minor children (initials only). Our firm follows these requirements.
Bankruptcy schedules — In bankruptcy cases, your financial schedules and required disclosures are filed as part of the public record. We comply with applicable redaction rules, but significant financial and personal information becomes publicly accessible through PACER upon filing.
No control over public record — Once a document is accepted by the court and entered into CM/ECF, neither our firm nor you can remove it from the public record absent a specific court order.

H. Legal Writing Assistance (BriefCatch)

Our attorneys use BriefCatch (by LawCatch, Inc.), a legal writing and editing tool that operates as a plugin within Microsoft Word and Outlook. BriefCatch does not store, retain, or log the text of any documents processed using the tool. Document text is processed in memory only and is not retained by BriefCatch. The only information BriefCatch retains is credential information such as the name and email address used to access the platform.

3. How We Use Your Information

We use the information we collect for the following purposes:

To provide legal services and manage your matter
To communicate with you via the Client Portal, telephone, email, or text message (SMS)
To process payments for legal services
To schedule consultations and appointments
To send transactional or administrative emails related to your representation
To send firm news, legal updates, or marketing emails where you have consented or where permitted by law
To solicit client reviews in compliance with applicable bar rules and FTC guidelines
To analyze website usage and improve our online presence
To measure the effectiveness of our advertising campaigns
To automate administrative workflows between our software platforms using Zapier
To administer bankruptcy cases, mortgage modifications, and debt management plans
To process Chapter 13 plan payments through TFS Bill Pay
To access and submit case information through trustee-linked platforms (NDC, Trustee13.com, BKDocs.us)
To back up and securely store firm and client data
To comply with legal, regulatory, and professional responsibility obligations
To protect the rights, safety, and security of our firm, our clients, and the public

A. We Do Not Sell Your Data

We do not sell, trade, or rent your personal information to third parties for their own commercial purposes, and we never have. This applies to all information we collect, including information about our website visitors and our clients.

B. Service Providers

We share information with trusted third-party service providers that help us operate our firm and deliver our services. Each provider is contractually required to protect your information and may only use it for the specific purpose for which it was shared.

Provider	What We Use It For	Data That May Be Shared	Their Privacy Policy
MyCase / 8am, LLC	Client portal, case management, payment processing, SMS (via Twilio)	Name, contact info, case data, messages, documents, payment info	https://www.8am.com/privacy-policy/
Twilio (via MyCase)	Text message (SMS) delivery	Mobile number, message content	https://www.twilio.com/en-us/legal/privacy
LawPay (8am, LLC)	Payment processing	Name, billing info, payment data	https://www.8am.com/privacy-policy/
Google Workspace	Email, document storage, calendar, video (Google Meet)	Name, email, documents, calendar entries	https://policies.google.com/privacy
Microsoft 365	Office productivity, document creation, BriefCatch host environment	Name, contact info, firm documents	https://privacy.microsoft.com/privacystatement
Postmark	Transactional email delivery	Name, email address, email content	https://postmarkapp.com/privacy-policy
Mailsuite (Mailtrack)	Email open and link tracking via Gmail	Recipient email, IP address, device info, open timestamps	https://mailsuite.com/en/privacy-and-security-center
Mailchimp	Email marketing and newsletters	Name, email address, marketing preferences	https://mailchimp.com/legal/privacy/
Zoom	Video conferencing	Name, email, meeting content (if recorded)	https://explore.zoom.us/en/privacy/
Apple (iMessage / FaceTime)	Encrypted messaging and video calls with clients	Name, phone/Apple ID; message metadata (content is end-to-end encrypted)	https://www.apple.com/legal/privacy/
Calendly / Acuity	Online appointment scheduling	Name, email, phone, availability	https://calendly.com/privacy
Answerfirst	Telephone answering and receptionist services	Name, phone number, inquiry details	https://www.answerfirst.com/privacy-policy/
Jubilee Pro (LegalPRO)	Bankruptcy case management and diligence	Client case data, financial information	https://www.jubileepro.com/privacy-policy
Stretto DMM	Debt Management Module; mortgage modification (FCRA/GLBA governed)	Financial data, bankruptcy case data	https://www.stretto.com/legal-policies/
CM/ECF (U.S. Federal Courts / PACER)	Electronic case filing; filings become public record	Case documents, party information (public record)	https://www.uscourts.gov/privacy-policy
TFS Bill Pay (Nationwide TFS, LLC)	Chapter 13 automated payment processing for debtors	Name, address, SSN, bank account/routing numbers, bankruptcy case number	https://www.tfsbillpay.com/privacy_policy
NDC (National Data Center)	Chapter 13 case/claims/disbursement data portal (trustee-linked)	Bankruptcy case number, payment history, claim data	https://www.ndc.org/privacy-policy
Trustee13.com / TrustWin (Satori)	Secure document submission portal to Chapter 13 trustee’s office	Client case documents, bankruptcy case data	https://www.trustee13.com/
BKDocs.us	Encrypted file transfer of documents to Chapter 13 trustees	Client case documents transmitted via public-key encryption	https://www.bkdocs.us/
QuickBooks (Intuit)	Accounting, invoicing, and financial reporting	Name, billing info, payment history	https://www.intuit.com/privacy/
Dropbox	Cloud file storage and document sharing	Client and firm documents	https://www.dropbox.com/privacy
DocSend	Secure document delivery and engagement tracking	Name, email, document view data	https://www.docsend.com/privacy/
Reputation Stacker	Client review solicitation and management	Name, email address	https://reputationstacker.com/privacy-policy/
Zapier	Workflow automation between software platforms	Data passed between connected apps (varies by workflow)	https://zapier.com/privacy
Backblaze	Cloud backup of firm data	Backed-up firm and client files	https://www.backblaze.com/company/privacy.html
afi.ai	Cloud backup for Google Workspace and Microsoft 365 (email, files, calendars, Teams)	Firm emails, documents, calendars, contacts, Teams/SharePoint data	https://afi.ai/privacy
eFax (Consensus Cloud Solutions, LLC)	Digital/electronic fax transmission and storage	Fax content, sender/recipient fax numbers, account info	https://www.efax.com/fax/privacy-policy
Amazon Web Services (AWS)	Cloud infrastructure and storage	Firm and client data hosted in AWS environment	https://aws.amazon.com/privacy/
Cloudflare	Website CDN, DNS, and security	IP address, traffic data	https://www.cloudflare.com/privacypolicy/
DreamHost	Website hosting	Website traffic data, hosted site files	https://www.dreamhost.com/legal/privacy-policy/
BriefCatch (LawCatch, Inc.)	Legal writing editing tool (Word/Outlook plugin)	Login credentials only; NO document text is retained	https://www.briefcatch.com/privacy-policy
Westlaw (Thomson Reuters)	Legal research platform	Search queries, login credentials (no client PII transmitted)	https://legal.thomsonreuters.com/en/privacy-statement
CourtListener (Free Law)	Public court records and legal research	Search queries (no client PII transmitted)	https://free.law/privacy-policy/
Google Analytics / GTM	Website usage analytics	Anonymized usage data, IP address	https://policies.google.com/privacy
Meta (Facebook) Pixel	Advertising measurement and website remarketing	IP address, browser data, pages visited	https://www.facebook.com/policy.php
Google Ads	Paid search advertising	Anonymized ad interaction data	https://policies.google.com/privacy
Avvo (Internet Brands)	Attorney directory listing	Firm name, attorney profiles (no client PII)	https://www.avvo.com/avvo-privacy-policy.html
FindLaw / Martindale	Attorney directory listing	Firm name, attorney profiles (no client PII)	https://www.findlaw.com/company/privacy.html
Yelp	Business directory and review platform	Firm name, contact info (no client PII)	https://www.yelp.com/tos/privacy_en_us
Facebook (Business Page)	Social media presence	Page visitor data collected by Facebook	https://www.facebook.com/policy.php

C. Legal and Professional Requirements

We may disclose your information when required by law, court order, subpoena, or other legal process. All disclosures of client information are also governed by our professional responsibility obligations under the rules of professional conduct of New Jersey and Pennsylvania and the attorney-client privilege.

D. Business Transfers

In the event of a merger, acquisition, or sale of our practice, your information may be transferred to a successor firm, subject to equivalent privacy protections.

5. Text Message (SMS) Communications

Law Office of Mike Assad, P.C. SMS Messaging. We use text messaging (SMS) through the MyCase platform, which is powered by Twilio, Inc., to send clients case updates, appointment reminders, and other communications related to your representation.

Consent — By providing your mobile number and agreeing to receive texts, you consent to receive text messages from or on behalf of our firm, which may include autodialed or prerecorded messages. We will not send marketing texts without your prior express written consent.
No sharing of mobile data for marketing — Mobile phone numbers collected for SMS communications and SMS opt-in consent will never be shared with third parties or affiliates for marketing or promotional purposes. This is a firm and unconditional policy.
Message frequency — Varies based on the status of your matter and your preferences.
Message and data rates — Standard rates from your wireless carrier may apply. We are not responsible for any carrier charges.
To opt out — Reply STOP to any message we send, or contact us at mike@assad.law or 609-808-3300. After opting out you will receive one confirmation message and no further non-essential texts.
Help — Reply HELP to any message or contact us at mike@assad.law.
Carrier disclaimer — Carriers are not liable for delayed or undelivered messages.
Compliance — Our SMS practices comply with the TCPA and Twilio’s Messaging Policy, Terms of Service, and Acceptable Use Policy.

6. Email Communications

A. Transactional Email

We send transactional and administrative emails related to your matter using Postmark, a transactional email service. These emails are necessary for the administration of our services and are not marketing communications.

B. Marketing Email (Mailchimp)

We may send firm news, legal updates, and other marketing communications to individuals who have opted in. Every marketing email includes an unsubscribe link. You can opt out at any time by clicking that link or contacting us at mike@assad.law. Our marketing email practices comply with the CAN-SPAM Act.

7. Email Open and Link Tracking (Mailsuite / Mailtrack)

Our firm uses Mailsuite (also known as Mailtrack), a Gmail plugin developed by Mailsuite S.L., to track when outgoing emails are opened and when links within emails are clicked. This tool operates by embedding a small, invisible tracking pixel in emails sent from our Gmail accounts. When you open an email from us that contains this pixel, Mailsuite’s servers log the following information:

That the email was opened, and the number of times it was opened
The approximate time and date of each open
Your IP address and general geographic location at the time of opening
Device and browser information
Whether any links in the email were clicked

This information is used solely by our firm to manage client communications, confirm receipt of important correspondence, and follow up on time-sensitive matters. We do not use this data for advertising or sell it to third parties.

Mailsuite does not access, store, or share the content of your emails. All data is encrypted with AES-256 and stored on AWS infrastructure. Mailsuite is GDPR-compliant and undergoes annual security audits by Google. Mailsuite’s Privacy Policy is available at https://mailsuite.com/en/privacy-and-security-center.

If you prefer that your email opens not be tracked, you can disable image loading in your email client, which will prevent the tracking pixel from loading.

8. Video Conferencing and Recording

We use Zoom and Google Meet for video consultations and meetings. Please be aware:

Meetings may be recorded with prior notice to participants. We will notify you before recording any session.
Zoom and Google collect certain data about participants, including name, email, IP address, and device information, per their respective privacy policies.
Review Zoom’s Privacy Policy (https://explore.zoom.us/en/privacy/) and Google’s Privacy Policy (https://policies.google.com/privacy) for details.

9. Document Delivery and Tracking (DocSend)

We may use DocSend to securely deliver documents to you. DocSend tracks whether and how recipients engage with delivered documents (such as whether a document was opened and for how long). By receiving a document through DocSend, you acknowledge that basic document engagement data may be collected.

10. Review Solicitation (Reputation Stacker)

We may use Reputation Stacker to request that clients leave reviews on platforms such as Google or Avvo. We share only your name and email address with Reputation Stacker for this sole purpose. This is done in compliance with applicable bar rules and FTC guidelines on endorsements and testimonials. You are under no obligation to leave a review.

11. Apple iMessage and FaceTime

Our attorneys may communicate with clients via Apple iMessage and FaceTime. These services use end-to-end encryption, meaning Apple cannot read message content or listen to FaceTime calls. Apple does collect certain metadata (such as your Apple ID, device information, and connection data) in accordance with its Privacy Policy at https://www.apple.com/legal/privacy/. If you communicate with us via iMessage or FaceTime, you acknowledge that Apple’s privacy practices govern those communications at the platform level.

12. Chapter 13 Payment Processing (TFS Bill Pay)

For clients in Chapter 13 bankruptcy, our firm may direct you to use TFS Bill Pay (operated by Nationwide TFS, LLC) as your automated payment solution for making plan payments to the Chapter 13 Trustee. Please be aware that TFS collects highly sensitive personal and financial information directly from you, including:

Full name, address, email address, and telephone number
Social Security number and date of birth
Bank account number and routing number
Bankruptcy case number, district, and attorney information
Transaction history and payment records

This information is collected and processed by TFS directly and is subject to TFS’s own Privacy Policy at https://www.tfsbillpay.com/privacy_policy. TFS shares your information with the Chapter 13 Trustee assigned to your case and with third-party service providers necessary to process payments. TFS does not sell or rent your information. You should read TFS’s Privacy Policy carefully before enrolling in their payment service.

13. Chapter 13 Case Data (NDC — National Data Center)

Our firm uses the National Data Center (NDC), a comprehensive data portal maintained in coordination with participating Chapter 13 Trustee offices, to access up-to-date case information including payment history, disbursement records, and claims data. NDC is updated daily with data sourced directly from the Trustees’ offices. Information accessible through NDC relates to your bankruptcy case record and is subject to NDC’s Privacy Policy at https://www.ndc.org/privacy-policy.

14. Trustee Document Submission (Trustee13.com / TrustWin and BKDocs.us)

Our firm submits documents to Chapter 13 Trustee offices through two secure platforms:

Trustee13.com / TrustWin (by Satori) — A secure web portal used to submit case documents to the Chapter 13 Trustee’s office that are not required to be filed with the court. Access is credentialed and case-specific.
BKDocs.us — An encrypted file transfer service that uses public-key encryption technology to securely transmit documents directly to the Trustee’s case management system. BKDocs.us integrates with TrustWin and other trustee software platforms.

Documents submitted through these platforms may include case-specific financial documents, correspondence, and other materials related to your bankruptcy matter. These submissions are made in furtherance of our legal representation of you and are transmitted only to the applicable Trustee’s office.

15. Workflow Automation (Zapier)

We use Zapier to automate workflows and data transfers between some of our software platforms. When Zapier is used, it may temporarily process data that passes between connected applications. Zapier’s Privacy Policy is available at https://zapier.com/privacy. We configure our Zapier workflows to limit data exposure to only what is necessary for each automated task.

16. Scheduling (Calendly)

We use Calendly (or Acuity Scheduling) for online appointment booking. When you schedule a consultation, Calendly collects your name, email address, phone number, and availability. Calendly’s Privacy Policy is available at https://calendly.com/privacy.

17. Electronic Fax (eFax)

Our firm uses eFax, a digital fax service operated by Consensus Cloud Solutions, LLC, to send and receive faxes electronically. Unlike a traditional fax machine, eFax routes fax transmissions over the internet and may temporarily store fax content on Consensus’s servers during transmission. Please be aware of the following:

Content transmitted via fax — Documents sent to or received from our firm via fax may contain sensitive personal and legal information. eFax uses TLS 1.2 encryption in transit and AES-256 encryption for stored fax data.
You are the data controller — Under eFax’s terms, our firm is responsible for obtaining any consents required in connection with fax transmissions, including TCPA compliance for outbound faxes.
Retention — eFax may retain fax records in accordance with its Privacy Policy. Our firm retains copies of faxes as part of client files in accordance with our data retention policy.

eFax’s Privacy Policy is available at https://www.efax.com/fax/privacy-policy.

18. Cloud Backup (afi.ai)

In addition to Backblaze and AWS, our firm uses afi.ai to back up our Google Workspace and Microsoft 365 data, including email, documents, calendars, contacts, and Teams/SharePoint content. afi.ai is:

SOC 2 Type II certified, GDPR-compliant, and HIPAA-compliant (can sign a BAA upon request)
Hosted on Google Cloud Platform (GCP) in the United States
Protected by AES-256 encryption at rest and TLS in transit
Operated under a least-privilege access model

afi.ai uses your data solely to provide backup and recovery services. afi.ai’s Privacy Policy is available at https://afi.ai/privacy.

19. Data Storage and Security

We take the security of your information seriously and use technical, administrative, and physical safeguards to protect it:

Cloud storage — Documents stored in Google Drive, Microsoft 365, and Dropbox with industry-standard encryption.
Website infrastructure — Hosted by DreamHost and protected by Cloudflare (CDN, DDoS protection, SSL/TLS encryption).
Cloud backup — Firm data backed up using afi.ai (Google Workspace and Microsoft 365), Backblaze, and/or AWS, all with strong encryption and relevant security certifications.
Electronic fax — Faxes sent and received via eFax are encrypted using TLS 1.2 in transit and AES-256 at rest on Consensus Cloud Solutions’ servers.
Legal writing tools — BriefCatch uses AES-256 encryption at rest and TLS 1.3 in transit, is SOC 2 certified, and does not retain document text.
Trustee platforms — TFS Bill Pay uses 128/256-bit SSL encryption; BKDocs.us uses public-key encryption for all document transfers.

Despite these measures, no method of Internet transmission or electronic storage is 100% secure. If you believe there has been unauthorized access to your information, please contact us immediately.

20. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy and to comply with our legal, ethical, and regulatory obligations. Attorney-client records are retained in accordance with applicable New Jersey and Pennsylvania state bar guidelines and professional rules of conduct. When we no longer need your information, we dispose of it securely.

21. Your Rights and Choices

Depending on your state of residence, you may have certain rights with respect to your personal information, including:

The right to know what personal information we hold about you and how it is used
The right to request correction of inaccurate information
The right to request deletion of your information (subject to our legal retention obligations)
The right to opt out of marketing emails or text messages
The right to opt out of certain online tracking and advertising

To exercise any of these rights, please contact us at mike@assad.law or 609-808-3300. We will respond in accordance with applicable law.

22. California Privacy Rights (CCPA/CPRA)

If you are a California resident, you have additional rights under the CCPA as amended by the CPRA, including the right to know, delete, correct, and opt out of the sale or sharing of personal information, and the right to non-discrimination for exercising these rights. We do not sell or share your personal information for third-party commercial purposes. Contact us at mike@assad.law to submit a request; we will respond within 45 days.

23. Third-Party Directories and Platforms

Our firm maintains profiles on Avvo, FindLaw, Martindale-Hubbell, Yelp, and Facebook. These platforms independently collect data about visitors to our profiles and are governed by their own privacy policies. We are not responsible for their data practices.

24. Children’s Privacy

Our website and services are not directed to children under 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently done so, please contact us and we will promptly delete it.

25. Changes to This Privacy Policy

We may update this Policy from time to time. When we make changes, we will update the “Last Updated” date at the top of this page. Your continued use of our website or services after any changes constitutes acceptance of the updated Policy.

26. Contact Us

Law Office of Mike Assad, P.C. 923 Haddonfield Road, Suite 336 Cherry Hill, NJ 08002 Phone: 609-808-3300 Email: mike@assad.law Website: mikeassad.law

Privacy Policy