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Privacy Policy

Effective Date: July 23, 2026
Last Updated: July 23, 2026
Version: 2.1

Important: CaseReady Intake AI handles sensitive information you choose to provide about workplace experiences. This Privacy Policy explains what personal information we collect, where it comes from, why we use it, who receives it, how we approach retention and security, and the choices available to you. Please read carefully.

1. Scope and summary

Driver AI Agency, Inc. ("Driver AI Agency," "CaseReady," "we," "us," or "our") operates CaseReady Intake AI, including its website, connector, intake workflow, and reports (collectively, the "Service").

CaseReady handles sensitive information that people choose to provide about workplace experiences. This Privacy Policy explains what personal information we collect, where it comes from, why we use it, the categories of recipients involved, how we approach retention and security, and the choices available to you.

CaseReady does not sell personal information or use claimant content for targeted advertising. CaseReady uses personal information to provide and protect the Service, support users, administer transactions and consent, comply with law, and improve reliability as described below.

This Policy applies to CaseReady's own handling of personal information. If you access CaseReady through a third-party AI platform, that platform separately handles information under its own terms, privacy policy, settings, and your relationship with it.

2. Personal information we collect

The information we collect depends on how you use the Service.

Contact and access information. This may include your name, email address, session identifier, access-code status, and records showing which disclosures and policy versions you accepted.

Workplace intake information. This may include your narrative, employer and job information, dates, workplace events, requested accommodations, reported concerns, adverse actions, people involved, witnesses, desired factual corrections, and descriptions of documents or other evidence.

Sensitive information. Your intake may include protected-characteristic selections and information concerning race or ethnicity, religion, sex or gender, sexual orientation, age, disability or health, national origin, genetic information, or other sensitive workplace circumstances. We process this information only as needed for the Service and other purposes described in this Policy.

Report and clarification information. This may include structured summaries, timelines, missing-information items, factual clarification answers, evidence or document lists, report status, and report-delivery information.

Transaction information. Our payment processor collects payment-card and billing details. CaseReady may receive limited transaction information such as payment status, amount, date, transaction identifier, and customer contact details. We do not receive or store full payment-card credentials.

Support and communications. We collect information you provide when you contact us, request access or deletion, report a problem, or otherwise communicate with CaseReady.

Technical and usage information. We may collect information needed to operate and secure the Service, such as IP address, device and browser information, access time, session events, error and security logs, and limited performance or usage information.

3. How we collect information

We collect information directly from you when you use the website, complete an intake, choose a protected characteristic, answer a clarification, make a purchase, request support, or exercise a privacy choice.

When you use a CaseReady connector, we receive information that you or the third-party AI host submits to the CaseReady tool. CaseReady only receives information transmitted through that workflow; the host platform may separately retain or process the broader conversation.

We collect limited technical information automatically through the website and Service. We also receive transaction, delivery, hosting, security, and operational information from service providers acting on our behalf.

4. Why we use information

We use personal information to:

We do not use CaseReady to make an employment, legal, eligibility, or other decision about you. CaseReady does not calculate your legal deadline or determine whether you have a legal claim.

5. AI processing and third-party hosts

CaseReady uses automated and AI-supported services to organize information and produce requested outputs. Information submitted for intake may be transmitted to AI service providers and technical processors as necessary to perform the workflow.

CaseReady does not use claimant content to train a general-purpose AI model owned by CaseReady. Our providers' handling of data is governed by the agreements and settings applicable to the services we use. We evaluate those arrangements as part of our provider review and internal subprocessor register.

If you use CaseReady through a third-party AI host, the host may process the entire conversation and may produce commentary outside the CaseReady tool response. That separate host processing is governed by the host's privacy practices and your settings. Review those practices before submitting sensitive information.

AI-supported output may contain errors. You are responsible for reviewing and correcting your information and report.

6. How we disclose information

We disclose personal information only as reasonably necessary for the purposes described in this Policy or as permitted by law. Recipient categories may include:

Service providers are authorized to process information for the services they provide to us and are subject to applicable contractual and legal obligations.

We do not sell personal information, share it for cross-context behavioral advertising, or use claimant content for targeted advertising.

7. Data retention and deletion

We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including providing the Service, allowing the applicable access period, delivering and supporting reports, securing the Service, maintaining consent and transaction records, complying with law, and resolving disputes.

Retention varies by information category and context. Claimant content and reports are deleted or de-identified when no longer reasonably needed, subject to an authenticated deletion request, legal requirements, fraud and security needs, dispute preservation, and other permitted exceptions.

Limited records that do not require the full claimant narrative may be retained longer when necessary to document a transaction, accepted policy version, deletion event, security event, legal obligation, or dispute. We minimize those records consistent with their purpose.

When information is deleted from active systems, residual copies may remain temporarily in backups or recovery systems until they are overwritten or age out through the applicable backup cycle. We do not restore deleted information to active use except when needed for disaster recovery, security, or legal compliance.

Exact operational schedules, deletion procedures, and backup cycles are maintained in internal standards and are reviewed as the Service changes.

8. Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information in light of its sensitivity, the nature of the Service, and the risks involved. Measures may include access restrictions, authentication, encryption where appropriate, logging, monitoring, provider review, backup and recovery controls, and incident-response procedures.

No method of transmission, storage, or security is completely reliable. We cannot guarantee that information will never be accessed, lost, altered, or disclosed without authorization.

If a security incident affects personal information, we will investigate and provide notices as required by applicable law.

9. Your choices and privacy requests

You may ask to access, correct, or delete personal information associated with your CaseReady email address by contacting support@casereadyintake.ai. You may also ask questions about our processing or request a copy of information when reasonably available.

We may need to verify your identity and authority before acting. We may deny or limit a request when permitted by law, including when information must be retained for legal, security, fraud-prevention, transaction, or dispute purposes. We will explain a denial when required.

Depending on where you live and whether a privacy law applies to CaseReady, you may have additional rights, such as data portability, appeal, restriction, objection, or the right to withdraw consent for certain processing. We will honor applicable rights and provide any required appeal process.

Because CaseReady does not sell personal information or use it for targeted advertising, there is no sale or targeted-advertising opt-out to exercise for CaseReady's practices described here.

10. Cookies and similar technologies

CaseReady may use essential or functional cookies, local storage, session storage, or similar technologies to maintain a session, remember security or consent state, complete payment, prevent fraud, and operate the Service.

CaseReady does not use third-party advertising cookies or tracking technologies for targeted advertising. If this practice changes, we will update this Policy and provide choices required by law before using information for that new purpose.

11. Communications

We may send transactional messages needed to provide the Service, including access, payment, report delivery, security, support, and material policy notices.

If we send optional promotional communications, you may opt out using the unsubscribe method provided or by contacting us. You may continue to receive non-promotional messages needed to administer an active transaction, request, or legal obligation.

12. Children

The Service is intended for adults and is not directed to anyone under 18. We do not knowingly collect personal information from a child through the Service. If you believe a child has submitted information, contact us so we can investigate and take appropriate action.

13. United States processing

CaseReady is operated from the United States. If you use the Service from another country, your information may be transferred to and processed in the United States and other places where our service providers operate, subject to applicable law.

14. Changes to this Policy

We may update this Policy to reflect changes in the Service, providers, law, or our practices. The updated Policy will identify its effective date.

If a change is material, we will provide notice appropriate to the change and the contact information available to us. We will not apply a materially more permissive use of previously collected personal information retroactively without an appropriate legal basis and notice or consent where required.

15. Contact

Driver AI Agency, Inc.
CaseReady Intake AI
Email: support@casereadyintake.ai
Website: casereadyintake.ai

For a privacy request, use the subject line "Privacy Request" and identify the email address associated with your CaseReady session. Do not send additional sensitive narrative information unless we ask for it through an approved method.


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