Privacy Policy

Effective Date: June 22, 2026

IntelliFirm, a product of Solve Technology Solutions, LLC (“IntelliFirm,” “we,” “us,” or “our”) provides legal-operations software and workflow automation tools, including billing support, inbox triage alerts, and drafting workflow support. This Privacy Policy explains how IntelliFirm collects, uses, stores, and discloses information when you use the IntelliFirm website, applications, and related services (collectively, the “Services”).

Information We Collect

We may collect:

• Contact information, such as your name, email address, mobile phone number, company name, and account credentials.
• Account and profile information you submit when registering for or administering an IntelliFirm account.
• Usage information, such as login activity, settings, audit logs, message interaction data, and service configuration data.
• Workflow-related information you choose to connect to the Services, including integrations and user-configured rules.
• Device and technical information, such as browser type, IP address, operating system, and diagnostic data.

For IntelliFirm SMS programs, we collect and use your mobile phone number and SMS consent status to send the text messages you requested. Consent records may include the method of opt-in, date, time, and related confirmation data.

How We Use Information

We use information to:

• Provide, operate, maintain, and improve the Services.
• Authenticate users and secure accounts.
• Deliver operational notifications and workflow messages.
• Provide customer support and respond to requests.
• Monitor performance, troubleshoot issues, and maintain audit records.
• Enforce our terms, policies, and legal obligations.

IntelliFirm workflows may include Billy for billing and time-entry support, Miley for inbox triage alerts, and Perry for drafting workflow support. For Miley SMS alerts, text messages are intended to contain metadata and alert information only, not underlying email content.

SMS Communications

If you opt in to receive SMS messages from IntelliFirm, you agree to receive transactional or operational text messages related to your use of the Services. These messages may include account alerts, workflow notifications, reminders, and secure embedded links.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help.

SMS opt-in data and consent information will not be shared with third parties or affiliates for their marketing or promotional purposes.

How We Share Information

We may share information:

• With service providers that help us host, operate, secure, support, or improve the Services.
• With integration providers at your direction.
• To comply with applicable law, regulation, legal process, or enforceable governmental request.
• To protect the rights, safety, and security of IntelliFirm, our users, or others.
• In connection with a merger, acquisition, financing, or sale of assets.

We do not sell personal information in exchange for monetary consideration.

Data Retention

We retain information for as long as reasonably necessary to provide the Services, maintain business and security records, comply with legal obligations, resolve disputes, and enforce agreements. Retention periods may vary based on the type of data and the configuration of the Services.

Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information from unauthorized access, disclosure, alteration, and destruction. These measures include encrypted credentials, audit logging, and role-based or row-level access controls across the platform.

No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

Your Choices

You may:

• Update certain account information through your account settings.
• Opt out of SMS by replying STOP.
• Request help for SMS by replying HELP.
• Contact us to request account or privacy support.

Children’s Privacy

The Services are not directed to children under 13, and IntelliFirm does not knowingly collect personal information from children under 13.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make material changes, we will update the effective date and post the revised version on this page.

Contact Us

If you have questions about this Privacy Policy or IntelliFirm’s privacy practices, contact: