Privacy Policy

Last modified: April 14, 2025

1. Introduction

Welcome to Case Connect Group LLC, a company registered in the State of New York, which operates under the business names Kayse, Kayse AI, Kayse.ai, Kayse App, and Kayseapp.com. 

“Kayse” TM is a registered trademark of Case Connect Group LLC. We are dedicated to safeguarding your privacy and the security of your personal information. This Privacy Policy outlines our practices regarding the collection, use, disclosure, and protection of your data when you interact with our client portal app that integrates with third-party applications.

 

2. Data Collection

2.1 Information Collected from Third-Party Apps We receive the following types of data from user interactions and third-party CRM and practice management apps:

  • Client Contact Information: Name, email address, phone number, and other contact details.
  • Client Activity Data: Interaction history, transaction records, and communication logs.
  • Client Intake & Case Information: Case details, documents, and notes.
  • Other Relevant Data: Any other data necessary for the provision of our services.

2.2 Information You Provide When you use our app, you may provide additional information such as:

  • Account information: Username, password, and profile details.
  • Contact and Case Information: Case details, documents, and notes.
  • Communication: Messages, feedback, and other communications with our support team.

3. Data Usage

We use the data collected for the following purposes:

  • Service Provision: To provide and enhance our client portal services, including integrating with third-party CRM, practice management and related apps.
  • Personalization: To personalize your experience and provide relevant content and recommendations.
  • Communication: To communicate with you regarding your account, updates, and support.
  • Analytics: To analyze usage patterns and improve our app’s performance and functionality.
  • Compliance: To comply with legal obligations and protect our rights and interests.

4. Data Sharing

We do not sell, trade, or otherwise transfer your personal information to outside parties except as described in this policy. We may share your data with or under the following circumstances:

  • Service Providers: Third-party vendors who assist us, directly or indirectly, in operating our app and providing our services. Note: We never provide Sensitive Personally Identifiable Information (PII) to third parties.
  • Business Partners & Affiliates: Partners and affiliates with whom we collaborate to offer integrated services or which controls or is controlled by us.
  • Legal Authorities: When required by law or to protect our rights and comply with legal proceedings.
  • Business Transfers: Strategic transactions, reorganization, bankruptcy, receivership, or transition of our service to another provider (collectively, a “Transaction”), may require your data to be disclosed with counterparties and others and transferred to a successor or affiliate as part of that Transaction along with other assets.
  • Other Users and Third Parties: Certain features allow you to interact or share information with other users or third parties. You can also send information to third-party applications. Such information is governed by the third parties’ own terms and privacy policies.

5. Data Protection

We implement industry-standard security measures to protect your data, including:

  • Encryption: Data is encrypted in transit and at rest.
  • Access Controls: Restricted access to authorized personnel only.
  • Regular Audits: Regular security audits and assessments to identify and mitigate risks.

6. Data Retention

We retain your data only as long as necessary for the purposes outlined in this policy or as required by law. You may request the deletion of your data at any time by contacting us at support@kayse.ai..

7. User Rights

You have the following rights regarding your data:

  • Access: The right to request access to your personal data.
  • Correction: The right to request correction of inaccurate data.
  • Deletion: The right to request deletion of your data.
  • Portability: The right to request a copy of your data in a structured, commonly used format.

To exercise these rights, please contact us at support@kayse.ai.

8. Children

Our Services are not directed to, or intended for, minors (users under age 18). We do not knowingly collect personal data from children. If you have reason to believe that a child has provided personal data to us through the Services, please email us at support@kayse.ai. We will investigate any notification and, if appropriate, delete the personal data from our systems.

9. Additional U.S. state disclosures

Some U.S. state privacy laws require specific disclosures. The following table provides additional information about the categories of personal data we collect and how we use and disclose that information. You can read more about the personal data we collect and where we collect it from in “personal data we collect” above, how we use personal data in “How we use personal data” above, and how we retain personal data in “Security and Retention” below.

Categories of Personal Data

We collect the following types of personal information:

  • Identifiers: This includes your name, contact details, IP address, and other device identifiers.
  • Commercial Information: Such as your transaction history.
  • Network Activity Information: Including content and details on how you interact with our Services.
  • Communication Information: Such as your contact information when you email or communicate with us.
  • Geolocation Data: Including the general area from which your device accesses our Services (e.g., based on IP address), or precise location information you choose to provide.
  • Account Credentials and Payment Information: Including login credentials and billing details.

Use of Personal Data

We use your personal data for the following purposes:

  • To provide, analyze, and maintain our Services
  • To improve and develop our Services and conduct research
  • To communicate with you, including sending information about our Services and upcoming events
  • To prevent fraud, illegal activity, or misuse of our Services, and to protect the security of our systems and Services
  • To comply with legal obligations and to protect the rights, privacy, safety, or property of our users, Kayse, or third parties

Disclosure of Personal Data

We may share your personal information under the following circumstances:

  • With vendors, service providers, and affiliates who process information on our behalf according to our instructions
  • With government authorities or other third parties, as required by law
  • With parties involved in business transactions, such as mergers, acquisitions, or sales
  • With business account administrators, as applicable
  • With other users and third parties you interact with or choose to share information with

Depending on where you live and subject to applicable exceptions, you may have the following privacy rights in relation to your personal data:

  • The right to know information about our processing of your personal data, including the right to access your personal data, often in a portable format;
  • The right to request deletion of your personal data;
  • The right to correct your personal data; and
  • The right to be free from discrimination relating to the exercise of any of your privacy rights.

We do not “sell” personal data or “share” personal data for cross-contextual behavioral advertising, and we do not process personal data for “targeted advertising” purposes (as those terms are defined under state privacy laws). We also do not process sensitive personal data for the purposes of inferring characteristics about a consumer.

Exercising Your Rights. You can exercise privacy rights described in this section by submitting a request to support@kayse.ai.⁠

Verification. In order to protect your personal data from unauthorized access, change, or deletion, we may require you to verify your credentials before you can submit a request to know, correct, or delete personal data. If you do not have an account with us, or if we suspect fraudulent or malicious activity, we may ask you to provide additional personal data for verification. If we cannot verify your identity, we will not be able to honor your request.

Authorized Agents. You may also submit a rights request through an authorized agent. If you do so, the agent must present signed written permission to act on your behalf and you may also be required to independently verify your identity with us. Authorized agent requests can be submitted to support@kayse.ai.

Appeals. Depending on where you live, you may have the right to appeal a decision we make relating to requests to exercise your rights. To appeal a decision, please send your request to support@kayse.ai⁠.

10. Cookies and Tracking Technologies

Our app may use cookies and similar technologies to enhance your experience. You can manage your cookie preferences through your browser settings.

11. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on our app and updating the effective date.

12. Contact Information

If you have any questions or concerns about this Privacy Policy, please contact us at:

Case Connect Group LLC

C/O Kayse App

www.kayse.ai

support@kayse.ai