Legal document

ClariCase – Consent and Permissions Policy

Please review this document carefully before using the ClariCase platform or services.

Version
1.1
Last updated

1. Purpose

1.1 This Policy explains how ClariCase presents purpose-specific notices, obtains and records consent where required, manages optional permissions, and enables Users to withdraw or modify those permissions.

1.2 Accepting the Terms of Service and acknowledging the Privacy Policy are separate from giving optional consent. ClariCase will not treat silence, inactivity, pre-selected boxes or bundled acceptance as consent where a clear affirmative action is required.

1.3 Capitalised terms not defined here have the meanings assigned to them in the Terms of Service and the Privacy Policy.

2. Processing Required to Provide a Requested Service

2.1 ClariCase may process information necessary to create and secure an Account, provide a Service requested by the User, process a payment, respond to a support request, prevent fraud, comply with law, or establish, exercise or defend legal rights, on a ground permitted by Applicable Law.

2.2 Where consent is the applicable ground, ClariCase will request it through a Purpose-Specific Notice before the relevant processing begins.

4. Separate Permissions

4.1 ClariCase may request separate permissions for:

(a) sharing limited matter information with lawyers for conflict or availability checks;

(b) sharing detailed documents with a selected Independent Lawyer;

(c) recording a call;

(d) receiving non-essential marketing communications by email, SMS, telephone or messaging application;

(e) analytics, advertising or other non-essential cookies and similar technologies;

(f) external artificial intelligence processing of Legal Documents or confidential matter information;

(g) publication of a testimonial, review, photograph, case study or other publicity material; and

(h) processing information concerning a child through a parent or lawful guardian, where required.

4.2 Any publicity material referred to in Clause 4.1(g) will be published only with the User’s written permission, will not identify an Independent Lawyer in a manner that amounts to advertisement or solicitation of legal work, and will not refer to the outcome of a legal matter.

5. Lawyer Matching and Document Sharing

5.1 A request for lawyer assistance authorises ClariCase to use matter-category and contact information necessary to identify potential Independent Lawyers.

5.2 Before disclosing information for a conflict or availability check, ClariCase will provide a notice and will limit disclosure to what is reasonably necessary.

5.3 Detailed documents will be shared with a selected Independent Lawyer only after the User authorises that disclosure, or where another lawful ground applies.

5.4 The User may review or change sharing permissions where the Platform provides that functionality.

6. Communications

6.1 Service, security, payment, appointment and account communications necessary to administer an active Service may be sent without a separate marketing opt-in, where permitted by law.

6.2 Marketing or promotional communications will be sent only on an appropriate lawful basis and in compliance with applicable telecom regulations governing commercial communications.

6.3 Users may unsubscribe from or change non-essential communication preferences without affecting core Service communications.

7. Call Recording

7.1 Before recording a call, ClariCase will disclose that recording is proposed, the purpose and any available alternative. Where consent is required, recording will begin only after a clear affirmative response.

7.2 A User may decline recording and request a reasonable alternative channel, although ClariCase may apply other verification or recordkeeping measures necessary for security or compliance.

8. Artificial Intelligence and Automated Processing

8.1 ClariCase may use approved automated tools for administrative functions.

8.2 Where an external artificial intelligence provider will receive Legal Documents or confidential matter information, ClariCase will disclose the provider category, purpose, retention period and whether information is used for model training.

8.3 ClariCase will not permit a provider to train a general-purpose model on User Legal Documents unless the User gives separate, informed and optional consent and appropriate contractual and security safeguards apply.

10. Withdrawal and Preference Changes

10.1 A User may withdraw or modify consent through the available Account settings, the relevant preference centre or by email to connect@claricase.com. The method will be reasonably comparable in ease to the method used to give consent.

10.2 Withdrawal does not affect processing lawfully completed before withdrawal. ClariCase and relevant Data Processors will cease consent-based processing within a reasonable time unless continued processing is independently required or permitted by law.

11. Consequences of Withdrawal

11.1 Withdrawal may prevent ClariCase from providing a feature that necessarily depends on the withdrawn processing. ClariCase will explain the material consequence before or promptly after the withdrawal request where reasonably practicable.

11.2 Withdrawal of an optional permission will not affect unrelated Services.

11.3 Charges and refund eligibility remain governed by the Terms of Service, the Refund Policy and Applicable Law.

12. Children and Guardians

12.1 Accounts may be created only by persons aged eighteen (18) years or older.

12.2 Where a matter concerns a child or a person represented by a lawful guardian, ClariCase may require verifiable evidence of the adult’s identity, age and authority before processing the represented person’s information.

13. Information Shared by the User

13.1 The User confirms that information submitted to ClariCase is accurate, complete and provided lawfully to the best of the User’s knowledge.

13.2 Where the User provides documents, Personal Data or other information relating to another individual or entity, the User represents that they have the authority or other lawful basis to provide such information for the relevant purpose.

13.3 ClariCase may request additional verification where reasonably necessary.

14. Changes to this Policy

14.1 A material change to this Policy will not be treated as consent to a new optional purpose.

14.2 ClariCase will provide a fresh notice and obtain a new affirmative action where required.

15. Contact

Email: connect@claricase.com

Registered Office: BE Block, Flat No. 153 SFS, Janakpuri, West Delhi – 110058, New Delhi, India