Privacy Policy

CaseLoad Select is a case-acquisition and selection service operated by Adriano Domingues, a senior communications strategist based in Toronto, Ontario. The service powers the intake forms and lawyer-triage workflow for the law firms that engage us.

When you submit an intake form on a law firm’s website, CaseLoad Select acts as a service provider to that firm. The firm is the controller of your information for the purpose of evaluating your matter; we process the information on the firm’s behalf under a written agreement.

This policy covers two different relationships, and usually only one of them applies to you. If you submitted an intake form on a law firm’s website, the sections on intake below describe how your information is handled. If you are a lawyer or a firm using caseloadselect.ca to consider working with us, the sections titled “When you contact us through this website” and “Cookies and analytics” are the ones that apply to you.

• Contact details you provide: name, email address, phone number.
• The matter description you provide during the intake conversation, including answers to follow-up questions and any details you choose to share.
• Technical metadata generated when you use the form: timestamp, the firm whose form you submitted to, and a generated lead identifier.
• Information about how the firm’s lawyer or operator handled the lead inside the CaseLoad Select system: scoring, status changes, decision timing.

We do not collect bank-account numbers, credit-card details, government-issued identification numbers, or biometric data through the intake form. Do not enter that information into the form.

CaseLoad Select receives intake submissions across seven channels. All seven route through the same CaseLoad Screen engine; the channel affects only how the conversation is initiated, not how your data is stored or retained. The web-based screening conversation runs in the CaseLoad Screen SPA at caseload-screen-v2.vercel.appor in the widget embedded on the firm’s website.

For Instagram DM and Facebook Messenger, Meta Platforms, Inc. processes the conversation before we receive it. Meta’s data processing terms govern the conversation layer; our policy applies from the point of receipt into our systems.

For Google Business Profile chat, Google LLC processes the conversation before we receive it. Google’s privacy terms govern the conversation layer.

• To evaluate whether the matter falls within the firm’s scope of practice and to score it for priority.
• To present a structured brief to the firm’s lawyer so they can decide quickly whether to take on the matter.
• To send you an automated reply that confirms next steps or, if the matter is outside the firm’s scope, suggests an alternative direction.
• To maintain an internal audit trail of how leads were handled by the firm.

• The lawyer or staff at the firm whose form you submitted to.
• Adriano Domingues, in the role of CaseLoad Select operator, for system administration, support, and quality control.
• The firm’s CRM and communication service provider (GoHighLevel) and transactional email provider (Resend), which deliver the firm’s automated replies. GoHighLevel handles SMS, voice, and Google Business Profile chat channels on the firm’s behalf. WhatsApp, Facebook Messenger, and Instagram DM intakes are received directly by CaseLoad Select from Meta’s APIs; the platform does not route those channels through GoHighLevel.
• Supabase Inc. (database hosting, Toronto region) and Vercel Inc. (application hosting), under written service agreements limited to processing on our instructions.
• Google LLC (intake screening via Gemini 2.5 Flash for Screen 2.0 and the voice channel), under Google’s data processing terms.
• OpenAI, L.L.C. (intake screening assistance for legacy web widget sessions), under OpenAI’s data processing terms.
• Meta Platforms, Inc., for intake that arrives via Facebook Messenger, Instagram Direct, or WhatsApp Cloud API. Meta processes the conversation before it reaches our systems and stores its own copy under Meta’s own retention rules. Our policy applies from the point of receipt into the CaseLoad Select webhook. We use Meta’s Page Send API and Cloud API messages endpoint to reply within the standard 24-hour customer-service window only.

We do not sell or rent your information. We do not use your information for advertising.

Retention follows the priority band assigned to the matter at intake. The system anonymizes records past these limits; it does not delete the row, so historical reporting (counts, timing, conversion) remains correct without retaining personal information.

If you become a client of the firm, the firm’s own retention rules govern your file from that point on, separate from this policy.

Your data is stored on Supabase infrastructure in Montreal, Canada (AWS ca-central-1), encrypted at rest. Access requires a service-role key held only by the application and by the operator. Backups are retained per Supabase’s standard policy. We use TLS for every connection.

Under the federal Personal Information Protection and Electronic Documents Act and applicable provincial law, you may:

• Ask what information we hold about you.
• Ask us to correct inaccurate information.
• Ask us to delete your record outside the regular retention schedule. Note that if the firm took on your matter, the firm’s own record of the matter is governed by the firm’s policy, not ours.
• Withdraw consent at any time, subject to legal or contractual restrictions.

Send written requests to adriano@caseloadselect.ca. We will respond within 30 days.

By submitting an intake form, you provide express consent under Canada’s Anti-Spam Legislation (CASL) for the firm and CaseLoad Select to send you electronic messages related to your inquiry. This includes automated replies, status updates, and follow-up messages about your matter.

If you receive marketing messages (such as review requests or re-engagement messages from the firm), each message will identify the firm as the sender and include a working unsubscribe mechanism. Unsubscribing from marketing messages does not affect transactional messages directly related to your open matter.

This section applies to lawyers and firms who use caseloadselect.ca to consider working with CaseLoad Select. Here you are our own prospective client, so the intake sections above describe a different service and a different set of records.

The Start a Conversation form asks five questions about the firm: the area of law it practises, how many lawyers work there, what prompted you to reach out, who decides on marketing spend, and when you would want the work to start. Two of those questions let you write your own answer instead of choosing one. It then asks for your name, your firm’s name, your email address, and your province.

Before the form is sent you tick a box that reads “I agree that CaseLoad Select may contact me about this inquiry by email.” We keep a record of that agreement next to your answers, holding the exact wording you agreed to, the date, your IP address, and your browser’s user-agent string, so there is evidence of what you consented to.

Your answers are stored in our database in Canada, and a summary is emailed to Adriano Domingues at adriano@caseloadselect.ca through Resend. Adriano is the only person who reads them. If the form offers you a time to book a call, that booking runs on Cal.com, which collects the name, email address, and time you enter on its own screen under Cal.com’s privacy terms.

Write to adriano@caseloadselect.ca to have your record removed. We replace your name, firm name, email address, and province, and keep the answers that no longer identify you so our own counts stay correct. The consent record itself is kept as written, because it is the evidence of what you agreed to.

The website and search assessment on the tools page takes the address of a firm’s public website and fetches that page in order to build the report. It does not record the address in our database.

The intake form does not use tracking cookies. The lawyer portal uses one functional cookie called portal_session that signs in a lawyer or operator for 30 days. The cookie is HMAC-signed, HTTP-only, and not used for analytics or advertising.

This marketing website uses Google Analytics 4 to measure how many people visit and which pages they read. Google sets cookies in your browser holding a randomly generated identifier, and records the pages you open, the approximate region derived from your IP address, and your device and browser type. Google Analytics 4 uses the IP address to derive that region and then discards it.

We use this measurement to improve the website. It is not used for advertising, and it is never joined to an intake submission or to any record held in the CaseLoad Select system.

You can stop the measurement by installing the Google Analytics opt-out browser add-on or by turning on the tracking protection built into your browser. Every page of this website works normally with these cookies blocked.

CaseLoad Select
Adriano Domingues, Operator
Toronto, Ontario, Canada
adriano@caseloadselect.ca

If you cannot resolve a privacy concern with us directly, you may file a complaint with the Office of the Privacy Commissioner of Canada at priv.gc.ca.