Last Updated: February 4, 2026
Liberty Intake ("we," "our," or "us") is committed to protecting the privacy and confidentiality of personal information entrusted to us by law firms and their clients. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you use our legal intake services.
In the course of providing legal intake services, we collect various types of information on behalf of law firms:
Client Contact Information: Names, addresses, phone numbers, email addresses, and other contact details provided during intake calls.
Case Information: Details about potential legal matters, including incident descriptions, dates, parties involved, and preliminary case assessments.
Protected Health Information (PHI): For personal injury and medical-related cases, we may collect health information necessary for case qualification.
Call Recording Data: Audio recordings and transcripts of intake calls for quality assurance and training purposes.
Technical Information: Call metadata, including phone numbers, call duration, timestamps, and system access logs.
We use collected information exclusively for the following purposes:
Legal Intake Services: To conduct client intake, qualify potential cases, and provide information to law firms for case evaluation and client onboarding.
Case Management Integration: To enter client and case information into law firm case management systems as directed by the firm.
Quality Assurance: To monitor and improve the quality of intake services through call review and performance evaluation.
Training and Development: To train intake specialists on proper procedures, case qualification criteria, and communication best practices.
Legal Compliance: To comply with applicable laws, regulations, and professional ethics requirements governing legal services.
We maintain strict confidentiality and share information only as follows:
With Law Firms: All client and case information is provided directly to the law firm that engaged our services. We act as an agent of the law firm in collecting this information.
Service Providers: We may share information with trusted service providers (including CallCentered) who assist in delivering our services, subject to strict confidentiality agreements.
Legal Requirements: We may disclose information when required by law, court order, or legal process, or to protect the rights, property, or safety of Liberty Intake, our clients, or others.
Business Transfers: In the event of a merger, acquisition, or sale of assets, client information may be transferred, subject to continued confidentiality protections.
We implement comprehensive security measures to protect information from unauthorized access, disclosure, alteration, or destruction:
Encryption: All data transmission is encrypted using industry-standard protocols (TLS 1.2 or higher). Data at rest is encrypted using AES-256 encryption.
Access Controls: Multi-factor authentication, role-based access permissions, and the principle of least privilege govern all system access.
Physical Security: Our facilities maintain restricted access, surveillance systems, and secure storage for physical records.
Employee Training: All staff receive comprehensive training on confidentiality, data security, and privacy best practices.
Regular Audits: We conduct regular security assessments, vulnerability scans, and compliance audits to maintain the highest security standards.
For personal injury and medical-related cases, Liberty Intake operates as a Business Associate under the Health Insurance Portability and Accountability Act (HIPAA). We maintain appropriate safeguards for Protected Health Information (PHI) and execute Business Associate Agreements with covered entities as required. Our HIPAA compliance program includes administrative, physical, and technical safeguards designed to protect the confidentiality, integrity, and availability of PHI.
We retain client and case information for the duration of our service agreement with the law firm, plus any additional period required by law or professional ethics rules. Call recordings are typically retained for quality assurance purposes for a period of 12 months unless longer retention is required by the law firm or applicable regulations. Upon termination of services, we securely delete or return all client information as directed by the law firm.
Because we collect information on behalf of law firms, rights regarding that information are generally exercised through the law firm. However, we support the following rights:
Access: You may request access to information we hold about you by contacting the law firm or Liberty Intake directly.
Correction: You may request correction of inaccurate information through the law firm or by contacting us.
Deletion: You may request deletion of your information, subject to legal and ethical retention requirements.
Opt-Out of Recording: You may request that your intake call not be recorded, though this may limit our ability to provide certain services.
We may update this Privacy Policy periodically to reflect changes in our practices, technology, legal requirements, or other factors. We will post the updated policy on our website with a revised "Last Updated" date. Material changes will be communicated to law firms with whom we have service agreements.
If you have questions about this Privacy Policy or our privacy practices, please contact us:
Liberty Intake
Email: [email protected]
Phone: (888) 80-INTAKE