Last updated: 5 October 2026

1. Introduction

CaseFlow Automation Ltd ("we", "our", or "us") is responsible for personal data you provide when visiting this website or contacting us. This policy covers the company website and enquiries, not the case data processed within our products. Each product's own privacy policy and contractual data processing terms explain its specific handling of client and claimant data. For that data, the client organisation generally determines the purposes of processing and we act on its instructions.

2. Information we collect

We may collect and process the following information when you use our website:

Contact details you provide via our enquiry form, such as your name, organisation and email address, along with your message.
Technical information needed to serve and protect the website, such as your IP address, browser type and request data.
Any other information you voluntarily submit to us when communicating by email or other means.

3. How we use your information

We use your information for the following purposes:

To respond to your enquiry and take steps you request before entering into a contract (legitimate interests or steps before a contract).
To keep the website secure and working properly (legitimate interests).
To maintain relevant business correspondence and meet legal obligations where required (legitimate interests or legal obligation).

4. Cookies and tracking

The website may use essential storage needed for its operation. Embedded videos and the on-site chat service are provided by third parties and may collect technical information or use their own cookies when loaded. You can manage cookies in your browser settings. Simply continuing to browse does not constitute consent to non-essential cookies.

5. Sharing and storage of information

We do not sell personal data. Our hosting, email and website service providers process information needed to operate the site and respond to enquiries. Embedded video, chat, fonts and certification badges can also result in your browser contacting their providers. We use appropriate agreements and safeguards where required.

Some website service providers may process data outside the UK or EEA. Where UK data protection law requires it, we use appropriate international transfer safeguards. We keep enquiry information only as long as needed for the enquiry, our business records or legal obligations; retention within each software product is explained in that product's policy.

6. Your rights

You have the following rights under UK data protection law:

To request access to your personal data.
To request correction of inaccurate or incomplete data.
To request deletion of your personal data where no longer necessary.
To object to or restrict processing in certain circumstances.
To request a portable copy of your data where the right applies.

If you wish to exercise any of these rights, please contact us using the details below. CaseFlow Automation Ltd is registered with the UK Information Commissioner's Office (ICO) under registration number ZC013423. You also have the right to lodge a complaint with the UK Information Commissioner's Office (ICO) at www.ico.org.uk.

7. Product data and AI

Our products use different workflows and safeguards. We design them around data minimisation, access controls and human review, and do not use customer content to train AI models. Masking reduces the exposure of personal information but cannot guarantee that every identifier will be removed; some document and image workflows require different handling. For precise details of data locations, providers, exceptions and deletion periods, read the LegalDocs Assist privacy policy if you use that service, consult the policy for your other product, or contact us for the relevant documentation.

8. Contact us

If you have any questions or concerns about this Privacy policy or how your personal data is handled, please contact us:

Email: info@caseflowautomation.co.uk

Address: 7-9 Macon Court, Crewe, CW1 6EA

ICO Registration: ZC013423

We may update this Privacy policy from time to time to reflect changes in legal, technical, or business developments. The updated version will be posted on our website with a revised 'Last Updated' date.