Privacy Policy

By using the Services, submitting information to us, registering for an event, or purchasing a program, you acknowledge that you have read and understood this Policy. If you do not agree, please do not use the Services.

This Policy does not apply to third-party websites, platforms, or services that we do not control, including social media platforms, payment processors, and community software providers, each of which is governed by its own privacy policy.

a.Information you provide directly

• •Identity and contact information: name, email address, telephone number, mailing address, business address.
• •Professional information: law firm or company name, job title or role, bar admission jurisdiction, bar number, practice areas, years in practice, firm size, staff count, website.
• •Business information: revenue ranges, case volume, marketing spend, growth goals, operational challenges, technology stack, and similar information you disclose in applications, discovery calls, surveys, coaching sessions, workshops, or community posts.
• •Transaction information: products purchased, program tier, order history, billing address, and payment confirmation details. We do not collect or store full payment card numbers. Payments are processed by our third-party payment processors, who receive your card data directly.
• •Event registration information: attendee names, Team Pass member names, dietary restrictions, accessibility requests, and emergency contact information you choose to provide.
• •Content you submit: questions, chat messages, community posts, uploads, testimonials, reviews, survey responses, support requests, and correspondence with us.
• •Recruiting information: if you apply to work with us, resume, employment history, and references.

b.Information collected automatically

• •Device and usage data: IP address, browser type and version, operating system, device identifiers, language settings, referring and exit pages, pages viewed, links clicked, search terms, session duration, and timestamps.
• •Cookies and similar technologies: cookies, pixels, tags, web beacons, local storage, and software development kits. See Section 5.
• •Email and SMS engagement data: opens, clicks, delivery status, and unsubscribes.

Approximate location derived from IP address.

c.Information from third parties

Payment processors, confirming transaction status.

Advertising and analytics providers, including audience and campaign attribution data.

Social media and video platforms, where you interact with our content or click our ads.

Webinar, scheduling, community, and course platforms we use to deliver the Services.

Publicly available professional sources, including state bar directories, firm websites, and professional networking platforms, used to verify eligibility for attorney only events and programs.

Referral partners, affiliates, and co-hosts of joint events, where you have registered through them.

Persons who register you, for example, an attorney who purchases a Team Pass for a member of their firm.

d.Information we do not want you to send us

• •Our audience consists of practicing attorneys. Please do not send us, post in our communities, or disclose in our sessions any information that is subject to the attorney-client privilege, the work product doctrine, a protective order, a sealing order, or any duty of client confidentiality, and do not send us client files, personally identifiable client data, medical records, or case documents. If you choose to disclose such information, you do so at your own risk and you remain solely responsible for compliance with your professional obligations. We do not act as your counsel, your agent, or your business associate, and we do not accept the role of a subcontractor for purposes of any client engagement. See also Section 12.

We do not intentionally collect Social Security numbers, government identification numbers, financial account numbers, precise geolocation, biometric identifiers, health information, or information about your race, religion, sexual orientation, union membership, or political affiliation.

We use personal information to:

1. a.Provide, operate, and deliver the Services, including courses, coaching, community access, webinars, and events.
2. b.Process transactions, issue invoices and receipts, and manage subscriptions and payment plans.
3. c.Verify eligibility for attorney-only events and programs, including bar admission and firm affiliation.
4. d.Register you for events, manage check-in, seating, meals, accommodations, and safety.
5. e.Communicate with you about your account, purchases, schedules, logistics, and changes to the Services.
6. f.Send marketing and promotional communications, subject to your consent where required and to your right to opt out.
7. g.Personalize content, recommendations, and offers.
8. h.Conduct advertising and remarketing, measure campaign performance, and build audiences on advertising platforms.
9. i.Analyze and improve the Services, our curriculum, our website, and our conversion and retention.
10. j.Produce marketing and educational content, including recorded sessions, clips, case studies, and testimonials, in accordance with Section 8 and our Event Terms.
11. k.Provide customer support and respond to inquiries.
12. l.Maintain the security and integrity of the Services, prevent fraud, detect abuse, and enforce our terms.
13. m.Comply with legal obligations, respond to lawful requests, and establish, exercise, or defend legal claims.
14. n.Evaluate, negotiate, or complete a corporate transaction as described in Section 6(f).

Where the European Union or United Kingdom data protection law applies to our processing, we rely on the following legal bases: performance of a contract with you; your consent, which you may withdraw at any time; our legitimate interests in operating, securing, marketing, and improving our business, where those interests are not overridden by your rights; and compliance with a legal obligation.

We and our providers use cookies, pixels, tags, and similar technologies to operate the site, remember your preferences, measure traffic and performance, and deliver and measure advertising.

We use, or may use, the following categories of providers: web analytics providers, marketing automation and customer relationship management platforms, advertising platforms including social media and search advertising networks, conversion tracking and attribution tools, video hosting providers, chat and scheduling widgets, and website performance and security providers.

• •Your choices. Most browsers allow you to refuse or delete cookies through their settings. Disabling cookies may affect site functionality. You may also opt out of certain interest-based advertising through the industry tools offered by the Digital Advertising Alliance and the Network Advertising Initiative, and through the settings of the individual advertising platforms.
• •Opt out preference signals. We honor the Global Privacy Control and other browser based opt out preference signals recognized under California law as a valid request to opt out of the sale or sharing of personal information transmitted from that browser.
• •Do Not Track. Our Services do not currently respond to Do Not Track browser signals, which have no uniform standard.

We do not sell your personal information for money. We disclose personal information as follows:

1. a.Service providers and processors, which process information on our behalf under contract and are prohibited from using it for their own purposes. Categories include payment processing, customer relationship management and email marketing, webinar and video conferencing, course and community hosting, scheduling, e-signature, cloud storage, analytics, customer support, accounting, and event production and venue services.
2. b.Event venues, hotels, and production vendors, to the extent necessary to run an event, including rooming lists, catering counts, and access control.
3. c.Speakers, co-hosts, sponsors, and joint venture partners, where an event or program is jointly produced, and, in the case of sponsors, only where you have affirmatively opted in, for example by allowing a badge scan.
4. d.Advertising and analytics partners, which may receive identifiers and online activity data through pixels and tags. Under California law, this may be considered "sharing" for cross context behavioral advertising. See Section 10.
5. e.Other participants, where you voluntarily post in a community, ask a question in a recorded session, or appear in event footage. Information you post in a community is visible to other members, and we cannot control their use of it.
6. f.Corporate transactions, including in connection with a merger, acquisition, financing, reorganization, or sale of assets, where personal information may be transferred as a business asset, subject to this Policy.
7. g.Legal and safety disclosures, where we believe in good faith that disclosure is necessary to comply with law, subpoena, court order, or governmental request, to enforce our agreements, to protect our rights and property, to investigate fraud or misconduct, or to protect the safety of any person.
8. h.With your direction or consent, for any other purpose disclosed at the time of collection.

• •Email. By providing your email address, registering for an event, downloading a resource, or purchasing a program, you consent to receive commercial and transactional email from us. You may unsubscribe from marketing email at any time using the link in any message or by emailing julio@nextlevellawyer.com. We will continue to send transactional messages relating to your purchases, account, and event logistics.
• •Text messages. If you provide your mobile number and affirmatively consent, you agree to receive recurring automated marketing and informational text messages from Next Level Lawyer at that number. Consent is not a condition of any purchase. Message and data rates may apply. Message frequency varies. Reply STOP to opt out and HELP for help.
• •Telephone. If you submit your telephone number through an application, booking form, or registration, you consent to be contacted by us at that number, including by automated means, regarding your inquiry, application, purchase, or event. You may revoke this consent at any time by writing to julio@nextlevellawyer.com.
• •Call recording. We may record or transcribe sales calls, coaching calls, and support calls for quality, training, and record-keeping purposes. Where recording occurs, you will be notified at the start of the call and may decline or ask that the recording be stopped.

We photograph, record, and live stream our events, webinars, and group sessions. If you attend, your name, voice, image, likeness, questions, and comments may be captured and later used in our marketing, promotional, educational, and archival materials. This use is governed by our Event Terms and Conditions, which you accept at registration. If you do not wish to appear in event footage, contact julio@nextlevellawyer.com 5 business days before the event.

• •Testimonials. If you provide a testimonial, review, case study, or result, you consent to our publication of it together with your name, photograph, firm name, and stated results, unless you tell us otherwise in writing. Results described in any testimonial are individual and are not typical, average, or guaranteed.

We use artificial intelligence and automation tools in the operation of our business and in the delivery of our training, including for content production, transcription, summarization, research, and workflow automation. Where we submit information to a third-party artificial intelligence provider, we seek to use business or enterprise offerings that limit the provider's use of that information for model training, subject to that provider's terms.

We do not use personal information to make decisions producing legal or similarly significant effects about you without human involvement.

We do not sell personal information for monetary consideration.

In the twelve months preceding the effective date of this Policy, we shared the following categories of personal information with advertising partners for cross context behavioral advertising purposes: identifiers, including cookie and device identifiers and IP address, and internet or other electronic network activity information. This activity may constitute a "sale" or "share" under California and certain other state privacy laws. You may opt out by emailing julio@nextlevellawyer.com.

We do not have actual knowledge that we sell or share the personal information of consumers under 16 years of age.

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, including to provide the Services, maintain business records, resolve disputes, and comply with legal, tax, and accounting obligations. Typical retention periods: transaction and tax records: 7 years; customer relationship management records: for the duration of the relationship plus 7 years; marketing contact records: until you unsubscribe plus 12 months; event recordings: indefinitely for archival and marketing use. When information is no longer needed, we delete it or de-identify it.

Next Level Lawyer provides business education, coaching, and implementation training to legal professionals. We are not your attorney, and no attorney-client relationship is created by your use of the Services. Information you disclose to us is not protected by the attorney-client privilege or the work product doctrine.

You are solely responsible for complying with your own duties of confidentiality, your applicable rules of professional conduct, and any client engagement terms, data protection agreements, or protective orders that bind you, including when discussing your practice in a group setting, a recorded session, or an online community.

We maintain administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and destruction, including access controls, encryption in transit, vendor diligence, and multi-factor authentication on key systems. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials.

The Services are directed to legal professionals in the United States, and our operations and servers are located in the United States. If you access the Services from outside the United States, you understand that your information will be transferred to, stored in, and processed in the United States, where data protection laws may differ from those of your jurisdiction. Where required, we implement appropriate safeguards for such transfers, including standard contractual clauses.

The Services are intended for adults engaged in the practice or business of law. We do not knowingly collect personal information from anyone under 18 years of age, and no person under 18 may attend our events. If we learn that we have collected information from a person under 18, we will delete it. A parent or guardian may contact us at julio@nextlevellawyer.com.

If you are a California resident, the California Consumer Privacy Act, as amended by the California Privacy Rights Act, gives you the following rights, subject to exceptions:

1. a.Right to know the categories and specific pieces of personal information we have collected, the sources, the business or commercial purposes, and the categories of third parties to whom we disclose it.
2. b.Right to delete personal information we have collected from you.
3. c.Right to correct inaccurate personal information.
4. d.Right to opt out of the sale or sharing of personal information.
5. e.Right to limit the use and disclosure of sensitive personal information. We do not use sensitive personal information for purposes that trigger this right.
6. f.Right to non-discrimination. We will not deny you goods or services, charge you a different price, or provide a different level of quality because you exercised a privacy right.

• •How to submit a request. Email julio@nextlevellawyer.com with the subject line "Privacy Request," or write to us at the address above. We will acknowledge your request within 10 business days and respond within 45 days, extendable by an additional 45 days with notice.
• •Verification. To protect your information, we will verify your identity before acting on a request, typically by matching the email address on file and, where necessary, requesting additional information. We will not use verification information for any other purpose.
• •Authorized agents. You may designate an authorized agent to submit a request. We may require written proof of authorization and verification of your identity directly.
• •Shine the Light. California Civil Code Section 1798.83 permits California residents to request information about disclosure of personal information to third parties for their direct marketing purposes. We do not disclose personal information to third parties for their own direct marketing purposes.

Residents of states with comprehensive privacy laws, including Virginia, Colorado, Connecticut, Utah, Texas, Oregon, Montana, and others as those laws take effect, may have rights to access, correct, delete, and obtain a portable copy of their personal information, and to opt out of targeted advertising, sale of personal information, and certain profiling. You may exercise these rights by emailing julio@nextlevellawyer.com.

• •Appeals. If we decline to act on your request, you may appeal by replying to our decision with the subject line "Privacy Appeal." We will respond to the appeal within 45 days. If your appeal is denied, you may contact your state attorney general.

Where the General Data Protection Regulation or the United Kingdom GDPR applies, you have the right to access, rectify, erase, restrict, and object to the processing of your personal data, the right to data portability, the right to withdraw consent at any time without affecting the lawfulness of prior processing, and the right to lodge a complaint with your supervisory authority. Requests may be sent to julio@nextlevellawyer.com.

Our Services contain links to and integrations with third party websites and platforms, including social media, video, community, and payment platforms. We are not responsible for the privacy practices of those third parties. Review their policies before providing information.

We may update this Policy from time to time. The revised version is effective when posted, and the "Last updated" date will change. Material changes will be communicated by email or by a prominent notice on the Services. Your continued use of the Services after the effective date constitutes acceptance of the revised Policy.

Questions, requests, or complaints regarding this Policy or our privacy practices:

Next Level Lawyer LLC 8141 2nd Street, Suite 515 Downey, California 90241, United States julio@nextlevellawyer.com