VALLE LEGAL SPEAKER PLATFORM
Privacy Policy
Last updated: September 8, 2026
This Policy applies only to the Valle Legal Speaker Platform. It does not govern the rest of the Valle Legal website or personal information handled under a separate attorney-client engagement.
1. Overview
This Privacy Policy explains how Valle Legal, PLLC (“Valle Legal,” “we,” “us,” or “our”) collects, uses, retains, and discloses personal information through the Valle Legal Speaker Platform, including the automated agreement assessment, assessment report, standardized template checkout and delivery flow, related emails, and associated pages and features (collectively, the “Platform”).
This Policy is provided for notice purposes and does not create contractual rights or obligations except to the extent required by applicable law.
The Platform is accountless and does not require a login. It is intended only for people who are at least 18 years old and who use it within the United States. By using the Platform, you acknowledge the practices described in this Policy. Where consent is legally required for a particular practice, we will request it separately or through the applicable Platform flow.
This Policy is a privacy notice, not a legal-services engagement or confidentiality agreement. Uploading a document or communicating through the Platform does not create an attorney-client relationship or attorney-client privilege. If Valle Legal separately represents you under a signed engagement agreement, additional professional duties and notices may apply to information handled within that representation.
2. Personal Information We Collect
The personal information we collect depends on how you use the Platform and what appears in the materials you submit. It may include the following categories.
2.1 Contact, Identity, and Submission Information
your name, email address, speaking business or company, role, and other contact or profile information you provide;
referral, campaign, partner, promotion, or source identifiers;
consent and acceptance records, including timestamps and the version of the Terms and Privacy Policy presented;
questions, support requests, survey responses, feedback, and other communications; and
information associated with a consultation request or scheduling link, to the extent made available to us.
2.2 Uploaded Agreement and Document Data
When you request an assessment, we collect the file you upload and information derived from it. An agreement may contain names, contact details, signatures, event information, speaking fees, travel terms, payment terms, intellectual-property rights, publicity rights, recording rights, insurance or indemnity terms, and other personal, confidential, or business information about you, an event organizer, and other people.
the uploaded Word document or text-searchable PDF and its file name, type, size, metadata, and text;
extracted, normalized, segmented, or transformed text and technical processing data;
automated findings, category results, flags, confidence or uncertainty information, assessment reports, and report-delivery records; and
a unique submission or assessment identifier and related operational records.
2.3 Purchase, Delivery, and License Information
product selected, price, currency, taxes, discount or referral information, purchase time, payment status, refund or dispute status, and transaction identifier;
limited billing details supplied by a payment provider, such as payer name, email, billing address, card brand, and last four digits, when made available;
template delivery, download, and error records; and
a unique template license identifier and visible or nonvisible document markers linked to the purchaser and transaction for license administration, traceability, fraud prevention, and enforcement.
Payments are processed by Stripe or another approved payment provider. Payment providers process those details under their own terms and privacy notice.
2.4 Technical, Device, Usage, and Analytics Information
internet protocol address, approximate location inferred from it, device and browser type, operating system, language, time zone, and device or browser identifiers;
pages or screens viewed, links or buttons selected, referral URL, session dates and times, time spent, navigation path, form interactions, downloads, and conversion events;
cookie, pixel, tag, local-storage, software-development-kit, or similar technology data; and
log, diagnostic, performance, security, fraud, error, and incident information.
2.5 Sensitive Information You Should Not Submit
Please redact first: Do not upload information that is unnecessary for the assessment, including Social Security or tax identification numbers, payment-card or bank-account data, passwords or security credentials, health or biometric information, precise identity documents, information about minors, or other highly sensitive or legally restricted information.
If unnecessary sensitive information appears in an uploaded agreement, we may process it as part of the document and may, in our discretion, restrict access to, redact, or delete it. The Platform is not designed to infer sensitive characteristics or to receive protected health information subject to HIPAA, consumer reports, education records subject to FERPA, classified information, or data subject to a restriction that prohibits this processing.
3. Sources of Personal Information
We collect personal information directly from you; automatically from your browser, device, and Platform activity; from the documents and information you upload; and from vendors that help us operate the Platform. We may also receive limited information from payment processors, email and scheduling providers, analytics and security services, referral or marketing partners, event or campaign links, and other sources you direct to interact with us.
If you upload information about another person, you are responsible for having lawful authority to provide it and for delivering any required privacy notice or obtaining any required permission.
4. Automated and AI-Assisted Processing
We use automated systems to extract and analyze agreement text, apply attorney-developed assessment criteria, generate status labels and controlled report language, detect errors or abuse, and deliver results. These systems may include third-party artificial-intelligence, machine-learning, text-extraction, document-processing, cloud-hosting, and security providers. Your uploaded agreement, extracted text, assessment instructions, and generated output may be transmitted to and processed by those providers for these purposes.
Where available and appropriate, we may use contractual terms, account settings, or service configurations that restrict use of uploaded agreements, assessment standards, prompts, reports, and related data for training general-purpose models or improving the provider’s services. Provider capabilities and legally required processing vary, and providers may still process information for service delivery, security, abuse prevention, support, and legal compliance. We may change providers as the Platform evolves.
Unless we separately agree in writing, an attorney does not individually review your uploaded agreement or assessment. Automated output can be inaccurate or incomplete. The assessment is educational information and not individualized legal advice.
5. How We Use Personal Information
We may use personal information to:
operate the Platform; receive, extract, analyze, and assess documents; generate and deliver reports; process purchases; deliver templates; and provide requested support;
authenticate acceptance, maintain transaction and assessment records, administer template licenses and identifiers, investigate suspected unauthorized redistribution, and enforce the Terms;
communicate about submissions, assessments, purchases, downloads, consultations, changes, errors, security, support, and other service matters;
send newsletters, speaker-related educational content, product announcements, consultation information, promotions, and other marketing, subject to your unsubscribe rights;
personalize and measure the user experience, understand referrals and campaigns, perform analytics, test features, troubleshoot, and improve Platform functionality, quality, assessment operations, and business processes;
detect, investigate, prevent, and respond to fraud, misuse, unlawful uploads, prompt injection, malware, security incidents, license violations, and threats to Valle Legal, users, providers, or others;
comply with law, legal process, professional obligations applicable to our business, audits, tax and accounting requirements, sanctions, and lawful government requests;
establish, exercise, or defend legal claims and resolve disputes; and
create and use aggregated or deidentified information for lawful business, security, analytics, and improvement purposes, subject to applicable law.
We may combine information collected through different Platform interactions for these purposes. We do not treat a Platform upload as a request for legal advice or use it to begin an attorney-client representation.
6. Marketing Communications
By providing your email address and using the assessment, purchasing or downloading a template, or otherwise requesting Platform services, you agree that Valle Legal may send operational and marketing emails, including newsletters, educational content for speakers, product announcements, consultation information, promotions, and other Valle Legal products and services. We do not use this Platform consent as consent to marketing by text message or telephone unless you separately agree.
You may unsubscribe from marketing emails using the link in the message or by contacting legal@vallelegal.com. We may continue to send nonmarketing emails needed to provide or document a requested service or transaction, respond to you, protect the Platform, enforce the Terms, or comply with law. We may retain an email-suppression record so we can honor an unsubscribe request.
7. Cookies, Analytics, and Similar Technologies
The Platform and its providers may use cookies, pixels, tags, local storage, software-development kits, server logs, and similar technologies. The particular vendors and tools may change. These technologies may support:
1. essential functions, such as security, load balancing, form flow, checkout, and delivery;
preferences and functionality, such as remembering settings or progress;
performance and analytics, such as measuring visits, referrals, errors, feature use, and conversion; and
advertising, retargeting, audience measurement or creation, attribution, and campaign measurement, such as understanding whether communications or advertisements lead to Platform activity, if those tools are used.
You can often manage cookies through browser settings, device controls, or a consent tool if one is provided. Blocking some technologies may impair Platform functionality. Some browsers or extensions offer a Global Privacy Control or similar signal. We will process legally recognized opt-out preference signals where applicable and technically feasible. Because industry responses to “Do Not Track” signals are not uniform, the Platform may not respond to a browser’s Do Not Track setting unless required by law.
8. How We Disclose Personal Information
We may disclose personal information for the purposes described in this Policy to the following categories of recipients:
service providers and contractors supporting hosting, storage, backups, document extraction, artificial intelligence, analytics, email, transactional messaging, security, fraud prevention, support, payment processing, template delivery, scheduling, and professional services;
payment processors, banks, card networks, and fraud or transaction partners involved in a purchase, refund, chargeback, or suspected misuse;
referral, campaign, or marketing partners for attribution, performance measurement, or administration of a referral relationship; we do not disclose the contents of an uploaded agreement to a referral partner unless you direct us or disclosure is otherwise authorized;
attorneys, accountants, auditors, insurers, consultants, and other professional advisers acting for Valle Legal;
government agencies, regulators, courts, law enforcement, litigants, and other parties when we believe disclosure is required or permitted by law or reasonably necessary to comply with process, protect rights or safety, investigate wrongdoing, enforce agreements, or pursue or defend claims;
a prospective or actual buyer, investor, lender, successor, affiliate, or transaction adviser in connection with diligence, financing, reorganization, merger, sale, transfer, insolvency, or other business transaction, subject to appropriate safeguards where required;
other parties at your direction, with your consent, or as reasonably apparent from the service you request; and
recipients of aggregated or deidentified information that does not reasonably identify you, subject to applicable law.
Our service providers may process information in jurisdictions where they or their systems operate, including outside the state where you reside. They are permitted to process information for their contracted functions and other purposes allowed by their agreements and applicable law.
9. State-Law Treatment of Sale, Sharing, and Targeted Advertising
U.S. state privacy laws define terms such as “sell,” “share,” “targeted advertising,” and “cross-context behavioral advertising” differently and may classify certain analytics, advertising, referral, or technology-provider disclosures as covered activity even when no money is exchanged. Because the Platform’s vendors and practices may evolve, this Policy does not make a categorical representation that every disclosure is, or is not, a “sale” or “sharing” under every state law.
If a Platform practice is subject to an applicable legal right to opt out, we will provide the notice and method required by that law, which may include a privacy-control link, a recognized preference signal, or a request to legal@vallelegal.com. The availability and scope of a right depend on the law that applies to Valle Legal, the user, and the particular processing.
10. Retention
We retain personal information for as long as reasonably necessary for the purposes described in this Policy, including to provide and improve the Platform, maintain assessment and transaction records, administer and enforce template licenses, honor communication choices, protect security, resolve disputes, comply with tax, accounting, professional, and legal obligations, and establish or defend claims. Retention periods may differ by data type, provider, user relationship, and legal requirement.
In deciding how long to retain information, we may consider the volume, nature, and sensitivity of the information; the purposes for which it is processed; technical and operational needs; the risk of harm from unauthorized use or disclosure; applicable limitation periods; contractual, legal, regulatory, accounting, and security requirements; and whether the purpose can be achieved through deletion, aggregation, or deidentification.
We do not promise a fixed deletion period for uploaded agreements, extracted text, reports, or assessment data. Information may remain for a period in backups, archives, provider systems, security logs, suppression lists, or legal holds after it is no longer active. We may retain transaction and unique license-identifier records longer than the downloadable template itself. You are responsible for downloading and securely saving your purchased template; the Platform is not a document repository and may not retain or reissue the file.
11. Security
We use administrative, technical, physical, and organizational safeguards that we consider appropriate in light of the nature of the information and the Platform's operation. Safeguards vary depending on the systems, providers, information, and circumstances involved.
No safeguard, storage system, transmission method, or automated service is completely secure. We cannot guarantee that information will never be lost, accessed, altered, or disclosed without authorization. You should redact unnecessary sensitive information, use a secure device and connection, protect emailed links and downloaded files, and store your template and assessment securely.
12. Your Privacy Choices and U.S. State Rights
You may ask us to provide information about our processing or, subject to applicable law, to access, correct, delete, or obtain a portable copy of certain personal information; opt out of certain sale, sharing, targeted advertising, or profiling; limit certain uses of sensitive personal information; or appeal a decision on a privacy request. These rights are not available in every state or in every circumstance, and exceptions may apply.
To make a request, email legal@vallelegal.com with the subject line “Privacy Request” and describe the right you wish to exercise. We may need to verify your identity and authority by matching information we maintain or requesting additional information. An authorized agent may submit a request where permitted, but we may require proof of authorization and verification of the consumer’s identity. We will not unlawfully discriminate against you for exercising an applicable privacy right.
We may deny or limit a request where permitted, including when we cannot verify it, an exception applies, the information must be retained for legal or security reasons, or fulfilling the request would adversely affect another person’s rights. We will explain any legally required appeal method in our response. You may also unsubscribe from marketing emails as described in Section 6 and manage browser technologies as described in Section 7.
To the extent permitted by applicable law, we may decline requests that are manifestly unfounded, excessive, repetitive, fraudulent, or abusive, and may charge a reasonable fee where permitted
13. Children’s Privacy
The Platform is not directed to anyone under 18, and users must be at least 18 years old. We do not knowingly collect personal information from a person under 18 through the Platform. If you believe a minor has provided personal information, contact us so we can review and take appropriate action.
14. U.S.-Only Platform and Processing Location
The Platform is intended for use only within the United States. Personal information may be stored and processed in the United States and in other locations where our service providers operate. If you access the Platform from outside the United States contrary to its intended scope, you understand that information may be transferred to and processed in the United States, where privacy laws may differ from those in your location.
15. Third-Party Services and Links
The Platform may rely on third-party service providers to support functions such as payment processing, scheduling, email, analytics, hosting, document processing, artificial intelligence, security, and other Platform operations. Those providers may process personal information as described in this Policy and under their applicable terms, agreements, and privacy notices.
The Platform may also contain links to independent third-party websites or services that Valle Legal does not operate or control. If you choose to visit or interact with those services, their privacy practices are governed by their own notices and terms. Valle Legal is not responsible for the privacy, security, content, availability, or practices of independent third-party websites or services.
16. Changes to This Policy
We may update this Policy to reflect changes in the Platform, vendors, legal requirements, or our practices. We will post the revised Policy with a new effective date and provide additional notice where required by law. Materially different practices will apply prospectively unless applicable law permits otherwise or we obtain any required consent.
17. Contact
For privacy questions or requests concern the Speaker Platform, contact:
VALLE LEGAL, PLLC