Legal Policies | ClientLake by Atarax Media LLC

PRIVACY POLICY

CLIENTLAKE MARKETING SERVICES

ClientLake (Atarax Media LLC)

https://clientlake.com

Effective Date: November 26, 2025

Last Updated: November 26, 2025

YOUR PRIVACY MATTERS

This Privacy Policy describes how ClientLake, operated by Atarax Media LLC ("we," "us," or "our") collects, uses, discloses, and protects information when you access our website and marketing services at https://clientlake.com.

By using our website or engaging with our services, you acknowledge that you have read and understood this Privacy Policy.

1. SCOPE OF THIS POLICY

This Privacy Policy applies to ClientLake's marketing services website and business operations. It describes how we handle information about prospective clients (attorneys and law firms) who are considering our specialized lead generation services for business succession planning.

This policy does not apply to the separate lead generation funnels and educational courseware we create and manage on behalf of our attorney clients. Those systems have their own privacy policies tailored to the specific attorney client and their jurisdiction.

2. INFORMATION WE COLLECT

We collect information in several ways when you interact with our website and services:

2.1 Information You Provide Directly

When you inquire about our services, schedule a consultation, or engage with us, you may provide:

  • Name and professional title
  • Law firm name
  • Email address
  • Phone number (for appointment reminders and communications)
  • State bar license information
  • Practice area and jurisdiction
  • Any information you provide in contact forms, emails, or consultation requests

2.2 Automatically Collected Information

When you visit our website, we automatically collect:

  • Device information (IP address, browser type, operating system, device identifiers)
  • Usage data (pages visited, time spent on pages, referral sources)
  • Geographic location (derived from IP address)
  • Date and time of your visits

2.3 Information from Third-Party Services

We use various third-party services to deliver our website and manage communications. These services may collect and share information with us as described in Section 7 below.

3. HOW WE USE YOUR INFORMATION

We use the information we collect for the following purposes:

3.1 To Provide Our Services

  • Respond to your inquiries about our marketing services
  • Schedule and manage consultation appointments
  • Provide information about our lead generation systems
  • Demonstrate our service capabilities and methodology

3.2 To Communicate With You

  • Send consultation confirmations and reminders via email and SMS
  • Respond to questions and provide support
  • Share relevant industry insights and service updates
  • Notify you of important changes to our services or policies
  • Follow up on consultation requests and service inquiries

3.3 To Improve Our Services

  • Analyze how visitors use our website
  • Understand attorney client needs and preferences
  • Improve our service offerings and user experience
  • Test and develop new features

3.4 For Business Development

  • Conduct outreach to qualified attorneys who may benefit from our services
  • Share information about our specialized succession planning lead generation system
  • Follow up on consultation requests and service inquiries

3.5 For Legal and Security Purposes

  • Comply with legal obligations and respond to lawful requests
  • Protect against fraud, unauthorized access, and security threats
  • Enforce our terms of service and protect our legal rights
  • Prevent misuse of our services

4. LEGAL BASIS FOR PROCESSING

If you are located in the European Economic Area, United Kingdom, or Switzerland, we process your personal information based on the following legal grounds:

  • Consent: When you provide consent to receive communications or service information
  • Contractual Necessity: To deliver the services you requested or to evaluate potential engagement
  • Legitimate Interests: To improve our services, prevent fraud, and conduct business operations
  • Legal Obligation: To comply with applicable laws and regulations

5. HOW WE SHARE YOUR INFORMATION

We do not sell your personal information. We may share your information in the following limited circumstances:

5.1 With Service Providers

We share information with trusted third-party service providers who help us deliver our website and services. These providers are contractually obligated to protect your information and use it only for the purposes we specify. See Section 7 for details about specific service providers.

5.2 For Legal Reasons

We may disclose your information if required by law, legal process, or government request, or if we believe disclosure is necessary to:

  • Comply with legal obligations
  • Protect our rights, property, or safety
  • Protect the rights, property, or safety of others
  • Investigate fraud or security issues

5.3 Business Transfers

If our business is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change and your choices regarding your information.

5.4 With Your Consent

We may share your information for other purposes with your explicit consent.

6. COOKIES AND TRACKING TECHNOLOGIES

We use cookies and similar tracking technologies to collect information about your browsing activities. For detailed information about the specific cookies we use, please see our Cookie Policy at https://clientlake.com/cookie-policy.

6.1 Types of Cookies We Use

  • Essential Cookies: Required for website functionality and security
  • Analytics Cookies: Help us understand how visitors use our website
  • Preference Cookies: Remember your settings and preferences

6.2 Managing Cookies

You can control cookies through:

  • Your browser settings (most browsers allow you to block or delete cookies)
  • Industry opt-out tools at optout.aboutads.info or youronlinechoices.com

Please note that blocking cookies may limit your ability to use certain features of our website.

7. THIRD-PARTY SERVICES AND DATA COLLECTION

We use the following third-party services to deliver our website and manage communications:

7.1 GoHighLevel - CRM and Marketing Platform

Purpose: We use GoHighLevel to manage client relationships, communications, and appointment scheduling.

Data Collected by GHL:

  • Contact information (name, email, phone number, firm name)
  • Communication history (emails sent/received)
  • Appointment and calendar data
  • Device and browser information
  • IP addresses and location data

Data Location: GoHighLevel stores and processes data in the United States.

For more information: Review GoHighLevel's Privacy Policy at https://www.gohighlevel.com/privacy-policy

7.2 Facebook/Meta - Advertising and Analytics

Purpose: We may use Facebook advertising tools to reach attorneys who may benefit from our specialized business succession planning lead generation services. This includes Facebook Pixel for website tracking and Facebook advertising platforms.

Data Collected by Facebook:

  • Information from your Facebook profile (if you interact with our ads while logged in)
  • Website activity and interactions via Facebook Pixel (pages visited, buttons clicked, forms completed)
  • Device information (IP address, browser type, operating system)
  • Ad interaction data (ads viewed, clicked, or engaged with)

How Facebook Uses Data: Facebook uses this data to:

  • Display our ads to relevant audiences (attorneys practicing business law or estate planning)
  • Measure ad performance and campaign effectiveness
  • Create analytics reports for our use
  • Build advertising profiles for targeted advertising across Meta platforms

Important Notes:

  • Facebook does not share your personal information directly with us unless you submit a contact form
  • Facebook may combine data collected from our website with data from other sources
  • You can control Facebook's use of your data through your Facebook privacy settings
  • The Facebook Pixel can potentially link collected data to your Facebook or Instagram profile

Data Location: Facebook/Meta operates globally and may transfer and process your data in the United States and other countries.

For more information: Review Meta's Privacy Policy at https://www.facebook.com/privacy/policy and Cookie Policy at https://www.facebook.com/policies/cookies

7.3 LinkedIn - Professional Networking and Outreach

Purpose: We use LinkedIn Sales Navigator for professional networking and to identify attorneys who may benefit from our specialized services.

Data Collected:

  • Professional profile information you make publicly available on LinkedIn
  • Connection and interaction data within LinkedIn's platform
  • Engagement with our content and communications

Important Notes:

  • We only access information you have chosen to make visible through LinkedIn's platform
  • Our use of LinkedIn is governed by LinkedIn's terms of service and privacy policy
  • You control what information is visible on your LinkedIn profile

For more information: Review LinkedIn's Privacy Policy at https://www.linkedin.com/legal/privacy-policy

7.4 Zoom - Video Consultation Platform

Purpose: We use Zoom to conduct video consultations with prospective attorney clients.

Data Collected by Zoom:

  • Account information (name, email address)
  • Meeting participant information (join/leave times)
  • Device information (IP address, device type, operating system)
  • Technical and diagnostic information

Important Notes:

  • Zoom does not use meeting content for marketing purposes
  • Meeting recordings are only made with explicit participant consent
  • Zoom encrypts meeting data in transit

Data Location: Zoom operates globally and may process data in the United States and other countries.

For more information: Review Zoom's Privacy Statement at https://www.zoom.com/en/trust/privacy/privacy-statement

8. DATA RETENTION

We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, unless a longer retention period is required or permitted by law.

Typical Retention Periods:

  • Prospective client inquiry data: 3 years after last contact
  • Consultation booking data: 3 years after appointment date
  • Business communications data: Until you opt out or 2 years of inactivity
  • Analytics and usage data: 18 months in aggregated form

We may retain information for longer periods if required for legal, regulatory, or business purposes (such as resolving disputes, enforcing agreements, or complying with legal obligations).

You may request deletion of your personal information at any time by contacting us (see Section 12). We will honor your request subject to legal exceptions.

9. DATA SECURITY

We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

  • Encryption of data in transit and at rest
  • Regular security assessments and updates
  • Access controls and authentication procedures
  • Employee training on data protection

However, no method of transmission over the internet or electronic storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

10. INTERNATIONAL DATA TRANSFERS

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that differ from the laws of your country.

Our primary data processing occurs in the United States. If you are located in the European Economic Area, United Kingdom, or Switzerland, please be aware that your information will be transferred to the United States, which may not provide the same level of data protection as your home country.

When we transfer your data internationally, we implement appropriate safeguards, including:

  • Relying on third-party service providers who participate in recognized data protection frameworks
  • Implementing Standard Contractual Clauses approved by relevant authorities
  • Obtaining your explicit consent where required

11. YOUR PRIVACY RIGHTS AND CHOICES

Depending on your location, you may have certain rights regarding your personal information:

11.1 Access and Portability

  • Request a copy of the personal information we hold about you
  • Request that we provide your information in a portable format

11.2 Correction

  • Request that we correct inaccurate or incomplete information

11.3 Deletion

  • Request that we delete your personal information (subject to legal exceptions)

11.4 Opt-Out of Communications

  • Unsubscribe from business development emails by clicking the unsubscribe link
  • Opt out of SMS messages by replying STOP to any text message
  • Contact us directly to opt out of all communications

SMS/Text Messaging: If you provide your mobile phone number, you may receive appointment reminders and service-related text messages. Standard message and data rates may apply. You can opt out of text messages at any time by replying STOP. For more information about our text messaging practices, see our SMS Terms & Conditions.

11.5 Non-Discrimination

We will not discriminate against you for exercising any of these privacy rights. This means we will not:

  • Deny you services
  • Charge different prices or rates
  • Provide a different level or quality of services

11.6 How to Exercise Your Rights

To exercise any of these rights, please contact us using the information in Section 15. We will respond to your request within the timeframe required by applicable law (typically 30-45 days).

We may need to verify your identity before processing your request. We will never charge a fee to process or respond to your verifiable request unless it is excessive, repetitive, or manifestly unfounded.

12. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect changes in our practices, technologies, legal requirements, or other factors. We will notify you of any material changes by:

  • Posting the updated Privacy Policy on our website
  • Updating the "Last Updated" date at the top of this Privacy Policy
  • Sending an email notification if the changes are significant

Your continued use of our services after such updates constitutes acceptance of the revised Privacy Policy. We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

13. CHILDREN'S PRIVACY

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

If we learn that we have collected personal information from a child under 18, we will take steps to delete that information as soon as possible. If you believe we have collected information from a child, please contact us immediately using the information in Section 15.

14. DO NOT TRACK SIGNALS

Some web browsers have a "Do Not Track" (DNT) feature that signals to websites that you do not want to have your online activity tracked. Our website does not currently respond to DNT signals because there is no universally accepted standard for how to respond to them.

However, you can use the opt-out methods described in Section 11 to control tracking and manage your privacy preferences.

15. CONTACT US

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:

ClientLake (Atarax Media LLC)

Email: [email protected]

Website: https://clientlake.com

Mailing Address:
330 S Second Ave #200-1584
Minneapolis, MN 55401

ABOUT CLIENTLAKE

Our Business Model: ClientLake provides specialized marketing services to attorneys and law firms focusing on business succession planning. We build, manage, and optimize complete lead generation systems that help attorneys connect with business owners who need succession planning guidance.

Service Provider Relationship: We operate as a marketing service provider and technology vendor. We are not a law firm, do not provide legal services, and do not create attorney-client relationships between our systems and end users. Each attorney client maintains complete professional independence and approves all marketing materials used in their funnel.

Compliance Focus: Our systems are designed with attorney advertising compliance as a foundational principle. We work exclusively with licensed attorneys who maintain professional responsibility for their marketing and client relationships.

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End of Privacy Policy