Privacy Policy

1. Who We Are

The Law Offices of Kerri Jamison Brutto, PLLC is an Arizona law firm providing estate planning, trusts, probate, elder law, and related legal services. Our offices serve clients from locations in the Phoenix metro area, including Phoenix, Mesa, and Goodyear.

Questions about this Policy may be directed to us at (480) 220-9510 or by emailing phoenix@kerrilaw.com, or by using the contact form on our website.

2. Information We Collect

We may collect information in the following ways:

• Information you provide: name, email address, phone number, mailing address, how you heard about us, message content, and other details you submit through our contact forms, emails, phone calls, or consultations.
• Client-matter information: information needed to evaluate or provide legal services, including documents and communications you share with us.
• Clio-related information: when you schedule appointments, access shared documents, receive invoices, make payments, or use a client portal powered by Clio, information may be collected and processed through Clio’s systems as described below.
• Device and usage information: IP address, browser type, device type, referring pages, pages viewed, approximate location derived from IP address, and similar technical data.
• Cookies and similar technologies: identifiers and usage data collected through cookies, pixels, local storage, and similar tools used for site functionality, analytics, and (where applicable) marketing measurement.

3. Cookies and Tracking Technologies

Our website uses cookies and similar technologies. Cookies are small text files stored on your device. We use them to operate the site, remember preferences, understand how visitors use our pages, and improve performance and content.

Categories of cookies we may use include:

• Essential cookies: required for basic site operation, security, and load balancing.
• Analytics cookies: help us understand traffic, popular pages, and site performance (for example, through privacy-conscious analytics tools).
• Preference cookies: remember choices you make on the site.
• Marketing or measurement cookies: if we run ads or measure campaign performance, these may track visits or conversions across sessions.

4. Your Cookie Choices

Most browsers let you refuse or delete cookies. If you block cookies, some site features may not work properly. You can also use industry opt-out tools for certain advertising cookies where applicable.

Where required by law, we will present cookie consent choices before non-essential cookies are set. Continuing to use the site after being informed of our cookie practices constitutes acknowledgment of this Policy to the extent permitted by applicable law.

5. Clio: Appointments, Documents, and Invoices

We use Clio, a third-party legal practice management platform, to support client intake and matters, including appointment scheduling, secure document sharing, billing, and invoice payment. When you interact with Clio-powered features (including booking links, portals, shared files, or invoices), Clio may process personal and matter-related information on our behalf as a service provider.

Clio’s processing is also governed by Clio’s own terms and privacy practices. We encourage you to review Clio’s privacy policy and related notices available at clio.com. We configure and use Clio to support legitimate law-firm operations and to provide services you request.

Information processed through Clio may include your contact details, appointment times, documents you upload or receive, billing and payment records, communications related to your matter, and account credentials if you use a client portal.

6. How We Use Information

We use personal information to:

• Respond to inquiries and schedule consultations or appointments.
• Provide legal services and communicate about your matter.
• Share documents, send invoices, process payments, and administer client accounts through Clio and related tools.
• Operate, secure, and improve our website and communications.
• Analyze site usage (including via cookies) and understand how visitors find us.
• Send firm updates or informational emails when you have opted in or where otherwise permitted by law; you may unsubscribe from marketing emails at any time.
• Comply with legal, ethical, and professional obligations, including conflict checks and recordkeeping.
• Protect our rights, clients, and the public against fraud, abuse, or security threats.

7. Attorney-Client Communications and Confidentiality

Submitting information through our public website, contact form, or appointment tools does not by itself create an attorney-client relationship. Unsolicited information you send before we agree to represent you may not be privileged or confidential in the same way as communications after an engagement is formed.

Once we represent you, confidentiality and privilege are governed by applicable ethics rules, our engagement agreement, and the law, not solely by this Privacy Policy. Please do not send highly sensitive information through unsecured email or public forms unless we specifically ask you to do so through an approved channel (such as a secure Clio share).

8. How We Share Information

We do not sell your personal information. We may share information with:

• Service providers who help us run our practice and website (including Clio for practice management, scheduling, documents, and billing; hosting providers; email and communications tools; analytics providers; and payment processors).
• Professional advisors (such as accountants or IT security consultants) under appropriate confidentiality obligations.
• Courts, opposing parties, or others when disclosure is required or appropriate in connection with a legal matter, with your authorization, or as required by law.
• Successors in the event of a firm transition, merger, or similar business transfer, subject to applicable professional obligations.

9. International and Third-Party Sites

Our service providers may process data in the United States or other jurisdictions. If you visit third-party websites linked from our site (including Clio or payment pages), their privacy policies apply to those services.

10. Data Retention

We retain personal information for as long as needed to fulfill the purposes described in this Policy, to provide legal services, to meet ethical and legal recordkeeping requirements, to resolve disputes, and to enforce our agreements. Client files are retained according to our file-retention practices and applicable professional rules. Website analytics and cookie data are retained according to the settings of those tools and our operational needs.

11. Security

We implement administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is completely secure. Please use strong passwords for any portal accounts and notify us promptly of any suspected unauthorized access to your account or documents.

12. Your Privacy Rights and Choices

Depending on applicable law, you may have rights to request access to, correction of, or deletion of certain personal information we hold about you, or to object to or restrict certain processing. You may also opt out of marketing emails using the unsubscribe link in those messages.

To make a privacy request, contact us using the information below. We may need to verify your identity before responding. Some requests may be limited by attorney-client privilege, ethical duties, legal holds, or other exceptions.

California and other state privacy laws: if you are a resident of a state that provides additional consumer privacy rights, you may have the right to know what personal information we collect, request deletion, correct inaccurate information, and opt out of certain sharing. We do not sell personal information as that term is commonly defined under those laws. To exercise available rights, contact us as described in this Policy.

13. Children’s Privacy

Our website and services are directed to adults. We do not knowingly collect personal information online from children under 13. If you believe a child has provided us information, please contact us so we can delete it.

14. Changes to This Policy

We may update this Privacy Policy from time to time. The “Effective date” at the top will be revised when changes are posted. Continued use of the website after an update constitutes acceptance of the revised Policy where permitted by law.