Terms of Service and Privacy Policy - Paralegal Toolbox | LLC Publication $395

PARALEGAL TOOLBOX LLC

TERMS OF SERVICE AND PRIVACY POLICY

Last Updated: November 6, 2025

TERMS OF SERVICE

1. ACCEPTANCE OF TERMS

Welcome to Paralegal Toolbox LLC (“Company,” “we,” “us,” or “our”). By accessing or using our website at paralegaltoolbox.com (the “Site”) and any services offered through the Site (collectively, the “Services”), you (“User,” “you,” or “your”) agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms, please do not use our Site or Services.

We reserve the right to modify these Terms at any time. Changes will be effective immediately upon posting to the Site. Your continued use of the Site or Services after any changes constitutes acceptance of the modified Terms. We encourage you to review these Terms periodically.

2. SERVICES AND OFFERINGS

2.1 Services Provided. Company provides various business formation and support services (the “Offerings”), including but not limited to:

LLC Publication Only
LLC Organization and Publication
LLC Organization and Publication Plus
PLLC Organization and Publication Plus
New York Foreign LLC Registration & Publication
DBA Filing Service (Certificate of Assumed Name)
LLC Name Change Service
LLC Address Change Service
Professional Registered Agent Service
Custom Client Service Agreement Package
Website Legal Protection Package (Terms & Privacy)
Paralegal Training Videos and Downloads
AI Virtual Receptionist Service

A complete and current list of all Offerings is available on our Services Page at https://paralegaltoolbox.com/llc-services/.

2.2 LLC Publication Services. For Services involving New York LLC publication requirements, you acknowledge and agree that:

(a) Company will provide LLC publication services based on Limited Liability Company Law § 206, subdivision (s) of § 102, et seq., as amended by Chapter 44 of the Laws of 2006, and any subsequent amendments or regulations in effect at the time services are initiated.

(b) In the event that applicable laws, rules, regulations, or policies governing LLC publication requirements are materially changed, modified, or repealed after you have purchased Services but before completion of such Services, Company reserves the right to:

Adjust the scope of Services to comply with new requirements, if reasonably feasible; or
Declare this agreement void with respect to the affected Services.

(c) If Company declares the agreement void due to legal changes as described above, Company’s sole obligation shall be to refund the fees paid for the affected Services, and you shall assume full responsibility for meeting any publication requirements or satisfying any new legal requirements independently.

(d) Company will make commercially reasonable efforts to notify you of any material legal changes that may affect your Services within ten (10) business days of becoming aware of such changes.

2.3 Authorization to Act. By purchasing Services that involve entity formation or filing with government agencies, you hereby authorize Company and its licensed paralegals to:

(a) Prepare, execute, and file all necessary documents on your behalf with the appropriate government agencies, including but not limited to the New York Department of State, Division of Corporations;

(b) Make any changes to your organization’s entity information on file with governmental agencies that Company, in its professional judgment, deems necessary or advisable to complete the Services requested;

(d) Use your provided information to obtain an Employer Identification Number (EIN) from the Internal Revenue Service, if included in your selected package.

You represent and warrant that you have the legal authority to provide such authorization and that all information you provide is accurate, complete, and current.

2.4 User Equipment and Internet Access. You are solely responsible for providing, at your own expense:

(a) All equipment necessary to access and use the Services, including but not limited to a computer, mobile device, modem, router, and any other hardware;

(b) Internet access service, including payment of all fees to your internet service provider;

(c) Any software required to access the Site (such as web browsers), except for software specifically provided by Company;

(d) All telephone, cellular, data, or other communication service fees associated with your access to and use of the Services.

Company is not responsible for any inability to access the Site or Services due to your equipment, internet connection, or service provider issues.

2.5 No Guarantee of Results. While Company strives to provide high-quality Services and has successfully assisted in launching over 2,847 businesses, you understand and acknowledge that:

(a) We cannot guarantee specific results, outcomes, or timelines beyond our direct control;

(b) Government processing times, approval decisions, and requirements are determined by third-party government agencies and are beyond Company’s control;

(c) Business success depends on numerous factors beyond formation services, including market conditions, business management, and individual effort;

(d) Past client success rates do not guarantee future results for your specific business.

2.6 Service Interruptions and Availability. You understand and agree that:

(a) Temporary interruptions or unavailability of the Site may occur due to scheduled maintenance, technical issues, or events beyond our reasonable control, including but not limited to natural disasters, power outages, telecommunications failures, or cyber attacks;

(b) Company has no control over third-party networks, services, or systems (including government websites, payment processors, newspaper publishers, and internet service providers) that may be necessary to provide Services;

(c) Services and content on the Site are provided “AS IS” and “AS AVAILABLE” without warranties of uninterrupted or error-free operation;

(d) Company assumes no responsibility for the timeliness, deletion, misdelivery, or failure to store any user communications, submissions, or personalization settings;

(e) Company will make commercially reasonable efforts to restore Services promptly in the event of interruptions, but shall not be liable for any delays, failures, or losses resulting from such interruptions.

2.7 Third-Party Services and Tools. Certain Offerings include access to third-party services and software, including but not limited to:

(a) Bytes CRM: Customer relationship management software provided by our affiliated company. Use of Bytes CRM is subject to separate terms and conditions provided at the time of access.

(b) AI Virtual Receptionist Service: Powered by third-party artificial intelligence technology, subject to additional service agreements.

(c) Payment Processing: Payment transactions are processed by third-party payment processors subject to their respective terms of service and privacy policies.

You acknowledge that your use of third-party services is subject to the applicable third-party terms, and Company is not responsible for the performance, availability, or policies of such third-party services.

3. LEGAL SERVICES DISCLAIMER

3.1 Not Legal Advice. Company is a legal document preparation service staffed by licensed paralegals. The Services provided through this Site do not constitute legal advice, and Company does not provide legal advice or represent you in legal matters.

3.2 No Attorney-Client Relationship. Use of our Services does not create an attorney-client relationship between you and Company or any of its employees, contractors, or affiliates. If you require legal advice, you should consult a licensed attorney in your jurisdiction.

3.3 Paralegal Services. Our licensed paralegals prepare legal documents based on information you provide. They do not:

Provide legal advice or opinions
Represent you before courts or government agencies
Give recommendations on legal strategy
Interpret laws or regulations for your specific situation

3.4 Independent Judgment. You are responsible for making your own informed decisions regarding:

Choice of business entity type
Business structure and governance
Tax implications and strategies
Compliance with all applicable laws and regulations
All business and legal decisions

4. USER ACCOUNTS AND REGISTRATION

4.1 Account Creation. To purchase certain Services, you may be required to create an account. You agree to:

(a) Provide accurate, current, and complete information during registration; (b) Maintain and promptly update your account information; (c) Maintain the security and confidentiality of your account credentials; (d) Notify Company immediately of any unauthorized use of your account; (e) Be responsible for all activities that occur under your account.

4.2 Account Eligibility. To create an account and use our Services, you must:

(a) Be at least 18 years of age; (b) Have the legal capacity to enter into binding contracts; (c) Not be barred from using the Services under applicable law; (d) Provide truthful and accurate information.

4.3 Account Termination. Company reserves the right to suspend or terminate your account at any time, with or without notice, if:

(a) You violate these Terms; (b) You provide false or misleading information; (c) Your actions may cause legal liability for Company or other users; (d) We discontinue the Services (with appropriate notice and refunds as applicable).

5. PAYMENT TERMS AND REFUND POLICY

5.1 Pricing. All prices for Services are displayed on the Site and are subject to change at any time without notice. The price applicable to your purchase is the price displayed at the time you complete your order.

5.2 Payment. Payment is due in full at the time of purchase unless otherwise agreed in writing. We accept payment methods as indicated on the Site. You authorize Company to charge your selected payment method for all fees incurred.

5.3 Taxes. Prices displayed do not include applicable sales taxes, use taxes, or other governmental taxes or fees. You are responsible for paying all applicable taxes related to your purchase.

5.4 Refund Policy.

(a) Satisfaction Guarantee: Company offers a 100% satisfaction guarantee on the quality of our document preparation and filing services. If there are errors or deficiencies in our work product, we will correct them at no additional cost.

(b) Refunds for Service Issues: If Company fails to deliver Services due to our error or negligence (excluding circumstances beyond our control), you may be eligible for a full or partial refund at Company’s discretion.

(c) No Refunds for Government Fees: Government filing fees, publication costs paid to newspapers, and other third-party fees are non-refundable once paid to the respective third parties.

(d) No Refunds After Substantial Work: Once Company has substantially begun work on your Services (including but not limited to preparing documents, filing with government agencies, or initiating publication), refunds are not available except as required by law or as described in Section 2.2(c) regarding legal changes.

(e) Subscription Services: For recurring subscription services (such as Registered Agent service or CRM access after the free period), you may cancel at any time, effective at the end of the current billing period. No refunds will be provided for partial billing periods.

(f) Refund Requests: All refund requests must be submitted in writing to support@paralegaltoolbox.com within thirty (30) days of purchase, with a clear explanation of the basis for the refund request.

5.5 Disputed Charges. If you dispute any charges, you must notify Company in writing within sixty (60) days of the charge. Failure to notify Company within this period constitutes acceptance of all charges.

6. INTELLECTUAL PROPERTY RIGHTS

6.1 Company Ownership. The Site, Services, and all content, features, and functionality (including but not limited to all information, software, text, displays, images, video, audio, design, selection and arrangement) are owned by Company, its licensors, or other providers of such material and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property laws.

6.2 Limited License. Subject to your compliance with these Terms, Company grants you a limited, non-exclusive, non-transferable, non-sublicensable, revocable license to access and use the Site and Services for your personal or internal business purposes.

6.3 Restrictions. You may not:

(a) Copy, modify, create derivative works of, or reverse engineer any portion of the Site or Services; (b) Rent, lease, loan, sell, sublicense, or distribute the Services; (c) Remove any copyright, trademark, or other proprietary notices; (d) Use the Site or Services for any illegal purpose; (e) Attempt to gain unauthorized access to any portion of the Site or Services; (f) Use automated systems (bots, scrapers, etc.) to access the Site without express written permission.

6.4 Trademarks. “Paralegal Toolbox,” “Bytes CRM,” and related logos and product names are trademarks of Company or its affiliates. You may not use these marks without prior written permission.

6.5 User Content License. By submitting content, information, or materials to Company (including through forms, uploads, or communications), you grant Company a worldwide, non-exclusive, royalty-free, perpetual, irrevocable license to use, reproduce, modify, adapt, publish, and display such content solely for the purpose of providing Services to you and improving our Services.

6.6 Purchased Documents. Upon full payment and delivery, you own the completed legal documents prepared specifically for you. However, the templates, forms, and underlying methodology used to create those documents remain the property of Company.

7. USER CONDUCT AND PROHIBITED USES

You agree not to use the Site or Services to:

(a) Violate any applicable federal, state, local, or international law or regulation; (b) Infringe upon or violate the intellectual property rights of Company or any third party; (c) Harass, abuse, threaten, or intimidate any person; (d) Provide false, inaccurate, or misleading information; (e) Impersonate any person or entity, or falsely state or misrepresent your affiliation with any person or entity; (f) Interfere with or disrupt the Site, Services, or servers or networks connected to the Site; (g) Attempt to gain unauthorized access to any portion of the Site, other accounts, computer systems, or networks; (h) Use the Services to create entities for illegal purposes or money laundering; (i) Upload or transmit viruses, malware, or any other malicious code; (j) Collect or harvest any personally identifiable information from the Site; (k) Use the Services in any manner that could damage, disable, overburden, or impair the Site; (l) Engage in any activity that interferes with another user’s use of the Services.

8. PRIVACY AND DATA PROTECTION

8.1 Privacy Policy. Our collection and use of personal information is described in our Privacy Policy (Section II below), which is incorporated into these Terms by reference.

8.2 Confidential Information. Company will maintain the confidentiality of your personal and business information in accordance with our Privacy Policy and applicable law. However, you acknowledge that:

(a) Information filed with government agencies becomes part of the public record; (b) LLC publication involves publishing your entity information in newspapers; (c) Company may be required to disclose information pursuant to legal process or government requests.

8.3 Data Security. While Company implements reasonable security measures to protect your information, you acknowledge that no method of transmission over the internet or electronic storage is 100% secure, and Company cannot guarantee absolute security.

9. DISCLAIMERS AND WARRANTIES

9.1 AS-IS BASIS. EXCEPT AS EXPRESSLY PROVIDED IN THESE TERMS, THE SITE AND SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

9.2 NO WARRANTY OF ACCURACY. COMPANY DOES NOT WARRANT THAT:

(a) THE SITE OR SERVICES WILL MEET YOUR REQUIREMENTS OR EXPECTATIONS; (b) THE SITE OR SERVICES WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE; (c) THE RESULTS OBTAINED FROM USE OF THE SITE OR SERVICES WILL BE ACCURATE OR RELIABLE; (d) ANY ERRORS IN THE SITE OR SERVICES WILL BE CORRECTED; (e) THE SITE OR SERVICES ARE FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS.

9.3 THIRD-PARTY SERVICES. COMPANY MAKES NO WARRANTIES REGARDING ANY THIRD-PARTY SERVICES, INCLUDING GOVERNMENT AGENCIES, PAYMENT PROCESSORS, NEWSPAPERS, OR OTHER SERVICE PROVIDERS.

9.4 PROFESSIONAL SERVICES. WHILE COMPANY’S PARALEGALS ARE LICENSED AND TRAINED, COMPANY DOES NOT WARRANT THAT:

(a) SERVICES WILL RESULT IN APPROVAL BY GOVERNMENT AGENCIES; (b) YOUR BUSINESS WILL BE SUCCESSFUL; (c) DOCUMENTS PREPARED WILL BE SUITABLE FOR ALL PURPOSES OR JURISDICTIONS; (d) ALL LEGAL REQUIREMENTS FOR YOUR SPECIFIC SITUATION WILL BE ADDRESSED.

9.5 STATE LAW. Some states do not allow the exclusion of implied warranties, so some of the above exclusions may not apply to you. You may also have other legal rights that vary from state to state.

10. LIMITATION OF LIABILITY

10.1 GENERAL LIMITATION. TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL COMPANY, ITS OFFICERS, DIRECTORS, EMPLOYEES, AGENTS, AFFILIATES, OR LICENSORS BE LIABLE FOR:

(a) ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES; (b) ANY LOSS OF PROFITS, REVENUE, DATA, OR USE; (c) ANY LOSS OF BUSINESS OPPORTUNITY OR GOODWILL; (d) ANY DAMAGES ARISING FROM YOUR USE OR INABILITY TO USE THE SITE OR SERVICES; (e) ANY DAMAGES ARISING FROM ERRORS, MISTAKES, OR INACCURACIES OF CONTENT; (f) ANY UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA; (g) ANY STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON THE SITE OR SERVICES; (h) ANY OTHER MATTER RELATING TO THE SITE OR SERVICES.

10.2 AGGREGATE LIABILITY CAP. IN NO EVENT SHALL COMPANY’S TOTAL LIABILITY TO YOU FOR ALL DAMAGES, LOSSES, AND CAUSES OF ACTION (WHETHER IN CONTRACT, TORT INCLUDING NEGLIGENCE, OR OTHERWISE) EXCEED THE AMOUNT PAID BY YOU TO COMPANY IN THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO LIABILITY, OR ONE HUNDRED DOLLARS ($100), WHICHEVER IS GREATER.

10.3 EXCEPTIONS. THE LIMITATIONS IN THIS SECTION DO NOT APPLY TO:

(a) LIABILITY FOR DEATH OR PERSONAL INJURY CAUSED BY COMPANY’S NEGLIGENCE; (b) LIABILITY FOR FRAUD OR FRAUDULENT MISREPRESENTATION; (c) ANY LIABILITY THAT CANNOT BE EXCLUDED OR LIMITED BY APPLICABLE LAW.

10.4 BASIS OF THE BARGAIN. You acknowledge that Company has set its prices and entered into these Terms in reliance upon the limitations of liability set forth herein, which allocate risk between you and Company and form a basis of the bargain between the parties.

11. INDEMNIFICATION

You agree to defend, indemnify, and hold harmless Company, its affiliates, licensors, and service providers, and its and their respective officers, directors, employees, contractors, agents, licensors, suppliers, successors, and assigns from and against any claims, liabilities, damages, judgments, awards, losses, costs, expenses, or fees (including reasonable attorneys’ fees) arising out of or relating to:

(a) Your violation of these Terms; (b) Your use of the Site or Services; (c) Your violation of any rights of another; (d) Any information or materials you provide to Company; (e) Your business operations or activities; (f) Any fraudulent, false, or misleading information you provide; (g) Your violation of any applicable laws or regulations.

Company reserves the right to assume the exclusive defense and control of any matter subject to indemnification by you, in which event you will cooperate with Company in asserting any available defenses.

12. DISPUTE RESOLUTION

12.1 Governing Law. These Terms and any dispute arising out of or related to these Terms or the Services shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions.

12.2 Jurisdiction and Venue. You agree that any legal action or proceeding arising out of or related to these Terms or the Services shall be brought exclusively in the state or federal courts located in New York County, New York, and you irrevocably consent to the personal jurisdiction and venue of such courts.

12.3 Informal Resolution. Before filing any legal action, you agree to first contact Company at legal@paralegaltoolbox.com to attempt to resolve the dispute informally. We will attempt to resolve the dispute through good faith negotiations for a period of sixty (60) days.

12.4 Arbitration Agreement.

(a) If informal resolution is unsuccessful, you and Company agree that any dispute, claim, or controversy arising out of or relating to these Terms or the Services shall be settled by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules.

(b) The arbitration shall be conducted in New York County, New York, or remotely via videoconference if mutually agreed.

(c) The arbitrator’s decision shall be final and binding, and judgment on the award may be entered in any court having jurisdiction.

(d) Each party shall bear its own costs and expenses, including attorneys’ fees, unless the arbitrator awards fees to the prevailing party as permitted by law.

12.5 Class Action Waiver. YOU AND COMPANY AGREE THAT EACH MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING. Unless both you and Company agree otherwise, the arbitrator may not consolidate more than one person’s claims and may not otherwise preside over any form of a representative or class proceeding.

12.6 Small Claims Court. Notwithstanding the above, either party may bring an individual action in small claims court if the claim qualifies.

12.7 Equitable Relief. Nothing in this section prevents either party from seeking equitable relief (such as injunctive relief) from a court of competent jurisdiction to protect intellectual property rights or confidential information.

13. TERM AND TERMINATION

13.1 Term. These Terms commence when you first access the Site or Services and continue until terminated as provided herein.

13.2 Termination by You. You may stop using the Site or Services at any time. If you have an account, you may request account closure by contacting us at support@paralegaltoolbox.com.

13.3 Termination by Company. Company may suspend or terminate your access to the Site or Services at any time, with or without cause, with or without notice, effective immediately. Grounds for termination include but are not limited to:

(a) Violation of these Terms; (b) Fraudulent or illegal activity; (c) Requests by law enforcement or government agencies; (d) Discontinuation of Services; (e) Technical or security issues; (f) Extended periods of inactivity.

13.4 Effect of Termination. Upon termination:

(a) Your right to access and use the Site and Services will immediately cease; (b) Company may delete your account and all associated data; (c) You remain liable for all obligations accrued prior to termination; (d) Company will fulfill any paid Services in progress at the time of termination, unless termination is due to your breach of these Terms; (e) Provisions intended to survive termination (including Sections 6, 9, 10, 11, 12, and 14) shall remain in effect.

13.5 No Refunds Upon Termination. Except as expressly provided in Section 5.4 or required by law, termination of your access to the Site or Services does not entitle you to any refund of fees paid.

14. GENERAL PROVISIONS

14.1 Entire Agreement. These Terms, together with our Privacy Policy and any additional terms provided for specific Services, constitute the entire agreement between you and Company regarding the Site and Services and supersede all prior agreements and understandings, whether written or oral.

14.2 Modifications. Company reserves the right to modify these Terms at any time. We will provide notice of material changes by posting the updated Terms on the Site with a new “Last Updated” date. Your continued use of the Site or Services after changes become effective constitutes acceptance of the modified Terms. If you do not agree to the modified Terms, you must stop using the Site and Services.

14.3 Waiver. No waiver by Company of any term or condition in these Terms shall be deemed a further or continuing waiver of such term or condition or a waiver of any other term or condition. Any failure by Company to assert a right or provision under these Terms shall not constitute a waiver of such right or provision.

14.4 Severability. If any provision of these Terms is held by a court or arbitrator to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid, illegal, or unenforceable provision shall be replaced with a valid provision that most closely matches the intent of the original provision.

14.5 Assignment. You may not assign or transfer these Terms or your rights hereunder, in whole or in part, without Company’s prior written consent. Company may freely assign these Terms and its rights and obligations without your consent. These Terms inure to the benefit of Company’s successors and assigns.

14.6 No Third-Party Beneficiaries. These Terms are for the benefit of you and Company only and are not intended to confer any rights upon any third party.

14.7 Force Majeure. Company shall not be liable for any delay or failure to perform resulting from causes outside its reasonable control, including but not limited to acts of God, war, terrorism, riots, embargoes, acts of civil or military authorities, fire, floods, accidents, pandemics, strikes, or shortages of transportation facilities, fuel, energy, labor, or materials.

14.8 Notices. All notices to Company under these Terms must be sent to:

Paralegal Toolbox LLC
Email: legal@paralegaltoolbox.com
Address: 244 5th Ave. Ste R213 New York, NY 10001

Notices to you may be sent to the email address you provided during registration or posted on the Site. You consent to receive electronic notices and agree that such notices satisfy any legal requirement that notices be in writing.

14.9 Relationship of Parties. Nothing in these Terms creates any agency, partnership, joint venture, or employment relationship between you and Company. You have no authority to bind Company or make commitments on behalf of Company.

14.10 Survival. All provisions of these Terms that by their nature should survive termination shall survive, including but not limited to ownership provisions, warranty disclaimers, indemnification obligations, and limitations of liability.

14.11 Interpretation. Headings and captions are for convenience only and shall not affect the interpretation of these Terms. The words “include,” “includes,” and “including” shall be deemed to be followed by “without limitation.”

14.12 Electronic Signatures. You consent to the use of electronic signatures and acknowledge that your electronic acceptance of these Terms has the same legal force and effect as a handwritten signature.

15. CONTACT INFORMATION

If you have any questions about these Terms or the Services, please contact us at:

Paralegal Toolbox LLC
Email: support@paralegaltoolbox.com
Phone: (800) 809-5396
Business Hours: Monday-Friday, 9:00 AM – 6:00 PM EST
Website: https://paralegaltoolbox.com

PRIVACY POLICY

1. INTRODUCTION

Paralegal Toolbox LLC (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at paralegaltoolbox.com (the “Site”) and use our services (the “Services”).

Please read this Privacy Policy carefully. By accessing or using the Site or Services, you acknowledge that you have read, understood, and agree to be bound by this Privacy Policy. If you do not agree with this Privacy Policy, please do not access or use the Site or Services.

2. INFORMATION WE COLLECT

2.1 Information You Provide to Us

We collect information that you voluntarily provide to us when you:

(a) Register for an account, including:

Name
Email address
Password
Phone number
Business name

(b) Purchase Services, including:

Billing address
Payment information (processed securely by third-party payment processors)
Business formation details
Entity information (LLC/PLLC name, members, managers, addresses)
Professional license information (for PLLC services)
Registered agent preferences

Customer service inquiries
Consultation requests
Feedback and survey responses
Email correspondence

(d) Use certain features, including:

CRM data and customer information you input
AI receptionist configuration details
Training course progress and assessments

2.2 Information Collected Automatically

When you access the Site, we automatically collect certain information about your device and usage, including:

(a) Technical Information:

IP address
Browser type and version
Device type and operating system
Time zone setting
Browser plug-in types and versions
Internet service provider

(b) Usage Information:

Pages viewed
Time spent on pages
Links clicked
Referring website address
Date and time of access
Error logs and diagnostic information

(c) Cookies and Tracking Technologies: We use cookies, web beacons, pixel tags, and similar technologies to collect information. See Section 7 for more details.

2.3 Information from Third Parties

We may receive information about you from third parties, including:

(a) Payment Processors: Transaction and payment status information

(b) Government Agencies: Confirmation of filings and entity status

(d) Analytics Providers: Aggregated usage data and demographics

(e) Social Media Platforms: If you interact with our social media pages

2.4 Publicly Available Information

When we provide LLC formation and publication services, certain information becomes part of the public record, including:

Entity name
Principal business address
Registered agent information
Member/manager names (depending on jurisdiction requirements)
Publication notices in newspapers

3. HOW WE USE YOUR INFORMATION

We use the information we collect for the following purposes:

3.1 Service Delivery

Process and fulfill your orders for Services
Prepare and file legal documents on your behalf
Communicate with you about your Services
Provide customer support
Manage your account and preferences
Process payments and send billing statements
Coordinate with government agencies and third parties on your behalf

3.2 Business Operations

Improve and optimize our Site and Services
Develop new products and services
Conduct research and analytics
Monitor and analyze usage trends
Detect and prevent fraud, abuse, and security incidents
Comply with legal obligations and enforce our Terms of Service
Protect our rights and property

3.3 Communications

Send you service-related communications (confirmations, invoices, updates)
Respond to your inquiries and requests
Provide customer support
Send you important notices about changes to our Terms or Privacy Policy
Request feedback and reviews

3.4 Marketing (with your consent where required)

Send you promotional emails about new services, special offers, and educational content
Display personalized advertisements
Conduct marketing campaigns
Analyze the effectiveness of our marketing efforts

You may opt out of marketing communications at any time by following the unsubscribe instructions in our emails or contacting us at privacy@paralegaltoolbox.com.

3.5 Legal and Compliance

Comply with applicable laws, regulations, and legal processes
Respond to government requests and court orders
Enforce our Terms of Service and other agreements
Protect against legal liability
Investigate and prevent illegal activities

4. HOW WE SHARE YOUR INFORMATION

We do not sell your personal information to third parties. We may share your information in the following circumstances:

4.1 Service Providers

We share information with third-party service providers who perform services on our behalf, including:

Payment processors (Stripe, PayPal, etc.)
Cloud hosting and storage providers
Email service providers
CRM and marketing automation platforms
Analytics providers
Customer support platforms
Security and fraud prevention services

These service providers are contractually obligated to use your information only for the purposes of providing services to us and are required to protect your information.

4.2 Government Agencies

When providing LLC formation and publication services, we share your information with:

State Departments of State (Division of Corporations)
Internal Revenue Service (for EIN applications)
Newspapers (for publication requirements)
Licensing boards (for PLLC services)

This information becomes part of the public record as required by law.

4.3 Business Transfers

If Company is involved in a merger, acquisition, reorganization, sale of assets, bankruptcy, or other business transaction, your information may be transferred as part of that transaction. We will provide notice before your information is transferred and becomes subject to a different privacy policy.

4.4 Legal Requirements

We may disclose your information if required to do so by law or in good faith belief that such action is necessary to:

Comply with legal obligations, court orders, or government requests
Enforce our Terms of Service or other agreements
Protect the rights, property, or safety of Company, our users, or the public
Detect, prevent, or address fraud, security, or technical issues
Investigate potential violations of our policies

4.5 With Your Consent

We may share your information with third parties when you provide explicit consent or direct us to do so.

4.6 Aggregate and De-Identified Information

We may share aggregate, de-identified, or anonymous information that does not personally identify you for research, marketing, analytics, or other business purposes.

5. DATA RETENTION

5.1 Retention Periods

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

Specific retention periods include:

Account Information: Retained for as long as your account is active, plus seven (7) years after account closure for legal and compliance purposes
Transaction Records: Retained for at least seven (7) years for accounting, tax, and legal compliance
Formation Documents: Retained indefinitely to provide ongoing support and maintain records
Marketing Communications: Retained until you opt out or request deletion
Website Usage Data: Retained for up to twenty-four (24) months

5.2 Deletion Requests

You may request deletion of your personal information at any time (see Section 10). However, we may retain certain information:

As required by law or regulation
To resolve disputes and enforce agreements
For legitimate business purposes (e.g., fraud prevention)
In backup systems for a limited period

6. DATA SECURITY

6.1 Security Measures

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

Encryption of data in transit and at rest (SSL/TLS)
Secure socket layer (SSL) technology
Regular security assessments and testing
Access controls and authentication requirements
Employee training on data security
Secure data centers and hosting infrastructure
Regular backups and disaster recovery procedures

6.2 No Guarantee of Security

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your information, we cannot guarantee absolute security. You acknowledge and accept the inherent security risks of providing information online and will not hold Company responsible for any breach of security unless it results from our gross negligence or willful misconduct.

6.3 Your Responsibility

You are responsible for:

Maintaining the confidentiality of your account credentials
Choosing a strong password
Not sharing your login information
Logging out of your account when using shared devices
Notifying us immediately of any unauthorized access

7. COOKIES AND TRACKING TECHNOLOGIES

7.1 What Are Cookies

Cookies are small text files stored on your device that allow us and third parties to recognize your browser and capture certain information. We use cookies and similar technologies (web beacons, pixels, tags) to enhance your experience and collect usage data.

7.2 Types of Cookies We Use

(a) Essential Cookies: Necessary for the Site to function properly (e.g., authentication, security)

(b) Functional Cookies: Enable enhanced functionality and personalization (e.g., remembering preferences)

(d) Advertising Cookies: Used to deliver relevant advertisements and measure campaign effectiveness

7.3 Third-Party Cookies

We allow third-party service providers to place cookies on your device for:

Google Analytics (web analytics)
Facebook Pixel (advertising and analytics)
LinkedIn Insight Tag (advertising and analytics)
Payment processor cookies

7.4 Cookie Management

Most web browsers automatically accept cookies, but you can modify your browser settings to decline cookies. However, disabling cookies may limit your ability to use certain features of the Site.

To learn more about cookies and how to manage them, visit:

7.5 Do Not Track

Some browsers include a “Do Not Track” (DNT) feature that signals websites that you do not want your online activities tracked. The Site does not currently respond to DNT signals due to lack of industry standards.

8. THIRD-PARTY LINKS AND SERVICES

8.1 Third-Party Websites

The Site may contain links to third-party websites, plug-ins, and applications that are not operated by Company. If you click on a third-party link, you will be directed to that third party’s site. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

8.2 Third-Party Services

Certain Services include access to third-party platforms (such as Bytes CRM) that are subject to separate privacy policies. We encourage you to review the privacy policies of any third-party services you access through our Site.

8.3 Social Media

We maintain presence on social media platforms (Facebook, LinkedIn, Twitter, etc.). Your interactions with our social media pages are governed by the privacy policies of those platforms.

9. INTERNATIONAL DATA TRANSFERS

9.1 Data Location

Your information may be transferred to, stored, and processed in the United States or other countries where Company or our service providers maintain facilities. These countries may have data protection laws that are different from the laws of your jurisdiction.

9.2 Legal Basis for Processing

If you are located in the European Economic Area (EEA), United Kingdom, or Switzerland, we process your personal information based on:

Your consent
Performance of a contract with you
Compliance with legal obligations
Our legitimate business interests

9.3 International Transfers

We take appropriate measures to ensure that your personal information remains protected in accordance with this Privacy Policy when transferred internationally, including:

Standard contractual clauses approved by the European Commission
Privacy Shield certification (where applicable)
Other lawful transfer mechanisms

10. YOUR PRIVACY RIGHTS

10.1 Access and Portability

You have the right to:

Access the personal information we hold about you
Request a copy of your personal information in a structured, commonly used format
Request transfer of your information to another service provider (data portability)

10.2 Correction and Update

You have the right to:

Correct inaccurate or incomplete personal information
Update your account information at any time through your account settings

10.3 Deletion

You have the right to request deletion of your personal information, subject to certain exceptions (see Section 5.2).

10.4 Restriction and Objection

You have the right to:

Restrict our processing of your personal information in certain circumstances
Object to processing based on legitimate interests or for direct marketing purposes

10.5 Withdraw Consent

If we process your personal information based on your consent, you have the right to withdraw that consent at any time without affecting the lawfulness of processing based on consent before withdrawal.

10.6 Opt-Out of Marketing

You may opt out of receiving promotional emails by:

Clicking the “unsubscribe” link in our marketing emails
Adjusting your account communication preferences
Contacting us at privacy@paralegaltoolbox.com

10.7 Exercising Your Rights

To exercise any of these rights, please contact us at:

Email: privacy@paralegaltoolbox.com
Subject Line: “Privacy Rights Request”
Include: Your name, email address, and specific request

We will respond to your request within thirty (30) days or as required by applicable law. We may need to verify your identity before processing your request.

10.8 California Privacy Rights

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

(a) Right to Know: You have the right to request information about the categories and specific pieces of personal information we have collected about you in the past 12 months.

(b) Right to Delete: You have the right to request deletion of personal information we have collected from you, subject to certain exceptions.

(c) Right to Opt-Out: You have the right to opt out of the sale of your personal information. Note: We do not sell personal information.

(d) Right to Non-Discrimination: We will not discriminate against you for exercising your CCPA rights.

(e) Authorized Agents: You may designate an authorized agent to make requests on your behalf.

To exercise your California privacy rights, contact us at privacy@paralegaltoolbox.com or call us at (800) 809-5396.

10.9 Nevada Privacy Rights

If you are a Nevada resident, you have the right to opt out of the sale of your personal information. We do not sell personal information as defined by Nevada law.

10.10 EEA, UK, and Switzerland Rights

If you are located in the EEA, United Kingdom, or Switzerland, you have the rights described in Sections 10.1-10.5, as well as:

(a) Right to Lodge a Complaint: You have the right to lodge a complaint with a supervisory authority in your jurisdiction.

(b) Legal Basis for Processing: We will inform you of the legal basis for processing your personal information.

11. CHILDREN’S PRIVACY

11.1 Age Restriction

The Site and Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you are under 18, do not use the Site or Services or provide any information to us.

11.2 Parental Notice

If we learn that we have collected personal information from a child under 18 without verification of parental consent, we will delete that information promptly. If you believe we have collected information from a child under 18, please contact us immediately at privacy@paralegaltoolbox.com.

12. CHANGES TO THIS PRIVACY POLICY

12.1 Updates

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. The “Last Updated” date at the top of this Privacy Policy indicates when it was last revised.

12.2 Notice of Material Changes

If we make material changes to this Privacy Policy, we will notify you by:

Posting a prominent notice on the Site
Sending an email to the address associated with your account
Other appropriate means

12.3 Your Acceptance

Your continued use of the Site or Services after the effective date of the updated Privacy Policy constitutes your acceptance of the changes. If you do not agree to the updated Privacy Policy, you must stop using the Site and Services.

13. CONTACT US

If you have questions, concerns, or complaints about this Privacy Policy or our privacy practices, please contact us at:

Paralegal Toolbox LLC
Privacy Officer
Email: privacy@paralegaltoolbox.com
Subject Line: “Privacy Inquiry”
Phone: (800) 809-5396
Address: 244 5th Ave., Ste R213, New York, NY 10001

We will investigate and attempt to resolve complaints and disputes in accordance with applicable law.

ACKNOWLEDGMENT

By using the Site or Services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service and Privacy Policy.