Privacy Policy
Scope
This Privacy Policy explains how Accord and Shield Legal collects, uses, discloses, retains, and protects personal information in connection with the Website, online forms, consultation requests, scheduling tools, communications, marketing, client intake, and related online services. This Privacy Policy applies to Website visitors, prospective clients, clients, vendors, business contacts, and other individuals who interact with the firm online, regardless of where they are located. Privacy rights and obligations may vary by location and by the nature of the relationship, information, and processing activity. This Privacy Policy does not replace the confidentiality, privilege, data-handling, or records provisions of any signed engagement agreement, court order, protective order, professional-conduct rule, or applicable law.
Attorney-Client Privilege and Legal Confidentiality
Information handled during an attorney-client relationship may be protected by attorney-client privilege, attorney work-product doctrine, professional-conduct duties, court rules, protective orders, or other legal protections. Those protections are separate from and may be broader than this Privacy Policy. This Privacy Policy does not reduce the firm’s professional obligations. If there is a conflict between this Privacy Policy and a legal ethics duty, court order, protective order, or engagement agreement, the stricter or legally controlling requirement will apply.
Categories of Personal Information We May Collect
Depending on how you interact with the firm, Accord & Shield Legal may collect the following categories of personal information:
- Identifiers — name, business name, mailing address, email address, phone number, online identifiers, IP address, and account or matter identifiers.
- Professional or business information — company, title, role, industry, employer, business records, contract information, trademark information, business formation details, compliance information, and matter-related facts.
- Contact and intake information — consultation requests, adverse-party names for conflict checks, matter descriptions, deadlines you disclose, jurisdiction, preferred contact method, and communications with the firm.
- Commercial and payment information — consultation payments, invoices, transaction records, billing contact information, and payment status. Full payment-card information may be processed by third-party payment processors rather than stored by the firm.
- Internet or network activity — device information, browser type, pages visited, referring pages, time on site, search terms, cookie identifiers, and interactions with Website features.
- Geolocation information — approximate location inferred from IP address.
- Audio, electronic, or visual information — voicemails, call records, video consultation information, uploaded documents, or messages.
- Sensitive personal information, if you choose to provide it or if it is necessary for a legal matter — government identifiers, financial account information, employment information, health-related information, immigration-related information, precise legal dispute information, trade secrets, or confidential business data.
- Inferences — likely practice-area interest, communication preferences, or service needs based on your interactions with the Website.
Sources of Personal Information
The firm may collect personal information from: you directly; your authorized representatives; online forms, scheduling platforms, email, phone, SMS, voicemail, video calls, and document uploads; clients, counterparties, witnesses, vendors, courts, agencies, public records, trademark databases, business registries, and other matter-related sources; analytics, hosting, security, payment, client-intake, customer relationship management, and communications vendors; referral sources, professional contacts, events, and social media platforms; and publicly available sources.
Purposes for Collecting and Using Personal Information
Accord & Shield Legal may collect, use, retain, and process personal information to: operate, maintain, secure, and improve the Website; respond to inquiries and consultation requests; conduct conflict checks and evaluate whether to accept representation; provide legal services if an attorney-client relationship is formed; schedule consultations, meetings, and calls; process payments, invoices, retainers, refunds, and accounting records; communicate with you about the firm, services, matters, updates, and administrative issues; manage client intake, onboarding, identity verification, and records; perform legal research, factual investigation, filings, registrations, negotiations, transactions, and compliance work; comply with legal, regulatory, professional, accounting, tax, insurance, and risk-management obligations; detect, prevent, investigate, and respond to fraud, misuse, security incidents, unauthorized access, claims, or unlawful activity; enforce terms, agreements, and legal rights; send marketing or educational communications where permitted, subject to opt-out rights; analyze Website usage, advertising effectiveness, and service interest; and fulfill any purpose disclosed at the time of collection or with your consent.
Cookies, Analytics, and Advertising Technologies
For U.S. visitors, analytics and advertising technologies are enabled by default unless we detect Global Privacy Control or you opt out through ; for visitors identified as being in the EEA, United Kingdom, Switzerland, or an unknown region, these technologies remain disabled unless enabled through the banner. Our use of cookies and similar technologies is described in this policy, and you can manage optional technologies through Cookie Settings.
We use Google Analytics 4 to analyze website use and Google Search Console to monitor our website’s performance in Google Search. GA4 may use cookies, device identifiers, IP address information, browser information, pages viewed, referring pages, approximate location, and similar usage information. Google may process analytics information according to Google’s own terms and privacy policies. Users can manage cookies through browser settings and may review Google’s available privacy controls and browser add-ons for Google Analytics. Disabling cookies may affect Website functionality.
The Website also uses Microsoft Clarity to understand how visitors use and interact with the Website through behavioral metrics, heatmaps, and session replay. Microsoft Clarity captures Website-usage data using first- and third-party cookies and other tracking technologies, which may include pages viewed, clicks, scrolling, mouse movement, approximate location, device and browser information, and IP address information. Accord & Shield Legal uses this information for Website analytics, site optimization, fraud prevention and security, and to improve and market the firm’s services. Website-usage data captured through Microsoft Clarity is processed by Microsoft according to Microsoft’s own terms and privacy policies. For more information about how Microsoft collects and uses your data, visit the Microsoft Privacy Statement.
The Website also uses Vercel Web Analytics and Speed Insights, which provide cookieless website performance and usage analytics.
When advertising functionality is enabled, Google Ads conversion cookies help measure whether interactions with our advertisements lead to actions on our website, such as inquiries or bookings.
When advertising functionality is enabled, we also use the Meta Pixel and the OpenAI Pixel. The Meta Pixel measures advertising-related activity and can enable Meta to build audiences based on visits to our website for future retargeting, even while we are not running Meta advertisements. It records page views, confirmed consultation bookings, and successful contact-form submissions. The OpenAI Pixel records confirmed consultation bookings for advertising measurement. We do not intentionally send the contents of form submissions, chat messages, or Calendly intake responses to either tool. Some technical information and, where enabled, limited identifiers may be processed as described in the applicable provider’s documentation.
When present, we store Google and Microsoft advertising click identifiers—gclid, gbraid, wbraid, and msclkid—in your browser for 90 days to attribute inquiries and bookings to advertising, and we include those identifiers in Calendly booking links and contact-form submissions delivered to our email system and Clio Grow. Advertising click identifiers are stored and attached to bookings or inquiries only when advertising functionality is enabled under your applicable privacy choices. The 90-day period applies to the copy in your browser; an identifier included in a booking or inquiry is kept with that record, and opting out does not delete copies other systems have already received.
We recognize Global Privacy Control as a request to disable optional analytics and advertising, including advertising click-identifier storage and attachment to bookings and inquiries. We do not change our tracking practices in response to legacy Do Not Track browser signals. When enabled, third-party advertising technologies on our website may collect information about your activity over time and across different websites.
The firm does not sell personal information and does not use Website analytics to sell customer, client, or visitor information.
Online Intake Questionnaire and Interactive Tools
The firm offers a secure online intake questionnaire to clients and prospective clients who have received an access code from the firm. Information you enter in the questionnaire — which may include contact information, business information, and details about your website, technology environment, or data practices — is stored temporarily in a secured cloud database so you may save your progress and return later. In-progress questionnaire entries are automatically deleted after sixty (60) days of inactivity.
Questionnaire answers are sent to us by email and filed in Clio; the temporary submission copy is deleted after successful filing, but if filing fails, a copy is retained for up to 30 days to permit re-filing. Deleting the temporary copy does not delete the email or Clio records. Submitted responses may become part of the firm’s records relating to your inquiry or engagement and will be handled in accordance with the Retention and Attorney-Client Privilege and Legal Confidentiality sections of this Privacy Policy, as applicable.
The Website also offers interactive tools, including a legal risk scorecard, an entity selection quiz, an AI governance readiness check, a subscription compliance self-assessment, and downloadable checklists. If you choose to use these tools and provide your name, email address, or other requested information, the firm collects that information along with your responses to deliver your results by email and, where permitted, to follow up regarding your inquiry.
These tools provide general information only and do not constitute legal advice. Your use of these tools, including submission of information through a questionnaire or other interactive feature, does not by itself create an attorney-client relationship.
Live Chat
Our website offers a live chat feature provided by Clio Grow, a third-party service. If you start a chat, the information you enter — which may include your name, email address, telephone number, and whatever you choose to tell us about your situation — is transmitted to and stored by that provider on our behalf, and is used to respond to your enquiry. The chat provider also uses a third-party error-reporting service to record technical faults. Please do not send confidential or time-sensitive information through chat. Starting a chat does not create an attorney-client relationship, and no such relationship exists until the firm has completed a conflicts check and both parties have signed a written engagement agreement.
How We Disclose Personal Information
Accord & Shield Legal may disclose personal information to the following categories of recipients where appropriate and permitted: service providers, contractors, and vendors that support hosting, email, scheduling, intake, payments, billing, accounting, document management, cybersecurity, analytics, communications, and firm operations; courts, government agencies, trademark offices, regulators, opposing parties, counterparties, counsel, experts, consultants, investigators, mediators, arbitrators, and other participants in legal matters; professional advisers, accountants, insurers, auditors, ethics counsel, and risk-management providers; successors or potential successors in a business transaction involving the firm, subject to professional duties and applicable law; law enforcement, regulators, courts, or other parties where required or permitted by law; persons you authorize or direct us to contact; and other recipients disclosed at the time of collection or with your consent.
No Sale of Personal Information
Accord & Shield Legal does not sell personal information. The firm does not sell customer, client, visitor, confidential, privileged, or prospective-client intake information.
Text Messaging (SMS) Communications
If you provide your mobile phone number to the firm and consent to receive text messages, we may send you conversational and informational SMS messages related to your inquiry or matter, such as appointment scheduling and reminders, case-related communications, and billing notifications. Message frequency varies. Message and data rates may apply.
Carriers are not liable for delayed or undelivered messages. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
No mobile opt-in information, phone numbers collected for SMS purposes, or text messaging originator opt-in data and consent will be shared with, sold to, or otherwise disclosed to any third parties or affiliates for marketing or promotional purposes. We may share this information only with service providers who assist us in delivering text messages (such as our telecommunications and messaging platform providers), and only for that purpose, or as otherwise required by law.
To stop receiving text messages from us, reply STOP, QUIT, END, CANCEL, UNSUBSCRIBE, REVOKE, or OPT OUT, or tell us by any other reasonable means that you no longer wish to receive texts. You may reply HELP, call us at (623) 239-2682, or email connect@accordshield.com for assistance. Opting out of text messages does not affect other communications with the firm.
Retention
Accord & Shield Legal retains personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal and professional obligations, maintain business and accounting records, preserve evidence, resolve disputes, enforce agreements, conduct conflict checks, and maintain client or prospective-client records. Retention periods may vary based on the type of information, matter type, jurisdiction, legal requirements, ethical duties, and firm record-retention policies.
In-progress online questionnaire entries that are never submitted are automatically deleted after sixty (60) days of inactivity.
Security
Accord & Shield Legal uses reasonable administrative, technical, and physical safeguards designed to protect personal information. However, no website, email system, online form, scheduling platform, payment system, or internet transmission is completely secure. You use the Website and electronic communications at your own risk.
Your Choices
You can manage optional analytics and advertising through Cookie Settings and contact us using the details below with questions about our privacy practices or requests concerning information you have provided. You can unsubscribe from marketing emails using the unsubscribe link in any marketing email. Requests may be denied or limited where necessary to protect attorney-client privilege, work product, legal rights, confidentiality obligations, security, fraud prevention, legal compliance, conflict-check records, or the rights of others.
Job Applicants
If you apply through our careers form, we receive your application information, resume, and writing samples by email and use them to evaluate your application and communicate with you about recruitment. The careers page carries an applicant privacy notice beside the form.
Children
The Website is not directed to children under 13, and the firm does not knowingly collect personal information from children under 13 through the Website. If you believe a child has provided personal information through the Website, contact the firm so it can evaluate and address the issue.
Users Outside Arizona, California, and Texas; International Users
The Website may be accessed by users from different states or countries. Accord & Shield Legal provides legal services only where authorized and only after the firm accepts representation in writing, but privacy rights may vary depending on where a user is located and which laws apply. If you access the Website from outside Arizona, California, or Texas, or from outside the United States, you understand that your information may be processed in the United States, where privacy laws may differ from those in your location. If a privacy law applicable to your location gives you specific rights, the firm will respond as required by applicable law, subject to legal, ethical, privilege, confidentiality, security, and record-retention limitations.
Changes to This Privacy Policy
Accord & Shield Legal may update this Privacy Policy from time to time. The effective date above will be updated when changes are posted. Continued use of the Website after an updated Privacy Policy is posted means you acknowledge the updated policy.
Contact Information
Privacy requests and questions may be directed to: Accord and Shield Legal, 16220 N Scottsdale Rd., Suite 300, Scottsdale, AZ 85254. Email: connect@accordshield.com. Phone: (623) 239-2682.
Privacy Rights and Applicable Law
Accord & Shield Legal does not sell personal information. Our analytics and advertising technologies are described in the Cookies, Analytics, and Advertising Technologies section above. Privacy rights may vary depending on where a user is located, the nature of the user’s relationship with the firm, the type of information involved, and whether a particular privacy law applies to the firm or the specific processing activity. If a privacy law applies, the firm will comply with applicable legal requirements. Privacy requests or questions may be sent to connect@accordshield.com. Requests may be limited or denied where necessary to protect attorney-client privilege, attorney work product, legal ethics duties, confidentiality obligations, conflict-check information, legal claims, investigations, security, fraud prevention, compliance obligations, or the rights of others.
Arizona Privacy and Prospective Client Notice
Arizona residents and prospective clients should review the Attorney Advertising and Legal Disclaimer and the confidentiality warning carefully. Do not send confidential information until Accord & Shield Legal has completed a conflict check and agreed in writing to represent you. Arizona professional-conduct guidance recognizes the importance of disclaimers and caution when prospective clients communicate with lawyers by email or internet intake.
This page is provided for general informational purposes and does not constitute legal advice. Using this Site or contacting Accord & Shield does not create an attorney-client relationship.