Data Retention Policy

This page reproduces the current version of the document presented and accepted inside the CaseLink Portal.

CaseLink Data Retention Policy

Effective Date: June 16, 2024

Last Revised: May 29, 2026

Policy

CaseLink retains personal information and client matter files only as long as reasonably necessary to provide services, maintain business records, comply with legal, regulatory, contractual, insurance and accounting obligations, resolve disputes, enforce agreements, preserve audit records and protect against fraud, misuse or unauthorized activity.

Unless a different period is required by law, contract, legal hold, billing dispute, security investigation or written client instruction, client matter files are generally retained for three years following matter completion, account closure or last account activity.

After the applicable retention period ends, records may be securely deleted, deidentified or otherwise disposed of using reasonable measures.

Some backup copies, audit logs, billing records, security records, payment records, account records and system records may be retained for a longer period as part of routine business operations, disaster recovery, legal compliance, accounting, security monitoring or dispute resolution.

When records containing personal information are no longer required to be retained, CaseLink will take reasonable measures to dispose of them by erasing, deleting, deidentifying or otherwise modifying the information so that it is unreadable or undecipherable through reasonable means.

Requests regarding retention, deletion or account data may be sent to info@CaseLink.com with “Data Retention Request” in the subject line.

HIPAA and Protected Health Information Retention

CaseLink is a legal-support service. CaseLink retains protected health information submitted through the portal in accordance with this Policy, the applicable Business Associate Agreement and applicable law.

The client and its authorized users are responsible for determining how long protected health information, medical records, client matter files and other regulated information must be retained under HIPAA, HITECH, applicable state law, professional responsibility rules, contractual obligations, court rules and internal policies that apply to their organization. CaseLink’s retention periods are operational defaults and do not constitute legal advice regarding the client’s own retention obligations.

The client is responsible for downloading, preserving or transferring any files it is legally required to retain before account closure, service termination or the end of an applicable retention period. CaseLink is not responsible for files that are permanently deleted after the applicable retention period has elapsed, after account closure or after a user-initiated deletion.

Where CaseLink maintains protected health information as a business associate, CaseLink will retain and dispose of such information in accordance with the applicable Business Associate Agreement, HIPAA, HITECH and applicable law.

Envisage Companies, LLC

dba CaseLink

Fort Lauderdale, Florida 33334

Email: info@CaseLink.com

Phone: (954) 408-4253