Privacy Policy

Last Updated: October 4, 2026

Mortimer Legal, PLLC (“Mortimer Legal,” the “Firm,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you visit www.mortimerlegal.com (the “Website”), contact the Firm, schedule or pay for a consultation, request or receive legal services, or otherwise interact with us.

1. Contact Information

Mortimer Legal, PLLC
200 Broadhollow Road, Suite 207
Melville, New York 11747
United States
Telephone: 516-874-7616
Email: info@mortimerlegal.com

2. Scope

This Privacy Policy applies to personal information collected from Website visitors, prospective clients, current and former clients, consultation participants, newsletter subscribers, vendors, professional contacts, and others who interact with the Firm.

“Personal information” means information that identifies, relates to, describes, or could reasonably be linked to an individual.

This Privacy Policy does not replace the terms of a written engagement agreement or the Firm’s legal and professional obligations. If there is a conflict, applicable law, professional-conduct rules, and the engagement agreement will control.

3. Virtual and International Operations

Mortimer Legal is a U.S.-based law firm that operates through physical and virtual systems. The Firm serves clients throughout the United States and internationally, subject to applicable licensing requirements, professional-conduct rules, jurisdictional restrictions, and the nature of each matter.

Because the Firm operates virtually, personal information may be processed through email, videoconferencing, cloud storage, practice-management software, electronic-signature services, scheduling platforms, payment processors, government filing systems, client portals, and other technology providers.

Personal information may be processed in the United States or in other countries where the Firm’s service providers operate. Those countries may have privacy laws that differ from the laws of your jurisdiction.

4. Attorney-Client Relationship and Confidentiality

Contacting the Firm, submitting information through the Website, scheduling or paying for a consultation, or participating in an initial consultation does not, by itself, create an attorney-client relationship.

An attorney-client relationship is established only after the Firm completes any required conflict-of-interest review, the Firm and prospective client enter into a written engagement agreement, and any required payment or other engagement condition is satisfied.

Until an attorney-client relationship has been established, please do not submit confidential, privileged, highly sensitive, or time-critical information through the Website, Calendly, a payment platform, social media, or ordinary email.

Information provided by prospective clients may be used to respond to inquiries, conduct conflict checks, evaluate a potential engagement, schedule or conduct a consultation, and comply with legal and professional obligations. Such information may not be protected by the attorney-client privilege, although the Firm will handle it in accordance with applicable professional-conduct obligations.

Once an attorney-client relationship is established, the Firm handles client information in accordance with applicable law, professional duties, and the engagement agreement.

5. Information We Collect

Depending on how you interact with the Firm, we may collect:

Contact Information

Your name, email address, telephone number, mailing address, business or organization name, professional title, location, and communication preferences.

Prospective Client and Matter Information

Information submitted through contact forms, intake forms, consultations, emails, or other communications, including general descriptions of legal matters, relevant parties, deadlines, trademarks, copyrights, creative works, products, services, registrations, applications, disputes, and documents you choose to provide.

Client and Legal Services Information

If you become a Client, we may collect communications, legal instructions, engagement records, client files, government filing information, research, agreements, correspondence, billing records, and other information necessary to provide legal services.

Scheduling Information

The Website may redirect you to Calendly to schedule calls and consultations. Calendly and the Firm may collect your name, contact information, time zone, appointment type, selected date and time, answers to scheduling questions, and appointment confirmation, cancellation, or rescheduling information.

Please do not include confidential or sensitive information in Calendly scheduling fields.

Payment Information

Consultation fees and other payments may be processed through Confido Legal or Square. These providers may collect your contact information, billing address, payment method, payment-card or bank information, transaction amount, transaction date, payment status, and fraud-prevention information.

When payment information is entered directly into a third-party payment platform, the Firm generally does not receive or retain complete payment-card numbers, security codes, or online banking credentials. We may receive limited transaction information, such as your name, payment amount, payment method, transaction identifier, and payment status.

Please do not include confidential legal information in payment notes, invoice descriptions, or similar fields.

Website and Technical Information

We or our service providers may automatically collect your Internet Protocol address, browser type, device type, operating system, referring website, pages visited, visit dates and times, approximate location, Website interactions, and security or diagnostic information.

Marketing and Professional Information

We may collect email subscription preferences, professional contact information, correspondence, and information concerning your interactions with Firm communications.

6. How We Collect Information

We may collect personal information:

directly from you or someone acting on your behalf;
through the Website, email, telephone, text message, videoconference, or social media;
from Calendly, Confido Legal, Square, and other service providers;
from clients, attorneys, witnesses, adverse parties, referral sources, and professional contacts;
from government agencies, courts, registries, and public records;
from the United States Patent and Trademark Office, U.S. Copyright Office, and foreign intellectual-property offices;
from public websites, directories, publications, and social-media pages; and
through cookies and similar technologies.

7. How We Use Information

We may use personal information to:

respond to inquiries;
schedule, confirm, reschedule, and conduct consultations;
collect consultation fees and other authorized payments;
issue invoices, confirmations, receipts, or refunds;
conduct conflict-of-interest checks;
evaluate and establish attorney-client relationships;
provide legal advice and legal services;
prepare and submit applications, registrations, responses, renewals, and other filings;
communicate with clients, prospective clients, government agencies, foreign associates, local counsel, adverse parties, and other relevant persons;
negotiate and document settlements;
coordinate referrals to outside litigation counsel;
maintain client, matter, billing, and business records;
operate, secure, analyze, and improve the Website;
prevent fraud, unauthorized transactions, cybersecurity incidents, and misuse;
send legal updates or marketing communications where permitted;
comply with legal, tax, accounting, insurance, and professional obligations;
respond to court orders and lawful government requests; and
establish, exercise, or defend legal claims.

Where applicable law requires a legal basis for processing, we may rely on consent, performance of a contract, compliance with legal obligations, protection of legal rights, and the Firm’s legitimate business and professional interests.

8. How We Disclose Information

We may disclose personal information when reasonably necessary to:

technology, cloud-storage, communications, cybersecurity, Website, and practice-management providers;
Calendly for scheduling calls and consultations;
Confido Legal, Square, banks, and payment networks for processing payments;
accountants, insurers, consultants, vendors, and other professional service providers;
the USPTO, U.S. Copyright Office, courts, foreign intellectual-property offices, and other government authorities;
foreign associates, local counsel, outside litigation counsel, investigators, translators, experts, and other professionals assisting with a matter;
adverse parties, opposing counsel, contractual counterparties, witnesses, mediators, and others involved in a matter;
law-enforcement authorities, regulators, courts, and other parties when required or permitted by law;
parties involved in a Firm reorganization, succession, merger, or transfer, subject to professional obligations; and
other persons with your consent or at your direction.

Information included in filings with government agencies or courts may become publicly available.

Service providers may process information under their own privacy notices and legal obligations. The Firm does not control every aspect of a third party’s independent privacy, security, or data-retention practices.

9. Consultation Scheduling and Payments

Scheduling or paying for a consultation:

does not create an attorney-client relationship;
does not guarantee that the Firm will accept your matter;
does not authorize the Firm to act on your behalf;
does not constitute the filing of any application, response, claim, or other legal document; and
does not obligate the Firm to perform services beyond the consultation or other expressly purchased service.

If the Firm agrees to represent you, the relationship and scope of services will be governed by a separate written engagement agreement.

Calendly may send appointment confirmations, reminders, cancellation notices, and rescheduling communications. Confido Legal or Square may send payment confirmations, receipts, refund notices, or other transaction communications.

10. Cookies and Analytics

The Website may use cookies and similar technologies to operate, secure, analyze, and improve the Website.

These technologies may include:

essential cookies needed for security and Website operation;
preference cookies that remember your selections;
analytics cookies that help measure Website traffic and usage; and
marketing cookies, if used, that help measure communications or advertising.

You may control cookies through your browser settings or any consent tool available on the Website. Blocking cookies may affect Website functionality. Where required by law, nonessential cookies will not be used without appropriate notice or consent.

The Firm may use Google Analytics or a similar analytics provider. Analytics providers may collect device, browser, Website interaction, and approximate location information in accordance with their own privacy practices.

11. Sale and Sharing of Personal Information

Mortimer Legal does not sell personal information for monetary consideration.

Disclosing information to Calendly for scheduling or to Confido Legal or Square for payment processing is not intended to constitute a sale of personal information by the Firm.

Some privacy laws define “sale” or “sharing” broadly and may apply those terms to certain advertising or tracking technologies. If the Website engages in an activity treated as a sale, sharing, or targeted advertising under applicable law, the Firm will provide any required notice and opt-out mechanism.

The Firm does not use attorney-client communications, client files, complete payment credentials, or consultation payment information for targeted advertising.

12. Data Retention

The Firm retains personal information for as long as reasonably necessary to:

respond to inquiries;
conduct and document conflict checks;
schedule and administer consultations;
process and document payments;
provide legal services;
maintain client and matter files;
comply with legal and professional obligations;
maintain tax, accounting, insurance, and business records;
resolve disputes; and
establish, exercise, or defend legal claims.

Retention periods vary depending on the nature of the information, the status of the matter, applicable law, professional obligations, and the Firm’s record-retention practices.

The Firm may retain limited information about prospective clients even when no engagement results, including information necessary to document the inquiry, consultation, payment, and conflict check.

13. Information Security

The Firm uses reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, loss, alteration, destruction, or disclosure.

No method of electronic transmission or storage is completely secure. Accordingly, the Firm cannot guarantee the absolute security of personal information.

The Firm will not request that you send a complete payment-card number, card security code, password, or online banking credential through ordinary email, a Website contact form, Calendly, or social media.

Please contact the Firm promptly if you believe your information or payment credentials have been compromised.

14. International Data Transfers

The Firm is located in the United States. If you are located outside the United States, your personal information may be transferred to and processed in the United States or another country where the Firm’s service providers operate.

Those jurisdictions may have privacy laws that differ from the laws of your jurisdiction. Where required by applicable law, the Firm or its service providers will use an appropriate transfer mechanism or safeguard.

15. Your Privacy Rights

Depending on your location and applicable law, you may have the right to:

request access to personal information we maintain about you;
request correction of inaccurate information;
request deletion of personal information;
restrict or object to certain processing;
receive certain information in a portable format;
withdraw consent;
opt out of the sale, sharing, or use of personal information for targeted advertising;
appeal the denial of a privacy request; and
exercise your privacy rights without unlawful discrimination.

These rights are not absolute. A request may be limited or denied when necessary to protect attorney-client privilege, preserve professional confidentiality, maintain conflict records, comply with legal or professional obligations, protect another person’s rights, maintain transaction records, or establish or defend a legal claim.

To exercise a privacy right, contact:

Email: info@mortimerlegal.com

Telephone: 516-874-7616

Mail: Mortimer Legal, PLLC, 200 Broadhollow Road, Suite 207, Melville, New York 11747

We may request information necessary to verify your identity and authority to make the request. We will respond within the time required by applicable law.

16. European and International Privacy Rights

If European Economic Area, United Kingdom, Swiss, or similar data-protection law applies, Mortimer Legal generally acts as the controller of personal information processed for its own purposes.

Subject to applicable law, you may have rights to access, correct, delete, restrict, object to, or obtain a portable copy of your personal information. You may also withdraw consent and submit a complaint to the data-protection authority in your jurisdiction.

The Firm does not ordinarily use solely automated decision-making that produces legal or similarly significant effects concerning individuals.

17. California Privacy Rights

This section applies only to the extent that California privacy law applies to the Firm or the relevant processing activity.

During the preceding 12 months, the Firm may have collected the following categories of personal information:

identifiers, such as names, addresses, email addresses, telephone numbers, IP addresses, and government filing identifiers;
contact, billing, payment, and account information;
information voluntarily provided or relevant to a legal matter;
commercial information, including consultations, services, invoices, and payment records;
internet or electronic-network activity;
approximate geolocation information;
professional or employment-related information;
service, scheduling, or communication preferences; and
sensitive information provided in connection with payments or legal services.

We collect, use, retain, and disclose these categories for the purposes described in this Privacy Policy.

Subject to applicable law and exceptions, California residents may have rights to know, access, correct, delete, and obtain portable copies of personal information, as well as rights to opt out of sale, sharing, or certain uses of sensitive personal information.

18. Marketing Communications

You may opt out of marketing emails by using the unsubscribe link in the message or contacting info@mortimerlegal.com.

Opting out of marketing communications will not prevent the Firm from sending communications concerning appointments, consultations, payments, invoices, legal matters, engagement agreements, security issues, or other professional relationships.

19. Children’s Privacy

The Website and the Firm’s services are not directed to children under 13. The Firm does not knowingly collect personal information directly from children under 13 through the Website.

A parent or guardian may provide information concerning a minor when seeking legal services related to the minor’s interests or creative work.

The Firm does not knowingly sell or share the personal information of individuals under 16. If you believe a child has submitted personal information without appropriate authorization, contact info@mortimerlegal.com.

20. Social Media and Third-Party Websites

The Firm may maintain social-media profiles and provide links to third-party websites, including Calendly, Confido Legal, Square, government agencies, and professional resources.

Information submitted to a third-party platform is also governed by that provider’s privacy notice and terms. The Firm does not control the privacy, security, availability, content, or practices of third-party websites or services.

Social media should not be used to send confidential, privileged, highly sensitive, or time-critical information to the Firm.

21. Changes to This Privacy Policy

The Firm may update this Privacy Policy to reflect changes in its practices, services, technology, service providers, or legal obligations.

Updates will be posted on the Website with a revised “Last Updated” date. Unless otherwise stated, changes become effective when posted. Additional notice or consent will be provided when required by applicable law.

22. Contact Us

Questions, concerns, or privacy requests may be directed to:

Email: info@mortimerlegal.com