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PulseExtract

Privacy Policy

Effective Date: March 1, 2025  |  Last Updated: March 2026

PulseExtract ("we," "our," or "us") is committed to protecting the privacy of the attorneys, law firms, and their clients who use our platform. This Privacy Policy explains what information we collect, how we use it, and the choices available to you.


1. Who We Are

PulseExtract is an AI-powered document automation platform designed for Florida family law attorneys. Our platform helps attorneys extract financial data from client documents and prepare Florida Form 12.902(b) and 12.902(c) financial affidavits. We also operate a secure client document upload portal used to collect financial documents directly from clients.

2. Information We Collect

Attorney account information: Name, law firm name, email address, and billing information when you create an account or subscribe to a plan.

Client financial documents: Documents uploaded to the platform by attorneys or by clients through the secure client portal — including bank statements, tax returns, pay stubs, and other financial records. These documents are uploaded at the direction of the attorney and are used solely to generate financial affidavits and related legal work product.

Client contact information: Name, email address, and mobile phone number provided by attorneys when generating a client portal link. This information is used to deliver the portal link and send document reminders.

Usage data: Log data, IP addresses, browser type, and activity on the platform, used for security and service improvement.

3. How We Use Your Information

  • To provide document extraction, affidavit generation, and portal services
  • To send clients their secure upload portal link via email or SMS (when authorized by the attorney)
  • To send document reminder notifications to clients on behalf of the attorney
  • To process payments and manage subscriptions
  • To improve platform accuracy and functionality
  • To comply with applicable legal obligations

We do not sell, rent, or share client financial documents or personal information with third parties for marketing purposes.

4. SMS / Text Message Notifications

With attorney authorization, PulseExtract may send SMS text messages to clients for the following purposes:

  • Delivery of the client's secure document upload portal link
  • Reminders about outstanding documents required for their matter

Message frequency varies based on the number of outstanding documents and the reminder schedule set by the attorney. Standard message and data rates may apply.

Opt-out: Clients may reply STOP to any SMS to opt out of further text messages. After opting out, no further SMS will be sent to that number for that matter.

Help: Reply HELP for assistance or contact us at support@pulseextract.com.

Attorneys are responsible for obtaining appropriate client consent before enabling SMS notifications for a matter, consistent with applicable professional responsibility rules and the Telephone Consumer Protection Act (TCPA).

5. Data Security

All documents and data are transmitted over encrypted HTTPS connections. Uploaded files are stored in a secure cloud environment with access controls. We limit internal access to client data to only what is necessary to deliver the service.

While we take reasonable precautions, no system is completely secure. Attorneys should not upload documents that are not appropriate for cloud processing under their firm's data security policies.

6. Data Retention

Documents and extracted data are retained for as long as the attorney's account is active, plus a reasonable period thereafter. Attorneys may request deletion of client matter data by contacting us at support@pulseextract.com.

7. Third-Party Services

We use the following third-party services to operate the platform:

  • Twilio — SMS delivery
  • SendGrid — Email delivery
  • Google Cloud — Document storage and AI processing
  • Square — Payment processing

Each of these providers has their own privacy policy governing their handling of data.

8. Children's Privacy

PulseExtract is not directed at individuals under 18. We do not knowingly collect personal information from minors.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will post the updated policy with a revised effective date. Continued use of the platform after changes constitutes acceptance of the updated policy.

10. Contact Us

Questions about this Privacy Policy or your data? Contact us at:
support@pulseextract.com
Or visit our contact page.

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