The short version
We ask for less because less is enough.
Memo to Matter is currently operated by SAMEpage. We use the information you give us to review and respond to your Preferred Access request. Optional questions help us understand your practice before we speak. Do not send client names, documents, matter details, or privileged information through this website.
Some information helps us answer your request. Some helps us learn whether the site is doing its job. We use website activity and limited identifiers to understand how people find Memo to Matter, where the fit-review path loses the thread, which campaigns lead to a request, and how to reach practices that may be interested in the product.
We do not receive money in exchange for personal information. We may disclose website activity and limited information from a saved Preferred Access request to analytics and advertising providers that help us measure and advertise Memo to Matter. We do not send client information, matter information, diagnostic answers, or free-text responses to advertising providers. You can change advertising matching and optional analytics for this browser at any time.
We do not use information submitted through Preferred Access to train artificial intelligence models.
01 — Collection
Information we collect
Information you provide
A Preferred Access request begins with your name and work email. If you continue into the optional practice diagnostic, we may also collect your firm, role, practice focus, approximate monthly transaction volume, transaction-team size, primary workspace, selected pressure points, desired timing, how you heard about us, and the change you would most like to make in your practice.
If early request capture is visibly enabled, we may save a valid name and work email after both fields are complete and our security check succeeds—even if you leave before pressing the request button. The form will say so before that feature is used. Pressing the button changes the request from a draft to a submitted Preferred Access request.
Information collected with the request
We may record the page where the request began, the referring page, campaign parameters in the link, the form and privacy-notice versions, timestamps, a random submission identifier, and technical information needed to prevent duplicate requests and protect the form.
Website and measurement information
Site delivery, security, and measurement may process ordinary network and device information, including an IP address, browser signals, request timing, cookie or device identifiers, advertising click identifiers, and security results. In the United States, measurement begins when a page loads without a cookie-consent panel, unless this browser has opted out or sends an applicable privacy signal. Outside the United States, optional analytics and advertising tags are withheld by default.
Measurement details
Google Analytics measures page and funnel activity using page path, form step, fields-touched count, campaign parameters, page title, and a referrer reduced to its origin and path. Google advertising measurement may also receive Google click identifiers and, only after a request is durably saved, normalized contact information for Enhanced Conversions. That contact information is reserved for the Google Ads conversion tag and is not sent to Google Analytics. We do not send firm names, diagnostic answers, free text, client information, matter information, document names, or lead-session tokens to Google Analytics.
PostHog provides behavioral analytics through governed interaction events, aggregated pointer-and-scroll heatmaps, and session replay. Its recordings may include text entered in the Preferred Access form, including your name, work email, firm, selected diagnostic answers, and free-text response. Password fields, selected page text, and URL query strings are excluded. Do not enter client names, matter details, documents, privileged information, or other sensitive information anywhere on this website.
Meta Pixel receives page activity. After a Preferred Access request is durably saved, the browser Pixel and Meta Conversions API may receive a deduplicated Lead event. Meta may receive advertising click and browser identifiers, the page where the request began, IP address and browser user agent, and normalized, cryptographically hashed name and work email for matching. We do not send diagnostic answers, firm details, free text, client information, or matter information to Meta.
02 — Purpose
How we use information
- Review, route, and respond to a Preferred Access request.
- Prepare a more useful first conversation about your firm.
- Maintain request status and avoid duplicate records.
- Protect the website and form from misuse, fraud, and automated traffic.
- Measure site and funnel performance, including form activity and session replay.
- Measure campaigns and advertise Memo to Matter, including matching completed requests and reaching practices that may be interested in the product.
- Meet legal obligations and protect our rights, users, and systems.
A Preferred Access request is a business inquiry. It is not an instruction to begin work on a legal matter and does not create an attorney-client relationship.
03 — Disclosure
Who helps us operate the site
We disclose information only as needed to operate the website, process a request, measure and advertise Memo to Matter, comply with law, or protect the service. Current or planned providers include:
Current service providers
These providers process information under their own terms and privacy commitments. Their systems may process information in the United States or other countries where they or their service providers operate. We may also disclose information if required by law, in connection with a corporate transaction, or to protect rights, safety, and security.
04 — Stewardship
Retention and security
We keep Preferred Access information only as long as reasonably needed to respond, evaluate fit, maintain appropriate business records, resolve disputes, and meet legal obligations. SAMEpage reviews unconverted Preferred Access records quarterly and deletes them 12 months after the last substantive activity. We may delete information sooner after a verified request, or retain specific information longer when reasonably needed for an active business relationship, security, dispute resolution, or a legal obligation.
Our dedicated Google Analytics property is configured for a 14-month event and user-data retention period. Other providers may retain technical or measurement data under their settings and policies.
We use administrative and technical safeguards designed for the information involved, including encrypted transport, restricted provider credentials, server-side validation, bot protection, and limited provider access. No internet transmission or storage system can be guaranteed completely secure.
05 — Control
Your choices
- You may use browser settings or privacy tools to block or delete cookies.
- Use Your Privacy Choices to stop advertising matching or all optional measurement in this browser.
- We honor Global Privacy Control automatically for advertising matching.
- You may use provider controls to limit tracking, including theGoogle Analytics opt-out browser add-onand Meta Ad Preferences.
- You may ask us to access, correct, or delete your Preferred Access information.
- You may ask us not to contact you again about your request.
Applicable law may give you additional rights. We may need to verify a request before acting on it, and some information may be retained where permitted or required by law.
Children
This business-to-business website is not directed to children under 18, and we do not knowingly collect their personal information.
Changes to this notice
We may update this notice as the website, product, or law changes. We will post the revised version and update the date above.
06 — Contact
Questions or requests
Email [email protected] with “Privacy” in the subject line. Please do not include client information, documents, matter details, or privileged information in the message.