​

Effective Date:
July 29, 2026
Privacy Policy
Case Agentic Inc. ("Case Agentic," "we," "our," or "us") is committed to protecting the privacy and security ofeveryone who visits our website and uses our services. This Privacy Policy explains how we collect, use,protect, and disclose information when you visit our website, request information, create an account, or useour software platform.
By using our website or services, you agree to the practices described in this Privacy Policy.

​

 

Our Commitment to Privacy

​

At Case Agentic, integrity is more than a value. It is the foundation of how we handle your information. Werecognize that many of our users are veterans seeking disability benefits, accredited representatives,attorneys, medical providers, and organizations working with highly sensitive records. We are committed tosafeguarding that information using industry-standard security practices.

​

Information We Collect 

 

Depending on how you interact with our website or platform, we may collect the following categories ofinformation:
Personal Information
This may include:
Name
Email address
Telephone number
Mailing address
Organization name
Professional credentials
Account login information
•
•

 

Veteran Information

If you choose to use our services, you may voluntarily provide information related to a veteran's disabilityclaim, including:

• Military service information

• 
  Claim information

• 
  Supporting documentation

• 
  Medical documentation

• 
  Disability ratings

• 
  Communications regarding claims

• ​

Payment Information

Payments are processed through secure third-party payment processors. Case Agentic does not storecomplete credit card numbers on our servers.
 

Technical Information

When visiting our website we may automatically collect:

• IP address

• 
  Browser type

• 
  Device information

• 
  Operating system

• 
  Pages visited

• 
  Date and time of access

• 
  Referring website

• 
  Usage analytics

• Cookies and similar technologies

How We Collect Information
 

We collect information through:

• Forms submitted on our website

• 
  Account registration

• 
  Product subscriptions

• 
  Customer support requests

• 
  Uploaded documents

• 
  Communications with our team

• 
  Cookies and website analytics

• 
  Third-party integrations authorized by you

•
How We Use Your Information

We use your information to:

• Provide and improve our services

• 
  Create and manage user accounts

• 
  Process subscriptions and payments

• 
  Deliver requested products or services

• 
  Respond to inquiries

• 
  Provide customer support

• 
  Improve website functionality

• 
  Communicate product updates

• 
  Maintain security and prevent fraud

• 
  Meet legal and regulatory obligations

• 
  Train and improve AI-assisted features while protecting confidential information as appropriate

• ​

AI-Assisted Features

Case Agentic incorporates artificial intelligence to help organize information, identify potential gaps indocumentation, automate administrative tasks, and improve workflow efficiency.
AI-generated content is intended to assist accredited professionals and authorized users. Final decisions,legal advice, medical opinions, and claim submissions remain the responsibility of qualified humanprofessionals.
We do not sell confidential case information for AI model training.

How We Share Information

We do not sell your personal information.
We may share information only when necessary with:

• Service providers supporting our business

• 
  Secure cloud hosting providers

• 
  Payment processors

• 
  Identity verification providers

• 
  Accredited agents or attorneys authorized by the veteran

• 
  Medical providers authorized by the veteran

• 
  Government agencies when legally required

• 
  Law enforcement when required by applicable law

•

Each service provider is required to protect your information appropriately.

HIPAA and Protected Health Information

Certain information processed through our platform may constitute Protected Health Information (PHI).
When acting on behalf of covered entities or business associates, Case Agentic implements administrative,technical, and physical safeguards designed to protect sensitive health information.
Where applicable, Business Associate Agreements (BAAs) may govern the handling of PHI.
 

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

• Remember user preferences

• 
  Improve website functionality

• 
  Analyze website traffic

• 
  Maintain account sessions

• 
  Enhance security

You may disable cookies through your browser settings, although some website features may not functionproperly.
 

Data Security

We employ commercially reasonable administrative, technical, and organizational safeguards to protectinformation, including:

• Encryption in transit

• 
  Encryption at rest

• 
  Secure cloud infrastructure

• 
  Access controls

• 
  Authentication and authorization

• 
  Audit logging

• 
  Continuous monitoring

• 
  Routine security updates

While no system can guarantee absolute security, we continually work to protect your information.
•

Data Retention

We retain information only as long as necessary to:

• Provide our services

• 
  Meet contractual obligations

• 
  Comply with legal requirements

• 
  Resolve disputes

• 
  Enforce agreements

Retention periods may vary depending upon applicable laws and regulatory requirements.
 

Your Privacy Rights

Depending on your location, you may have rights to:

• Access your personal information

• 
  Correct inaccurate information

• 
  Request deletion of certain information

• 
  Request a copy of your information

• 
  Object to certain processing activities

• 
  Withdraw consent where applicable

To exercise these rights, contact us using the information below.
 

Children's Privacy

Our services are intended for adults and organizations involved in veterans' disability claims.
We do not knowingly collect personal information from children under the age of 13. If we become awarethat such information has been collected, we will promptly delete it.
 

Third-Party Websites

Our website may contain links to third-party websites or services. We are not responsible for the privacypractices or content of those external websites.
We encourage users to review the privacy policies of any third-party websites they visit.
•

International Users

Our services are operated within the United States. If you access our website from outside the UnitedStates, you understand that your information may be transferred to and processed in the United States.
 

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our services, technology, legalrequirements, or business practices.
The revised version will be posted on this page with an updated Effective Date.
Your continued use of our website following any changes constitutes acceptance of the revised PrivacyPolicy.
Contact Us
If you have questions regarding this Privacy Policy or our privacy practices, please contact:
Case Agentic Inc.
Email:
privacy@caseagentic.com
Website:
https://www.caseagentic.com
Legal Disclaimer
The information provided in this Privacy Policy is intended to explain how Case Agentic collects, uses, andsafeguards information through its website and services. It does not constitute legal advice. Privacy lawsvary by jurisdiction and may change over time. While we strive to maintain compliance with applicable lawsand regulations, users should not rely solely on this policy as legal guidance. We recommend consultingqualified legal counsel regarding privacy rights and obligations applicable to your specific circumstances.

 

​