How Trial Accounts handles personal information

This Privacy Policy explains how Trial Accounts collects, uses, stores, discloses, and protects personal information when you use the Platform. Trial Accounts is committed to complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles, and this page reflects the public policy wording used in the current platform policies document.

Who we are

Trial Accounts provides a cloud-based legal practice management platform for Australian solicitors, law firms, and legal practices.
The Platform includes matter management, time and expense tracking, invoicing, trust accounting, document storage, calendar management, reporting, and the Trial AI add-on.
Our registered office is in Australia, and policy enquiries may be directed through the contact form on the landing page.

What personal information we collect

Account and identity information such as name, email address, phone number, law firm details, user counts, and role information provided when registering or contacting us.
Billing and payment information needed to manage subscriptions and payments. Full payment card details are handled by Stripe under Stripe's own policies.
Matter and client data, including legal matter details, contacts, time entries, invoices, uploaded documents, and related practice records entered into the Platform.
Trust account data, including receipts, disbursements, ledger entries, and balances entered into the Trust Accounts module.
AI-processed data submitted to the Trial AI add-on for analysis, together with usage and technical data such as logs, IP addresses, browser or device data, session activity, analytics, and support communications.

How we collect and use information

We collect information directly from you when you register, subscribe, enter data, upload documents, integrate services, or contact us, and automatically through cookies, server logs, analytics, and Platform activity.
We may also receive data from third-party services integrated with the Platform, including Stripe and connected accounting software providers.
We use personal information to provision and operate the Platform, process billing, provide support, send service notices, improve the product, and comply with legal obligations.
We do not use legal matter data or client information for marketing and we do not sell personal information to third parties.

Disclosure and Trial AI processing

We may disclose personal information to service providers who help operate the Platform, including hosting, payment, analytics, communications, and other infrastructure providers subject to appropriate confidentiality and data-handling obligations.
We may disclose information to regulators, courts, law enforcement, or successor entities where disclosure is required or permitted by law or reasonably necessary as part of a merger, acquisition, restructuring, or business transfer.
The Trial AI add-on is powered by Claude from Anthropic PBC. When Trial AI is used, selected content may be transmitted for AI processing, and users should ensure they have authority to submit any personal or privileged material.
Anthropic's handling of API data is governed by Anthropic's own policies. Trial Accounts takes reasonable steps to engage on data processing terms consistent with Australian privacy obligations, but cannot warrant Anthropic's independent compliance.

Security, retention, and cross-border disclosure

Your data is stored on secure cloud infrastructure, and Trial Accounts applies reasonable technical and organisational measures including access controls, encryption in transit and at rest, and regular security review.
No online system is completely secure. While we use commercially reasonable safeguards, we cannot guarantee absolute security.
We retain personal information and matter data while your account is active and for a reasonable period afterwards to satisfy legal, contractual, billing, and audit obligations.
Some service providers and AI processors are located outside Australia. By using the Platform, you consent to overseas disclosure as described in this policy, and we take reasonable steps to require handling consistent with the Australian Privacy Principles where available.

Access, correction, complaints, and policy updates

Under the Privacy Act 1988 (Cth), you may request access to personal information we hold about you and request correction of information that is inaccurate, out of date, incomplete, irrelevant, or misleading. We aim to respond within 30 days.
If you believe your personal information has been handled in a way that does not comply with this policy or the Privacy Act, contact us first through the landing page enquiry form so we can attempt to resolve the issue.
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner at oaic.gov.au.
We may update this Privacy Policy from time to time. Where changes are material, notice may be provided through the Platform or by email, and continued use after the effective date of a revised policy constitutes acceptance of the updated terms.
Do not submit confidential client material through the public enquiry form unless it is strictly necessary for your enquiry.