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Privacy Policy

Court Ledger is built around a simple principle: your client documents are yours. This policy explains exactly what we collect, what we don't, and how your documents are processed.

Your client documents are never stored by Court Ledger. We do not sell your data and we do not use it to train AI. When you process a statement, its contents are transmitted to Anthropic's Claude API for extraction and are not retained by us afterward. Anthropic's commercial API terms prohibit training on your content and require deletion of inputs and outputs within 30 days.

1. About this policy

This Privacy Policy explains how Court Ledger ("we," "us," or "our") handles information in connection with the Court Ledger application and the court-ledger.com website (together, the "Service"). It describes the personal information we collect from account holders and how your documents are handled during processing. It does not govern how Anthropic processes content submitted to its Claude API; for that, please also review Anthropic's privacy policy and data-retention practices (see Section 4).

2. Information we collect

  • Account information: your name and email address.
  • Billing information: processed by our payment processor, Stripe. We do not receive or store full payment card numbers.
  • Subscription information: your license key, plan, page-usage counts, and subscription status.
  • Diagnostics: anonymous crash reports and usage metrics that do not include the content of your documents or any extracted data.

3. Information we do not store

We do not store or retain on our servers:

  • the PDFs or other documents you process;
  • transaction data or other financial information extracted from them;
  • client, conservatee, beneficiary, or account-holder details contained in those documents; or
  • the output files (such as Excel or CSV) you generate.

4. How your documents are processed

Court Ledger uses Anthropic's Claude API to extract transaction data from the statements you process. When you process a document:

  • the document content is transmitted over an encrypted connection to Anthropic for extraction;
  • Anthropic returns the extracted data to the application; and
  • Court Ledger does not retain the document content or extracted data on its servers after processing.

Anthropic acts as a processing provider for this step. Under Anthropic's commercial API terms, Anthropic does not use content submitted through the API to train its models, and it automatically deletes API inputs and outputs within 30 days — except where longer retention is required to comply with law or to enforce its usage policy, or where a different retention arrangement has been agreed. For details, review Anthropic's privacy and data-retention documentation at privacy.claude.com.

5. How we use information

We use the limited information we collect to provide and maintain the Service, process payments and manage subscriptions, provide support, secure the Service and prevent abuse, and comply with legal obligations.

6. Sharing and service providers

We do not sell or rent personal information. We share limited information only with service providers who help us operate the Service:

  • Stripe — payment processing;
  • Anthropic — AI extraction of document content, as described in Section 4.

We may also disclose information where required by law or to protect our legal rights, and in connection with a merger, acquisition, or sale of assets (with notice to affected users).

7. Data retention

We retain account, billing, and subscription information for as long as your account is active and for a reasonable period afterward as needed for billing, tax, and legal purposes. We do not retain your documents or extracted data. Anthropic's retention of API content is described in Section 4. You may request deletion of your account information at any time (see Section 9).

8. Security

We protect account information using encryption in transit and at rest and follow reasonable, industry-standard safeguards. Payments are handled by Stripe, which is PCI DSS Level 1 certified; we do not store card numbers. No method of transmission or storage is completely secure, but we work to protect your information and will notify affected users and authorities of a security incident affecting personal information where required by applicable law.

9. Your privacy rights (including California)

Depending on where you live, you may have the right to access, correct, or delete personal information we hold about you, and to opt out of the "sale" or "sharing" of personal information. We do not sell or share personal information as those terms are defined under the California Consumer Privacy Act (CCPA/CPRA). California residents may also use an authorized agent to make a request and are entitled to non-discrimination for exercising their rights. To make a request, email hello@court-ledger.com; we will verify and respond as required by law.

10. Data processing agreement

If your firm requires a data processing agreement (DPA) for its use of the Service, contact us at hello@court-ledger.com and we will make our standard DPA available.

11. Changes to this policy

We may update this policy from time to time. We will post the updated version with a new effective date and, for material changes, provide notice by email or within the application. Continued use of the Service after the effective date constitutes acceptance of the revised policy.

12. Contact

Questions or requests? Email us at hello@court-ledger.com.

Last updated: June 2026 · Court Ledger
CourtLedger
California court accounting software
for trust & conservatorship attorneys.
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