We may collect information directly, as well as from third parties or automatically related to the use of our Sites and Services.
Information collected directly. We may collect personal information about you—such as your name, address, telephone number, fax number, e-mail address, etc.—directly from you. For example, personal information may be collected when you fill out a 'Contact Us' form, sign up for our mailing lists, register for events we host or sponsor, post comments on our blogs, or otherwise provide us personal information through the Sites and Services. Generally, the information we collect includes your:
name, company name and title/position,
email address, phone number, mailing address and contact details,
contact preferences and interests,
business affiliations,
dietary restrictions, requested accommodations and other event-related preferences,
if you register for, attend or participate in CLEs that we make available, we may collect your Bar number and other information necessary for CLE credit and reporting purposes,
information provided in conjunction with our Client Services, and
other information related to your request or inquiry, or that you provide when you communicate, engage or otherwise interact with us or the Services.
Automatically-collected information. We use cookies, log files, pixel tags, local storage objects and other tracking technologies to automatically collect information including personal information when users access or use our Sites, mobile applications and other online services, such as an IP address, general location information, domain name, page views, a date/time stamp, browser type, device type, device ID, Internet service provider, referring/exit URLs, operating system, language, clickstream data, and other information about the links clicked, features used, size of files uploaded, streamed or deleted, and similar device and usage information. For more information, see
Section 5. Cookies and similar devices below.
Information received from third parties and other sources. We may collect or receive information about individuals from service providers, and other third parties, such as our clients, representatives and professional advisers, content providers, government authorities, public sources and records, and other third parties (such as ISPs, platforms, operating systems, and social media platforms).
Generally, we use, disclose and otherwise process the personal information we collect in order to respond to your request or inquiry, as directed or authorized by you, and for the following purposes:
Providing support and services and performing Client Services. To operate our Sites, provide our Services, communicate with you about your use of the Sites or Services, provide troubleshooting and technical support, respond to your inquiries, fulfill your orders and requests, process your payments, communicate with you, and for other service and support purposes.
Responding to requests. To respond to your inquiries, fulfill your orders and requests, and otherwise consider or process your request.
Personalizing content and support. To tailor content we may send or display to you, including to offer location customization and personalized help and instructions on our Sites and Apps, and to otherwise personalize your experiences.
Direct marketing and targeted advertising. For direct marketing purposes, including to send you newsletters, client alerts and information we think may interest you, and to target the content and ads on third-party platforms (e.g., LinkedIn). If you are located in a jurisdiction that requires opt-in consent to receive marketing emails, we will only send you such messages if you opt-in to receive them.
Analytics and improvement. To better understand how users access and use our Sites and other Services, and for other research and analytical purposes, such as to evaluate and improve our Services and business operations and to develop services and features. We may also conduct surveys and evaluations designed to assess and improve our delivery of Client Services.
Protecting rights and preventing fraud and misuse. To protect the Sites, Services and our business operations; to prevent and detect fraud, unauthorized activities and access, and other misuse; where we believe necessary to investigate, prevent or take action regarding illegal activities, suspected fraud, situations involving potential threats to the safety or legal rights of us or any person or third party, or violations of our Terms of Use or other agreements; and to respond to actual or potential legal claims against us.
Complying with legal and ethical obligations and legal process. In order to respond to legal process (eg, court orders, subpoenas or warrants) or regulator investigations and inquiries, or where otherwise required by law or our legal, regulatory or ethical obligations.
Supporting our business operations and business transactions. Where necessary, for the administration of our general business, accounting, recordkeeping, audit, compliance and legal functions, as well as to consider and implement various business transactions, such as mergers, acquisitions, and reorganizations.
Any information we collect of that you provide to us may be shared and processed by any Patera IP practicing entity.
We may disclose personal information to the following categories of third parties:
Third party service providers and vendors that provide services to us or to whom we outsource certain services, such as data hosting or software or technology services.
Content providers that we partner with to make available CLEs, training and other content or resources. We do not share your information with them for their own independent use; however, if you register for an account with one of these third parties, they will use the information you provide to them subject to their own privacy policy and terms.
To third party platforms, including analytics providers, ad networks and social media platforms, in order to reach individuals with more relevant content on and off our Sites, promote events, and collect performance metrics and usage information related to our Sites and our ads and content. For example, we may target content, promote events, and reach out to certain users or groups of users through social media platforms, such as LinkedIn. In some cases, we may work with these platforms to create custom audience lists (e.g., email addresses) that can be matched with user profiles on that platform. These platforms use our custom audience lists to help us target content and ads and to enforce their terms, but we do not permit them to use or share this information to target ads for third parties. Our Site may also include cookies and pixels that enable us and third parties to collect browsing and activity information about users of our Sites, in order to, for example, analyze and improve performance, enable certain features and functionality, understand more about users and their interaction with our Site, provide personalized user experiences, and reach users with more relevant content and ads on this Site and others. For more information, see
Section 7. Privacy choices and requests for how to opt out and the other choices you have; and
Section 5. Cookies and similar devices for more information about cookies and pixels on our Site.
Our professional advisers, such as lawyers and accountants.
Regulators, tax authorities and/or corporate registries.
Government agencies, judicial and quasi-judicial bodies, and other public bodies.
Agents and advisors, such as professional indemnity insurers.
Patera IP practicing entities.
In addition, we may disclose personal information to other third parties as directed or authorized by the relevant data subject, as well as under the following circumstances:
Business transfers. As part of any actual or potential merger, sale and transfer of our assets, acquisition or restructuring of all or part of our business, bankruptcy, or similar event, including, where permitted by law, related to due diligence conducted prior to such event.
Comply with law, legal process and ethical obligations. To comply with the law and our ethical obligations, respond to legal process or regulator investigations and inquiries, or where otherwise required by law or our ethical obligations. For example, we may disclose information in response to subpoenas, court orders and/or other lawful requests by regulators and/or law enforcement, including responding to national security or law enforcement disclosure requirements.
Performance of Client Services. Subject to the terms of our engagement, we may disclose information to others where required or necessary for our provision of Client Services. For example, to our clients, with respect to the relevant legal services we provide to them, to local counsel and other firms as relevant and necessary to a particular matter, or to respond to other parties in legal matters for which we have been engaged as legal counsel.
Protecting rights and preventing fraud and misuse. Where we believe it necessary to respond to claims asserted against us, enforce or administer our agreements and terms, or for fraud prevention, risk assessment and investigation, and to protect and defend the rights, property or safety of Patera IP, our clients and customers, or others.
We may also share aggregate or de-identified information with third parties for research, marketing, analytics and other purposes, provided such information does not identify a particular individual.
In this section, we provide additional information to California residents regarding their privacy rights and our collection, use and disclosure of their personal information, as required by the California Consumer Privacy Act (“CCPA”). This section does not apply to publicly available information or other personal information that is exempt from or not subject to the CCPA.
Categories of personal information that we collect and disclose. While our processing of personal information varies based upon our relationship and interactions with you, the table below identifies, generally, the categories of personal information (as defined by the CCPA) that we collect and have collected in the prior twelve (12) months about California residents, as well as the categories of third parties to whom we may disclose this information for a business purpose.
Categories of Personal Information Collected
Categories of Third-Party Disclosures
Identifiers
Includes direct identifiers, such as name, alias, user ID, username, account number or unique personal identifier; email address, phone number, address and other contact information; IP address and other online identifiers.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Legal support firms
Clients
Parties and related parties in legal matters
Analytics providers
Ad networks and social media platforms
Also includes SSN, driver’s license number, passport number, tax ID and other government identifiers.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Legal support firms
Clients
Parties and related parties in legal matters
Personal information described in Cal. Civ. Code 1798.80(e)
Includes personal information provided for purposes of purchasing or obtaining Services, such name, signature, social security number, physical characteristics or description, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Legal support firms
Clients
Parties and related parties in legal matters
Commercial information
Includes records of personal property, products or services purchased, obtained, or considered, or other purchasing or use histories or tendencies.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Legal support firms
Clients
Parties and related parties in legal matters
Internet and electronic network activity information
Including, but not limited to, browsing history, clickstream data, search history, and information regarding interactions with our Sites, mobile applications, or advertisements, including other usage data related to your use of any of our Services or other online services.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Analytics providers
Ad networks and social media platforms
Location data
Location information about a particular individual or device.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Analytics providers
Ad networks and social media platforms
Audio, visual and other electronic data
Includes audio, electronic, visual, thermal, olfactory, or similar information, such as, thermal screenings and CCTV footage (e.g., collected from visitors to our offices, photographs and images (e.g., that you provide us) and call recordings (e.g., of webinars, video conferences and similar events).
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Professional and employment information
Includes professional and employment-related information such as current and former employer(s) and position(s), the nature of your role and responsibilities, your practice group or specialty, qualifications, business contact information and professional memberships.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Legal support firms
Clients
Parties and related parties in legal matters
Non-public education information (as defined in 20 U.S.C. § 1232g; 34 C.F.R. Part 99)
Information about an individual’s educational history, such as the schools attended, degrees awarded, and associated dates.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Legal support firms
Clients
Parties and related parties in legal matters
Inferences drawn from personal information
Including inferences drawn from personal information to create a profile reflecting a person’s preferences, characteristics, behavior or attitudes.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Analytics providers
Ad networks and social media platforms
Characteristics of protected classifications under California and federal law
We collect some information that may be considered a characteristic of a protected class under California/federal law, such as gender, age (over 40), citizenship, marital status, disability status, military or veteran status, and medical condition.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Legal support firms
Clients
Parties and related parties in legal matters
Sensitive personal information
Some of the personal information we collect is considered sensitive personal information, such as: Social Security number, driver’s license, state identification card, passport number, or other government-issued identifiers; financial account or credit card number; racial or ethnic origin or union membership; contents of communications (as authorized); and health information.
Advisors and agents
Judicial and quasi-judicial bodies
Regulatory agencies and government entities
Patera IP member firms and other relationship firms
Legal support firms
Clients
Parties and related parties in legal matters
In addition to the categories of third parties identified in the above table, we may also disclose the personal information we collect to our service providers, as well as to other third parties: (a) as directed or authorized by the applicable data subject; (b) in the event of business transfer (eg, a merger or acquisition of all or a part of our business); (c) to comply with law, legal process and our ethical obligations; (c) where necessary to perform certain Client Services and/or as directed by a client; and (d) where necessary to protect or defend the rights, property or safety of Patera IP and others or protect against fraud and misuse. For more information, see
Section 4. Disclosure of personal information.
Sales and sharing. Under the CCPA, “sales” and “sharing” are broadly defined, respectively, and include disclosing or making available personal information in exchange for monetary or other valuable consideration, or for purposes of cross-context behavioral advertising. We do not disclose, sell or otherwise make available personal information in exchange for monetary compensation. However, we share identifiers, internet and electronic network activity information, and inferences with third party analytics providers, and ad networks and social media platforms, in order to improve and evaluate our Sites, our content and our marketing and advertising campaigns, and to better reach individuals with more relevant ads and content. We do not sell or share sensitive personal information, nor do we sell or share any personal information about individuals who we know are under sixteen (16) years old.
Sources of personal information collected. As further described in Section 2. Information we collect above, we may collect personal information directly from individuals and indirectly from their use of our Services, as well as from the following sources:
Vendors and service providers, including content providers
Business partners (such co-sponsors of events that we host or sponsor)
Advisors and agents, including professional advisors (such as lawyers and accountants) and our professional indemnity insurers
Recruiters, talent agencies and references (for applicants and candidates)
Judicial and quasi-judicial bodies, such as courts, arbitral bodies and tribunals
Regulatory agencies and government entities, such as administrative, law enforcement and other regulatory agencies, tax authorities, and corporate registries
Patera IP practicing entities
Legal support firms, such as other law firms, consultants and professional advisors that we work with to provide our legal services to a particular client
Clients
Parties and related parties in legal matters
Public sources and records
Analytics providers, ad networks and social networks
ISPs, operating systems and platforms
Purposes of collection, use, disclosure and processing. As described in more detail in Section 3. Purposes of use and processing, we collect, use, disclose and otherwise process the above personal information for the following business or commercial purposes:
Providing support and services and performing Client Services
Responding to requests
Personalizing content and support
Direct marketing and targeted advertising
Analytics and improvement
Protecting rights and preventing fraud and misuse
Complying with legal and ethical obligations and legal process
Supporting our business operations and business transactions
Notwithstanding the purposes described above, we do not use or disclose sensitive personal information beyond the purposes authorized by the CCPA. Accordingly, we only use and disclose sensitive personal information about California residents as reasonably necessary (i) to perform our services requested by you, (ii) to help ensure security and integrity, including to prevent, detect, and investigate security incidents, (iii) to detect, prevent and respond to malicious, fraudulent, deceptive, or illegal conduct, (iv) to verify or maintain the quality and safety of our services, (v) for compliance with our legal obligations, (vi) to our service providers who perform services on our behalf, and (vii) for purposes other than inferring characteristics about you.
Retention. We retain the personal information we collect only as reasonably necessary for the purposes described above or otherwise disclosed to you at the time of collection, and for other compatible business purposes, including as necessary to protect, defend or establish our rights, defend against potential claims, and meet our legal, regulatory and ethical obligations.
Deidentified data. Consumer information that has been “deidentified” in accordance with the CCPA is not considered “personal information.” Where Patera IP has committed or is required to maintain and use certain consumer information in “deidentified” form (as defined by the CCPA), we will not attempt to reidentify such information, except for the purpose of determining whether our deidentification processes satisfy the CCPA.
CCPA Rights. In general, California residents have the following rights with respect to their personal information (subject to certain limitations and exceptions):
Opt out of sales and sharing: to opt-out of our sale and sharing of their personal information.
Limit use of sensitive personal information: to limit uses or disclosures of sensitive personal information to those authorized by the CCPA. However, as noted Patera IP does not use or disclose sensitive personal information beyond the purposes authorized by the CCPA.
Deletion: to request deletion of their personal information.
To know/access: to know what personal information we have collected about them, including the categories of personal information, the categories of sources from which the personal information is collected, the business or commercial purpose for collecting, selling, or sharing personal information, the categories of third parties to whom we disclose personal information, and the specific pieces of personal information we have collected about them.
Correction: to request correction of inaccurate personal information.
Non-discrimination: to not be subject to discriminatory treatment for exercising their rights under the CCPA.
Submitting CCAP requests. California residents may submit CCPA requests to know (access), delete and correct their personal information through one of the following methods:
When you submit a request to know, correct or delete, we will take steps to verify your request by matching the information provided by you with the information we have in our records. You must provide your name and contact information to verify your request. In some cases, we may request additional information, where necessary to verify or process your request. Authorized agents may initiate a request on behalf of another individual to us via email at
CCPArequests@pateraip.com. Authorized agents must provide written proof of their authorization. We may also require that the relevant consumer directly verify their identity and the authority of the authorized agent, as permitted by the CCPA.
Requests to opt out. Browser opt out: Our Sites responds to global privacy control—or “GPC”—signals, which means that if we detect that your browser is communicating a GPC signal, we will process that as a request to opt that particular browser and device out of sales and sharing on our Site (e.g., via cookies and pixels). More information about GPC is available at: https://globalprivacycontrol.org/. You may also opt out your browser out of targeting and most cookies on one of our Sites (other than essential cookies) by disabling cookies in your web browser. This will opt your browser out of all cookies on that Site, except those that are essential for our Site to function properly. Note that if you come back to the Site from a different device or use a different browser on the same device, you will need to opt out (or set GPC for) that browser and device as well.