Privacy Policy
Page, Page & Associates, LLC
Website: www.pgpgassoc.com
Effective Date: November 13, 2026
1. Introduction and Scope
Page, Page & Associates, LLC (“PPA,” “we,” “our,” or “us”) respects the privacy of individuals, families, attorneys, businesses, and organizations that contact or engage our services.
This Privacy Policy describes how we collect, use, disclose, protect, retain, and manage personal information through our website, online inquiry forms, scheduling services, electronic communications, and related business operations.
PPA provides mediation, facilitation, attorney-supervised paralegal support, probate and administrative assistance, and notarial services, as applicable, throughout Maryland, Washington, D.C., and Delaware.
This Policy also applies to information collected through the Under the Legal Tree™ initiative when that initiative is operated by PPA. If a separate program or service has its own privacy notice, that notice may also apply.
This Policy does not replace any separate confidentiality agreement, mediation agreement, attorney-client confidentiality obligation, court order, or other legally applicable protection.
2. Information We Collect
We collect information reasonably necessary to respond to inquiries, evaluate potential engagements, provide services, administer business operations, and comply with applicable legal requirements.
Contact and identification information may include:
Name, email address, telephone number, and mailing address.
Business name, professional title, and organizational affiliation.
Names of relevant parties needed for conflict screening.
Preferred communication methods and appointment information.
Engagement and service information may include:
General descriptions of requested services.
Matter identifiers, jurisdictions, deadlines, and scheduling information.
Signed engagement agreements, authorizations, and correspondence.
Documents submitted through approved secure channels.
Records reasonably necessary to perform authorized services.
Depending on the engagement, these records may contain financial, legal, family, guardianship, probate, disability-related, or health-related information.
We request sensitive information only when reasonably necessary and instruct prospective clients not to submit confidential records through general website inquiry forms.
Payment information may include billing addresses, invoice details, transaction records, and payment status. Payments may be processed through third-party payment providers. PPA does not intend to collect or retain complete payment-card numbers through general website forms.
Technical information may include IP addresses, browser and device information, website interactions, referring pages, and approximate location inferred from technical data, to the extent collected by our website and its configured service providers.
3. How We Collect Information
We may collect information when you:
Submit a website inquiry or intake form.
Contact us by email, telephone, or another approved channel.
Schedule an appointment.
Enter into an engagement agreement.
Submit documents through an authorized document-sharing system.
Make a payment.
Communicate with us during an active engagement.
We may also receive information from authorized representatives, supervising attorneys, participating mediation parties, or other persons legally permitted to provide it.
4. How We Use Personal Information
We use personal information for legitimate business and service-related purposes, including:
Responding to inquiries and communicating with prospective clients.
Evaluating potential conflicts of interest and engagement suitability.
Scheduling appointments and coordinating services.
Preparing, administering, and performing authorized engagements.
Processing invoices and payments.
Maintaining records, deadlines, and service documentation.
Protecting our systems and preventing unauthorized access or fraud.
Complying with applicable legal, regulatory, contractual, and professional obligations.
Improving website functionality and administrative efficiency.
We do not use confidential client documents for unrelated advertising or commercial profiling.
We do not sell client files, mediation records, or confidential engagement information.
5. Preliminary Inquiries and Confidential Client Documents
Submitting an inquiry through our website does not establish an attorney-client relationship, mediation engagement, or other professional service relationship.
Prospective clients should provide only basic information necessary for an initial assessment.
After appropriate screening and authorization, PPA may provide instructions for submitting additional documents through a designated secure document-exchange system.
Access to confidential documents is restricted according to the engagement, authorized participants, applicable agreements, and relevant legal obligations.
For mediation matters, documents intended solely for the mediator or a particular party are handled separately from documents authorized for sharing with all participants.
Information submitted to PPA is not automatically disclosed to other parties merely because they participate in the same matter.
6. Technology and Third-Party Service Providers
PPA uses business technology to support communications, scheduling, document preparation, electronic signatures, recordkeeping, billing, and secure information management.
Our service providers may include:
Google Workspace for business email, scheduling, forms, and document management.
Adobe Acrobat for electronic documents and signatures.
FreshBooks for invoicing, accounting-related administration, and payment workflows.
An authorized secure document-exchange provider, when implemented.
Website hosting, domain, security, and other necessary technology providers.
These providers may process information on our behalf according to their applicable service agreements, privacy terms, and security controls.
We seek to limit provider access to information reasonably necessary for the authorized service.
Where required, PPA will evaluate additional confidentiality, data-processing, or business associate agreements before using a provider for regulated information.
7. Disclosure of Personal Information
PPA does not sell or rent client lists or confidential client records.
We may disclose information only as reasonably necessary and legally permitted, including:
To service providers performing authorized business functions.
To supervising attorneys or authorized representatives within the scope of an engagement.
To mediation participants when disclosure is authorized and consistent with applicable confidentiality obligations.
To accountants, insurers, professional advisers, or other authorized service providers when reasonably necessary and appropriately protected.
To courts, regulators, law enforcement, or other authorities when disclosure is legally required or otherwise permitted.
Before responding to legal demands involving confidential information, we will evaluate applicable privileges, mediation confidentiality rules, protective orders, and other legal restrictions.
We do not disclose confidential mediation information merely because an outside person requests it.
8. Website Analytics, Cookies, and Tracking
Our website may use essential cookies or similar technologies necessary for security, navigation, scheduling, and website functionality.
If analytics or other optional tracking technologies are enabled, they may collect information concerning website usage and technical performance.
PPA does not currently represent that it uses behavioral advertising, cross-site advertising profiles, or advertising-related data sales. If such practices are introduced, this Policy and any required consent or opt-out mechanisms will be updated before implementation.
Browser privacy controls may allow visitors to restrict cookies. Some website functions may be affected by those settings.
Where legally required and technically applicable, PPA will honor recognized privacy preference signals and provide appropriate controls.
9. Information Security
PPA maintains administrative, technical, and organizational safeguards designed to reduce the risk of unauthorized access, disclosure, alteration, or loss of information.
Depending on the system and information involved, safeguards may include:
Encrypted website connections and secure transmission protocols.
Multifactor authentication.
Restricted access to client and matter records.
Separate document permissions for authorized users.
Device and account security controls.
Secure document-sharing procedures.
Access reviews, record-management procedures, and appropriate backup practices.
Confidentiality obligations for authorized service providers.
No electronic system can guarantee absolute security. PPA periodically evaluates its safeguards in light of the information handled, available technology, and applicable requirements.
Visitors should not transmit sensitive financial, medical, identity, or legal documents through unsecured general inquiry forms or ordinary email unless specifically instructed through an approved process.
10. Data Retention and Disposal
PPA retains personal information for periods reasonably necessary to provide services, fulfill contractual obligations, maintain business records, resolve disputes, and comply with applicable laws.
Retention periods may vary depending on the service, record type, jurisdiction, applicable court requirements, contractual commitments, and preservation obligations.
When information is no longer required, PPA will take reasonable steps to delete, destroy, de-identify, or otherwise securely dispose of it, subject to applicable legal holds, recordkeeping requirements, and technical limitations.
Requests for deletion may be limited where records must be preserved by law, contract, court order, or legitimate legal obligation.
11. Privacy Rights and Requests
Depending on applicable law and the nature of the information, individuals may have rights to:
Request information about personal data maintained by PPA.
Request access to or a copy of eligible personal data.
Request correction of inaccurate information.
Request deletion of eligible information.
Request information about certain disclosures or processing activities.
Object to or opt out of certain uses of personal data, where applicable.
Appeal certain privacy-request decisions where required by law.
These rights are subject to applicable legal requirements, statutory thresholds, exemptions, identity verification, and confidentiality obligations owed to other individuals.
PPA will not unlawfully discriminate against individuals for exercising applicable privacy rights.
Requests may be submitted to info@pgpgassoc.com with the subject line Privacy Request.
We may request reasonable verification before providing access to, changing, or deleting information. Sensitive identity documents should not be sent through ordinary email unless an approved secure method is provided.
12. Maryland, Washington, D.C., and Delaware Residents
PPA operates in a multijurisdictional service environment and evaluates privacy obligations under applicable federal, state, and District laws.
Maryland: The Maryland Online Data Privacy Act establishes consumer privacy rights and obligations for businesses meeting statutory applicability requirements. Other Maryland laws may govern the protection and notification of breaches involving personal information.
Washington, D.C.: District laws establish requirements concerning the safeguarding of certain personal information and notification following qualifying security breaches.
Delaware: The Delaware Personal Data Privacy Act establishes privacy rights and obligations for covered businesses and eligible consumers. Delaware also maintains separate data security and breach notification requirements.
Not every statutory privacy right applies to every business, individual, or category of information. PPA will evaluate requests under the law applicable to the specific circumstances.
Individuals may also contact their relevant state or District consumer protection authority concerning privacy-related concerns.
13. Security Incidents and Data Breaches
If PPA identifies a suspected unauthorized disclosure, loss, or compromise of personal information, we will evaluate the incident, take appropriate containment and remediation measures, and determine whether notification is required.
Where applicable, PPA will notify affected individuals, clients, supervising attorneys, regulators, or other parties in accordance with governing laws and contractual obligations.
Notification requirements may differ according to the affected jurisdiction, information involved, and circumstances of the incident.
14. Children's Privacy
PPA's website is intended for adults and authorized professional users.
We do not knowingly collect personal information directly from children under age 13 through our general website without legally appropriate authorization.
Certain engagements, including family mediation, guardianship, probate, and special-needs administrative matters, may involve information concerning minors. Such information is handled only within the authorized engagement and subject to applicable confidentiality and legal requirements.
If a parent or legal guardian believes a child has submitted personal information through our website without appropriate authorization, they may contact us to request review.
15. Electronic Communications and Marketing
PPA may send service-related communications, including appointment confirmations, administrative notices, engagement information, invoices, and other necessary correspondence.
We may separately send informational or promotional communications where legally permitted.
Recipients may opt out of nonessential marketing emails through an unsubscribe mechanism or by contacting us.
Opting out of marketing does not prevent communications reasonably necessary to administer an existing engagement or fulfill legal obligations.
PPA will comply with applicable requirements governing commercial email and electronic marketing communications.
16. Artificial Intelligence and Automated Processing
PPA may use technology-assisted tools for routine business administration, document organization, scheduling, or other authorized functions.
We do not authorize the unrestricted submission of confidential client documents, protected mediation communications, or sensitive personal information into public generative artificial intelligence systems.
Any use of artificial intelligence involving confidential engagement information must be evaluated for contractual restrictions, applicable law, confidentiality, security, data retention, and any necessary authorization.
PPA does not rely exclusively on automated decision-making to determine whether a prospective client is accepted for a professional engagement.
17. External Websites and Third-Party Referrals
Our website may contain links to independent organizations, professional service providers, investigators, attorneys, government agencies, and other resources.
These organizations maintain their own privacy practices and are responsible for their own websites and services.
A link or referral does not authorize PPA to disclose confidential client records to the third party.
Visitors should review the privacy policies of independent providers before submitting information to them.
18. Changes to This Policy
PPA may update this Privacy Policy to reflect changes in applicable law, technology, business operations, or information-handling practices.
The effective date will be revised when the Policy is updated.
When required by law, we will provide additional notice or obtain appropriate authorization before implementing materially different data-processing practices.
19. Contact Information
Questions, privacy requests, or concerns regarding this Policy may be directed to:
Page, Page & Associates, LLC
Website: www.pgpgassoc.com
Email: info@pgpgassoc.com
Telephone: 443-307-4091
Effective Date: November 13, 2026