Privacy Policy

Last Modified on: September 20th, 2023

1. Introduction

Woods Oviatt Gilman LLP (“firm,” “we,” “us,” or “our”) provides legal services to our clients in a wide array of practice areas including business and tax, real estate, litigation, intellectual property, trusts and estates and default services. In connection with our services, our clients entrust their confidential information, including Personal Information (as defined below), to us for us to provide our legal services to them. In addition, clients and prospective clients may view our website (the “Website”) and provide Personal Information to us as they inquire and learn about our services. If you are our client, the nature of the services that we provide to you will dictate the Personal Information we will collect from you. Prospective law school graduates, attorneys, staff and other team members may view our Website to inquire and learn about employment opportunities and apply to start or continue their carriers with us. If you are a candidate for employment, the Personal Information we collect from you will be employment based. Whether you are a prospective client, client, prospective employee or employee, we are honored that you have chosen us and take your privacy seriously.

First and foremost, as attorneys licensed to practice law in multiple states, we adhere to the applicable Rules of Professional Conduct for the states in which we practice, which impose a duty upon our lawyers and supporting staff to both preserve and protect client confidential information. In addition, our privacy practices are subject to privacy laws in multiple jurisdictions.

This policy describes how we may collect, use, share, retain and protect your Personal Information online through the Website, through emails that link to this privacy policy and offline. This privacy policy applies to your Personal Information, which can include any information that identifies, relates to, describes, references, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with you, your house or your device ("Personal Information"). Please note the definition of Personal Information can vary by jurisdiction. If we collect information from you that is considered Personal Information in your jurisdiction, we will treat it as such in accordance with privacy policy. Although our principles and policies are overarching, you may see references to practices that only apply to customers living in certain states.

Please click on the following links to go to the corresponding sections of this privacy policy:

1. Introduction

2. Information our Privacy Policy Covers

3. Information We Collect/ Notice at Collection

4. How We Collect your Personal Information

5. Automatic Data Collection Technologies

6. How We Use and Disclose your Personal Information

7. How We Share Your Personal Information

8. How We Protect Your Personal Information

9. Choices about How We Use and Disclose Your Personal Information

10. Changes to Our Privacy Policy

11. Communicating With Us

12. International Transfer of Personal Information

13. Your State Specific Privacy Rights

2. Information our Privacy Policy Covers

This privacy policy applies to Personal Information we obtain in various contexts, both online and offline, including:

  • When we provide our legal services to you, whether in person, online or over the phone;
  • On this Website;
  • In email and other electronic messages between you and the firm, including in our newsletters and holiday cards, which may constitute attorney advertising.
  • When you participate in our programs or events; and
  • When you apply for a position with us.

Children Under the Age of 18

We do not knowingly collect the Personal Information of minors, unless we are specifically engaged by the legal guardians for legal representation. If we provide legal representation to minors we will only do so with proper consent and in compliance with applicable laws.

Do Not Track Signals

“Do Not Track Signals” or “Global Privacy Control” signals are options available on some browsers that signal to website operators that you do not wish to have your online activity tracked for online behavioral marketing purposes. We do not recognize these signals, but we also do not allow third parties to collect Personal Information about your online activities on our Website for any marketing purposes.

3. Information We Collect/ Notice at Collection

The Personal Information that we collect from you depends on how you interact with us and the legal services you have engaged for us to provide to you.

Users of our Website do not need to actively provide Personal Information to learn about us, but their Personal Information (such as internet activity) may be collected through the automated data collection technologies described below.

If you engage us for legal services, at minimum, we will collect contact information containing Personal Information such as name, email, address and phone number. Additional Personal Information will be collected as relevant and necessary depending on the nature of the legal services we are providing for you. This is different for each client and can include the following categories (as specified by the California Consumer Privacy Act of 2018, as amended): identifiers, personal information described in California customer records statute (Cal. Civ. Code §1798.80(e)), protected classification characteristics, commercial information, biometric information, geolocation data, sensory data, professional or employment related information, non-public educational information, financial information, inferences drawn from other personal information, and other sensitive information. Users of our online payment portal may provide financial information through our Website.

Applicants for positions with us may be asked to provide information in the following categories to the extent that it is standard for employment practices: identifiers, personal information described in California customer records statute (Cal. Civ. Code §1798.80(e)), protected classification characteristics, professional or employment related information and non-public educational information and, in some cases, other sensitive information as relevant and disclosed to us.

We will not sell your Personal Information or share it with any third parties for cross-context behavioral advertising.

We retain your Personal Information for at least the period necessary to provide services to you, fulfill the purposes for which you have provided it, and to comply with applicable law. Thereafter, we may retain your information for a period of time consistent with our data retention policies but reserve the right to destroy or otherwise delete your information after the completion of our representation for various reasons, including data minimization and data storage expense.

Please see "How We Collect Your Personal Information", "How We Use or Disclose Your Personal Information", and "How We Share Your Personal Information" for more detailed information.

4. How We Collect your Personal Information:

We collect Personal Information about you from various sources, including:

  • Directly from you, such as.
    • Copies of your records and your correspondence (including email addresses), if you contact us, meet with us, and provide them to us;
    • Details of transactions you carry out through our Website for the payment for our services.
    • Your search queries on the Website.
    • When you sign up to receive emails and/ or postal mailings, such as our “client alerts” and newsletters.
    • When you apply for a job.
  • Through the Website or [if you open or click on emails we send you or interact with our advertisements], such as.
    • Usage details, IP addresses, and information collected through cookies, web beacons, clear GIF, pixels, internet tags, web server logs and other data collection tools. For more information, please see "Automatic Data Collection Technologies" below.
  • From third parties, for example, our business partners, including “Law Pay” as described below. Please see “How We Share your Personal Information” for more information.

5. Automatic Data Collection Technologies

As you navigate through and interact with our Website, we and our third party partners (such as analytics providers) use automatic data collection technologies to collect certain information about your equipment, browsing actions and patterns.

The technologies we use for this automatic data collection may include:

  • Cookies (or browser cookies). A cookie is a small file placed on the hard drive of your computer. You may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting you may be unable to access certain parts of our Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our Website.
  • Web Beacons. Pages of our Website [and our emails] may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit the Company, for example, to count users who have visited those pages or [opened an email] and for other related website statistics (for example, recording the popularity of certain website content and verifying system and server integrity).

6. How We Use or Disclose your Personal Information

We may use or disclose the Personal Information we collect for one or more of the following purposes:

  • Providing our Legal Services. We use Personal Information to fulfill or meet the reason you provided the information. For example, if you share your name and contact information to request information about our legal services, we will use that Personal Information to respond to your inquiry. If you provide Personal Information for legal services, we will use that Personal Information to provide legal services to you. If you provide your Personal Information to make an online payment, we will use that information to process your payment. We may use Personal Information to comply with our legal and professional obligations, enforce our agreements and resolve any disputes.
  • Providing Our Website. We use Personal Information to provide our Website and its content to you, including to provide, personalize, support and develop our Website. We may use Personal Information to notify you about changes to our Website and any information we offer through it.
  • Communicating with You. We use Personal Information to provide legal services and to respond to your inquiries and to communicate with you.
  • Contracts. We use Personal Information to enter into contracts with you, such as our engagement letter.
  • Marketing Purposes. We use Personal Information to send you client alerts, newsletters, and holiday cards, which may be deemed to be attorney advertising (unless you opt out of receiving such materials);
  • Analytics and Personalization. To improve our Website and services.
  • Law Enforcement. We may use or disclose Personal Information as required by applicable law, subject to the Rules of Professional Conduct, or when we otherwise believe in good faith that such disclosure is required or permitted by law, such as in connection with the investigation or assertion of legal defenses or for compliance matters.
  • Business Transfers. We may share Personal Information with another firm or group of attorneys to evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation or similar proceeding in which Personal Information held by us about our clients or employees is among the assets transferred.
  • Job Applicant Information. We use job applicant information to make decisions about recruitment and employment.
  • Other. If you consent to, or direct us to, we may share your Personal Information with third parties not described in this privacy policy to the extent permitted by applicable law and the Rules of Professional Conduct.

7. How We Share Your Personal Information

We do not sell your Personal Information however, we disclose Personal Information in the following circumstances:

  • Service Providers. We share certain Personal Information with third parties such as contractors, agents and data processors that act on our behalf and that perform services to support our core legal services functions and internal operations including: providing supporting legal services, such as litigation support, document production, filings or title insurance; processing credit card and debit card payments; legal software and support; employment and employee benefits related services; and analytics. We only make these business purpose disclosures under agreements that protect the confidentiality of this information.
  • Third Party Payment Services. If you use our payment portal to pay for our legal services, the Website links to our third party vendor, LawPay. Please note that this is a third party link from our website and consult their privacy policy as we do not control the privacy practices of third parties.
  • Legal Process. We may disclose Personal Information in response to subpoenas, warrants, court orders, government inquiries or investigations or to comply with relevant laws and regulations as defined by our engagement, applicable law and the Rules of Professional Conduct.
  • Business Transfers. We may share Personal Information in connection with any merger, divestiture, restructuring, reorganization or sale of the firm consistent with the Rules of Professional Conduct and applicable law.
  • Other Instances. We may share your information with other third parties who are not described elsewhere in this privacy policy upon your direction or with your consent, to the extent permitted by the Rules of Professional Conduct and applicable law.

8. How We Protect your Personal Information

We have taken reasonable precautions to protect your Personal Information, including implementing administrative, physical and technical safeguards designed to protect your Personal Information. Unfortunately, the transmission of information via the internet is not completely secure and there is risk that transmissions may be intercepted and/or diverted. Although we do our best to protect your Personal Information, we cannot guarantee the security of your Personal Information transmitted to our Website or by email or other electronic transmission.

9. Choices About How We Use and Disclose Your Information

We strive to provide you with choices regarding the Personal Information you provide to us. We have created mechanisms to provide you with the following control over your information:

Tracking Technologies and Advertising. You can set your browser to refuse all or some browser cookies or to alert you when cookies are being sent. If you disable or refuse cookies, please note that some parts of our website may be inaccessible or not function properly.

Residents of certain states, such as California, may have additional Personal Information rights and choices. Please see Your State Privacy Rights for more information.

10. Changes to Our Privacy Policy

It is our policy to post any changes we make to our privacy policy on this page with a notice that the privacy policy has been updated on the Website home page. If we make material changes to how we treat our users' Personal Information, we will notify you by email to the primary email address specified in your account and/or through a notice on the Website home page. The date the privacy policy was last revised is identified at the top of the page. You are responsible for ensuring we have an up-to-date active and deliverable email address for you, and for periodically visiting our Website and this privacy policy to check for any changes.

11. Communicating With Us

To ask questions or comment about this privacy policy and our privacy practices, contact us at:

or via our toll-free number: 800-333-2414

12. International Transfer of Personal Information

Please note that this Website and our legal services are directed towards users who reside in the United States. By using this Website, you consent to the collection, storage, processing, and transfer of Personal Information in and to the United States, or other countries and territories, pursuant to the laws of the United States.

13. Your State Privacy Rights

State consumer privacy laws may provide their residents with additional rights regarding our use of their Personal Information. To learn more about California residents' privacy rights, visit CALIFORNIA CONSUMER PRIVACY ACT

This Privacy Policy for California Residents supplements the information contained in the Woods Oviatt Gilman LLP Privacy Policy and applies solely to all visitors, users, and others who reside in the State of California ("consumers" or "you"). We adopt this notice to comply with the California Consumer Privacy Act of 2018, as amended by the California Privacy Rights Act of 2020 (CCPA) and any terms defined in the CCPA have the same meaning when used in this Policy.

Your Rights and Choices

The CCPA provides consumers (California residents) with specific rights regarding their Personal Information. This section describes your CCPA rights and explains how to exercise those rights.

Right to Know and Data Portability

You have the right to request that we disclose certain information to you about our collection and use of your Personal Information over the past 12 months (the "right to know"). Once we receive your request and confirm your identity (see Exercising Your Rights to Know, Correct or Delete), we will disclose to you:

  • The categories of Personal Information we collected about you.
  • The categories of sources for the Personal Information we collected about you.
  • Our business purpose for collecting or selling that Personal Information.
  • The categories of third parties with whom we share that Personal Information.
  • If we disclosed your Personal Information for a business purpose, we will provide information about the disclosures for a business purpose, identifying the Personal Information categories that each category of recipient obtained.
  • The specific pieces of Personal Data We collected about You (also called a data portability request).

Right to Correct

You can review and request a change to your Personal Information. Once we receive your request and confirm your identity (see Exercising Your Rights to Know, Delete, or Correct), we may not accommodate a request to change information if we believe the change would violate any law or legal requirement or cause the information to be incorrect.

Right to Delete

You have the right to request that we delete any of your Personal Information that we collected from you and retained, subject to certain exceptions (the "right to delete"). Once we receive your request and confirm your identity (see Exercising Your Rights to Know, Correct or Delete), we will review your request to see if an exception allowing us to retain the information applies. We may deny your deletion request if retaining the information is necessary for us or our service provider(s) to:

  1. Fulfill our obligations to provide our legal services, enforce our contractual rights, fulfill our obligations under the Rules of Professional Responsibility, and maintain records of the legal services rendered and amounts paid.
  2. Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us.
  3. Comply with a legal obligation.
  4. Make other internal and lawful uses of that information that are compatible with the context in which you provided it.

We will delete or deidentify Personal Information not subject to one of these exceptions from our records and will direct our service providers to take similar action.

Exercising Your Rights to Know, Correct or Delete

To exercise your rights to know, correct, or delete described above, please submit a request by either:

Only you, or someone legally authorized to act on your behalf, may make a request to know or delete related to your Personal Information.

You may only submit a request to know twice within a 12-month period. Your request to know or delete must:

  • Provide sufficient information that allows us to reasonably verify you are the person about whom we collected Personal Information or an authorized representative.
  • Describe your request with sufficient detail that allows us to properly understand, evaluate, and respond to it.

We cannot respond to your request or provide you with Personal Information if we cannot verify your identity or authority to make the request and confirm the Personal Information relates to you.

We will only use Personal Information provided in the request to verify the requestor's identity or authority to make it.

Response Timing and Format

We will confirm receipt of your request within ten (10) business days. If you do not receive confirmation within the 10-day timeframe, please contact

We endeavor to substantively respond to a verifiable consumer request within forty-five (45) days of its receipt. If we require more time (up to another 45 days), we will inform you of the reason and extension period in writing.

Any disclosures we provide will only cover the 12-month period preceding our receipt of your request. The response we provide will also explain the reasons we cannot comply with a request, if applicable.

We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request.


We will not discriminate against you for exercising any of your CCPA rights. Unless permitted by the CCPA, we will not:

  • Deny you services.
  • Charge you different prices or rates for services, including through granting discounts or other benefits, or imposing penalties.
  • Provide you a different level or quality of goods or services.
  • Suggest that you may receive a different price or rate for goods or services or a different level or quality of goods or services.