Privacy Policy

Last updated: October 8, 2026

Jim Schratz & Associates respects the privacy of visitors to this website. This Privacy Policy explains what information we collect through jimschratz.com, how we use and disclose that information, and the choices available to you.

This Privacy Policy applies to information collected through this website and website-related inquiries. Information exchanged after Jim Schratz & Associates is formally engaged for legal fee auditing, insurance claims-handling or bad-faith consulting, expert witness services, or other professional services may be subject to separate agreements, confidentiality requirements, and other obligations.

Information We Collect

Information You Provide to Us

When you submit the Case Review form, we collect the information you choose to provide, including:

First and last name
Firm or organization
Email address
Telephone number
State or jurisdiction
Area of inquiry
Relevant deadline
Description of the matter

We may also receive personal information when you contact us directly by email, telephone, or another method provided through the website.

The Case Review form is intended for preliminary inquiries only. Please do not submit confidential, privileged, or highly sensitive information through the website.

Information Collected Automatically

When you visit the website, we and our service providers may automatically receive certain technical and usage information. Depending on your browser, device, settings, and the services used on a particular page, this information may include:

IP address
Browser and device information
Approximate geographic location
Referring website or source
Pages viewed
Dates and times of visits
Interactions with website features

We use this information primarily to operate and secure the website, understand how visitors use it, diagnose technical issues, and improve website performance.

How We Use Information

We may use information collected through the website to:

Respond to inquiries
Review whether a matter may be appropriate for our services
Communicate with prospective and existing clients or professional contacts
Maintain records of inquiries
Operate, maintain, and improve the website
Measure website usage and performance
Prevent spam, fraud, automated submissions, and abuse
Troubleshoot technical or security issues
Protect our systems and business
Comply with applicable legal and regulatory requirements

We do not currently use the website for Google Ads remarketing or other advertising campaigns based on visitors' browsing activity.

Case Review Form Storage and Delivery

When you submit the Case Review form, the website maintains a record of the submission and creates a backup copy for operational and recordkeeping purposes.

Website backup copies are stored separately from the publicly accessible portion of the website.

The submission is also transmitted to designated Jim Schratz & Associates email accounts using Microsoft Graph and Microsoft 365.

As a result, information submitted through the form may be stored within website systems, backup records, and Microsoft 365 systems used by Jim Schratz & Associates.

Analytics and Website Technologies

Google Analytics

We use Google Analytics 4 to understand how visitors use the website. Google Analytics may use cookies and similar technologies to collect information about website activity, including pages viewed, approximate location, device and browser information, referral sources, and interactions with the website.

We use this information to evaluate website performance and understand general usage patterns.

Google may process information collected through Google Analytics in accordance with its applicable terms, privacy practices, and data-processing arrangements.

Google reCAPTCHA

We use Google reCAPTCHA to help protect website forms against spam, automated submissions, fraud, and abuse.

reCAPTCHA may process technical information associated with your browser, device, and interaction with the website for security and abuse-prevention purposes. Google processes information associated with reCAPTCHA in accordance with its applicable service terms and data-processing arrangements.

Google Maps

Some pages on this website include embedded Google Maps features.

When an embedded map loads or you interact with it, information may be transmitted from your browser or device to Google. Depending on the feature and your settings, this may include your IP address, device or browser information, and information related to your interaction with the map.

Google processes information associated with Google Maps in accordance with its applicable terms and privacy practices.

Cookies and Similar Technologies

This website and the third-party services described above may use cookies, local storage, or similar technologies to:

Operate website features
Measure website usage and performance
Maintain technical functionality
Help secure forms and systems against spam and abuse

You can generally control or disable cookies through your browser settings. Restricting cookies may affect the availability or operation of certain website features.

Where applicable law requires notice or consent before particular cookies or similar technologies are used, appropriate controls may be provided.

How We Disclose Information

We may disclose personal information to service providers that assist us with functions such as:

Website hosting and administration
Email and communications
Analytics
Website security
Spam and abuse prevention
Mapping services
Information technology
Data storage and backup
Other services necessary to operate the website and our business

These service providers may include Microsoft and Google in connection with the services described in this Privacy Policy.

We may also disclose information when reasonably necessary to:

Comply with applicable law, legal process, subpoenas, court orders, or governmental requests
Protect our rights, property, systems, or business
Investigate suspected fraud, misuse, or security incidents
Protect the safety or rights of others
Establish, exercise, or defend legal claims

We do not disclose information submitted through the Case Review form to third parties for their independent direct-marketing purposes.

Data Retention

We retain website inquiry information for as long as reasonably necessary for the purposes for which it was collected, including:

Responding to inquiries
Maintaining appropriate business records
Managing potential or existing professional engagements
Addressing technical or security issues
Maintaining website backups
Satisfying applicable legal, regulatory, or recordkeeping requirements

Different copies of the same information may be retained for different periods. For example, information may exist in website records, backup files, and Microsoft 365 email systems.

Backup or archival copies may remain for additional time as part of normal backup and recordkeeping processes.

Information Security

We use reasonable administrative, technical, and organizational measures designed to protect information handled through the website against unauthorized access, loss, misuse, alteration, or disclosure.

No website, electronic transmission, or storage system can be guaranteed to be completely secure.

For this reason, you should not use the Case Review form to transmit confidential, privileged, or highly sensitive information.

Your Privacy Choices and Requests

You may contact us to:

Ask about personal information you have submitted through the website
Request correction of inaccurate information
Request deletion of information where appropriate
Ask questions about our privacy practices

Some information may need to be retained for legitimate business, security, recordkeeping, or legal purposes.

Depending on where you reside, applicable law may provide additional privacy rights. We will respond to valid requests as required by applicable law.

Privacy-related requests may be sent to:

info@jimschratz.com

We may take reasonable steps to verify your identity before completing certain requests.

California Online Privacy Disclosures

Some web browsers and devices allow users to transmit a Do Not Track signal or similar browser preference.

Because there is not currently a universally accepted technical standard governing traditional Do Not Track signals, this website does not change its behavior in response to those signals.

Where applicable law requires recognition of another legally recognized privacy preference mechanism, we will handle such signals as required by law.

Third-party services used on this website, including Google Analytics, Google reCAPTCHA, and Google Maps, may receive information directly from your browser or device when those services are used. Their handling of information is governed by their respective services, agreements, and privacy practices.

We do not currently use Google Ads or remarketing technologies on this website.

If you would like to review, correct, or request changes to personal information you submitted through the website, contact info@jimschratz.com.

Third-Party Websites and Services

This website may contain links to websites or services operated by third parties.

Jim Schratz & Associates does not control the privacy or data-handling practices of third-party websites or services. We encourage you to review the privacy policies of those services before providing personal information to them.

Children's Privacy

This website is intended for business and professional audiences and is not directed to children under 13.

We do not knowingly seek to collect personal information from children under 13 through this website.

If we learn that personal information from a child under 13 has been submitted through the website, we will take reasonable steps to address the information as appropriate.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to:

The website
Our information-handling practices
Services or technologies we use
Applicable legal or regulatory requirements

When this Privacy Policy is updated, we will revise the Last Updated date shown at the top of the page.

Where additional notice is required by applicable law, we will provide notice in an appropriate manner.

Contact Us

Questions, concerns, or requests regarding this Privacy Policy or information collected through the website may be directed to:

Jim Schratz & Associates

Email: info@jimschratz.com

Website: jimschratz.com