Privacy policy

Wasser & Co, LLC · Effective 9/10/26

I keep this short because my data collection practices are straightforward. As a one-person advisory practice, I collect very little information, I don't sell anything I collect, and I'd rather be transparent about what happens with your data than bury it in legalese.

What I collect

When you use the contact form or email me, I gather your name, organization, role, email address, and whatever details you choose to share about your project. If you communicate with me directly, I retain whatever is included in your message.

If you join the standards notes list, I collect your email address and record whether you opened or clicked on a message. You can unsubscribe at any time using the link at the bottom of every message.

When you visit the site, my website host records standard technical information — IP address, browser type, pages viewed, and referring site — and sets cookies. You'll see a banner on your first visit allowing you to accept or decline tracking. If you opt-out, the optional tracking is disabled. I look at aggregate visit numbers; I don’t build profiles of individual visitors and have no interest in doing so.

During an engagement, if we work together, I will hold onto any records you send me: collection records, contracts, floor plans, condition reports, and correspondence. Engagement materials are managed according to our agreement and, where applicable, the confidentiality and privilege obligations tied to work done for counsel.

What I use it for

I utilize the information to answer your inquiries, perform the work for which you've engaged me, send the standards notes if requested, invoice you, keep the records required by my accountant and tax authorities, and conduct conflicts checks before accepting a new matter. That's the full list.

Who else handles it

Microsoft 365 manages my email, calendar, and document storage; GoDaddy handles website hosting, the Standard Notes list, and the contact form. My accountant and bookkeeper facilitate invoicing and tax records, while my attorney and insurer may have access if a claim or legal obligation arises.

These are service providers acting under my instructions, not independent recipients of your information.

What I don't do

I don’t sell your information or rent, trade, or share it with data brokers, advertisers, or marketing networks. I don’t utilize your data to train anything, nor do I share your inquiries with vendors, and I don't accept referral fees from anyone — which is why I don't pass your name along.

How long I keep it

Inquiries that don’t lead to work are kept for about two years before being deleted. Mailing list information is retained until you unsubscribe. Engagement records and conflicts logs are stored for seven years post-engagement, as required by my professional and tax obligations. Litigation files might need to be maintained longer, and I'll inform you if that applies.

Security

I implement robust data security measures using Microsoft 365, with multi-factor authentication enabled. Sensitive engagement material is stored securely there rather than on local devices or consumer file-sharing services. While no system is perfect, I won’t pretend otherwise — but I promise to inform you promptly if anything involving your information goes wrong.

Your choices

No matter where you live, you can request what I hold about you, ask me to correct it, request deletion, or ask me to stop emailing you. Simply write to the address below, and I’ll respond within thirty days. I will not treat you differently for making these requests.

A note on inquiries about legal matters

If you contact me about potential litigation or standard of care engagement, I treat your inquiry as confidential and only use the details necessary for running a conflicts check. Please refrain from sending privileged or case-sensitive information until an engagement letter is established.

Children

This site isn’t directed at children, and I don’t knowingly collect information from anyone under 13.

Changes

If I change my data collection practices, I’ll update this page and modify the effective date above.

Contact

Chad Wasser · Wasser & Co, LLC