Privacy Policy
Effective Date: April 7, 2026
Jacobson Phillips PLLC (“the Firm,” “we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of the personal information you provide to us. This Privacy Policy describes how we collect, use, and safeguard your information when you submit an inquiry, complete an intake form, or otherwise contact us regarding potential legal representation.
By submitting your information to Jacobson Phillips PLLC, you acknowledge that you have read and understood this Privacy Policy.
1. Information We Collect
When you contact us or complete an intake form, we may collect the following categories of personal information:
- Full name
- Phone number and email address
- Property address and ownership details
- Details regarding your solar installation and the nature of your complaint
- Financial information related to your solar contract or losses
- Supporting documentation you voluntarily provide
We collect this information solely for the purpose of evaluating your potential legal matter and determining whether the Firm is able to assist you.
2. How We Use Your Information
Jacobson Phillips PLLC uses your personal information exclusively for the following purposes:
- To contact you regarding your inquiry or potential legal claim
- To evaluate whether an attorney-client relationship may be established
- To communicate with you about the status of your matter
- To comply with applicable legal and professional obligations
We do not use your information for marketing purposes unrelated to your inquiry, automated profiling, or any purpose other than the legal representation evaluation for which it was provided.
3. We Do Not Sell or Share Your Information
Jacobson Phillips PLLC does not sell, rent, lease, trade, or otherwise distribute your personal information to any third party for any purpose.
Your personal information will not be:
- Sold to any third party
- Shared with advertisers, data brokers, or marketing companies
- Used for any commercial purpose beyond the scope of your inquiry
4. Limited Disclosures
In limited circumstances, we may be required to disclose your information to:
- Courts, tribunals, or regulatory bodies as required by law or court order
- Government agencies when required by applicable Florida or federal law
- Third-party service providers who assist in the operation of our firm (e.g., secure document storage or case management software), solely under strict confidentiality obligations
Any such disclosure will be limited to the minimum information necessary and will only occur when legally required or with your prior consent.
5. Data Security
We take the security of your personal information seriously. Jacobson Phillips PLLC implements reasonable physical, electronic, and administrative safeguards to protect your information from unauthorized access, disclosure, alteration, or destruction.
6. Attorney-Client Privilege
Please be aware that submitting an intake form or contacting our Firm does not by itself create an attorney-client relationship. An attorney-client relationship is only established through a signed engagement agreement. However, information you share with us during the intake process is treated with confidentiality consistent with the professional obligations of Florida attorneys under the Florida Rules of Professional Conduct.
7. Retention of Information
We retain your personal information for as long as necessary to evaluate your matter, fulfill our legal and professional obligations, and as required by applicable Florida law and bar regulations. If no attorney-client relationship is established, we will retain your intake information for a reasonable period consistent with our professional obligations and then securely dispose of it.
8. Your Rights
You have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request that we delete your information, subject to our legal and professional retention obligations
- Withdraw your inquiry at any time prior to the formation of an attorney-client relationship
To exercise any of these rights, please contact us using the information provided below.
9. Children’s Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have inadvertently collected information from a minor, please contact us immediately.
10. Changes to This Privacy Policy
Jacobson Phillips PLLC reserves the right to update or modify this Privacy Policy at any time. Any changes will be reflected by an updated effective date at the top of this document. We encourage you to review this policy periodically.
11. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us at:
Jacobson Phillips PLLC
2277 Lee Rd, Suite B, Winter Park, Florida 32789, United States
(321) 447-6461 | info@jacobsonphillips.com
For inquiries regarding your personal information, please contact our office directly.
This Privacy Policy is provided for informational purposes and does not constitute legal advice. Submitting information to Jacobson Phillips PLLC does not create an attorney-client relationship.
