PRIVACY POLICY
B. Joffrion Consulting, LLC
Effective Date: September 9, 2026
The Short Version
We collect what you give us to book, prepare for, and do the work, plus ordinary website analytics.
We do not sell your information, and we do not use it to target advertising.
If you become a client, the attorney-client privilege and Rule 1.6 of the Colorado Rules of Professional Conduct protect your information more than this Policy does, and they control.
We use software with artificial intelligence features, we do not put client confidential information into public consumer AI tools, and a licensed attorney reviews everything before it reaches you.
Please do not put the facts of your matter into a public AI tool yourself. A federal court has held those exchanges are not privileged.
The full Policy below controls.
B. Joffrion Consulting, LLC (“BJC,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through www.bjoffrionconsult.com (the “Site”), through our scheduling and intake tools, and in the course of providing our services, how we use that information, and the choices available to you.
1. Scope, and How This Policy Relates to Client Confidentiality
This Policy describes our handling of personal information generally. It is not a substitute for, and does not limit, the confidentiality obligations owed to clients.
If you become a client of BJC, information relating to your representation is protected by the attorney-client privilege, the work product doctrine, and Rule 1.6 of the Colorado Rules of Professional Conduct. Those protections are broader than this Policy, and they control where the two differ.
Nothing in this Policy authorizes disclosure of client confidences that professional obligations would prohibit.
Conversely, if you have not engaged BJC, information you send us is not automatically confidential and may not be privileged. See our Terms of Use before sending anything sensitive.
2. Information We Collect
Information you give us directly. Your name, email address, telephone number, mailing address, business or entity name, jurisdiction, and the substance of what you tell us when you complete a form on the Site, request or schedule a consultation, correspond with us, or engage us for services. If you engage us, this also includes the documents and information you provide for the matter.
Scheduling information. When you book a consultation, our scheduling provider collects the information you enter on the booking form, including your responses to any consent or intake questions, along with the date, time, and time zone of your appointment. If you provide a telephone number and agree to text messages, we use it to text you about your appointment and your matter.
Payment information. Payments are handled by third-party payment processors. We receive confirmation of payment and limited transaction details. We do not collect or store full payment card numbers or bank account credentials on our systems.
Referral directories. You may have found us through a third-party referral directory. Those sites are not law firms, do not provide the consultation, and are not paid for the booking. That site’s own privacy policy governs what it collects from you. We receive only the information you enter on our booking form. We do not request Social Security numbers or photo identification through the Site.
Information collected automatically. Our Site and its hosting and analytics providers may collect your IP address, browser type, device type, operating system, referring page, pages viewed, and dates and times of access.
Cookies and similar technologies. The Site and embedded third-party tools, including our scheduling widget, may set cookies. Most browsers let you refuse or delete cookies. Some Site features may not function properly if you do.
3. How We Use Information
We use personal information to:
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respond to your inquiries and schedule, prepare for, and conduct consultations;
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provide, deliver, and invoice for the services you request;
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run conflicts checks and verify identity and authority, as required before undertaking a representation;
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communicate with you about a pending matter, engagement, or transaction;
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send periodic updates, articles, and practice notes to those who have asked to receive them;
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operate, secure, maintain, and improve the Site;
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maintain records required for professional, insurance, tax, and accounting purposes; and
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comply with applicable law and professional obligations.
4. We Do Not Sell Your Personal Information
We do not sell personal information, and we do not share personal information with third parties for their own independent marketing purposes. We do not use client information to target advertising to you.
5. When We Share Information
Service providers. We use third-party providers for website hosting, scheduling, email delivery, document storage and cloud services, electronic signature, payment processing, research, and practice management. These providers may access personal information only to perform services for us.
Third-party products we resell. If you purchase a product that we resell rather than produce, including our estate plan package, we provide the third-party platform with the information necessary to activate your account. Once activated, your relationship with that platform is governed by its terms and privacy policy, and BJC does not control its handling of your information.
Professional advisors and other participants in your matter. With your direction or authorization, we may share information with your accountant, registered agent, lender, counterparty, other counsel, or similar participants.
Legal and professional requirements. We may disclose information where required by law, subpoena, court order, or applicable rules of professional conduct, or where necessary to establish or defend a legal claim, subject at all times to the confidentiality obligations described in Section 1.
Business changes. If our practice is merged, sold, or transferred, client files and related information may transfer as part of that change, subject to the notice and consent requirements imposed by applicable professional rules.
6. Email, Text, and Electronic Communication
Email and text messages are not secure. Ordinary email travels across networks we do not control and can be intercepted, misdirected, or retained by intermediaries. By corresponding with us electronically, you accept that risk. If a matter calls for a more secure channel, tell us and we will arrange one.
We will send you administrative and matter-related messages, including scheduling confirmations, invoices, and communications about your engagement. These are not marketing messages, and you cannot opt out of them while an engagement is active.
7. Marketing Communications and Your Choices
We send occasional updates only to people who have asked to receive them. You can withdraw that consent at any time by using the unsubscribe link in any such message or by writing to info@bjoffrionconsult.com. We treat consent to email and consent to text messages separately, and opting into one does not opt you into the other.
Withdrawing marketing consent does not end an existing engagement or stop communications about a pending matter.
8. Data Retention
We retain client files for ten years after a matter ends, as provided in Rule 1.16A of the Colorado Rules of Professional Conduct, unless your engagement agreement provides otherwise, and we retain related business records for the period required by our insurance and tax obligations.
We then dispose of them in a manner consistent with those obligations. Inquiries that do not result in an engagement are retained as needed to run conflicts checks and to document that no representation was undertaken. Marketing contact information is retained until you unsubscribe.
9. Security
We use administrative, technical, and physical safeguards designed to protect personal information, including access controls and email and cloud storage providers that encrypt data in transit and at rest. No system is perfectly secure, and we cannot guarantee that information will never be accessed, disclosed, altered, or destroyed by a breach of our safeguards.
10. Technology and Artificial Intelligence in Our Practice
We use software tools, including tools with artificial intelligence features, in research, drafting, review, summarization, document comparison, transcription, and administrative work. We tell you this plainly because it affects your information and because you are entitled to ask about it.
The following commitments apply to every matter:
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A licensed attorney reviews and approves every deliverable before it is provided to you. No document, analysis, or recommendation reaches you on the strength of an automated output alone.
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We exercise independent professional judgment in your matter, and we remain fully responsible for our work product regardless of the tools used to produce it.
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We do not enter client confidential information into publicly available consumer artificial intelligence tools.
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Where a tool is used with information relating to a matter, we use reasonable efforts to select providers whose terms restrict access to and use of that information, including terms providing that submitted information is not used to train publicly available models.
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We do not use automated tools to make decisions about you that produce legal or similarly significant effects, and we do not use them to determine whether to accept a matter.
If you would like to know what tools are used on your matter, ask and we will tell you. If you prefer that a particular category of tool not be used, tell us before the work begins and we will either accommodate the request or tell you that we cannot, so you can decide how to proceed.
A caution about your own use of these tools. Information you enter into a publicly available artificial intelligence tool is generally not privileged and may be retained by the provider. A federal court has so held, finding that a party’s exchanges with a public tool about a pending matter were neither privileged nor protected work product (United States v. Heppner, S.D.N.Y. Feb. 17, 2026). Please do not enter facts, documents, or strategy relating to your matter into a public tool, and tell us if you already have.
11. Your Rights
Depending on where you live, you may have the right to request access to the personal information we hold about you, to request correction or deletion, to obtain a portable copy, to opt out of targeted advertising and profiling, and to appeal a denial of any of these requests. We do not engage in targeted advertising, the sale of personal information, or profiling that produces legal or similarly significant effects.
To make a request, write to info@bjoffrionconsult.com. We will verify your identity before responding. We will not discriminate against you for exercising these rights.
These rights are subject to important limits. We cannot delete or release information where retention or withholding is required by the attorney-client privilege, the Colorado Rules of Professional Conduct, our record-retention obligations, or the rights of another person, including another party to a shared engagement.
Visitors outside the United States. Our Site is operated in the United States, and information you submit is stored and processed here. Privacy laws in the United States may differ from those in your country. Where the European Union or United Kingdom data protection law applies to a particular engagement, we process personal information as necessary to perform our contract with you, to comply with legal obligations, on the basis of your consent for marketing, and for our legitimate interests in operating a professional practice.
12. Children
The Site is directed to businesses and adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us with personal information, write to info@bjoffrionconsult.com and we will delete it.
13. Third-Party Sites
The Site may link to third-party websites, platforms, and scheduling or payment tools. We do not control those sites and are not responsible for their content or privacy practices. Review their policies before providing information.
14. Changes to This Policy
We may update this Policy from time to time. The Effective Date above reflects the most recent version. Material changes will be posted on this page. Your continued use of the Site after an update constitutes acceptance of the revised Policy.
15. Contact
B. Joffrion Consulting, LLC
1500 N Grant St Ste N
Denver, CO 80203