INTAKE, PORTAL & APP PRIVACY · OCTOBER 15, 2026

About the information you share.

Sona Legal, operated by Law Office of David Crawford, LLC, uses the contact details and case information you choose to provide so the managing attorney and authorized firm staff can review your inquiry, discuss possible representation, and respond to you.

Your intake and case information.

We store submitted information in our firm's hosted database. Contact details, case answers, messages, and private organizer entries are encrypted before storage. They are not displayed on the public website. Authorized staff can review your intake, shared case information, service requests, and messages. Changes to shared case information may remain in the case history.

Unfinished intake answers stay in page memory. We do not save them in your browser's persistent storage. Closing or refreshing the page before submitting may clear your answers.

Dictation and language preferences.

Dictation is optional. Your browser or operating system may process microphone audio using its speech-recognition provider. We do not record or upload audio to our servers. Our site receives the resulting text, which you can review and edit before saving or sending. You can stop dictation at any time or type instead.

We save only your English or Spanish display preference in browser storage. Changing the display language does not translate your answers, messages, uploaded documents, or signed agreements.

Your portal account.

The portal uses a login cookie to keep you signed in. We store protected hashes of your password, recovery code, and session token. Keep your password and recovery code private. You can recover access with your saved recovery code. When email delivery is available, you can also request a single-use password-reset link. Resetting your password signs out existing sessions and replaces your recovery code.

Account emails contain a verification or reset link, or a notice directing you to the portal. They do not include case narratives, shared documents, or message contents. The email delivery service receives your email address and that limited message. The portal shows when email delivery is unavailable.

Your private organizer is for your own notes. Its entries are not included in the firm's case review screens or sent to our contact-management system. Use Messages for anything you want the attorney to review.

Documents and signed agreements.

Documents you upload in the Documents section are shared with authorized firm staff. Documents staff share with you are available after you sign in; internal firm documents are not included in your shared list. Uploaded document files are stored in private Google Cloud Storage; metadata, agreement terms, and audit records are held in the hosted database. Access requires authorization. File download and sharing actions may create a temporary copy on your device; copies you deliberately export to another app are subject to that app’s controls.

For electronic signatures, we retain the agreement version, the name and email used to sign, the signing time, consent, a protected hash of the network address, browser information, and an audit record. You can download the completed agreement after the client and firm have signed. Published terms cannot be silently changed; a revised agreement requires a new version.

Camera scanning and mobile app storage.

Camera access is optional and requested when you choose to take a photo or scan documents. The mobile apps use Apple VisionKit or Google ML Kit to scan and assemble pages into a PDF. Review the result before uploading it. Scanning does not perform legal analysis. Captures are not automatically submitted to your case. Temporary scanned and downloaded files are stored in app-private storage and cleared on sign-out or expiry; copies you export elsewhere are outside that cleanup. The app does not request contacts, precise location, or advertising-tracking access.

Assisted case preparation.

With your explicit permission, the firm may share your name, saved case answers, selected call transcripts, staff notes, and names of shared documents with OpenAI to prepare summaries, initial letters, and draft agreements for attorney review. Document contents, private organizer notes, and account contact and payment fields are excluded. Text you supply may contain personal or contact details. Choose or withdraw permission in Account & billing → Security → Draft preparation. The free workspace and manual preparation remain available if you decline. Withdrawal stops new and queued requests; it cannot recall information already sent. Existing drafts remain subject to the retention policy below. Generated material can contain errors and requires attorney review before release. Draft preparation does not itself publish a letter, send a message, sign an agreement, or start representation. The firm remains responsible for legal judgment.

Call me now.

If you request an immediate call, Retell and its phone and AI providers process your number, voice, and the case information you choose to share. The assistant confirms that it is a safe time and asks for recording and transcription consent before discussing your case. With your consent, we save a transcript and AI-generated summary, encrypted in our database, for authorized firm review. AI summaries may contain errors and are not legal advice. We do not automatically match a call to an existing client file using only a stated name or email.

We configure this intake agent so Retell retains basic call attributes rather than stored recordings and transcripts. We keep call status, request consent, and protected phone/network hashes to operate the service and limit abuse. You can decline, stop the call, or use the written intake instead.

After a consented intake call, we prepare a private case file from your answers. If you agree to a text at the end, our sign-in provider receives your phone number. During the temporary text-code setup, Twilio Verify sends a six-digit code that expires after ten minutes. When the Quo text-link service is enabled, Quo sends a one-use portal link that expires after one hour. Neither text includes your case narrative. Do not share your code or link. Completing text sign-in verifies control of that phone number, not your email address. An existing email-based account may require its usual sign-in before call notes can be connected. You can review and correct your saved information, review the firm’s standard agreement, choose payment or financing, or schedule an attorney call.

Booking your call.

Calendly handles scheduling under its own privacy policy. You can schedule from within our site or open Calendly in a separate tab. If you choose to prefill your contact details, we send your name and email to Calendly. We do not send your case narrative in the scheduling link.

Contact management.

When our HubSpot connection is enabled, we use it to manage inquiries and follow-up. It receives your contact name, email, phone number, selected case categories, intake reference, and a link that requires staff sign-in to open your case. We do not send case narratives, family details, messages, passwords, or private organizer entries to HubSpot.

Payments and financing.

When available, Stripe, Affirm and Klarna handle payment or financing on their secure pages under their own Stripe, Affirm and Klarna privacy policies. We may send your name, email, phone number, selected service, amount, and payment reference to the provider. We do not send case narratives. We store payment references and status, but do not collect card numbers or financing credentials in the portal.

Before representation begins.

Submitting information, creating an account, booking a call, or making a payment does not by itself create an attorney-client relationship. Representation begins under a signed engagement and retention agreement. Please do not put Social Security numbers, payment details, passwords, or copies of private records in the intake or messages.

The intake and portal are not monitored for emergency requests or immediate filing deadlines. For a time-sensitive inquiry, call 404-647-4753.

Questions about your information.

Contact Sona Legal at 404-647-4753 or write to 3343 Peachtree Rd NE, Suite 145 PMB 1342, Atlanta, GA 30326, to ask about access to or correction of your information, or to request its deletion. For account deletion, use Account & billing → Security → Delete account, or email staff@thecustodycenter.org. Read the deletion steps, processing timeframe, and retention information. Applicable recordkeeping duties may affect what we can delete.