Privacy Statement

Effective Date: 07/01/25 Last Updated: 07/08/25

Introduction

Transaction Advisors Group, LLC ("we," "us," or "our") is committed to protecting the privacy and confidentiality of our clients and website visitors. This Privacy Statement explains how we collect, use, disclose, and safeguard your information when you visit our website www.tag.legal or engage our legal services.

Information We Collect

Personal Information

We may collect the following types of personal information:

· Contact Information: Name, email address, phone number, mailing address

· Professional Information: Company name, job title, industry

· Legal Matter Information: Details about your legal needs and related documentation

· Financial Information: Billing information, payment details (processed through secure third-party payment processors)

· Communication Records: Emails, phone calls, meeting notes, and other correspondence

Website Usage Information

When you visit our website, we automatically collect:

· Technical Information: IP address, browser type, device information, operating system

· Usage Data: Pages visited, time spent on site, referral sources, clickstream data

· Cookies and Tracking Technologies: As described in our Cookie Statement below

How We Use Your Information

We use collected information for the following purposes:

Legal Services

· Providing legal representation and counsel

· Analyzing legal issues and developing case strategies

· Communicating with clients about their matters

· Preparing legal documents and correspondence

· Billing and payment processing

Website and Business Operations

· Improving our website functionality and user experience

· Responding to inquiries and providing information about our services

· Marketing our legal services (with your consent where required)

· Complying with legal and regulatory requirements

· Maintaining security and preventing fraud

Use of Artificial Intelligence

We may use Artificial Intelligence ("AI") technology to support the processing of your data for the purposes permitted in this Privacy Statement. All such AI technology is subject to prior evaluation to meet applicable ethical, legal and contractual requirements including in respect of data privacy and information security.

Legal Basis for Processing

We process your personal information based on:

· Contractual Necessity: To provide legal services and fulfill our professional obligations, including sharing such data with co-counsel that are subject to duties regarding your data that are consistent with this Privacy Statement

· Legitimate Interests: To operate our business, improve our services, and maintain client relationships

· Legal Obligations: To comply with legal, regulatory, and professional requirements

· Consent: Where you have provided explicit consent for specific processing activities

Information Sharing and Disclosure

Attorney-Client Privilege

Information protected by attorney-client privilege will only be disclosed as permitted by law or with your explicit consent.

Third-Party Service Providers

We may share information with trusted third parties who assist in our operations, including:

· IT service providers and cloud storage vendors

· Payment processors and billing services

· Court reporters and expert witnesses

· Document review and litigation support services

All third parties are contractually required to maintain confidentiality and use information only for specified purposes.

Legal Requirements

We may disclose information when required by law, including:

· Court orders and legal process

· Government investigations and regulatory requests

· Prevention of fraud or illegal activities

· Protection of our rights and safety

Business Transfers

In the event of a merger, acquisition, or sale of assets, client information may be transferred subject to appropriate confidentiality protections.

Data Security

We implement comprehensive security measures to protect your information:

· Encryption: Data is encrypted in transit and at rest

· Access Controls: Restricted access on a need-to-know basis

· Network Security: Firewalls, intrusion detection, and secure networks

Data Retention

We retain information for as long as necessary to:

· Provide ongoing legal services

· Comply with professional and legal obligations

· Resolve disputes and enforce agreements

· Meet statute of limitations requirements

Client files are typically retained for 7 years after matter conclusion, unless longer retention is required by law or professional rules.

Your Rights and Choices

Depending on your location, you may have the following rights:

Access and Correction

· Request access to your personal information

· Request correction of inaccurate information

· Obtain copies of your data

Data Portability and Deletion

· Request transfer of your data to another provider

· Request deletion of your information (subject to legal and professional obligations)

Marketing Communications

· Opt out of marketing emails and communications

· Update your communication preferences

Cookies and Tracking

· Manage cookie preferences through your browser settings

· Opt out of certain tracking technologies

To exercise these rights, contact us using the information provided below.

Cookies and Tracking Technologies

Types of Cookies We Use

· Essential Cookies: Required for website functionality

· Analytics Cookies: Help us understand website usage and improve performance

· Marketing Cookies: Used for targeted advertising and marketing campaigns

Managing Cookies

You can control cookies through your browser settings. Note that disabling certain cookies may affect website functionality.

Third-Party Tracking

Our website may include third-party tracking technologies from services like Google Analytics. These services have their own privacy policies governing data use.

International Data Transfers

If you are located outside the United States, your information may be transferred to and processed in the United States. We ensure appropriate safeguards are in place for international transfers.

Children's Privacy

Our website and services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Privacy Statement

We may update this Privacy Statement periodically. Material changes will be posted on our website and communicated to clients as appropriate. The effective date at the top of this statement indicates when it was last updated.

State-Specific Privacy Rights

California Residents (CCPA)

California residents have additional rights under the California Consumer Privacy Act, including:

· Right to know what personal information is collected

· Right to request deletion of personal information

· Right to opt out of sale of personal information

· Right to non-discrimination for exercising privacy rights

We do not sell personal information to third parties.

European Union Residents (GDPR)

EU residents have additional rights under the General Data Protection Regulation, including enhanced rights to access, rectification, erasure, and data portability.

Contact Information

For questions about this Privacy Statement or to exercise your rights, please contact us:

Transaction Advisors Group, LLC
1422 West Altgeld Street
Chicago, IL 60614
+1 (773) 318-9009

www.tag.legal

Privacy Officer:  

Samuel G. Kramer
Founding Member
Transaction Advisors Group, LLC
1422 West Altgeld Street
Chicago, Illinois 60614, USA
sam@tag.legal

www.tag.legal

This Privacy Statement supplements but does not replace the attorney-client privilege, professional confidentiality obligations, or any written engagement agreements between Transaction Advisors Group, LLC and its clients.