CaseLynx Privacy Policy

Oct 12, 2026

CaseLynx, Inc. does not sell your personal information, and it does not share mobile phone numbers or text-message consent data with third parties for marketing. This policy explains what we collect, how we use it, and how our text messaging program works.

1. Who We Are and What This Policy Covers

CaseLynx, Inc. ("CaseLynx," "we," "us," or "our") is a Delaware corporation based in Florida. We operate a medical-legal marketplace that connects defense law firms and insurance carriers with physicians for Compulsory Medical Examinations (CMEs), Independent Medical Examinations (IMEs), and medical record reviews.

This Privacy Policy applies to personal information we collect through our website, our platform, email, phone, and text messages (SMS/MMS) from:

• Physicians and other medical experts on our panel or applying to join it

• Attorneys, paralegals, and staff at law firms

• Claims professionals and staff at insurance carriers and other business customers

• Visitors to our website

We provide services to businesses and professionals. We do not offer our services to consumers, and we do not market to individuals for personal, family, or household purposes.

2. Information We Collect

We collect the following categories of information.

Information you give us. This includes your name, title, employer or practice, business email address, business and mobile phone numbers, business address, professional credentials and licensure (for physicians), specialty and availability, billing and payment details, and anything you include in messages or forms you send us.

Mobile phone numbers and text-messaging consent data. When you give us a mobile phone number and agree to receive texts, we collect the number, the date and time of your consent, the form or method you used to consent, and your opt-in and opt-out history. We refer to this as "SMS opt-in data."

Information about your use of our website and platform. This includes IP address, browser and device type, pages viewed, and referring pages, collected through cookies and similar technologies.

Case information. To run a matter on our platform, a law firm or carrier may give us case details and medical records. We handle those records under our customer and expert agreements and applicable law, and they are outside the scope of text messaging (see Section 4).

We do not knowingly collect Social Security numbers, financial account credentials, or health information through our website forms or by text.

3. How We Use Information

We use the information we collect to:

• Operate the marketplace, including matching cases with physicians, scheduling examinations and record reviews, and delivering reports

• Communicate with you about your account, cases, scheduling, availability, deliverables, and invoices

• Send you service updates and, where you have agreed, informational or promotional messages about CaseLynx services

• Process payments and maintain business records

• Verify credentials and screen physicians for the panel

• Secure our platform, prevent fraud, and enforce our agreements

• Meet legal, tax, and regulatory obligations

• Improve our website and services

We use mobile phone numbers and SMS opt-in data only to send the text messages described in Section 4 and to keep records of your consent.

4. Text Messaging (SMS/MMS) Program

CaseLynx sends text messages to physicians, law firms, and insurance carriers who have given us their mobile number and agreed to receive them.

How you consent. You opt in by (a) checking the consent box on a CaseLynx web form that links to this Privacy Policy, (b) giving us written or electronic consent in a signed agreement or onboarding form, or (c) texting a keyword to our number. Consent to receive texts is not a condition of purchasing any service or of joining our panel.

What we send. Messages relate to your business with CaseLynx:

• Case and scheduling messages: new case offers, appointment and examination confirmations, reminders, and changes

• Account and billing messages: document and report availability, invoice and payment notices

• Service updates and occasional informational or promotional messages about CaseLynx, where you have agreed to receive them

How often. Message frequency varies with your account and case activity.

Cost. Message and data rates may apply, according to your mobile plan.

Opt out at any time. Reply STOP to any message to cancel. We will send one confirmation text, and then no further messages unless you opt back in. You can also email us at the address in Section 10.

Get help. Reply HELP to any message, or contact us at the address or number in Section 10.

No medical records by text. We will not ask you to send protected health information, medical records, or case documents by text, and our texts will not include them. Please do not send them to us this way. Case materials move through our secure platform.

Carriers. Wireless carriers and their affiliates are not liable for delayed or undelivered messages.

5. Mobile Information Will Not Be Shared or Sold

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. We do not sell, rent, or share mobile phone numbers or text-messaging opt-in data and consent with any third party for their marketing purposes.

This applies to all text messaging originator opt-in data and consent. Whatever other sharing this Policy describes, it does not include your mobile phone number or your SMS opt-in data.

The only parties that handle your mobile number are our messaging platform provider and the wireless carriers that transmit our messages. They act on our behalf and only to deliver the messages you asked to receive. They may not use your number for their own marketing.

6. How We Share Other Information

We do not sell personal information. We share information, other than mobile numbers and SMS opt-in data, only in these cases:

• Marketplace participants. To make a match, we share business contact details and professional information between the parties to a case, such as a physician's profile and availability with the requesting law firm or carrier.

• Service providers. We use vendors for payment processing, accounting, payroll, cloud hosting, email, and customer support. They may use the information only to serve us and must protect it.

• Legal and safety reasons. We may disclose information to comply with law, a subpoena, or a court order, to enforce our agreements, or to protect the rights, property, or safety of CaseLynx, our users, or others.

• Business transfers. If CaseLynx is involved in a merger, financing, or sale of assets, information may transfer to the successor, subject to this Policy. Mobile numbers and SMS opt-in data remain protected by Section 5.

• With your consent. We share information when you ask us to.