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Privacy policy

How EzyBiz LEX collects, uses, stores and shares personal information, where it is stored, how long it is kept, and how to access, correct or delete it.

This policy explains how Avocado Pty Ltd (ACN 652 199 687, "Avocado", "we") handles personal information in connection with EzyBiz and EzyBiz LEX (the "Service"): the mobile app, the business phone line, the answering service, the integrations with practice management systems, and this website. We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Because the Service answers calls on behalf of a law firm, two kinds of people are covered: subscribers, the firms and staff who use the app, and callers, the people who ring or text a subscriber's number. Both are covered by this policy, as are visitors to this website.

1. What we collect

From subscribers

  • Account information: name, email address and the identifier from the Google or Microsoft account used to sign in; the personal mobile number used to receive transferred calls, verified by SMS code.
  • Firm configuration: the firm's name, practice areas, hours, locations, booking rules and the instructions given to the answering service.
  • Subscription information: the plan and its status, from the App Store or Google Play via RevenueCat. We do not receive card numbers.
  • Integration credentials: when a firm connects Smokeball, Clio or SharePoint, the access tokens needed to read contacts and matters and to write records. Tokens are stored encrypted and are readable only by our server-side functions.
  • Device and usage information: device type, operating system, app version, push notification tokens, crash and error reports, and usage analytics.

From callers and message senders

  • Call details: the calling number, the number called, the time and duration, and the outcome (answered, transferred, booked, message taken).
  • Transcripts and summaries: what was said on the call and a written summary. Calls the answering service handles are transcribed as they happen; calls the firm answers itself are transcribed after the call ends. Every caller is told at the start of the call that it is being transcribed. The transcript is used to route the call, write the summary and file the firm's record, then deleted from our storage as soon as it has been filed to the firm's practice management or document system. Until then it is kept, so the firm's record is never lost, and if the firm has no system connected it is deleted three months after the call. The summary is kept, and anything filed to the firm's own systems stays there under the firm's control.
  • Call audio: not kept by us. On calls the answering service handles, audio is processed live to hold the conversation and produce the transcript, and the voice provider deletes its copy within a day. Calls the firm answers itself are recorded, transcribed after the call ends, and the recording is then deleted. The app does not offer audio playback.
  • Turning transcription off: a caller can ask at any time for recording and transcription to stop. Nothing from that call is then kept in our systems beyond basic call details: the number, when the call happened and how long it lasted, and yes/no flags such as whether a call back was asked for, and what was captured before the request is deleted from our systems and our voice provider's. On a call the firm answers itself, the recording is then deleted unheard, so it never reaches the transcription or summary providers (Deepgram and OpenAI). Anything already filed to the firm's own practice management system or SharePoint library before the request stays there under the firm's control.
  • Messages: SMS sent to and from the business number.
  • Contact details: the caller's name, number, and other details they give, such as the matter they are calling about or the time they would like a call back; and contact records synced from the firm's practice management system.

From visitors to this website

  • Usage information: the pages you view, how you arrived, your approximate location, and your device and browser type, collected through Google Analytics.
  • Business identification: Apollo matches the IP address of a visit against a commercial database of business networks to tell us which organisation it is likely to have come from. It tells us that a firm looked at the site, not who you are. Apollo can also identify individual visitors in the United States. We have not turned that on; if we do, we will update this policy first.

Neither is connected to the answering service. Nothing collected here is matched to a caller, and nothing is written to a firm's practice management system. You can opt out of Google Analytics with Google's browser add-on, and the common content blockers stop both. The site works the same either way.

2. Why we collect it

We use personal information to provide the Service: to answer and route calls, take messages, make bookings, send and receive SMS, produce summaries and transcripts, file records to the firm's practice management system or SharePoint library, show caller identity and matter information to the firm, notify the firm of activity, bill subscriptions, provide support, and keep the Service secure and working. We also use aggregated, de-identified data to understand how the Service is used and to improve it. Website information tells us what is working on the site and which firms have taken an interest in the Service, so that we know who to follow up with.

We do not sell personal information and we do not use call content to advertise to anyone.

3. The answering service and legal matters

The answering service does not give legal advice and does not confirm whether any person is a client of the firm. Nothing about a matter is disclosed to a caller unless the firm has turned on verified matter conversations and the caller has proven possession of the mobile number on the firm's contact record by entering a one-time code. Any such disclosure is recorded on the call and noted in the filed record.

4. Who we share it with

We share personal information with service providers who help us run the Service, under contracts that restrict their use of it to providing the service to us:

  • Google Firebase: authentication, database, server-side functions, push notifications and crash reporting.
  • Twilio: phone numbers, call connection, SMS delivery and one-time verification codes.
  • Retell AI: the voice technology that powers the answering service. It receives the firm's configuration and the audio of calls the service handles in order to hold the conversation and produce the transcript, and deletes its copy of each call within a day.
  • Deepgram: transcribes calls the firm answers itself. Audio is sent for that transcription only, with Deepgram's model-improvement programme switched off.
  • OpenAI: writes the summary of calls the firm answers itself and picks out key facts such as dates. Under OpenAI's API terms this data is not used to train its models.
  • RevenueCat: subscription status, linked to the App Store or Google Play.
  • Sentry: error reports, which may include technical identifiers.
  • Google Analytics: how this website is used, for visitors to the website only.
  • Apollo: the IP address of a visit to this website, to identify the organisation behind it.
  • The firm's practice management system or Microsoft 365 tenant: Smokeball, Clio or SharePoint, when the firm has connected it. Records written there are governed by the firm's own agreement with that provider.

We may also disclose personal information where the law requires it, or to protect the rights and safety of users and the public.

5. Where it is stored

Summaries, messages and contact records, and transcripts for as long as they are kept, are stored in Australian data centres. Some of our providers process data in other countries, including the United States: the voice technology and telephony providers during a call, and the transcription and summary providers (Deepgram and OpenAI) after calls the firm answers itself. Website analytics and visitor identification are processed in the United States by Google and Apollo. Where that happens we take reasonable steps under APP 8 to ensure the recipient handles the information in accordance with the APPs. Our data residency page sets this out in more detail.

6. How long we keep it

  • Account data: for as long as the account is active, then deleted within 30 days of account deletion.
  • Call audio: not kept. Recordings of calls the firm answers are deleted once transcribed, and the voice provider's copy within a day.
  • Transcripts: deleted from our storage as soon as they are filed to the firm's practice management or document system, kept until then, and deleted three months after the call when the firm has no system connected. Copies the firm has filed to its own practice management system or SharePoint library remain there under the firm's control.
  • Summaries and messages: kept for one year from the date of the call or message, or until the account is deleted, whichever comes first. Records the firm has filed to its own practice management system or SharePoint library remain there under the firm's control.
  • Transcription and summary providers: for calls the firm answers itself, Deepgram receives the recording only to transcribe it, with its model-improvement programme switched off, and OpenAI may keep what it is sent for up to 30 days for abuse monitoring under its API terms; neither uses it to train models. The voice provider deletes its copy of each call within a day.
  • Aggregated analytics: de-identified and kept indefinitely.
  • Website analytics: held by Google and Apollo under the retention settings on our accounts with them, and not kept separately by us.

7. Security

Data is encrypted in transit and at rest. Access to production systems is limited to the people who need it and protected by multi-factor authentication. Integration tokens are stored so that only server-side functions can read them. We review our dependencies for known vulnerabilities and apply patches promptly. No system is perfectly secure, and if a breach is likely to cause serious harm we will notify affected people and the Office of the Australian Information Commissioner as the Notifiable Data Breaches scheme requires.

8. Your rights

You can ask us for access to the personal information we hold about you, ask us to correct it, ask us to delete it, ask for an export of your data, or withdraw consent to processing that depends on consent (which may mean you can no longer use the Service). Subscribers can delete their account from the app. Callers who want to know what a firm holds about them should contact the firm, which controls the records filed to its own systems; we will help the firm respond.

To make a request, email hello@avocadodigital.com.au. We respond within 30 days. If you are not satisfied with our response you can complain to the Office of the Australian Information Commissioner at oaic.gov.au.

9. Children

The Service is for businesses and is not directed at people under 18.

10. Changes

We will post changes to this policy on this page and update the date at the top. Material changes will be notified in the app.

11. Contact

Avocado Pty Ltd, Melbourne, Australia. Email hello@avocadodigital.com.au.