Privacy Policy

Last updated: March 2026

OKLegal ("we", "our", or "the Platform") operates the website oklegal.io and the legal management software available at that domain. This Privacy Policy describes how we collect, use, store, and protect your personal information, in compliance with Law No. 8968 — Protection of Individuals Against the Processing of Their Personal Data of Costa Rica and the equivalent principles of the European Union's General Data Protection Regulation (GDPR).

By registering for and using OKLegal, you agree to the terms of this Policy. If you do not agree, please do not use the Platform.

1. Data We Collect

We collect the following types of information:

Account and profile data

Full name, email address, firm name, country, time zone, phone number (optional), and profile photo (optional). This data is required to create and manage your account.

Billing and payment data

OKLegal uses Stripe as its payment processor. We do not store full credit card numbers or banking details on our servers. Stripe provides us with a payment token and the last four digits of the card for identification purposes. See Stripe's privacy policy at stripe.com/privacy.

Usage and telemetry data

Access logs (IP address, browser type, operating system, pages visited, date and time of access), feature usage metrics, and error logs. We use this data to improve the Platform and diagnose technical issues.

Client and case data

The information you enter about your clients, cases, documents, and communications within OKLegal is treated as data entrusted to us under your responsibility as Data Controller. OKLegal acts as a Data Processor with respect to such data. This data is not analyzed or used for any purpose other than delivering the contracted service.

Communication data (Nylas)

If you connect your email or calendar account through Nylas, OKLegal accesses only the data you expressly authorize: emails associated with cases and relevant calendar events. Nylas acts as a sub-processor. See their policy at nylas.com/privacy-policy.

2. How We Use Your Data

  • To provide, maintain, and improve the OKLegal service.
  • To process payments and manage subscriptions through Stripe.
  • To send transactional notifications (account confirmations, invoices, deadline alerts).
  • To respond to support inquiries and technical assistance requests.
  • To detect and prevent fraud, abuse, and unauthorized access.
  • To comply with applicable legal and regulatory obligations.
  • To send marketing communications (only with your express consent, always with an unsubscribe option).

Artificial Intelligence: OKLegal uses Claude from Anthropic as its AI provider for document drafting assistance and analysis features. Texts sent to the model are anonymized to the extent possible and are not used to train external models. See Anthropic's privacy policy (anthropic.com/privacy).

3. Legal Basis for Processing

Under Article 5 of Law 8968 and equivalent GDPR principles, the processing of your personal data is based on the following legal grounds:

Purpose Legal basis
Providing the contracted service Contract performance (art. 5.b Law 8968 / art. 6.1.b GDPR)
Payment processing Contract performance
Security and fraud prevention Legitimate interest (art. 5.f Law 8968 / art. 6.1.f GDPR)
Marketing communications Express consent (art. 5.a Law 8968 / art. 6.1.a GDPR)
Compliance with legal obligations Legal obligation (art. 5.c Law 8968 / art. 6.1.c GDPR)

4. Sharing Data with Third Parties

OKLegal does not sell or rent your personal data. We share information only with the following sub-processors, under confidentiality agreements and only to the extent strictly necessary:

Stripe

Payment processing and subscription management. Receives billing data needed to process charges.

Nylas

Email and calendar synchronization, only when the user activates this integration.

Anthropic

AI provider (Claude) for document drafting assistance and analysis features.

Cloud

Cloud infrastructure providers (servers, file storage, databases). All operate under data processing agreements with equivalent security controls.

DocuSign / OpenSign

E-signature providers when the user selects these methods to sign documents.

We may also disclose data as required by a court order, competent authority, or to protect the legal rights of OKLegal or its users.

5. Data Retention

We retain your data for as long as your account is active and for the additional period necessary to fulfill legal obligations or resolve disputes:

  • Active account data: while the account is active and 90 days after cancellation to allow restoration.
  • Billing data: 7 years from the transaction date, in accordance with Costa Rican tax law.
  • Audit logs: 2 years from the log generation date.
  • Deleted data: purged from our systems within 30 days of a deletion request, except where the law requires retention.

6. Data Security

OKLegal implements appropriate technical and organizational measures to protect your personal data, including:

  • Encryption of data in transit using TLS 1.3.
  • Encryption of sensitive data at rest (including e-signature tokens).
  • Two-factor authentication (2FA/TOTP) available for all accounts.
  • Role-based access control with privilege separation.
  • Audit log of sensitive actions.
  • Regular backups with a minimum 30-day retention period.

No system is completely invulnerable. In the event of a security breach affecting your personal data, we will notify you in accordance with the timelines established by Law 8968 and, where applicable, the GDPR (72 hours to the supervisory authority; without undue delay to affected individuals).

7. Your Rights as a Data Subject

Under Law 8968 and GDPR principles, you have the following rights regarding your personal data:

Access

Request a copy of the personal data OKLegal holds about you.

Rectification

Correct inaccurate or incomplete data. You can update most data directly from your profile.

Erasure ("right to be forgotten")

Request deletion of your data when it is no longer necessary for the purpose for which it was collected.

Portability

Receive your data in a structured, commonly used, machine-readable format (CSV/JSON). Available under Settings → Export.

Objection

Object to the processing of your data for direct marketing purposes at any time.

Restriction

Request that we restrict the processing of your data while a dispute about its accuracy or lawfulness is being resolved.

To exercise any of these rights, send a request to [email protected]. We respond within a maximum of 30 business days.

8. Cookies and Tracking Technologies

OKLegal uses strictly necessary cookies for the Platform to function (user session, language preferences, CSRF token). We do not use third-party tracking cookies for advertising purposes.

Type Purpose Duration
Session Maintain authenticated session Session / 7 days (remember me)
CSRF Cross-site request forgery protection Session
Preferences Language and UI settings 1 year
Cookie consent Records your cookie banner choice 1 year

9. International Data Transfers

Some of our sub-processors (Stripe, Nylas, Anthropic, cloud infrastructure providers) operate in the United States and other countries outside Costa Rica. By using OKLegal, you consent to your data being transferred to those countries.

For users in the European Union, these transfers are supported by Standard Contractual Clauses (SCCs) or other GDPR-recognized transfer mechanisms. For users in Costa Rica, transfers are made in accordance with Article 14 of Law 8968, which allows transfers to countries with an adequate level of protection or under equivalent contractual safeguards.

10. Minors

OKLegal is directed exclusively at legal professionals aged 18 and over. We do not intentionally collect data from minors. If you are aware that a minor has provided data without parental consent, please contact us for deletion.

11. Changes to This Policy

We may update this Privacy Policy periodically. When we make material changes, we will notify you by email and/or through a prominent notice on the Platform at least 15 days in advance. Your continued use of OKLegal after the effective date of the changes constitutes your acceptance of them.

12. Contact and Supervisory Authority

For inquiries, to exercise your rights, or to report a privacy issue, contact us:

OKLegal — Data Controller

Email: [email protected]

Website: oklegal.io

If you are not satisfied with our response, you may file a complaint with the Agencia de Protección de Datos de los Habitantes (PRODHAB) of Costa Rica, the competent data protection authority in the country. For EU users, you may contact the supervisory authority in your country of residence.