Introduction

This Privacy Policy outlines how AgentLawDesk (“we”, “our”, “the Platform”) collects, processes, and protects personal data from individuals and organizations engaging with our legal services, specifically tailored for real estate agents, property consultants, and real estate agencies operating within Switzerland. This policy is intended for professionals using our platform for legal consultation, document drafting, contract negotiation, and compliance support.

Privacy Policy

We process personal data solely to provide legal services efficiently and in compliance with applicable Swiss laws and ethical obligations. The following categories of data may be collected and processed:

Contact Information: full name, business address, phone number, email

Professional Identification: license or regulatory status, firm affiliation

Real Estate Documents: contracts, mandates, disclosures, agency agreements

Legal Context: case details, supporting materials, correspondence

Billing and Payment: VAT numbers, payment confirmations, bank details

Technical Data: browser type, device ID, IP address, access logs

Data is collected via secure online forms, appointment scheduling tools, email communications, and client-attorney interactions. It is retained only for as long as necessary to fulfill the legal and contractual obligations or as mandated by Swiss regulatory frameworks, such as the Code of Obligations and the Federal Data Protection Act (revFADP).

GDPR

While we primarily operate under Swiss jurisdiction, AgentLawDesk aligns with the principles of the EU General Data Protection Regulation (GDPR) for users accessing our services from the EU. Under the GDPR, clients have the right to:

Be informed about how their data is used

Access their personal data

Correct or delete their data

Object to or restrict processing

Port their data upon request

Withdraw consent at any time

Lodge a complaint with a supervisory authority

We rely on the following legal bases for processing:

Performance of a contract (e.g. legal service provision)

Legal obligations (e.g. KYC, archiving requirements)

Legitimate interests (e.g. internal quality control, fraud prevention)

Consent (for optional features, marketing, or third-party collaboration)

Cookie Policy

4.1 Types of cookies used

AgentLawDesk uses cookies in a limited and transparent manner to improve the user experience:

Strictly Necessary Cookies: essential for secure login and session integrity

Functional Cookies: remember user preferences and language settings

Analytical Cookies: monitor site performance and navigation behavior (aggregated and anonymized)

No advertising or behavioral tracking cookies are employed

4.2 How to disable cookies

Users can control or delete cookies through their browser settings. However, disabling strictly necessary cookies may limit access to key platform features such as secure document sharing or booking legal consultations.

Third-Party Disclosure

We do not sell or rent personal data to any external party. Data may only be shared under the following circumstances:

With contractually bound legal professionals, such as notaries or co-counsel

With IT service providers hosting secure infrastructure in Switzerland or the EU

With payment processors that meet PCI-DSS standards

With public or regulatory authorities when legally required (e.g., FINMA, cantonal real estate regulators)

Each partner undergoes data protection due diligence and is obligated to ensure confidentiality and data minimization.

Data Security Measures

AgentLawDesk is committed to safeguarding all legal and professional data with the highest security standards:

Servers hosted in ISO 27001-certified data centers in Switzerland

Data encryption in transit (TLS 1.3) and at rest (AES-256)

Multi-level access control with two-factor authentication

Regular system audits, intrusion detection, and compliance assessments

Logging and traceability of data access by internal personnel

Staff bound by professional secrecy and continuous privacy training

Effective Date

This Privacy Policy is effective as of June 24, 2025. AgentLawDesk reserves the right to update this policy to reflect changes in law or service practices. Users will be notified via the platform or email regarding any substantial modifications. Continued use after such updates constitutes acceptance of the revised policy.