Legal Information
Privacy Notice
Effective date: [to be confirmed before publication]
Overview
This privacy notice describes how Soto Professional Group — operating through Soto Legal Counsel, LLC and Sierra Norte Advisory, LLC — handles information collected through this website. We take the privacy of visitors and prospective clients seriously and handle information with appropriate care and confidentiality.
Information We May Collect
When you submit an inquiry through this website, we may collect information you voluntarily provide — including your name, contact information, a description of your general inquiry, and any other details you choose to include in the submission. We do not collect payment information through this website.
This website uses Google Analytics 4 to collect anonymous, aggregate information about how visitors interact with the site, including general traffic patterns and page views. This analytics data is not linked to any personal information you submit through the intake form.
How We Use Information
Intake information is used solely to receive, review, and respond to your inquiry. It is reviewed by a team member to determine whether your matter may be within scope for one of our entities and to facilitate a potential engagement. We do not use intake submissions for marketing, solicitation, or unrelated outreach.
Analytics data is used only to understand aggregate website usage patterns. We do not link analytics data to intake submissions or personal information.
Disclosure and Third-Party Services
We use third-party tools — including Zapier, Airtable, and Vercel — to receive, route, and store intake submissions in the ordinary course of our intake workflow. These tools are used solely for intake processing and internal review. We do not sell, rent, license, or share personal information with third parties for marketing or commercial purposes.
We may disclose information where required by applicable law, court order, or regulatory authority.
Data Security
We take reasonable administrative and technical steps to protect the information you submit through this website, including transmission over encrypted connections. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.
Please do not submit highly sensitive financial, legal, personal, or confidential documents through the public intake form. If you need to share sensitive materials, please contact us directly to arrange a more appropriate channel.
Retention
We retain intake submissions for a reasonable period consistent with our intake review process and professional record-keeping obligations. Submissions that do not result in an engagement are retained only as long as necessary for legitimate internal review and compliance purposes.
Changes to This Notice
We may update this privacy notice from time to time. The most current version will be posted on this page with a revised effective date. We encourage you to review this notice periodically.
Contact
If you have questions about this privacy notice or how your information is handled, please contact us at [contact email — to be confirmed].
Disclaimer: Website use does not create an attorney-client, CPA-client, advisor-client, fiduciary, or confidential professional relationship. Submission of an inquiry does not create representation. No professional relationship is formed, and no work begins, until a conflict review is completed, an engagement is accepted, and written engagement terms are signed by the applicable entity.