GDPR HIPAA and State Bar Marketing Protocols

Acquimate.io Compliance Report

As an AI automation, lead generation, and marketing services provider, Acquimate.io is deeply committed to upholding stringent data protection and marketing compliance standards. This report outlines our approach to adhering to the General Data Protection Regulation (GDPR), the Health Insurance Portability and Accountability Act (HIPAA), and various state bar marketing rules, ensuring our operations and client services meet the highest legal and ethical benchmarks.

GDPR (General Data Protection Regulation) Compliance

Scope and Principles: GDPR applies to the processing of personal data of individuals within the European Union, irrespective of our physical location. Acquimate.io operates under core GDPR principles including lawfulness, fairness, transparency, purpose limitation, data minimization, accuracy, storage limitation, integrity, and confidentiality.

Acquimate.io's Approach:

• Legal Basis for Processing: We ensure that all data processing activities have a valid legal basis, primarily relying on clear, freely given, specific, informed, and unambiguous consent for marketing communications facilitated through our platform.

• Data Subject Rights: Our platform and internal protocols support data subject rights, enabling individuals to access, rectify, erase, or restrict the processing of their personal data. We provide mechanisms for easy opt-in and opt-out, and clear privacy notices.

• Security Measures: Acquimate.io implements robust technical and organizational security measures, including data encryption, to protect personal data against unauthorized access, disclosure, alteration, and destruction.

• Data Breach Notifications: In the unlikely event of a data breach involving personal data, Acquimate.io is prepared to report to relevant supervisory authorities within 72 hours, as required by GDPR.

• Privacy by Design: Privacy considerations are integrated into the design and development of all Acquimate.io products and services, ensuring data protection is foundational, not an afterthought.

HIPAA (Health Insurance Portability and Accountability Act) Compliance

Scope and Requirements: HIPAA primarily governs the privacy and security of Protected Health Information (PHI) for healthcare providers, health plans, and healthcare clearinghouses in the US. While Acquimate.io is not a covered entity, we understand our role as a potential Business Associate when serving healthcare clients.

Acquimate.io's Approach:

• Safeguards for PHI: We implement administrative, physical, and technical safeguards to protect any PHI that may be processed through our platform on behalf of our healthcare clients. This includes strict access controls, limiting PHI access to authorized personnel only.

• Client Confidentiality: All client and lead data, including any PHI our clients manage, is treated as strictly confidential and is protected by comprehensive service agreements. We explicitly state that we do not sell or share this data.

• Business Associate Agreements (BAAs): We are prepared to enter into Business Associate Agreements with our healthcare clients as required, outlining our responsibilities and safeguards for handling PHI.

• Marketing Implications & Tracking: Acquimate.io advises clients on the specific rules regarding the use of PHI for marketing purposes, emphasizing the necessity of obtaining proper consent. We are cautious about the use of website tracking technologies to ensure they do not inadvertently collect and share PHI without appropriate authorization.

• Client Responsibility: We clarify that clients are ultimately responsible for their HIPAA compliance based on their specific intake and use of the Acquimate platform.

State Bar Marketing Compliance

Scope and Considerations: State bar rules in the US specifically regulate attorney advertising and marketing materials, varying by jurisdiction. Acquimate.io's tools are designed to support our law firm clients in meeting these diverse requirements.

Acquimate.io's Approach:

• Truthful and Non-Misleading Advertising: Our lead generation and marketing services are built to facilitate truthful and non-misleading communications, aligning with the ethical obligations of legal professionals.

• Compliance-Oriented Tools: Acquimate.io's platform incorporates features and recommendations that assist clients in including necessary disclaimers related to fees, past results, or other required disclosures.

• Support for Compliant Language: We recommend and provide example opt-in language that helps law firms ensure their marketing communications comply with state-specific consent requirements and prohibitions on certain language or claims of specialization.

• Client Responsibility: While Acquimate.io provides tools and guidance, we emphasize that attorneys are responsible for the content of their marketing materials and for ensuring their websites, social media, and all other marketing activities fully comply with the specific rules of their respective state bar. All our tools are built in alignment with ABA rules and state-specific regulations.

Compliance Summary

Acquimate.io is dedicated to providing AI automation, lead generation, and marketing services that are not only effective but also fully compliant with the complex landscape of data protection and marketing regulations. By understanding and proactively addressing the distinct requirements of GDPR, HIPAA, and state bar marketing rules, we empower our clients to operate confidently and ethically, ensuring data is collected, used, and protected responsibly.