Last updated: June 2026
On behalf of the law firms that use our service, we process matter and contact data from connected case-management systems (e.g., Clio): client names, phone numbers, email addresses, matter stage, and practice area. We also store the messages we send and their delivery status.
Solely to deliver case-status notifications to a firm's clients and to display a private progress timeline. We do not sell personal data or use it for advertising.
OAuth tokens are encrypted at rest. Timeline links use long, random, revocable tokens and are not indexed. Access is isolated per firm. We never log message contents or credentials.
Clients can opt out of SMS at any time by replying STOP. Firms are responsible for obtaining client consent to be contacted.
Firms can disconnect at any time, which revokes our access and timeline links. To request deletion of specific data, email hello@getdocka.com and we will remove it within 30 days.