Privacy Policy

Effective date: June 8, 2026

⚠️ Draft — to be reviewed and finalized by legal counsel before launch.

BeyondMyBenefits (“we,” “us”) operates a free service that helps people see whether they may meet the general guidelines for a free case review by a participating disability law firm, and connects those who choose to be connected. We are a lead-generation/connection service — not a law firm, and not affiliated with the Social Security Administration (SSA) or any government agency. This policy explains what we collect and how we use it.

Information we collect

Screening answers you provide in the chat (e.g., work status, condition duration).
Contact details (name, phone, email).
Intake information, if you choose to complete it, which may include sensitive data such as Social Security Number, date of birth, medical conditions and providers, work and education history, and financial/household information.
Technical/attribution data such as a referral/click identifier, and basic device/usage data.

How we use it

To check whether you may meet the guidelines for a free case review.
To connect you with a participating disability law firm when you ask us to.
To operate, secure, and improve the service, and to meet legal obligations.

How we share it

Participating law firm: with your consent, we share your information with a participating disability law firm so they can contact you and evaluate your potential claim.
Service providers who help us operate the service (e.g., hosting), under appropriate safeguards.
Legal/safety reasons where required by law. We do not sell your personal information.

Communications & consent (TCPA)

If you provide a phone number and agree, you give prior express written consent for BeyondMyBenefits and a participating law firm (and those acting on their behalf) to contact you — including by automated dialing, text message, and artificial, prerecorded, or AI-generated voice, and AI-generated message content. This consent is not required to use the service. Message frequency may vary; message and data rates may apply. Reply STOP to opt out or HELP for help.

Automation & AI

Our intake assistant is automated. If an AI-generated voice is ever used on a call, the call will disclose that.

Data security

We use encryption in transit and at rest, and additionally encrypt particularly sensitive fields (such as Social Security Number). No method of transmission or storage is 100% secure.

Data retention & your choices

We keep information only as long as needed for the purposes above or as required by law. You may request access to or deletion of your information, and you may opt out of communications (reply STOP). To make a request, contact us below.

Children

The service is for adults and is not directed to children under 18.

Changes

We may update this policy; we’ll revise the effective date above.

Contact

Questions or requests: [email protected].