UpLevel Ops, LLC
Legal Privacy Policy

LAST UPDATED on January 15, 2026

UpLevel Ops, LLC (“ULO” or “we”) leads the evolution of the legal operations practice. Our website at www.uplevelops.com (the “Site”) provides information about various lines of service (including all related features and services, collectively, the “Services”). ULO is a team of trusted advisors providing practical guidance, mentorship, and custom, high-end serviceWe partner with clients to craft actionable solutions and create a roadmap to success that empowers teams with best practices, tools, and workflows tailored to their unique business objectives.
 

The Site also includes original thought leadership, research commentary, and educational content related to legal operations, leadership, and organizational readiness.
 

We are a legal operations consulting firm committed to protecting the privacy of individuals who come to the Site. We may collect information about you in connection with your interest in the Services. This Privacy Statement describes ULO’s privacy practices in relation to the collection of your information and use of our Site. By providing Personal Information (defined below) to us, you agree to the terms and conditions of this Privacy Policy.
 

PERSONAL INFORMATION
What is Personal Information?
“Personal Information” is information that identifies you as an individual, which may include your name, email address, telephone number, mailing address, job title, company, and other information you choose to provide when you contact us or request information. Payment information, if any, is processed by third-party payment processors. ULO does not store complete credit card numbers.
 

If you provide any Personal Information relating to other people to us or to our service providers, you represent that you have the authority to do so and permit us to use the information in accordance with this Privacy Policy.

 

How Personal Information May Be Collected
We and our service providers may collect Personal Information in a variety of ways, including:

• Through the Service: When you request information about the Services we may collect Personal Information, for example, contact information or other identifying information about you and your organization.
• Offline: We may collect Personal Information from you offline, such as when you attend an in-person event or contact any of our trusted advisors through the links on the Site.
• From Other Sources: We may receive Personal Information from publicly available professional sources, event platforms used for Virtual Events, or professional referrals in a business context.

 

How Personal Information May be Used
We and our service providers may use Personal Information for the following purposes:

• To respond to inquiries submitted through the Site and provide information about ULO’s Services.
• To communicate with you about events, publications, newsletters, and updates you have requested or opted into.
• To manage professional relationships and communications through our customer relationship management system.
• For internal business purposes, such as analyzing engagement trends, improving Site functionality, and developing thought leadership and educational content.

 

How Personal Information May Be Disclosed
Your Personal Information may be disclosed:

• To our third-party service providers who provide services to support the Service such as video streaming, account and platform management, data analysis, payment processing, order fulfillment, information technology and related infrastructure provision, customer service, email delivery, credit card processing, auditing and other similar services.
• To our strategic partners identified on our website at www.uplevelops.com/partners (the “ULO Partners”) with whom we collaborate to put on Virtual Events and provide clients with valuable content. We do not share Personal Information with partners for their independent marketing purposes unless you have provided consent or such sharing is permitted by applicable law.
• To service providers that support our operations, including customer relationship management and email communications platforms such as Pipedrive, which process Personal Information solely on our behalf and in accordance with our instructions.
• To a third party in the event of any reorganization, merger, sale, joint venture, partnership, assignment, license, transfer or other disposition of all or any portion of our business, content, assets or ownership interests (including in connection with any bankruptcy or similar proceedings).
• As we believe to be necessary or appropriate: (a) under applicable law, including laws outside your country of residence; (b) to comply with legal process; (c) to respond to requests from public and government authorities including public and government authorities outside your country of residence; (d) to enforce our terms and conditions; (e) to protect our operations; (f) to protect our rights, privacy, safety or property, and/or that of you or others; and (g) to allow us to pursue available remedies or limit the damages that we may sustain.

 

OTHER INFORMATION
“Other Information” is any information that does not reveal your specific identity or does not directly relate to an individual, such as:

• Browser and device information
• Information collected through cookies, pixel tags and other technologies
• Demographic information
• Program evaluations, feedback and other information provided by you
• Aggregated information

 

We and our third-party service providers may collect Other Information in a variety of ways, including:

• Through your browser or device: Certain information is collected by most browsers or automatically through your device, such as your Media Access Control (MAC) address, computer type (Windows or Mac), screen resolution, operating system name and version, device manufacturer and model, language, Internet browser type and version and the name and version of the Services you are using. We use this information to ensure that the Site functions properly.
• Analytics: We may use analytics providers, such as Google Analytics, to help us understand how visitors use the Site. These providers may use cookies or similar technologies to collect information about Site usage and report trends. Such services may also collect information regarding the use of other websites, apps, and online resources.
  For more information regarding Google Analytics, please go to: http://www.google.com/policies/privacy/partners/
  You can download the Google Analytics opt-out browser add-on at: https://tools.google.com/dlpage/gaoptout
• Using pixel tags and other similar technologies: Pixel tags (also known as web beacons and clear GIFs) may be used in connection with some pages to, among other things, track the actions of users of the Site (including email recipients), measure the success of our marketing campaigns, and compile statistics about usage of the Site and response rates.
• IP Address: Your “IP Address” is a number that is automatically assigned to the computer that you are using by your Internet Service Provider (ISP). An IP Address may be identified and logged automatically in our server log files whenever a user accesses the Site, along with the time of the visit and the page(s) that were visited. Collecting IP Addresses is standard practice and is done automatically by many websites, applications, and other services. We use IP Addresses for purposes such as calculating usage levels of the Site, helping diagnose server problems, and administering the Site.
• From you: Information such as your location, your preferred means of communication, company, professional role/title, program preferences, evaluations, and feedback is collected when you voluntarily provide this information. Unless combined with Personal Information, this information does not personally identify you or any other user of the Site.
• By aggregating information: Aggregated Personal Information does not personally identify you or any other user of the Site.

 

How We May Use and Disclose Other Information

We primarily use and disclose Other Information in order to better understand user preferences and trends. This information informs our content strategy and pipeline in terms of presenters, topics and format, all in an effort to continually improve our programs, enhance the user experience and maximize the value of the overall offering to our current and prospective clients. We may also use and disclose Other Information to third parties in connection with content development, marketing initiatives, surveys and publications, and other strategic initiatives.
 

If we are required to treat Other Information as Personal Information under applicable law, then we will use it as described in the “Personal Information” section above. In some instances, we may combine Other Information with Personal Information (such as combining your name with your zip code). If we combine any Other Information with Personal Information, the combined information will be treated by us as Personal Information as long as it is combined.
 

THIRD-PARTY SERVICES
We may, from time to time, host virtual events, which may rely upon the use of Third Party services, including, without limitation, Zoom, Remo.co, Vimeo, and others (collectively, “Third Party Services”). This Privacy Policy does not address, and we are not responsible for, the privacy, information, or other practices of any Third Party Services, or any other third party service to which our Site contains a link. The inclusion of a Third Party Service or link on our Site does not imply endorsement of the Third Party Service linked site or service by us or by our affiliates. Please note that we are not responsible for the collection, usage and disclosure policies and practices (including the data security practices) of any Third Party Service or any other organizations, such as Facebook, Apple, Google, Microsoft, RIM or any other app developer, app provider, social media platform provider, operating system provider, wireless service provider or device manufacturer, including any Personal Information you disclose to other organizations through or in connection with the Service.
 

THIRD-PARTY ADVERTISERS
ULO does not sell Personal Information and does not engage third-party advertising networks that track users across unrelated websites. Any marketing communications are sent directly by ULO based on voluntary sign-up or professional engagement.
 

SECURITY
We seek to use reasonable organizational, technical, and administrative measures to protect Personal Information within our organization. Unfortunately, no data transmission or storage system can be guaranteed to be 100 percent secure. Please also be aware that we use third-party service providers (e.g., Zoom, Remo and other Third Party Services) that provide hosting, data storage and other services pursuant to standard terms and conditions that may be non-negotiable; these service providers have informed us or the general public that they apply security measures they consider adequate for the protection of information within their system, or they have a general reputation for applying such measures. If you have reason to believe that your interaction with us is no longer secure (for example, if you feel that the security of any account you might have with us has been compromised), please immediately notify us in accordance with the “Contact Us” section below.
 

CHOICES AND ACCESS
Your choices regarding our use and disclosure of your Personal Information
We give you many choices regarding our use and disclosure of your Personal Information for marketing purposes. You may opt-out from:

• Receiving electronic communications from us: If you no longer want to receive marketing-related emails from us on a going-forward basis, you may opt out of receiving these marketing-related emails by sending an email to support@uplevelops.com or following the unsubscribe instructions included in the footer of our marketing-related emails.
• Receiving telephone calls, fax messages, or postal mail from us: If you no longer want to receive marketing-related telephone calls or postal mail from us on a going-forward basis, you may opt out of receiving these marketing communications by sending an email to support@uplevelops.com and specifying the contact information used and the form of marketing from which you are opting out.

 

We will try to comply with your request(s) as soon as reasonably practicable. Please also note that if you do opt out of receiving marketing-related emails from us, we may still send you important administrative messages, and you cannot opt out of receiving such administrative messages.
 

How you can access or change or delete your Personal Information
If you would like to request to review correct, update, suppress, restrict or delete Personal Information that you have previously provided to us, or if you would like to request to receive an electronic copy of your Personal Information for purposes of transmitting it to another company (to the extent this right to data portability is provided to you by applicable law), you may contact us by writing to us at support@uplevelops.com. In your request, please make clear what information you would like to have changed, whether you would like to have your Personal Information suppressed from our database or otherwise let us know what limitations you would like to put on our use of your Personal Information. For your protection, we may only implement requests with respect to the Personal Information associated with the particular email address that you use to send us your request, and we may need to verify your identity before implementing your request. We will try to comply with your request as soon as reasonably practicable. Please note that we may need to retain certain information for recordkeeping purposes and/or to complete any transactions that you began prior to requesting such change or deletion (e.g., when you make a purchase or enter a promotion, you may not be able to change or delete the Personal Information provided until after the completion of such purchase or promotion).
 

RETENTION PERIOD
We will retain your Personal Information for the period necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law. Retention periods may vary depending on the type of information, the purpose for which it was collected, and legal or contractual obligations.
 

USE OF THE SITE BY MINORS
The Site is not directed to individuals under the age of eighteen (18), and we request that these individuals do not provide Personal Information through the Site.
 

USE OF ARTIFICIAL INTELLIGENCE TECHNOLOGIES
ULO may use AI-enabled tools to support internal operations, content development, and delivery of advisory services. AI tools may assist with drafting, summarization, research synthesis, and workflow support.
 
No training on confidential client data. ULO does not use confidential client information obtained through advisory engagements to train public AI models.
 

Limited sharing with vendors. If we use third-party AI or technology providers in connection with Services, we share information only as necessary to provide the relevant functionality and consistent with contractual confidentiality obligations and applicable law.
 

User choices. If you have questions about our use of AI tools in connection with a specific engagement or request, you may contact us at support@uplevelops.com.
 

Updates to AI Technologies Usage
ULO may update the applications and usage of AI technologies as part of our continuous effort to improve our services. Such updates will be reflected in this section of our Privacy Policy, and we encourage users to review it periodically for the latest information on our use of AI technologies.
 

Contact Information
For questions or concerns regarding our use of AI technologies, including third-party AI technology providers, please contact us at support@uplevelops.com. We are dedicated to addressing your inquiries and providing clarity on the use of AI technologies within our services.
 

UPDATES TO THIS PRIVACY POLICY
We may change this Privacy Policy. Please take a look at the “LAST UPDATED” legend at the top of this page to see when this Privacy Policy was last revised. Your use of the Site following these changes means that you accept the revised Privacy Policy.
 

CONTACTING US
If you have any questions about this Privacy Policy, please contact us by email at support@uplevelops.com. Please note that email communications are not always secure, so do not include credit card or other sensitive information in your emails to us.