Privacy Policy & Data Protection

Version 3.1, Effective June 16, 2026

1. Who We Are and What We Do

("Periscope Software" or "Periscope," "we," or "us") operates the Previdi or Previdi AI platform (both referred to as the “Platform”), which provides two core capabilities for law firms advancing personal injury cases (the “Services”):

• Case Evaluation — An automated, AI-powered tool that analyzes uploaded medical records and case data to generate case evaluation reports, cost projections, and related insights to help attorneys assess the value of personal injury cases and identify potential areas of focus in the case.

• Expert Services — Law firms can request, submit records for, and track progress and interact with various services that are prepared by Physician Life Care Planning, LLC (“PLCP”). When Services are requested through the Platform, PLCP's physicians and professional services team access the relevant case materials within the Platform environment to prepare the outputs of the Expert Services. PLCP is the parent company of Periscope Software that maintains its own privacy policy, the terms of which afford the User (defined below) similar privacy protections to those which are found at www.physicianlcp.com.

This Privacy Policy explains what personal information we collect, why we collect it, who we share it with, and what rights you have as the User. It applies whether you are an attorney or law firm staff member using the Platform (“Users”), or someone whose information is included in a case submitted through the Platform (a “Subject” or “claimant”).  Users or Subjects may be addressed in this Privacy Policy as “you” or “your.”

Periscope is a wholly-owned subsidiary of Physician Life Care Planning, LLC. The infrastructure and core data environment in which Platform data resides is owned and operated by PLCP, and case materials submitted through the Platform reside within that environment from the point of upload.

2. How Your Information Gets to Us

Personal information enters the Platform in several ways:

• Directly from you — When you create an account, log in, contact support, or use the Platform.

• From a law firm through the Platform — When an attorney or legal staff member uploads case materials containing personal information about a Subject (such as medical records or injury details) for either Case Evaluation or an Expert Services request.

If you are a Subject whose information was uploaded by a law firm, that firm decides what information to share with us and why. Under applicable privacy laws, the law firm is the “business” or “controller” of that data. Periscope processes it solely to provide the services the law firm or attorney has requested, acting as a “service provider” or “processor” (as those terms are used in the California Consumer Privacy Act, as amended by the California Privacy Rights Act, Cal. Civ. Code § 1798.100 et seq., or “CPRA”).  We do not independently decide how or why your case information is collected or used.  For User account information and Platform usage data, Periscope is the “business” according to the CPRA.

Because the Platform serves personal injury attorneys who have been given medical records by their clients, rather than healthcare providers, the data processed through Periscope is generally not subject to the provisions of the Health Insurance Portability and Accountability Act of 1996 and its implementing regulations at 45 C.F.R. Parts 160 and 164 (collectively, “HIPAA”).  However, Periscope may independently qualify as a covered entity under the Texas Medical Records Privacy Act, Tex. Health & Safety Code Chapter 181, as amended by House Bill 300 (collectively, “TMRPA”) with respect to certain medical record data, and we comply with TMRPA requirements accordingly.

Some case records uploaded to the Platform may include substance use disorder (SUD) treatment records that are subject to additional federal protections under 42 C.F.R. Part 2.  Part 2 imposes restrictions on the use and redisclosure of SUD treatment records that may apply regardless of the context in which the records were obtained.  Periscope applies heightened handling protocols to SUD records, including restricted access and limitations on redisclosure beyond the scope of the Case Evaluation or Expert Services requested by the law firm.  We do not redisclose SUD treatment records except as permitted by Part 2 or pursuant toapplicable law, or order of court.

3. What Information We Collect

4. How We Use Your Information

We use the information we collect to:

• Provide AI-powered case evaluation reports to subscribing law firms;

• Facilitate Expert Services requests and make case materials available to PLCP to prepare the Expert Services;

• Create and manage User accounts, including firm-level access controls;

• Process payments and send invoices;

• Respond to support requests and communicate about the Platform;

• Improve the Platform using aggregated, de-identified usage patterns;

• Understand how individual Users navigate and use Platform features so that we can deliver in-app guidance, onboarding, training, and support, and improve usability;
  

• Meet our legal and regulatory obligations; and

• Protect the security and integrity of the Platform.

We do not use case information (such as medical records) for marketing, advertising, or any purpose other than providing the Case Evaluations or Expert Services requested by the law firm or attorney.

5. Who We Share Your Information With

We do not sell your personal information. We share it only in the following circumstances:

• Physician Life Care Planning, LLC  — When a law firm or attorney requests Expert Services through the Expert Services Portal, PLCP’s physician-led clinical team accesses the relevant case materials within the Platform environment to prepare the Expert Services. PLCP also contributes physician expertise and proprietary data that supports the Case Evaluation on the Platform. PLCP’s handling of case materials is governed by written agreements, including the Retention Agreement between the law firm or attorney and PLCP, that limit data use to the specific Expert Services requested. PLCP maintains its own privacy policy, which can be found at www.physicianlcp.com.
  

• Technology service providers — Companies that help us run the Platform (such as cloud hosting, payment processing, and product analytics and in-app guidance providers that help us understand and improve how Users navigate the Platform).  They may only use your information to perform services for us under written contracts which protect confidentiality and restrict any further use of your information.

• When required by law — In response to a valid court order, subpoena, regulatory inquiry, or other legal obligation.

• Business transfers — If Periscope is acquired by, or merges with another entity, your information may transfer to a successor organization as part of that transaction.  If that occurs, the successor organization will be subject to the same legal requirements regarding protected medical information as Periscope.  We will provide advance notice to affected Users.

• With your permission — For any other purpose, only with your explicit consent.

6. How Long We Keep Your Information

We retain information only as long as needed for the purposes described in this policy. Specific retention periods are as follows:

• Case information (Case Evaluation) — Retained on the Periscope Platform for one (1) year from the date of upload, consistent with the Unit License term in our Terms of Use.  During this period, Users may delete case records through the Platform, however case records may not be downloaded.  This is to help ensure the privacy of, and prevent the distribution of protected healthcare information.  After the Unit License expires, case data is removed from the Platform unless retention is required by law.

• Case information (Expert Services) — When case materials are used by PLCP to prepare Expert Services, retention of those materials is governed by PLCP’s own privacy policy and the Retention Agreement between the law firm or attorney and PLCP.
  

• Account information — Retained for the duration of the User’s active account, plus 30 days following account termination to allow for data export requests.  After this period, account data may be permanently deleted.

• De-identified data — After a Unit License expires, we may retain aggregated, de-identified data derived from case records for analytical and service improvement purposes. This data cannot be used to identify any individual. If you would prefer that we not use de-identified data derived from your case records in this way, contact us at [email protected].
  

• Platform usage data — Retained in aggregated, de-identified form for up to 24 months.

• Billing records — Retained for 7 years as required for tax and financial reporting.

7. Cookies

We use cookies (small files stored on your device) to keep you logged in, protect your account, and understand how you use the Platform.  This includes first-party analytics cookies and similar technologies that measure how Users interact with Platform features, which we use to improve usability and to deliver in-app guidance, onboarding, and support.  We do not use advertising cookies, and we do not track you across other websites or use cookies to build advertising profiles. You can manage cookies through your browser settings.  Turning off certain cookies may affect Platform functionality and ease of access.

8. How We Protect Your Information

We maintain administrative, technical, and physical safeguards to protect personal, and protected healthcare information.  These include encryption of data in transit and at rest, role-based access controls, regular security assessments, and incident response procedures.  When PLCP’s clinical team accesses case materials within the Platform environment to prepare Expert Services, the same standards apply. No system can guarantee absolute security, but we work to meet or exceed industry standards for protecting the data entrusted to us.  As such, we have designed our systems to meet or exceed legally-imposed privacy or confidentiality requirements such information may be subject to while in our possession.

9. Your Rights

Depending on where you live, you may have the right to:

• Know what personal information we hold about you;

• Request deletion of your personal information;

• Request correction of inaccurate information;

• Opt-out of the sale of personal information (we do not sell personal information); or

• Not be treated differently for exercising any of these rights.

These rights are provided under privacy laws in California (CPRA), Virginia (VCDPA), Colorado (CPA), Connecticut (CTDPA), Texas (TDPSA), the federal Substance Use Disorder confidentiality regulations (42 C.F.R. Part 2), and other local, state, and Federal applicable privacy legislation.  We extend these core rights to all individuals regardless of location.

To submit a request: Email [email protected] or write to us at the address below. We will verify your identity and respond within 45 days (or as otherwise required by applicable law).

If you are a Subject or claimant: Your law firm or attorney is the controller of the case information uploaded to our Platform.  Requests regarding that information should be directed to your attorney.  We will assist them in fulfilling any valid privacy request as described in our Data Processing Addendum.  For information handled by PLCP in connection with Expert Services, please refer to PLCP’s privacy policy found at www.physicianlcp.com.

10.  Privacy of Minors

The Platform is designed for use by licensed attorneys and authorized law firm personnel.  We do not knowingly collect personal information from anyone under the age of 18, unless that person is a Subject whose information is uploaded to the Platform by their attorney or law firm as their appropriate legal representatives.  If you believe we have received information about a minor in error, please contact us and we will delete it promptly.

11. Changes to This Policy

We may update this Privacy Policy from time to time.  When we do, we will post the revised version on our website and clearly update the effective date of the Privacy Policy.  For material changes that affect how we handle case information, we will notify subscribing attorneys and law firms by email at least 30 days before those changes take effect.

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights:

Periscope Software, LLC
Attn: Privacy
12707 Silicon Drive, Ste 150
San Antonio, TX  78249

Email: [email protected]

1-800-770-3558