Privacy Policy
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AI JOE, LLC
Privacy Policy
AI JOE, LLC (“AI JOE”, “Company,” “we,” or “us”) is committed to safeguarding your personal information, military service history, and any sensitive documentation you share with us. This Privacy Policy explains how we collect, use, store, and protect your data when you interact with our platform or services.
We take your privacy seriously. As a veteran-first company, we handle your information with the same care and security we would expect for our own.
AI JOE, LLC is not currently subject to the California Consumer Privacy Act (CCPA), because we do not meet any of the statutory applicability thresholds, including but not limited to annual gross revenue, volume of personal information processed regarding California residents, or the percentage of revenue derived from selling or sharing personal information. Nevertheless, we recognize the importance of transparency and consumer trust and have chosen, as a matter of discretion and good practice, to incorporate certain CCPA-inspired principles into our privacy program.
What this means for you
Transparency: We describe the categories of personal information we collect, the purposes for which we use it, and the categories of third parties with whom we disclose it.
Choice and Control: Where feasible, we provide mechanisms to limit certain uses and disclosures of your information, including an option to opt out of marketing communications and, when applicable to our practices, targeted advertising.
Access and Deletion (Discretionary): Although not legally required under the CCPA, we will make reasonable efforts to honor verifiable requests from individuals to access or delete personal information that we maintain about them, subject to applicable legal exceptions, our records management practices, and technical feasibility.
Non-Discrimination: If you choose to exercise any of the above discretionary options, we will not unlawfully discriminate against you for doing so.
Data Security: We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information.
Important limitations
No Admission of Legal Coverage: Our voluntary adoption of these measures does not constitute an admission that the CCPA applies to us or that we are a “business” as defined by the CCPA.
Scope and Availability: These voluntary measures may be limited to certain data sets, processing activities, or geographies and may be modified or discontinued at our discretion and without prior notice, consistent with applicable law.
Conflicts with Law: Where honoring a request would conflict with legal obligations, litigation holds, security needs, or the rights of others, we may deny or limit the request.
How to make a request
Submission: You may submit an access or deletion request by emailing support@aijoeclaims.com or by calling (530) 426-2509. Please include sufficient information to verify your identity and locate your records.
Verification: To protect privacy and security, we will take reasonable steps to verify your identity before acting on your request. If we cannot verify your request, we may ask for additional information or decline the request.
Response Time: We aim to respond within 45 days of receiving a verifiable request and may extend once by 45 days when reasonably necessary, in which case we will notify you of the extension and reasons.
Updates to this section: We may revise this section from time to time to reflect changes in our practices or legal requirements. The effective date of the current version is [June 16, 2026]. If we make material changes to the voluntary measures described here, we will update this notice accordingly.
Any terms defined in the CCPA have the same meaning when used in this policy.
Personal Information Collected
We collect and use information that identifies, relates to, describes, references, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household (“personal information”). Personal information does not include:
Publicly available information, including from government records, through widely distributed media, or that the consumer made publicly available without restricting it to a specific audience.
Lawfully obtained, truthful information that is a matter of public concern.
To help you prepare and support your VA disability claim, we may collect the following:
Full name
Email address
Phone number
Military service details (branch, MOS, deployments, discharge status)
VA disability rating and claim history
Medical symptoms or conditions relevant to your claim
Uploaded documents (e.g., DD214, DBQs, medical records, buddy letters)
We may automatically collect non-identifying data to help improve site performance and security:
IP address
Browser type and version
Device type (e.g., mobile, desktop)
Operating system
User interaction and usage behavior on our platform
You retain full ownership of your personal data. You may:
Request a copy of the data we store
Request corrections to inaccurate information
Request permanent deletion of your data
To exercise any of these rights, please contact us at support@aijoeclaims.com. We will respond within 30 days of receiving your request.
We retain data as follows:
Completed claim documents: 7 years
Form intake submissions: 7 years
Incomplete sessions (e.g., started but not submitted): 60 days
User-deleted accounts: Fully purged within 30 days
We retain data only for as long as needed to fulfill our services and meet legal or regulatory requirements.
Personal Information Categories Chart
The chart below identifies which categories of personal information we collected from our consumers within the last 12 months.
| Category | Examples | Retention Period |
|---|---|---|
| Identifiers. | A real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver’s license number, passport number, or other similar identifiers. | 7 Years |
| Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)) (“California Customer Records”). | A name, signature, Social Security number, physical characteristics or description, photograph, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, membership in professional organizations, professional licenses and certifications, bank account number, credit card number, debit card number, or any other financial information, medical information, or health insurance information. Some personal information included in this category may overlap with other categories. | 7 Years |
| Protected classification characteristics under California or federal law (“Protected Classes”). | Age (40 years or older), race, color, ancestry, national origin, citizenship, religion or creed, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), sexual orientation, reproductive health decision making, military and veteran status, or genetic information (including familial genetic information). | 7 Years |
| Commercial information. | Records of personal property, products, or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies. | 7 Years |
| Internet or other similar network activity. | Activity on our websites, mobile apps, or other digital systems, such as internet browsing history, search history, system usage, electronic communications with us, postings on our social media sites. | 7 Years |
| Geolocation data. | Physical location or movements, such as the time and physical location related to use of our internet website, application, or device, and GPS location data from mobile devices of consumers who visit our websites or use our mobile apps. | 7 Years |
| Sensitive personal information. | Further identified in the chart below. | 7 Years |
Sensitive Personal Information Categories Chart
Sensitive personal information is a subtype of personal information consisting of the specific information categories listed in the chart below. Importantly, the CCPA only treats this information as sensitive personal information when we collect or use it to infer characteristics about a consumer.
The chart below identifies which sensitive personal information categories, if any, we have collected from consumers to infer characteristics about them in the last 12 months.
| Sensitive Personal Information Category | Retention Period |
|---|---|
| Government identifiers, such as your Social Security number (SSN), driver’s license, state identification card, or passport number. | 7 Years |
| Health information. | 7 Years |
Sources of Personal Information
We obtain the categories of personal information listed above from the following categories of sources:
Directly from you, such as from the forms or other information you provide to the Company.
Indirectly from you, such as from your interactions with the Company’s websites, mobile applications, social media platforms, or customer service programs.
How We Use Personal Information
Personal Information Collection, Use, and Disclosure Purposes
We may use and disclose the personal information we collect to advance the Company’s business and commercial purposes, specifically to:
Develop, offer, and provide you with our products and services, including:
generating personalized VA claim strategies;
creating supporting documents such as Forms 526EZ, 0995, and Nexus Letters;
communicating with you via email or SMS; and
troubleshooting and platform performance optimization.
Meet our obligations and enforce our rights arising from any contracts with you, including for billing or collections, or to comply with legal requirements.
Fulfill the purposes for which you provided your personal information or that were described to you at collection, and as the CCPA otherwise permits.
Improve our products or services, customer relationships, and user experiences.
Notify you about changes to our products or services.
Administer our systems and conduct internal operations, including for troubleshooting, data analysis, testing, research, statistical, and survey purposes.
Enable your participation in our websites’ or mobile apps’ interactive, social media, or other similar features.
Protect our Company, employees, or operations.
Manage your consumer relationship with us, including for:
online account creation, maintenance, and security; and
reaching you, when needed, about your account.
Perform data analytics and benchmarking.
Administer and maintain the Company’s systems and operations, including for safety purposes.
Engage in corporate transactions requiring review of consumer records, such as for evaluating potential Company mergers and acquisitions.
Comply with all applicable laws and regulations.
Exercise or defend the legal rights of the Company and its employees, affiliates, customers, contractors, and agents.
Respond to law enforcement requests and as required by applicable law or court order.
We do not use your data for advertising, marketing, or resale purposes.
SMS Communications and Opt-In Data
When you provide your phone number and opt in to receive SMS/text messages from AI JOE, LLC, we may use your phone number, SMS consent information, and SMS opt-in data to send informational and customer support text messages related to your Pathfinder intake, Pathfinder report, appointments, document reminders, and next steps.
Message frequency may vary depending on your activity, service status, and communication needs. Message and data rates may apply. You may opt out of SMS/text messages at any time by replying STOP to any message you receive from us. After replying STOP, you may receive a confirmation message and will no longer receive SMS/text messages from us unless you opt in again. You may request help by replying HELP or by contacting us at support@aijoeclaims.com or (530) 426-2509.
SMS consent, SMS opt-in data, mobile opt-in information, and phone numbers collected for SMS communication purposes are used only for the purposes described in this Privacy Policy and the consent language shown at the time of opt-in.
AI JOE, LLC does not sell, rent, share, or disclose SMS consent, SMS opt-in data, mobile opt-in information, or phone numbers to third parties or affiliates for marketing or promotional purposes.
No mobile opt-in information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties or affiliates, except with service providers as necessary to deliver SMS/text messages, operate our services, maintain compliance records, or as required by law.
Cookies and Similar Tracking Technologies
We may use cookies, pixels, analytics tools, log files, and similar tracking technologies to help operate our website and platform, improve functionality, maintain security, understand user interactions, and improve the user experience.
You may control or disable cookies through your browser settings. Disabling cookies may affect certain website or platform features.
Data Storage and Security Practices
Your data is stored across HIPAA-conscious, encrypted platforms, including:
Google Drive (encrypted document storage)
Supabase (PostgreSQL database for structured data)
Pinecone (encrypted vector database)
GitHub (internal tooling for non-customer-facing services)
We implement access controls, data encryption, and activity logging to ensure your data is only accessible by authorized team members and systems. All employees handling data are trained in best practices for information security.
Additional Categories or Other Purposes
We will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible purposes without providing you notice. If required by law, we will also seek your consent before using your personal information for a new or unrelated purpose.
We may collect, process, and disclose aggregated or deidentified consumer information for any purpose, without restriction. When we collect, process, or disclose aggregated or deidentified consumer information, we will maintain and use it in deidentified form and will not to attempt to reidentify the information, except to determine whether our deidentification processes satisfies any applicable legal requirements.
Disclosing, Selling, or Sharing Personal Information
We do not share or sell your personal data to advertisers, marketing companies, or third-party data brokers. We only use trusted third-party vendors who are contractually obligated to protect your information. These include:
Stripe (payment processing)
Email and SMS platforms (transactional notifications)
Business Purpose Disclosures
We have not disclosed consumers’ personal information to third parties for a business purpose in the preceding 12 months.
Selling or Sharing Personal Information
We do not sell or share your personal information to third parties and have not sold or shared it in the preceding 12 months.
How We Protect Your Personal Data
We use commercially reasonable administrative, physical, and technical measures designed to protect your personal data from accidental loss or destruction and from unauthorized access, use, alteration, and disclosure. However, no website, mobile application, system, electronic storage, or online service is completely secure, and we cannot guarantee the security of your personal data transmitted to, through, using, or in connection with the Services. In particular, e-mail, texts, and chats sent to or from the Services may not be secure, and you should carefully decide what information you send to us via such communications channels. Any transmission of personal data is at your own risk.
The safety and security of your information also depends on you. You are responsible for taking steps to protect your personal data against unauthorized use, disclosure, and access.
Privacy Policy Changes
We reserve the right to update this Privacy Policy at any time. If we make any material changes to this Privacy Policy, we will update the policy’s effective date and post the updated policy on our website. We encourage you to check our website to review the current Privacy Policy in effect.
Contact Information
If you have any questions or comments about this policy, the ways in which we collect and use your information described here, your choices and rights regarding such use, or wish to exercise your rights under California law, please do not hesitate to contact us at:
Phone: (530) 426-2509
Website: aijoeclaims.com/contact-information/
Email: support@aijoeclaims.com
If you need to access this Privacy Policy in an alternative format due to a disability, please contact support@aijoeclaims.com.