Privacy Policy

Occam Immigration (“Occam,” “we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, https://occamimmigration.com (the “Site”), or communicate with us through other channels, including email and SMS.

By accessing or using this Site, you consent to the terms of this Privacy Policy. If you do not agree with this Policy, please do not use the Site.

#1. Scope and Applicability

This Privacy Policy applies to:

• Visitors to our Site
• Individuals who contact us through forms, email, phone, or SMS
• Clients and prospective clients
• Individuals who interact with our newsletters, downloadable resources, or webinars

This Privacy Policy does not apply to information collected offline or through services not under our control.

#2. Information We Collect

We may collect the following types of information:

#A. Information You Provide to Us

You may provide information directly to us when:

• Filling out contact forms or booking appointments
• Signing up for newsletters or downloading resources
• Participating in webinars or live workshops
• Submitting client intake forms
• Communicating via phone, email, or SMS

This may include:

• Name
• Email address
• Mailing address
• Phone number (including mobile numbers for SMS)
• Immigration background or case information
• Preferences or responses to surveys
• Payment details (if applicable, processed via third-party payment providers)

Please do not provide sensitive personal information (e.g., Social Security numbers, medical or biometric data, etc.) through public channels or general contact forms.

#B. Information Collected Automatically

When you visit our Site, we may automatically collect:

• IP address and general geolocation
• Browser type and version
• Device type and operating system
• Referring and exit pages
• Pages viewed and time spent on each
• Clickstream and interaction data

We collect this data through the use of cookies, tracking pixels, and analytics tools (see Section 8).

#C. Information from Third Parties

We may receive limited information from:

• Analytics platforms (e.g., Google Analytics, HotJar)
• Marketing platforms (e.g., Google Ads, Facebook Ads)
• CRM and scheduling tools (e.g., Zoho CRM, Zoho Bookings)
• Payment processors (e.g., Stripe, Zoho Payments)

This may include data such as referral source, click behavior, and interaction with email or ad campaigns.

#3. How We Use Your Information

We may use your information to:

• Respond to your inquiries or requests
• Schedule and manage consultations or appointments
• Provide legal services if you engage our firm
• Send newsletters, updates, and marketing communications via email
• Provide downloadable guides, webinar access, or educational content
• Send text messages (SMS) if you opt in (see Section 9)
• Analyze website traffic and user behavior
• Secure and maintain our website and infrastructure
• Comply with legal or regulatory obligations

#4. Legal Basis for Processing

Depending on your location, we may rely on the following legal bases to process your information:

• Your consent
• Performance of a contract (e.g., providing requested services)
• Compliance with legal obligations
• Our legitimate interests (e.g., improving our services, securing our Site)

#5. Sharing and Disclosure of Information

We do not sell your personal information.

We may share your limited information with:

• Service providers and vendors who assist with email marketing, CRM management, payment processing, analytics, appointment scheduling, and website hosting
• Government authorities or regulators, when required by law
• Our affiliated law firm, when necessary to provide legal support or follow-up communication
• SMS platforms and carriers, if you opt into text messaging (limited to service provision, not marketing)
• When expressly directed by you

We do not share SMS consent or mobile phone numbers with third parties or affiliates for marketing purposes.

All third-party vendors are contractually obligated to maintain the confidentiality and security of your data.

#6. Third-Party Tools and Processors

We use tools and platforms including:

• Google Analytics
• Google Ads and Meta Ads
• HotJar (for session analytics)
• Zoho CRM, Zoho Bookings, and Zoho Campaigns
• Stripe or Zoho Payments (payment processing)
• RingCentral (phone and SMS communication)

Please refer to the privacy policies of these third parties for more details about their data handling practices.

#7. Cookies and Tracking Technologies

Our Site uses cookies, tracking pixels, and other technologies to:

• Analyze how users interact with our website
• Store preferences and session information
• Enable retargeting ads and marketing campaigns
• Enhance functionality and user experience

You can disable cookies in your browser settings. Disabling some cookies may affect website performance.

#8. Data Retention

We retain personal data only as long as necessary for the purposes for which it was collected, including:

• Fulfilling service requests or legal engagements
• Meeting legal or accounting obligations
• Analyzing performance or improving user experience

When data is no longer needed, we securely delete or anonymize it unless otherwise required by law.

#9. Text Messaging (SMS) Policy

If you opt in to receive SMS messages from Occam Immigration, we may use your mobile number to:

• Send appointment reminders or service updates
• Confirm bookings or deliver requested information
• Send direct messages back-and-forth with your legal team

We collect:

• Your name
• Your mobile number
• Your opt-in status and preferences

We do not share SMS consent or mobile numbers with third parties or affiliates for marketing purposes. Your mobile number is used solely for the purposes you agreed to.

You can opt out of SMS at any time by replying “STOP” to any message, or by contacting us at hello@occamimmigration.com.

See our full SMS policy here: occamimmigration.com/sms-terms

#10. Your Rights and Choices

Depending on your jurisdiction, you may have the right to:

• Access personal data we hold about you
• Request correction or deletion of your data
• Withdraw your consent at any time
• Request that we restrict or cease processing your data
• Opt out of marketing communications (via email or SMS)
• Request a copy of your data in a portable format

To exercise these rights, contact us at hello@occamimmigration.com. We will respond within a reasonable time as required by law.

#11. Data Security

We implement reasonable physical, electronic, and administrative safeguards to protect your information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

#12. International Data Transfers

If you access our Site from outside the United States, please note that your information will be stored and processed in the U.S. By using our Site or providing information, you consent to the transfer of your data to the United States and to its storage and processing under U.S. law.

#13. Children’s Privacy

This Site is not directed to children under 13, and we do not knowingly collect personal data from minors. If we learn we have collected information from a child without parental consent, we will delete it promptly.

#14. Third-Party Links

Our Site may contain links to other websites. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review their privacy policies separately.

#15. California Privacy Rights (CCPA Notice)

We do not share personal information with third parties for their direct marketing purposes.

If you are a California resident, you may request:

• The categories of personal information we collect
• The sources of that information
• The business or commercial purpose for collecting or selling your information
• The categories of third parties with whom we share your information
• The specific personal information we have collected about you

To make a request, email us at hello@occamimmigration.com.

#16. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Updates will be posted to this page with a new “Last Updated” date. We encourage you to review this policy regularly.

#17. Contact Us

If you have any questions about this Privacy Policy or your personal data, please contact us:

Occam Immigration
174 East Bay Street, Suite 302
Charleston, SC 29401
hello@occamimmigration.com
+1 833 OCCAM US

#18. Accessibility and Visibility

This Privacy Policy is:

• Linked in the footer of every page on our website
• Linked near every web form that collects personal information or SMS consent
• Written in clear, accessible language for public reference