Privacy Policy

Effective Date: September 14, 2026

Banker Lopez Gassler, P.A. (“BLG,” “we,” “our,” or “us”) is committed to protecting the privacy and security of the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website, legal services, business relationships, email communications, telephone systems, and text messaging services.

By interacting with BLG, using our services, or communicating with us electronically, you acknowledge the practices described in this Privacy Policy.

Information We Collect

We may collect personal information including:

• Name
• Mobile telephone number
• Email address
• Mailing address
• Employer or organizational affiliation
• Client, matter, or case-related information voluntarily provided by you
• Communication preferences
• Records of communications, including emails, phone calls, and SMS messages
• Information submitted through forms, websites, portals, or other communication channels

We collect only the information reasonably necessary to provide legal services, conduct business operations, respond to inquiries, and communicate effectively with clients, vendors, employees, and other authorized contacts.

How We Use Information

We may use personal information for legitimate business and legal purposes, including:

• Providing legal and professional services
• Managing client matters and communications
• Responding to inquiries and requests
• Scheduling appointments, meetings, and events
• Providing administrative notifications
• Sending case and matter-related updates
• Facilitating vendor, contractor, and business communications
• Delivering operational and technology-related notifications
• Protecting firm systems and information
• Complying with legal, ethical, regulatory, and professional obligations
• Maintaining firm records and business operations

SMS/Text Messaging Communications

If you provide your mobile telephone number and consent to receive text messages, BLG may communicate with you via SMS for informational and business-related purposes.

These communications may include:

• Appointment and meeting reminders
• Client communication notifications
• Case or matter status updates
• Requests for information or documentation
• Scheduling and administrative communications
• Vendor and service-provider coordination
• Emergency communications
• Operational notifications
• IT service alerts and support communications
• Account, access, or security-related notifications

SMS Message Content

BLG uses SMS communications solely for informational, operational, and business purposes.

Messages may contain information such as:

• Upcoming appointments and meeting confirmations
• Requests for scheduling availability
• Administrative notices
• Matter-related status updates
• Technology support notifications
• Security and account alerts
• Firm operational announcements
• Follow-up communications regarding existing business relationships

BLG does not use SMS messaging to send marketing, promotional, or advertising content unless separate consent is obtained where required by applicable law.

BLG does not knowingly send highly sensitive information via text message, including protected health information, Social Security numbers, payment card information, banking information, attorney-client privileged communications, or other highly confidential information.

Recipients should avoid transmitting sensitive information through text messaging and should instead use secure communication methods when appropriate.

SMS Consent and Opt-In

By providing your mobile telephone number and expressly agreeing to receive SMS messages from BLG, you consent to receive informational text messages related to our services, operations, and existing business relationships.

SMS consent is voluntary and may be withdrawn at any time.

Providing consent to receive SMS messages is not a condition of receiving legal services.

Opt-Out and Help Instructions

You may opt out of SMS communications at any time by replying STOP.

Upon receipt of a STOP request, you may receive a final confirmation message acknowledging your opt-out.

For assistance, reply HELP or contact us using the information provided below.

Information Sharing

BLG respects the confidentiality of your information and does not sell personal information to third parties.

Information may be disclosed only when necessary to:

• Provide legal services
• Conduct business operations
• Respond to lawful requests
• Comply with legal obligations
• Protect our legal rights and interests
• Work with trusted service providers and technology vendors

SMS Data Sharing

SMS consent is not shared with third parties or affiliates for marketing purposes.

Mobile phone numbers and SMS opt-in data are used solely to provide requested communications and related services.

Third-Party Service Providers

BLG may utilize third-party service providers to assist with cloud hosting, communications platforms, telephone and SMS services, case management systems, information technology support, cybersecurity, and monitoring services.

These providers are required to maintain appropriate safeguards and may access information only as necessary to perform services on our behalf.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, and destruction.

Despite these efforts, no method of internet transmission, electronic communication, or data storage can be guaranteed to be completely secure.

Data Retention

BLG retains information as reasonably necessary to provide services, satisfy legal obligations, maintain business records, resolve disputes, and enforce agreements.

Your Rights

Subject to applicable law, you may have rights regarding your personal information, including access, correction, deletion where permitted, and withdrawal of communication consent.

Contact Information

Banker Lopez Gassler, P.A.
4300 W. Cypress St., Suite 800
Tampa, FL 33602
Phone: (813) 221-1500
Website: www.bankerlopez.com

Changes to This Privacy Policy

BLG reserves the right to modify this Privacy Policy at any time. Updates will be posted with a revised effective date.