Privacy Policy
Last updated April 6, 2026
Atlas Senior Advocacy (“Atlas,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, retain, and protect information when you visit our website, submit forms, schedule consultations, or otherwise interact with our services (collectively, the “Services”).
This Privacy Policy provides a clear national baseline for U.S. privacy compliance. Certain rights and disclosures may vary depending on your state of residence and the specific services you receive.
1. Scope
This Privacy Policy applies to personal information we collect from
- seniors and their families, caregivers, or authorized representatives;
- prospective clients inquiring about our advocacy services;
- existing clients receiving trusted agent, healthcare, or financial advocacy services;
- website visitors, consultation requesters, and event attendees; and
- any other individuals who interact with our Services.
This Privacy Policy does not replace notices provided at the time of service agreements, engagement letters, or other specific program documentation.
2. Information We Collect
We may collect the following categories of personal information depending on how you interact with us
A. Information you provide directly
- name and date of birth
- email address
- mobile or other phone number
- mailing address
- relationship to the senior being served
- health, financial, or legal circumstances shared in connection with advocacy services
- communications preferences and form responses
- records submitted in connection with a consultation, service request, or complaint
B. Information collected automatically
- IP address and approximate geolocation
- browser type, device identifiers, and operating system
- pages viewed, links clicked, and session activity
- referral URL and timestamps
- cookies, pixels, and similar technologies
C. Information from third parties
- advertising and analytics providers
- communications and scheduling platforms
- referral sources and partner organizations
- publicly available sources
D. Sensitive information
Because we provide healthcare and financial advocacy services, we may receive sensitive information including health-related details, financial records, or legal documentation shared by clients or their authorized representatives. We collect and use such information only as reasonably necessary to provide the services requested and as permitted by law. We are not a covered entity under HIPAA and do not receive protected health information in our role as a HIPAA-regulated entity, but we treat health-related information shared with us with the utmost care and confidentiality.
3. How We Use Personal Information
We may use personal information for the following purposes
- to provide and operate our Services
- to respond to inquiries and schedule consultations
- to deliver trusted agent, healthcare advocacy, and financial advocacy services
- to send confirmations, reminders, updates, and follow-up communications
- to process service agreements and account administration
- to personalize communications and improve user experience
- to maintain security, prevent fraud, and protect our rights
- to comply with legal obligations and respond to lawful requests
- to conduct internal reporting, analytics, and service improvement
- to place outbound calls and send messages, including automated or AI-assisted communications, as described below and subject to applicable consent and opt-out rules
4. Calls, Text Messages, AI Voice, and Ringless Voicemail
If you provide us with a phone number, we may contact you at that number for service-related communications, subject to your consent choices and applicable law.
Depending on your interaction with us, these communications may include
- consultation scheduling and follow-up
- service updates and appointment reminders
- advocacy progress and status notifications
- account or billing notices
- optional promotional or informational messages, where you have consented where required
These communications may be made by
- Atlas personnel or authorized representatives
- our service providers acting on our behalf
- automated telephone dialing technology
- prerecorded or artificial voice technology
- AI-generated voice technology
- ringless voicemail, voicemail drops, or direct-to-voicemail technology
We do not use these methods in all cases. Where law requires consent, we seek consent before sending covered communications. Consent is not a condition of receiving our services.
Opt-out and revocation of consent
You may opt out of marketing texts at any time by replying STOP. You may also revoke consent to receive calls or texts, including automated or prerecorded communications, by any reasonable method that clearly communicates your request, including contacting us using the information in the “Contact Us” section below.
We will honor opt-out and revocation requests as required by law. Even if you opt out of marketing communications, we may still send non-marketing communications permitted by law, such as transactional, informational, or legally required notices.
5. Consent Records
Where we rely on consent for communications or data practices, we may maintain records of
- the form or page where consent was collected
- the date and time of consent
- the wording presented at the time of consent
- the phone number or email address provided
- IP address or other submission metadata
- subsequent preference changes or opt-out requests
We retain these records for compliance, audit, dispute-resolution, and business continuity purposes.
6. Cookies, Analytics, and Advertising
We and our service providers may use cookies and similar technologies to
- remember preferences and improve site functionality
- measure traffic and campaign performance
- understand website engagement and improve design
- support security and troubleshooting
- deliver or measure advertising, where used
You may be able to manage cookies through your browser settings. Some browsers allow you to send a “Do Not Track” signal; because there is not a uniform industry standard for recognizing such signals, our Services may not respond to them in every context.
We may use analytics and advertising technologies that collect browsing information over time and across websites. Where required by law, we will provide additional notice and choices.
7. Disclosing Personal Information
We may disclose personal information to
- service providers and contractors that help us host websites, manage forms, send communications, provide analytics, store records, and operate the Services;
- communications vendors that deliver calls, text messages, AI voice calls, voicemail drops, email, and related engagement tools on our behalf;
- professional advisors such as attorneys, accountants, insurers, and consultants;
- government authorities, courts, law enforcement, or regulators when required or permitted by law;
- parties involved in an actual or proposed merger, acquisition, asset sale, or similar transaction; and
- other parties with your direction or consent.
We do not sell or share your personal information. Your information is disclosed only to the categories of recipients listed above, solely for the purposes described in this Privacy Policy. We do not sell personal information in exchange for money, and we do not share personal information with third parties for their own marketing purposes.
Mobile Data & 10DLC Notice
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
8. Data Retention
We retain personal information for as long as reasonably necessary for the purposes described in this Privacy Policy, including to
- provide services and communications
- maintain client service records
- comply with legal, tax, accounting, and regulatory obligations
- resolve disputes and enforce agreements
- maintain safety, audit, and compliance records
Retention periods may vary by data type, legal requirements, and operational need. When personal information is no longer reasonably necessary, we will delete, de-identify, or securely dispose of it as required by law.
9. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. No method of transmission over the internet or method of electronic storage is completely secure, so we cannot guarantee absolute security. If you have concerns about the security of your information, contact us using the information in the “Contact Us” section below.
10. Your Privacy Rights
Depending on your state of residence and subject to applicable exceptions, you may have the right to
- know whether we process your personal information
- access personal information we hold about you
- request correction of inaccurate personal information
- request deletion of personal information
- obtain a copy of certain personal information in a portable format
- opt out of certain profiling, targeted advertising, or data sharing activities, where applicable
- appeal a denial of a privacy request, where required by law
- not be discriminated against for exercising privacy rights
To exercise available rights, contact us using the information below. We may need to verify your identity and authority before processing your request.
11. State-Specific Disclosures
Residents of certain states may be entitled to additional disclosures or rights under state privacy laws. We primarily operate in South Carolina; however, we serve clients from across the United States and extend applicable privacy rights to all individuals regardless of state.
If you are a resident of a state that grants privacy rights not fully described here, you may contact us to request the state-specific notice applicable to your jurisdiction.
12. Text Message Program Disclosures
Where we offer an SMS or MMS messaging program
- message frequency may vary
- message and data rates may apply
- consent is not a condition of receiving our services
- reply STOP to opt out at any time
- reply HELP for assistance, where supported
- wireless carriers are not liable for delayed or undelivered messages
See also the Mobile Data & 10DLC Notice in Section 7 above, which describes how mobile opt-in data is handled and protected.
We may use third-party messaging platforms to operate these programs.
13. AI and Automated Communications
We may use automation, including AI-assisted tools, to support communications, scheduling, message routing, reminder calls, voicemail delivery, chat assistance, and related operational functions.
Where we use AI-generated voice or other automated communication technology, we do so for permitted business-related purposes and subject to applicable law, consent requirements, and opt-out rights. We do not use AI solely to make legally significant decisions about individuals without appropriate human oversight and disclosure.
14. Third-Party Links and Services
Our Services may contain links to third-party websites, applications, maps, calendars, scheduling tools, payment services, or social media features. We are not responsible for the privacy, security, or content practices of third parties. We encourage you to review their privacy policies before interacting with them.
15. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date and take any additional steps required by law. Your continued use of the Services after changes become effective means the updated Privacy Policy will apply, to the extent permitted by law.
16. Contact Us
If you have questions about this Privacy Policy or wish to exercise applicable privacy rights, contact us at