Privacy Policy

Effective date: 10/15/2026

Caseload to Company respects your privacy. This policy explains what information we collect when you visit caseloadtocompany.com or request our free 7-Step Roadmap, how we use it, and the choices you have.

Caseload to Company is operated by Caseload to Company, LLC. We help occupational therapists, physical therapists, speech-language pathologists, and their assistants build therapy businesses. This policy applies to our website, our sign-up form, and the emails we send. It does not cover other websites we link to.

Information we collect

Information you give us. When you request the roadmap, we collect:

First and last name
Email address
Phone number
Your profession (OT, OTA, PT, PTA, SLP, or SLPA)
Where you are in your business journey
Whether you're interested in private consulting or only the free roadmap

We also keep anything you send us directly, such as replies to our emails or messages about consulting.

Information collected automatically. Like most websites, ours collects some technical information when you visit, such as your IP address, browser type, device type, and pages viewed. When you open or click our emails, our email platform records those actions. Our form also uses Google reCAPTCHA, which collects device and usage information to tell people apart from spam bots.

We do not collect payment information, health information, or information about your clients or patients through this website. Please don't include client information in any message you send us.

How we use your information

We use your information to:

Email you the 7-Step Roadmap you requested
Send occasional emails with therapy business tips, resources, and updates from Caseload to Company
Follow up with you about private consulting, if you told us you're interested
Tailor our content to your profession and stage of business
Respond to your questions and messages
Understand how our website and emails perform, so we can improve them
Protect our website from spam, fraud, and misuse
Meet our legal obligations

We do not sell your personal information, and we do not share it with other businesses for their own marketing.

Emails and phone calls

By submitting our form, you agree to receive the roadmap and occasional emails from Caseload to Company. Every marketing email includes an unsubscribe link. You can unsubscribe at any time, and we'll stop sending marketing emails promptly. We may still send a message directly related to a request you make, such as scheduling a consultation.

We ask for your phone number so we can reach you about private consulting if you request it. We will not send you marketing text messages unless you give us separate, explicit permission to do so.

Service providers we use

We share information only with companies that help us run our business, and only as needed for them to do that work:

Provider	What they do for us
Brevo	Stores our contact list and sends our emails
Google reCAPTCHA	Protects our form from spam
Kinsta	Hosts and secures caseloadtocompany.com

These providers handle your information under their own privacy policies and security practices. We may also disclose information if the law requires it, to protect our rights or the safety of others, or as part of a sale or transfer of the business.

Cookies and tracking

Our website uses cookies and similar technologies to keep the site working, block spam submissions, and understand how visitors use our pages. We may use Google Analytics to see which pages are visited and how people find us. Our emails may include small tracking pixels and tracked links, so we know whether an email was opened or a link was clicked.

You can block or delete cookies in your browser settings. Some parts of the site, including the sign-up form, may not work properly without them.

How long we keep information, and how we protect it

We keep your information while you're on our email list, and for as long as needed to provide services you've requested. If you unsubscribe, we keep a record of your email address so we don't email you again by mistake. If you ask us to delete your information, we will, unless we're required to keep it by law.

We use reputable service providers and reasonable safeguards to protect your information. No method of storing or sending data online is completely secure, so we can't guarantee absolute security.

Your choices and rights

You can ask us at any time to:

Tell you what personal information we hold about you
Correct information that's wrong or out of date
Delete your information
Stop sending you marketing emails

To make a request, email us at the address below. We'll respond within a reasonable time, and we may need to confirm your identity first. Depending on where you live, state law may give you additional rights. We will honor those rights and won't treat you differently for using them.

Our website is operated from the United States and intended for people in the United States. If you visit from another country, your information will be stored and processed in the United States, where privacy laws may differ from those where you live.

Children's privacy

Our website and services are for working professionals and are not directed to children under 13. We do not knowingly collect information from children. If you believe a child has given us information, contact us and we'll delete it.

Changes to this policy

We may update this policy from time to time. When we do, we'll post the new version on this page and change the effective date at the top. If the changes are significant, we may also let you know by email.

Contact us

If you have questions about this policy or want to make a privacy request, contact us at: raina@caseloadtocompany.com