Effective Date: [March 15, 2026]
This Privacy Policy explains how SDRG, LLC, doing business as Health FormPilot (“SDRG,” “Health FormPilot,” “we,” “us,” or “our”), collects, uses, discloses, and protects information when you use our website, communications, and related services (collectively, the “Service”).
By using the Service, submitting information to us, or otherwise interacting with us, you agree to the practices described in this Privacy Policy. If you do not agree, do not use the Service.
Company: SDRG, LLC
Contact: info@sdrg-us.com
1. Scope
This Privacy Policy applies to information we collect through the Service and through direct communications with you, including by email, contact form, support requests, scheduling, and payment-related interactions.
2. Information We Collect
A. Information you provide directly
This may include:
- your name, email address, phone number, mailing address, and other contact details;
- account and login information;
- documents, forms, records, correspondence, and other materials you submit to us;
- billing, payment, and scheduling information in connection with paid services;
- messages, emails, and other communications you send to us;
- any other information you choose to provide.
B. Information collected automatically
When you use the Service, we may automatically collect certain technical information, such as:
- IP address;
- browser type;
- device type;
- operating system;
- timestamps;
- usage logs;
- security and diagnostic information.
C. Information we create or maintain
We may create or maintain records related to your use of the Service, including internal notes, support records, scheduling records, purchase records, and communications history.
3. How We Use Information
We may use information to:
- provide, operate, maintain, and improve the Service;
- communicate with you about your account, requests, purchases, scheduling, education and support;
- review submitted materials and provide educational and administrative claim-preparation support;
- process payments, refunds, and rescheduling requests;
- detect, prevent, and address fraud, misuse, abuse, and security incidents;
- comply with legal obligations;
- enforce our agreements, policies, and rights;
- protect the rights, property, and safety of users, our business, and others.
4. Nature of the Service
Health FormPilot provides educational information and administrative claim-preparation support only. We are not a law firm or medical provider. We do not provide legal advice or medical advice, do not diagnose or treat medical conditions, do not interpret policy language or legal rights, do not advise on deadlines or appeal rights, and do not represent users before insurers.
No attorney-client relationship is created by use of the Service, and communications with us are not protected by attorney-client privilege.
5. When We Share Information
We do not sell personal information.
We may share information in the following circumstances:
- with service providers that help us operate the Service, including providers for communications, scheduling, payment processing, security, hosting, and technical support;
- when required to comply with applicable law, regulation, legal process, or enforceable governmental request;
- when necessary to protect rights, safety, security, or property;
- in connection with a merger, acquisition, financing, reorganization, or sale of assets;
- with third parties if you direct us to do so or separately authorize us to do so;
- with a law firm or other professional service provider only if you separately authorize that sharing or if disclosure is otherwise legally permitted or required.
Once information is shared with an authorized third party, that third party’s own policies and practices may apply to the information they receive.
6. Payment Processing
If you purchase a paid service, payment may be processed by third-party payment processor(s). We do not necessarily store full payment card details on our own systems. Payment processor(s) may collect and process payment information under their own terms and privacy policies.
7. Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, use, disclosure, alteration, or destruction.
Our current architecture includes HIPAA-eligible cloud services for authentication, storage, and database functionality.
No method of transmission or security is completely secure, and we cannot guarantee absolute security.
8. Retention
We retain information for as long as reasonably necessary to:
- provide the Service;
- maintain appropriate business and transaction records;
- comply with legal, tax, accounting, regulatory, and security obligations;
- resolve disputes;
- enforce our agreements and policies.
Retention periods may vary depending on the type of information and the reason it was collected.
9. Your Rights and Choices
Depending on your location and applicable law, you may have rights to request access to, correction of, deletion of, or a copy of certain personal information.
You may also request that we update or correct inaccurate information.
To make a request, contact us at info@sdrg-us.com. We may need to verify your identity before acting on a request.
10. U.S. State Privacy Rights
Residents of certain U.S. states may have additional privacy rights under applicable law, which may include rights to access, correct, delete, or obtain a copy of personal information, as well as the right to appeal certain privacy decisions.
We will handle qualifying requests in accordance with applicable law.
11. Children’s Privacy
The Service is not directed to children under 18, and we do not knowingly collect personal information from children under 18. If you believe that a child has provided personal information to us, please contact us and we will take appropriate steps.
12. Communications Policy
By providing your email address to Health FormPilot (including, but not limited to, when submitting a draft form for a free assessment), you consent to receive transactional emails regarding your assessment, as well as periodic educational newsletters, service updates, and promotional offers from our team.
Protection of Your Data: We do not sell, rent, or lease your email address or contact information to third-party data brokers or marketers. Your contact information (name, email, phone number) is only shared with participating law firms if you explicitly and separately authorize a legal introduction. * Document Security: Even if you explicitly authorize a legal introduction, Health FormPilot will not share the documents, medical records, or form contents you uploaded for your assessment
Your Right to Opt-Out: You may withdraw your consent to receive marketing and educational emails at any time by clicking the “Unsubscribe” link located at the bottom of any promotional email we send. Please note that opting out of marketing emails will not prevent you from receiving essential transactional emails related to purchased services or your account.
13. International Use
The Service is intended for users in the United States and other jurisdictions where use is lawful. If you access the Service from outside the United States, you understand that your information may be processed in the United States or other jurisdictions where privacy laws may differ from those in your location.
14. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. If we do, we will post the revised version and update the Effective Date above. Your continued use of the Service after an updated Privacy Policy becomes effective constitutes your acceptance of the revised policy to the extent permitted by law.
15. Contact Us
If you have questions about this Privacy Policy or want to submit a privacy-related request, contact us at:
SDRG, LLC
Email: info@sdrg-us.com