ZULUETA LAW OFFICE

Privacy Policy
Founded June 1983 · Effective Date: April 28, 2026
Your privacy matters. The Zulueta Law Office (the “Firm,” “we,” “us,” or “our”) respects your right to privacy and is committed to handling your personal data lawfully, fairly, and transparently in accordance with Republic Act No. 10173 (the “Data Privacy Act of 2012” or “DPA”), its Implementing Rules and Regulations, and the issuances of the National Privacy Commission (“NPC”). This Privacy Policy explains what personal data we collect, how we use it, with whom we share it, and the rights you have over it.

1. Who We Are

1.1The Zulueta Law Office is a Philippine law office founded in June 1983 by Atty. Gilbert P. Zulueta (+) and continued and expanded by Atty. Alysha Grace M. Zulueta. Our principal office is located at MER Jorge Bocobo St., Ermita, Manila.

1.2For purposes of the DPA, the Firm is a Personal Information Controller (“PIC”) over personal data collected through our website, booking page, Legal Clarity Session, and other client-facing channels.

2. Scope of this Policy

2.1This Privacy Policy applies to personal data we collect when you (a) visit our website, (b) book or attend a Legal Clarity Session, (c) engage the Firm for legal services, (d) communicate with us through email, phone, or messaging platforms, or (e) interact with us in any other capacity related to our services.

2.2This Policy does not apply to third-party websites or services linked from our website. Their privacy practices are governed by their own privacy notices.

3. Personal Data We Collect

We collect only the personal data necessary to provide our services and comply with our legal and regulatory obligations. The categories of personal data we may collect include:

Category Examples
Identity Data Full name, date of birth, government-issued ID details (when required for engagement or KYC).
Contact Data Email address, mobile or landline number, postal address.
Business Data Company name, position, industry, business address, and business background relevant to your inquiry.
Booking Data Session schedule, intake form responses, and the subject matter of your inquiry.
Payment Data Billing name, billing address, transaction reference, and payment confirmation. Full card or e-wallet credentials are processed by our payment processor and are not stored by the Firm.
Case Data Documents, facts, and information you share with us in connection with a legal matter, including data that may be considered sensitive personal information under the DPA (e.g., health, financial, or legal proceedings information).
Technical Data IP address, browser type, device identifiers, pages visited, and cookies (see Section 8).
Communications Data Emails, chat messages, call records, and meeting notes.

4. How We Collect Your Data

4.1Directly from you — when you fill out our booking form, submit an intake form, contact us by email or phone, or share documents during a Session or engagement.

4.2Automatically — through cookies and similar technologies when you visit our website (see Section 8).

4.3From third parties — from our booking platform, payment processor, and CRM provider, all of whom act as our Personal Information Processors (“PIPs”) bound by data-sharing or processing agreements.

5. Why We Collect and Use Your Data

We process your personal data for the following purposes and on the lawful bases indicated:

  • To provide our services (booking, conducting Legal Clarity Sessions, formal legal engagements) — based on the necessity of contract performance.
  • To process payments and issue official receipts — based on contract performance and legal obligation (BIR and tax laws).
  • To comply with legal, tax, and regulatory obligations, including the rules of the Supreme Court, the Code of Professional Responsibility and Accountability, the National Internal Revenue Code, and the Anti-Money Laundering Act — based on legal obligation.
  • To communicate with you about your booking, your matter, our services, and policy updates — based on contract performance and legitimate interests.
  • To send marketing communications about new services, articles, and events — only with your consent, which you may withdraw at any time.
  • To analyze and improve our website and services — based on legitimate interests, balanced against your privacy rights.
  • To establish, exercise, or defend legal claims, including claims by or against the Firm — based on legitimate interests and legal obligation.

6. Sharing and Disclosure of Your Data

6.1We do not sell your personal data. We share it only with the following recipients, and only to the extent necessary:

Recipient Purpose
Booking platform provider To schedule, confirm, and manage Legal Clarity Sessions and to send appointment notifications.
Video conferencing platform (Zoho Meeting) To host the online Session.
Payment processor To process Session fees and other payments. Card and e-wallet credentials are handled by the processor and not by the Firm.
Email service provider To send booking confirmations, transactional emails, and (with consent) marketing emails.
CRM provider To maintain client records, manage client communications, and document the engagement lifecycle.
Analytics provider To measure website performance and audience interactions in aggregated and, where possible, pseudonymized form.
Affiliated brands Legally Clicked and the Family Legacy Maker Academy, where your inquiry is best served by these arms of the legal ecosystem and only with your knowledge.
Government authorities, courts, and regulators When required by law, court order, subpoena, or lawful request from a competent authority.
Professional advisors Auditors, accountants, and external legal counsel of the Firm, where necessary.

6.2All third-party service providers acting as our Personal Information Processors are bound by written agreements requiring them to (a) process personal data only on our documented instructions, (b) implement appropriate security measures, and (c) assist us in complying with our obligations under the DPA.

6.3Some of our service providers may store or process data on servers located outside the Philippines. Where this occurs, we ensure that the cross-border transfer is subject to adequate safeguards consistent with the DPA and NPC issuances.

7. How Long We Keep Your Data

7.1We retain personal data only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, tax, accounting, or regulatory requirements.

7.2Our default retention rule is as follows:

Category Retention Period
General inquiries and unconverted leads One (1) year from the last interaction.
Legal Clarity Session records One (1) year from the date of the Session, unless the Client subsequently engages the Firm.
Engagement and case files Ten (10) years from termination of the engagement, in line with the prescriptive periods under Philippine law and the Firm’s professional duty to keep records of legal services rendered.
Accounting, tax, and billing records Ten (10) years, in compliance with the National Internal Revenue Code and BIR regulations.
KYC / AMLA records (where applicable) Five (5) years from the end of the business relationship, in compliance with the Anti-Money Laundering Act.
Marketing data Until you withdraw consent or for two (2) years from the last engagement, whichever is earlier.

7.3After the applicable retention period, personal data is securely deleted, anonymized, or, where required, archived under strict access controls.

8. Cookies and Similar Technologies

8.1Our website uses cookies and similar technologies to (a) ensure proper functioning of the site, (b) remember your preferences, (c) measure traffic and engagement through analytics tools, and (d) measure the effectiveness of our marketing.

8.2You may control cookies through your browser settings. Disabling certain cookies may affect site functionality. Where required, we will request your consent for non-essential cookies through a cookie banner on first visit.

9. How We Protect Your Data

9.1We implement reasonable and appropriate organizational, physical, and technical security measures consistent with the DPA and NPC issuances. These include:

  • Access controls limiting personal data access to authorized partners, attorneys, and staff on a need-to-know basis.
  • Confidentiality undertakings with all personnel and service providers.
  • Encryption of data in transit and, where appropriate, at rest.
  • Secure storage of physical files and records.
  • Regular review of our security practices and service providers.

9.2While we take data security seriously, no system is completely secure. In the event of a personal data breach that is likely to give rise to a real risk of serious harm, we will notify the NPC and affected data subjects in accordance with the DPA.

10. Your Rights as a Data Subject

Under the DPA, you have the following rights with respect to your personal data:

  • Right to be informed — about how your personal data is processed.
  • Right to access — the personal data we hold about you.
  • Right to rectification — to correct inaccurate or outdated data.
  • Right to erasure or blocking — to have your data removed or blocked, subject to legal retention obligations.
  • Right to object — to processing based on legitimate interests or for direct marketing purposes.
  • Right to data portability — to receive your data in a structured, commonly used, and electronic format.
  • Right to file a complaint — with the National Privacy Commission.
  • Right to damages — for violations of your rights under the DPA.

To exercise any of these rights, please contact our Data Protection Officer (see Section 12). We will respond within a reasonable period, generally not exceeding fifteen (15) working days, subject to verification of your identity.

11. Children’s Privacy

11.1Our services are intended for individuals who are at least eighteen (18) years of age. We do not knowingly collect personal data from minors without the consent of a parent or legal guardian. If you believe we have inadvertently collected such data, please contact our Data Protection Officer so we can take appropriate action.

12. Contact Us / Data Protection Officer

For questions, requests, or complaints regarding this Privacy Policy or your personal data, please contact our Data Protection Officer:

Data Protection Officer: Roderick S. Lopena
Firm: Zulueta Law Office
Mobile: +63 916 636 8584
Office Address: MER Jorge Bocobo St., Ermita, Manila

You also have the right to lodge a complaint with the National Privacy Commission. You may visit privacy.gov.ph for more information.

13. Updates to this Privacy Policy

13.1We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on our website with a revised “Effective Date.” Material changes will be communicated through prominent notice on our website or by email where appropriate.

13.2We encourage you to review this Privacy Policy periodically.