WolfTRI assistant and intake privacy

Updated October 5, 2026. This notice covers Wolf Transactional Risk, LLC's MCP tools and associated estimator, NDA and intake forms. It supplements the public website notice. Matter-specific agreements and client instructions also apply.

Estimates and assistant connections

The estimate uses asset class, transaction type, coverage limit, optional deal value and the insured's home state. The application calculates estimates without saving these inputs as client records. WolfTRI does not receive your full assistant conversation through this connector. Your assistant and its host process information under their own terms and settings.

Use non-confidential facts for an estimate. Do not put confidential documents, property addresses or party names into your assistant to start this process. Public tools do not provide access to other clients' records or to WolfTRI's Legora workspace.

Requests and web inquiries

When you submit a request, WolfTRI receives your name, firm, role and email, optional phone number, and the facts and question you provide. These may include property type, transaction type, side, general location, approximate price, coverage estimate, timing, governing law and the insured's home state or entity category. Initial forms request no confidential party names or property addresses.

WolfTRI receives inquiries by email, uses them to respond and assess the inquiry, and retains them as business records. The consent box describes permitted sharing with placement intermediaries and insurers and permitted software use. Share confidential materials only after confidentiality and technology-use requirements are agreed.

NDA and confidential intake

On NDA acceptance, the service stores the signed PDF and acceptance record: company and signer details, your elections, agreement version and text fingerprint, and acceptance time and channel. Web acceptance also records IP address and browser. The service attempts to email copies to the signer, your notice address and WolfTRI.

PDF, joinder and deal-intake links use separate private access tokens. Anyone holding a private link can use the access it grants; share it only with intended recipients. Requests for changes without acceptance reach WolfTRI by email with the identifying details and proposed changes you enter.

After acceptance, submitted deal and diligence-provider details reach WolfTRI by email and are subject to the NDA. The application keeps no outbox of these submissions. Checklist entries calculate deadlines and flags and are not saved as client records unless you submit them. WolfTRI contacts diligence providers only when you request coordination.

Information supplied to an assistant model

In hosts supporting MCP Apps, confidential submission results and private access links return in app-only metadata, separately from model-visible results. Card updates contain status and reference numbers rather than company or provider details. The host still handles the app and its data under its own policies. Anything you separately type into an assistant or ask it to prefill is subject to that assistant's terms and settings.

Legora-assisted review and documents

The server does not automatically transfer submissions or documents to Legora. Where you authorize AI processing, a WolfTRI principal may transfer authorized material into Legora to assist review and preparation of a response. A principal reviews the response before sending it.

You can prohibit AI processing in the NDA. The internal submission then identifies that restriction and omits Legora input blocks. Document transfer is arranged with WolfTRI after the NDA and required permissions. This release does not offer client uploads into Legora.

Providers, delivery and technical data

Cloudflare hosts this service, stores accepted agreements and sends email. WolfTRI's email systems receive notifications. Authorized review may involve Legora; document transfer may use a separately agreed service. These have distinct roles; Legora's security statements do not describe the other systems.

Hosting, network and browser services may process technical data needed to operate and protect the service, including IP addresses, request times, paths and diagnostics. WolfTRI has added no advertising pixels or analytics scripts to these pages. A delivery-control counter stores only a UTC date and aggregate client-email attempt count.

An accepted NDA is saved before email delivery is attempted. If client-copy delivery fails, the PDF remains available to download. Failed inquiry or deal-detail sends retain form entries for you to retry or contact WolfTRI. No application outbox automatically resends them.

Retention, sharing and requests

WolfTRI does not sell the information collected here. Information may be shared with authorized participants and service providers to respond, coordinate placement, maintain records, protect the service or meet legal obligations. The NDA, client instructions and required permissions determine each disclosure's scope.

Retention and deletion depend on the matter and applicable business, contractual and recordkeeping obligations. Contact info@wolftri.com for privacy questions or requests; identity verification, other parties' rights and required retention may apply.

Assistant connection instructions · Share a deal · Read the NDA

Wolf Transactional Risk, LLC · Licensed insurance producer · Not a law firm; nothing here is legal advice. · Service privacy · info@wolftri.com