Welcome to LM Summary Services

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We provide end-to-end innovative high-quality Business Transformation Services for SSDI and Mass Tort Firms.

4819 Emperor Boulevard Suite 400 Durham, NC 27703

1-877-884-9092
[email protected]

Last Updated: May 26, 2025

Contact Information

If you have questions or concerns about this Privacy Policy, please contact us at:

LM Summary Services LLC,
4819 Emperor Blvd, Suite 400
Durham, NC 27703
Email: [email protected]

1. Introduction

LM Summary Services LLC (“LM,” “we,” “us,” or “our”) is a national provider of business process outsourcing and transformation services for Social Security Disability and Mass Tort law firms. We are not a law firm and do not offer legal advice. This Privacy Policy explains how we collect, use, and share your information when you visit our website at https://www.lmsummary.services and use our services or contact us through the site.

2. Information Collection

  1. Information You Provide

    When you complete a contact form, request a meeting, or otherwise submit information on our website, we may collect personal details such as your name, address, phone number, and email address; your date of birth; and business information such as firm name, area of legal practice, or other details relevant to our support services.

  2. Information Collected Automatically

    We also collect certain technical information automatically when you access or use our website. This may include your IP address, device and browser type, operating system, referral URLs, pages visited, session duration, and usage patterns. We may use cookies and other tracking technologies to analyze traffic and enhance your experience.

  3. Information Collected Through SMS/Text Messaging

    If you opt in to receive SMS/text messages from us, we may collect your mobile phone number, message content, timestamps, delivery status, and engagement data. Messaging frequency may vary. Standard message and data rates may apply. This information is used solely to communicate with you regarding your inquiry, onboarding, or support, and will not be shared with third parties for marketing or promotional purposes.

    The information we collect may be used for the following purposes:

    • Service Evaluation: To assess whether your firm may benefit from our services.
    • Communication: To respond to inquiries, send updates, and manage communications about your request.
    • Service Fulfillment: To connect you with our business process teams, consultants, or service managers.
    • Site Improvement: To monitor and improve website performance, usability, and functionality.

    By submitting your information, you expressly consent to our use of your data for the purposes described above. This includes permission to contact you via phone, email, and SMS/text messages, including messages sent using automated technologies. Your consent to receive text messages is not required to access our services. To opt out of SMS communications at any time, reply STOP to 1-877-884-9092. You will receive a one-time confirmation message. For assistance, reply HELP or email us at [email protected]. Messaging frequency may vary. Standard message and data rates may apply.4. Information Sharing and Disclosure

    We do not sell your personal information. We only share it under the following circumstances:

    • With Internal Staff and Affiliates: To evaluate your needs and deliver services.
    • With Service Providers: We may engage trusted vendors to help operate our site and business, under strict confidentiality obligations.
    • With Legal Providers (if referred): If your inquiry leads to a legal referral, your information is shared only with your consent.
    • When Legally Required: We may disclose your information if required by law or necessary to protect our rights or those of others.

    We do not share information collected through our SMS/text messaging platform, including mobile numbers and related metadata, with third parties for promotional or marketing purposes. All such data is used exclusively to provide updates, assistance, or support directly related to your inquiry or engagement with LM Summary Services.

3. Your Choices and Opt-Out Options

  • Communications: To opt out of future calls, texts, or emails, you may email [email protected] with the subject line “Opt Out” or text STOP to 1-877-884-9092. For assistance with SMS communications, reply HELP or email [email protected].
  • Cookies: Most browsers allow you to manage cookies. Visit www.aboutcookies.org for more information.

4. Data Security

We use reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, no method of transmission over the Internet or electronic storage is 100% secure. By using our website, you acknowledge that we cannot guarantee the absolute security of your information. We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy unless a longer retention period is required by law.

5. Children’s Privacy

Our website is not directed to children under 13, and we do not knowingly collect personal information from children under 13. If we learn that a child under 13 has provided personal information without parental consent, we will take steps to delete that information as soon as possible.

6. International Visitors

Our website and services are hosted in the United States and are intended for U.S. visitors. If you access our website from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States.

7. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or for other operational, legal, or regulatory reasons. When changes are made, we will update the “Last Updated” date at the top of this policy and, if material, we may provide additional notice on our website. We encourage you to review this policy periodically for the latest information on our privacy practices.

8. Problem Resolution

If you have any questions, concerns, or complaints about this Privacy Policy or our privacy practices, please contact us at the address or email provided above. We will make every effort to resolve your concerns promptly.

This Privacy Policy outlines how LM Summary Services LLC collects and uses your information, ensuring that you are informed and in control of your personal data. If you have any further questions or need additional clarification, please let us know.

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