Last updated: August 7, 2026

Last updated: August 7, 2026

Privacy Policy

Privacy Policy


Casali Companies ("Casali," "we," "us," or "our") respects the privacy of our website visitors, prospective clients, clients, subcontractors, vendors, consultants, and other individuals who interact with our business.

This Privacy Policy explains how we collect, use, disclose, and protect information in connection with casalicompanies.com, Casali-operated subdomains including start.casalicompanies.com, website and project inquiry forms, our design and construction services, project communications, and the Casali Portal.

The Casali Portal is powered by JobTread Software, a third-party project management platform. Certain third-party services used by Casali may also maintain their own privacy policies and terms governing their processing of information.

  1. Information We Collect

We may collect information that you provide directly to us, information generated through your participation in a project, and certain information collected automatically when you use our websites or online services.

Information You Provide

This may include:

  • Name

  • Email address

  • Telephone number

  • Mailing address

  • Property or project address

  • Company name and business information

  • Information submitted through contact, inquiry, or project forms

  • Project type, scope, budget, timeline, and other project details

  • Communications, questions, comments, and correspondence

  • Proposals, bids, selections, approvals, and project decisions

  • Documents, drawings, photographs, videos, and attachments

  • Billing, invoice, and transaction-related information

  • Other information you voluntarily provide to us

Project and Portal Information

When participating in a project or using the Casali Portal, we may also collect or maintain information such as:

  • Project schedules and milestones

  • Daily logs and progress information

  • Project messages and comments

  • Documents and files

  • Selections and approvals

  • Change orders and other project authorizations

  • Proposals and contracts

  • Invoices and payment status

  • Bid submissions

  • Task activity

  • Electronic approvals and signatures

  • User activity and associated timestamps

Information may be provided by clients, subcontractors, vendors, suppliers, consultants, governmental authorities, and other authorized project participants.

Information Collected Automatically

When you visit our websites or use certain online services, we and our technology providers may automatically collect information such as:

  • Internet Protocol (IP) address

  • Browser and device type

  • Operating system

  • General geographic information derived from an IP address

  • Referring and exit pages

  • Pages viewed

  • Links or buttons clicked

  • Date and time of visits

  • Website interaction and performance information

  • Cookie and similar technology identifiers

We may use analytics services, including services such as Google Analytics, to better understand website traffic, performance, and how visitors interact with our websites.

For additional information about cookies and similar technologies, please review our Cookie Policy.

  1. How We Use Information

We may use information to:

  • Respond to inquiries and requests for information

  • Evaluate prospective projects

  • Prepare estimates, proposals, and agreements

  • Provide design, construction, project-management, and related services

  • Coordinate and administer projects

  • Communicate with clients and other project participants

  • Manage schedules, tasks, selections, approvals, and project documentation

  • Facilitate bidding and subcontractor or vendor participation

  • Prepare and administer invoices and payments

  • Maintain project, accounting, warranty, and business records

  • Provide and operate the Casali Portal

  • Send project updates, reminders, and notifications

  • Provide customer service and support

  • Operate, maintain, secure, and improve our websites and systems

  • Understand website usage and performance

  • Protect against fraud, misuse, security incidents, and unauthorized activity

  • Establish, exercise, or defend legal claims

  • Comply with contractual, accounting, insurance, regulatory, and legal obligations

  • Improve our services, project-management processes, and internal operations

  • Send business or marketing communications where permitted by law

We may also use information for other purposes disclosed at the time it is collected or with your authorization.

  1. Cookies, Analytics, and Similar Technologies

Our websites may use cookies, pixels, analytics technologies, and similar tools to operate website functionality, remember preferences, understand website usage, measure performance, and improve our websites and services.

Some of these technologies may be provided by third parties.

The types of cookies and technologies used may include:

  • Essential or functional cookies

  • Analytics and performance technologies

  • Preference technologies

  • Advertising or marketing technologies, if applicable

Where required, visitors may be provided with choices regarding nonessential cookies or similar technologies.

More detailed information regarding the technologies we use and available choices is provided in our Cookie Policy.

  1. How We Share Information

Casali may disclose information when reasonably necessary to provide services, administer projects, operate our business, or fulfill the purposes described in this Privacy Policy.

Information may be shared with categories of recipients including:

  • Authorized Casali personnel

  • Clients and their authorized representatives

  • Subcontractors and trades

  • Vendors and suppliers

  • Architects, engineers, surveyors, and other consultants

  • Governmental, permitting, or regulatory authorities

  • Website hosting and technology providers

  • Project-management platforms

  • Email and communication providers

  • Document-storage and collaboration providers

  • Accounting and business-management providers

  • Analytics providers

  • Payment processors

  • Professional advisers, insurers, attorneys, or accountants when appropriate

Technology providers used by Casali may include Framer for website hosting, website forms, and website analytics; Google for website analytics, search-performance tools, and advertising services; Softr for certain project inquiry forms; JobTread for the Casali Portal and project management; and other service providers used for payments, communications, accounting, and related business operations.

We generally limit disclosure to information reasonably necessary for the recipient's role or the applicable business purpose.

Casali does not sell or rent personal information for monetary compensation.

If Casali engages in an activity in the future that constitutes a "sale" of personal data or "targeted advertising" under applicable privacy law, we will provide any disclosures and opt-out mechanisms required by applicable law.

  1. Casali Portal and JobTread

The Casali Portal is powered by JobTread Software and provides functionality used in connection with our projects, including project communication, scheduling, documents, proposals, approvals, selections, daily logs, photographs, invoices, payments, and related project-management activities.

Information entered into, uploaded to, or transmitted through the Casali Portal may be stored, transmitted, or processed by JobTread and its service providers in connection with operation and support of the platform.

JobTread maintains its own privacy policy and terms governing its services and processing activities.

Casali may control which project participants have access to particular project information based on their role and involvement.

Portal users should not upload, disclose, or distribute information that they do not have authority to provide.

  1. Payments and Financial Information

Casali may use third-party payment processors to facilitate electronic payments.

When payment card, bank account, or other financial information is submitted directly to a payment processor, that information may be collected and processed by the payment provider rather than Casali.

The payment provider's privacy and security practices govern information submitted directly through its payment systems.

Casali may retain transaction-related information such as:

  • Invoice amounts

  • Payment amounts

  • Payment status

  • Transaction dates

  • Payment method type

  • Accounting and transaction records

We retain such information as reasonably necessary for project administration, accounting, tax, contractual, and legal purposes.

  1. Email, Telephone, and Project Communications

Casali may communicate with prospective clients, clients, vendors, subcontractors, consultants, and other project participants through email, telephone, the Casali Portal, or other appropriate methods.

Operational communications may include:

  • Responses to inquiries

  • Proposal and agreement notifications

  • Project updates

  • Scheduling communications

  • Bid invitations

  • Selection requests

  • Approval requests

  • Task reminders

  • Document notifications

  • Invoice and payment communications

  • Portal or account-related notices

  • Other project-related communications

Recipients may be able to reply directly to certain emails or communicate through messaging or commenting functionality within the Casali Portal.

Where Casali sends promotional or marketing email communications, recipients may opt out of those communications using the unsubscribe mechanism provided or by contacting us.

Opting out of marketing communications does not prevent Casali from sending transactional or project-related communications that are reasonably necessary to an existing business or project relationship.

  1. Prospective Client and Inquiry Information

Submitting an inquiry, contact form, project questionnaire, or similar request does not by itself create a contractual relationship with Casali.

Information submitted by prospective clients may be used to:

  • Respond to the inquiry

  • Evaluate the requested project

  • Communicate regarding potential services

  • Prepare estimates or proposals

  • Schedule consultations

  • Maintain reasonable business records

  • Follow up regarding Casali's services

We may retain inquiry information for legitimate business and record-keeping purposes even if a project does not proceed.

  1. Project Photographs, Videos, and Documentation

Casali may create or collect photographs, videos, drawings, daily logs, progress records, and other documentation during design or construction projects.

Such information may be used for purposes including:

  • Project documentation

  • Progress tracking

  • Communication among project participants

  • Quality control

  • Coordination

  • Identifying or resolving project conditions

  • Warranty records

  • Historical project records

Separate project agreements or permissions may authorize Casali to use photographs, designs, renderings, or completed-project imagery for:

  • Portfolios

  • Casali websites

  • Social media

  • Advertising and marketing

  • Presentations

  • Publications

  • Award submissions

Casali will make reasonable efforts to avoid unnecessarily displaying sensitive personal information in materials used publicly.

If a client has a specific concern regarding project photography or public use of project imagery, the client may contact Casali in writing.

  1. Sensitive Personal Information

Casali generally does not request sensitive personal information through public website forms unless reasonably necessary for a specific business purpose.

Please do not submit Social Security numbers, account passwords, medical information, financial account credentials, or other highly sensitive information through general contact forms, email, or project comments unless Casali has specifically requested the information and provided an appropriate method for submitting it.

Where Casali processes information considered sensitive under applicable law, we will handle such information in accordance with applicable legal requirements.

  1. Data Retention

Casali retains information for as long as reasonably necessary for the purpose for which it was collected and for legitimate business purposes.

Retention considerations may include:

  • Project administration

  • Contractual obligations

  • Accounting and tax requirements

  • Warranty records

  • Insurance requirements

  • Legal and regulatory obligations

  • Dispute resolution

  • Historical project documentation

  • Protection of legal rights

Information that is no longer reasonably necessary may be deleted, anonymized, or archived.

Information may also remain in backups or systems maintained by third-party providers according to their applicable retention practices.

  1. Data Security

Casali uses reasonable administrative, technical, and organizational safeguards intended to protect information against unauthorized access, disclosure, alteration, misuse, destruction, or loss.

Measures may include:

  • Restricted user access

  • Account authentication

  • Role-based permissions

  • Established technology providers

  • Reasonable business security practices

  • Appropriate limitations on access to project information

No electronic transmission, storage system, website, or online platform can guarantee absolute security. Accordingly, we cannot guarantee that unauthorized access, loss, or disclosure will never occur.

  1. Privacy Rights and Choices

Depending on where you reside and applicable law, you may have rights regarding certain personal information Casali maintains about you.

These rights may include the right to:

  • Confirm whether we process your personal information

  • Request access to certain personal information

  • Request correction of inaccurate information

  • Request deletion of certain information

  • Obtain a copy of certain information in a portable format

  • Opt out of certain sales of personal data

  • Opt out of certain targeted advertising

  • Withdraw consent where processing is based on consent

  • Appeal certain decisions regarding a privacy request

These rights are subject to applicable legal limitations and exceptions.

Casali may need to retain information despite a deletion request when reasonably necessary or legally permitted for purposes such as contracts, accounting, warranties, legal compliance, fraud prevention, dispute resolution, insurance, or protection of legal rights.

To submit a privacy-related request, contact:

team@casalicompanies.com

Please include sufficient information for us to understand and reasonably verify your request.

We may take reasonable steps to verify your identity or authority before responding.

Where applicable law provides a right to appeal our decision regarding a privacy request, you may submit an appeal to the same email address and identify the request as a Privacy Request Appeal.

Connecticut law requires covered businesses to provide clear mechanisms for exercising applicable consumer privacy rights and to disclose certain categories of data use and third-party relationships.

  1. Sale, Targeted Advertising, and Large Language Model Training

Casali does not sell personal information for monetary compensation.

Casali does not use personal information collected through the Casali website or Casali Portal for the purpose of training large language models.

If Casali begins processing personal information in a manner that constitutes a sale or targeted advertising under an applicable privacy law, we will update this Policy and provide applicable privacy choices and opt-out mechanisms as required.

Connecticut's current privacy-notice requirements specifically call for disclosure concerning sales, targeted advertising, and whether a covered controller collects, uses, or sells personal data for training large language models.

  1. Third-Party Websites and Services

Our websites, emails, project communications, or the Casali Portal may contain links to or integrate with third-party websites, platforms, or services.

Casali does not control the independent privacy or security practices of those third parties.

Information submitted directly to a third-party service may be governed by that provider's privacy policy and terms.

We encourage users to review the privacy policies of third-party services with which they interact.

  1. Children's Privacy

Casali's websites and services are intended for individuals seeking or participating in design, construction, and related business services and are not directed toward children.

We do not knowingly solicit personal information from children through our websites.

If we learn that personal information from a child has been collected in circumstances requiring parental consent or other action under applicable law, we will take reasonable steps to address the information appropriately.

  1. Legal and Safety Disclosures

Casali may preserve or disclose information when we reasonably believe doing so is necessary to:

  • Comply with applicable law or legal process

  • Respond to a lawful request from a governmental authority

  • Enforce agreements or protect contractual rights

  • Investigate suspected fraud or misuse

  • Protect the security of our systems

  • Protect the rights, property, or safety of Casali, our clients, project participants, or others

  • Establish, exercise, or defend legal claims

  1. Changes to This Privacy Policy

Casali may update this Privacy Policy periodically to reflect changes in our business, technology, practices, services, or legal requirements.

When this Policy is updated, we will revise the Last Updated date displayed at the top of this page.

When required by applicable law or appropriate based on the nature of a material change, we may provide additional notice.

We encourage visitors and project participants to review this Policy periodically.

  1. Contact Us

Questions, concerns, or privacy-related requests may be directed to:

Casali Companies
Email: team@casalicompanies.com
Website: casalicompanies.com