Information used to process a request
This portal stores the contact details, property information, service instructions, and requested files you submit. Access is restricted to your account and authorized Direct Deeds staff. If a business introduced you to Direct Deeds, it may receive limited request updates. Your name is shared with that business only when you agree; documents and private messages are not shared with it.
Documents and account access
Files are held in private storage. A signed-in user must be authorized for an order to download its documents. Download links expire. Do not include Social Security numbers, card details, or unrelated identification records.
You can sign in through ChatGPT or an activated email/password account. Email authentication and password recovery are handled by Supabase. Direct Deeds does not store passwords in its portal database. Saved intake fields, customer records, and uploaded documents are not automatically sent to the assistant’s AI connection.
Using the Direct Deeds Assistant
The assistant provides approved service information and guided intake. It is automated, not a live specialist, and cannot select legal documents or provide legal or tax advice.
When you opt into AI chat, your message and up to eight recent conversation messages are sent to OpenAI to generate a reply with follow-up context. Standard intake fields do not use AI. If you opt into AI assistance during intake, text entered in the AI reply box is sent to OpenAI to suggest intake details. This may include contact or property information you enter. You review suggestions before applying them. Optional secure deed reading sends the selected deed and your change instructions to OpenAI only after separate consent. Direct Deeds saves the extraction, your corrections and confirmed instructions for employee review. You may continue without AI. Do not include personal identifiers, account numbers, or sensitive records in chat. Automated screening can miss sensitive information.
With your consent, sent AI chat messages, AI intake replies, and the resulting responses are saved in Direct Deeds’ database for authorized staff to review and follow up. A secure browser cookie lets you resume the current conversation on this browser for up to seven days; signed-in conversations also require the same account. Starting a new chat does not delete earlier records. Administrators can delete conversations; contact our team for a deletion request. Unsent text and unsaved form edits are not automatically stored. OpenAI requests use store:false, but provider abuse-monitoring retention may still apply. See OpenAI’s data controls. Saving a guided intake draft stores the fields in your Direct Deeds account, where authorized staff can also access them. Callback requests are saved only after you submit the contact form.
When you choose Prepare my request, saved customer messages from that conversation are sent to OpenAI to suggest draft details. Suggestions and source references are saved for review. You can correct and save an incomplete draft in your account. Only your confirmed submission creates an order; authorized staff can review saved drafts and conversations.
Optional chat follow-up asks for your first name and email, with phone optional. Contact fields are saved for Direct Deeds staff and are not sent to the AI. Submitting requires permission to contact you about this request. Declining is remembered for the conversation; you can keep chatting without an account. Contact details do not verify your identity or give access to an existing order.
Retention and your requests
Contact Direct Deeds at (702) 685-0400 to ask about access, corrections, deletion, or required record retention. A production retention schedule and updated privacy notice must be approved before this replacement portal accepts real customer documents.
The existing website’s privacy policy applies to that separate website: current privacy policy.