Buyer guarantees
Three commitments. In writing. Before you sign.
Every SaaS evaluation framework (from procurement checklists to public SaaS graders) surfaces the same three risks: data lock-in, price-hike risk, and integration burden. We answer all three in the contract, not the sales call.
Guarantee 1 of 3
Full data portability in six standard formats.
Every transcript, summary, source media file, entity table, and audit-log entry your firm has on Caseflow can be exported on demand in standard formats, in bulk, no engineering ticket required.
Transcripts
Summaries
Source media
Entity tables
Audit logs
Bundles
30-day full-export window after cancellation.
If you cancel, your data stays exportable in full for thirty calendar days after the term ends. You can trigger as many full-bundle exports as you need during that window. After day 30 we proceed with irreversible cryptographic erasure of your tenant and issue a signed certificate of destruction. Written into the standard MSA.
Public REST API for bulk export. Planned · Q4 2026
Enterprise plans get programmatic access to the same export pipeline that powers the in-app bundle download, for firms that want exports wired into their own retention or e-discovery automation. Roadmap, not vaporware: status tracked publicly on the integrations page.
Every detail above is on the data-portability page, including format-by-format descriptions and the bulk export flow.
Read the export contractGuarantee 2 of 3
12-month price lock on every annual contract.
Early-stage SaaS pricing tends to drift. Ours doesn't, not within your committed term. The clause below is verbatim from our standard MSA.
Price-lock clause. Your monthly rate is locked for the duration of your contract term. Annual plans receive a 12-month rate freeze on both the subscription tier and the per-GB processing rate. Public list-price changes never affect existing customers within their committed term. Changes only happen at renewal, with 60-day advance written notice.
Annual cap
$25,000 / year
Firm-wide processing cost is capped at $25,000 on a 12-month commit, for firms within the published fair-use ceiling. Above that ceiling the contract moves to a negotiated Enterprise agreement, with the same price-lock clause.
Renewal terms
60-day written notice
Any change to your rate at renewal arrives 60 days ahead of the renewal date, in writing, with the new rate and the option to decline and export under the 30-day data-portability window.
Public price changelog.
Every change to public list pricing is logged with date, what changed, and the rationale, so prospects can see the trajectory before signing and existing customers can see exactly what they're locked out of mid-term.
2026-Q3 · v1.0 initial published pricing. No subsequent changes to date.
Tracked alongside the product changelog. Pricing changes will appear here and via the 60-day notice channel.
The savings calculator on the homepage uses the same published rates referenced in the clause above.
See the published ratesGuarantee 3 of 3
Integration commitments with target quarters.
Live today, beta this quarter, or planned with a real date. We label each one honestly so procurement can plan around it.
Dropbox · Box · AWS S3 ingest
Discovery intake via Dropbox / Box folder share links and real S3 multipart presigned uploads. Available on every plan today.
AWS S3 Bring-Your-Own-Bucket
Enterprise: Caseflow processes from your firm's S3 bucket; data never leaves your AWS account.
Clio
Push transcripts + AI summaries as matter notes onto the corresponding Clio matter; two-way case-status sync.
PracticePanther
Matter sync + custom-field push for processing status and Brady-trail links.
MyCase
Matter sync + auto-attach of generated PDF summaries to the corresponding case file.
Filevine
Project-level integration for firms running Filevine at the case-management layer.
Public REST API
Bulk programmatic export and case ingest for firms wiring Caseflow into their own automation.
Webhooks
Subscribe to processing-complete, summary-ready, and audit-export events for workflow automation.
Zapier
Pre-built triggers and actions on top of the public REST API for no-code firms.
Integration Commitment Credit
If any connector listed above ships more than 30 days past its target quarter, customers on an annual contract receive 1 month of subscription credit per 30 days of slip, capped at 6 months. Credit can be applied to the next renewal or refunded on request. This clause is in the standard MSA and replaces any informal sales-call promise.
- · 31–60 days late = 1 month credit
- · 61–90 days late = 2 months credit
- · 90+ days late = monthly credit until shipped, up to 6 months
The integrations page lists every connector by category, including e-discovery and storage targets.
See the full integration roadmapWant the clauses ahead of a pilot?
We'll send the verbatim MSA / DPA sections for data portability, price lock, and integration commitments. No commitment, no sales pressure.