DraftThis document is a working draft pending review by Caseflow's outside counsel. It is not legally binding in its current state. The final version will be signed off and posted before the public launch.

Terms of Service

The agreement between Caseflow, Inc. and the firms and attorneys using our platform.

Effective June 1, 2026 · Last updated July 5, 2026

1. Acceptance

By accessing or using Caseflow, you agree to these Terms of Service. If you are using Caseflow on behalf of a firm, you represent that you have authority to bind the firm to these terms.

2. The service

Caseflow is a software-as-a-service platform that processes attorney-uploaded discovery materials with AI to produce transcripts, summaries, and structured exports. Caseflow is a tool, not legal counsel. Output is work product belonging to the uploading firm.

3. Your account

You are responsible for the security of your account credentials and for all activity under your account. You agree to notify us immediately of any unauthorized access. Each attorney accessing Caseflow requires their own seat unless explicitly licensed otherwise.

4. Acceptable use

You may not (a) upload data you do not have the right to share with us, (b) attempt to reverse-engineer or extract our models, (c) use Caseflow to evade discovery obligations, (d) use Caseflow on behalf of a prosecuting authority in a jurisdiction where Caseflow is actively serving defense customers, or (e) interfere with the service or another firm's tenant.

5. Customer data

You retain all rights, title, and interest in the data you upload. Caseflow's license to that data is solely to provide the service and is terminated immediately upon your data deletion request. We will not use your data to train AI models for other customers.

6. Confidentiality

Caseflow treats all customer-uploaded materials as confidential attorney work product. Our employees may access your data only as necessary to provide the service or for support requests you initiate. Every access is logged.

7. Fees and billing

Subscription fees are billed in advance per the tier you select, and plans renew automatically each month at the price disclosed at checkout until you cancel. A valid payment method is required to start any plan or free trial. When you add a payment method, Caseflow places a temporary authorization hold equal to your selected plan price to verify the card; the hold is released immediately, is not a charge, and typically disappears from your statement within 1–2 business days. Free trials run for the period stated at signup (currently 3 days) and include a processing credit you can use during the trial (currently $20), with the full trial credit (currently $100 total) applied when your plan starts. You will not be charged during the trial. If you cancel before the trial ends, you pay nothing; if you do not cancel, your subscription starts automatically when the trial ends and your card is charged the plan price. You may also choose to start your plan before the trial ends, in which case your card is charged at that time. You can cancel anytime from Settings → Billing (which opens our payment provider's self-serve portal) — cancellation takes effect at the end of the then-current period, and monthly subscriptions will not renew after cancellation. Processing is metered at the per-gigabyte rate disclosed at checkout (currently $10/GB) above any included credit; metered usage on an active plan is charged automatically to the payment method on file, and we notify you by email before any usage charge is applied.

8. Refunds

Except where a refund is required by applicable law or expressly provided by a published Caseflow guarantee (see our Guarantees page, whose remedies are incorporated into the standard MSA), fees are non-refundable once charged. For clarity: cancelling during your free trial means you are never charged at all, and unused processing credit has no cash value and is not redeemable for money.

9. Termination

Either party may terminate this agreement at any time. Upon termination, we will delete your data within 30 days unless a longer retention period is required by law. You may request earlier deletion at any time.

10. Disclaimers

Caseflow is provided "as is." AI outputs may contain errors or omissions and must be verified by qualified counsel before use. Caseflow is not a substitute for an attorney's independent professional judgment.

11. Limitation of liability

To the maximum extent permitted by law, Caseflow's aggregate liability arising out of or related to this agreement will not exceed the amount you paid to Caseflow in the 12 months preceding the claim. Caseflow is not liable for indirect, incidental, or consequential damages.

12. Indemnification

You agree to indemnify Caseflow against third-party claims arising from your unlawful use of the service or from materials you upload in violation of section 4.

13. Changes

We may update these terms. Material changes will be announced via email and in-app at least 30 days before taking effect.

14. Governing law

These terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws principles. Disputes will be resolved exclusively in the state or federal courts located in Wilmington, Delaware.

15. Contact

Caseflow, Inc. · hello@caseflow.me · 1209 Orange Street, Wilmington, DE 19801

Questions about this document? Contact us.

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