Terms of Service
Effective date: [date] · Version: draft
[Company Legal Name] (“Company,” “we,” “us”) provides CasePen (the “Service”), a first-pass contract-review assistant for licensed attorneys, available on the web and through our Microsoft Word add-in. These Terms of Service (the “Terms”) are a binding agreement between the Company and the law firm or attorney that registers an account (“Customer,” “you”). By creating an account or using the Service you agree to these Terms.
1. Eligibility — licensed attorneys only
The Service is offered solely to licensed attorneys and their law firms for use in professional practice. To register, each user must provide their bar number and licensing jurisdiction and attest that they are an attorney in good standing. Firm accounts may add seats only for attorneys who complete the same attestation. We may verify attestations (including manual spot audits) and may suspend or terminate accounts that fail verification. You must keep your bar information current. You may not use the Service if you are not a licensed attorney, and you may not permit non-attorney access except staff acting under your direct supervision and responsibility.
2. The Service produces draft work product, not legal advice
The Service uses artificial intelligence to produce draft attorney work product — issue flags, proposed redlines, document Q&A, and draft client memos. All output is a first-pass draft that requires your independent review, professional judgment, and revision before any use.
No legal advice; no attorney–client relationship. The Company is not a law firm and does not practice law. Nothing in the Service constitutes legal advice, and using the Service creates no attorney–client relationship between the Company and you or your clients. The Service never communicates with or advises your clients.
You are the supervising attorney. You remain solely responsible for all work product and for supervising the Service's output consistent with your professional and ethical obligations, including the duties addressed in ABA Formal Opinion 512 and your jurisdiction's equivalents. The Service is built around that supervision: every output is labeled draft work product with a non-removable notice; findings are grounded in verbatim citations to the reviewed document and independently verified before display (unverifiable findings are flagged for manual review rather than asserted); the client-memo feature unlocks only after you certify that you have reviewed the findings; and an immutable audit trail records reviews, findings, actions, and certifications.
AI acknowledgment. AI output is probabilistic and may be incomplete, outdated, or wrong; automated citation checks reduce but do not eliminate error; no output should be relied on without your review.
3. Accounts, registration, and security
You must provide accurate registration information and keep it current. You are responsible for all activity under your account and for maintaining the confidentiality of credentials; notify us promptly at [email protected] of suspected unauthorized access. Firm administrators are responsible for managing seats, ensuring each seat holder is an attested attorney, and removing users who leave the firm.
4. Your content and intellectual property
Your content stays yours. You retain all rights in the contracts and materials you upload and in the work product you create or adapt from Service output. You grant the Company a limited, non-exclusive license to host and process that content solely to provide the Service. We do not use your content to train AI models, and our AI provider may use it only to provide the Service and not to train its models (data handling is described in the Privacy Policy and DPA). The Company retains all rights in the Service itself. You represent that you have the right to upload each document you submit, consistent with your duties of confidentiality.
5. Acceptable use
You will not: use the Service other than as (or under the supervision of) a licensed attorney for first-pass contract review; upload content you lack the right to submit; attempt to probe, bypass, or breach tenant isolation or security controls; reverse engineer, scrape, or benchmark the Service for a competing product; resell the Service outside your firm; use output to generate advice delivered to consumers without attorney review; or use the Service in violation of law or professional-conduct rules.
6. Fees, billing, and taxes
Paid plans (currently Solo $99/user/month, Firm $179/user/month, Fractional GC $349/month, with annual options) are billed in advance through Stripe. Trials, if offered, convert or expire as described at signup. Except as required by law or expressly stated, fees are non-refundable. Prices exclude taxes. We may change pricing with at least [30 days'] notice, effective at your next renewal. You may cancel any time via the billing portal; access continues through the paid period.
7. Beta features and the beta period
Features identified as beta, preview, or draft (including draft playbooks pending attorney sign-off) are provided for evaluation, may change or be withdrawn, and are provided without any warranty or SLA. During the Service's beta period, the Design-Partner Beta Agreement (where executed) supplements these Terms.
8. Confidentiality and data protection
Your content is handled as described in our Privacy Policy and, where executed, the Data Processing Addendum: per-tenant database isolation, provider data-use restrictions (no training on your content), prompts and outputs logged only to our own access-controlled per-tenant store, and firm-initiated hard deletion with a completion certificate.
9. Disclaimers
EXCEPT AS EXPRESSLY STATED, THE SERVICE AND ALL OUTPUT ARE PROVIDED “AS IS” AND “AS AVAILABLE,” AND THE COMPANY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT OUTPUT IS ACCURATE, COMPLETE, OR SUITABLE FOR ANY MATTER, OR THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE.
10. Limitation of liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS, REVENUE, OR DATA. THE COMPANY'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THE SERVICE WILL NOT EXCEED THE GREATER OF (A) FEES PAID BY CUSTOMER IN THE [12] MONTHS PRECEDING THE FIRST CLAIM, OR (B) [US$100]. These limitations do not apply to Customer's payment obligations, breach of confidentiality, or [carve-outs per counsel].
11. Indemnification
You will defend and indemnify the Company against third-party claims arising from your uploaded content, your work product and its use with clients, your breach of these Terms, or your violation of professional or ethical obligations.
12. Suspension and termination
Either party may terminate for material breach uncured within [30] days of notice. We may suspend immediately for security risk, failed bar verification, unlawful use, or non-payment (after notice). On termination you may export your data and request hard deletion of your firm's tenant data, confirmed by a deletion certificate. Sections that by nature survive do so.
13. General
Neither party may use the other's name or logo publicly without written consent. These Terms are governed by the laws of [state/jurisdiction], with venue in [courts/arbitration]. Notices go to [email protected] and your account email. Neither party may assign except to a successor in a merger or asset sale. You may not use the Service in violation of export-control or sanctions laws. Neither party is liable for delay caused by events beyond reasonable control. Unenforceable provisions are limited to the minimum extent; waivers must be in writing. These Terms, the Privacy Policy, any DPA and beta agreement, and ordering documents are the entire agreement. We may update these Terms with [30 days'] notice; continued use after the effective date is acceptance.
14. Contact
[Company Legal Name], [address] · [email protected]