Terms of Service

The Service is intended for licensed law firms, their employees, and authorized contractors acting on the firm's behalf. You must be at least 18 years old and have the authority to bind your firm to these Terms to create an account.

You are responsible for maintaining the confidentiality of login credentials issued to your firm's users and for all activity that occurs under those credentials. Notify us promptly at legal@caseflow.ai if you suspect unauthorized access to your account.

CaseFlow AI provides a multi-tenant software platform that helps personal injury law firms capture leads, manage intake, route cases for attorney review, track retainers and documents, and report on pipeline performance. Features vary by subscription plan.

The Service includes tools described as “AI-assisted,” such as summarization, drafted follow-up messages, and lead scoring. These tools are provided to support your firm's staff and do not replace professional legal judgment. Your firm remains solely responsible for reviewing, editing, and approving any AI-assisted output before it is relied upon or sent to a client or prospective client.

Your firm is responsible for the accuracy of information entered into the Service, for obtaining any consents required to collect and process personal data of leads and clients, and for complying with all applicable laws, including bar rules and advertising regulations applicable to your jurisdiction.

You agree not to: (a) use the Service to store or transmit unlawful, infringing, or fraudulent content; (b) attempt to gain unauthorized access to the Service or other tenants' data; (c) reverse-engineer, decompile, or attempt to extract source code from the Service, except as permitted by law; (d) use the Service to build a competing product; or (e) interfere with the Service's security or normal operation.

As between you and CaseFlow, your firm owns all lead, case, and client data submitted to the Service (“Customer Data”). We process Customer Data solely to provide, maintain, and improve the Service, and as described in our Privacy Policy.

You represent that you have the right to submit Customer Data to the Service and that doing so does not violate any third party's rights or any applicable confidentiality or privilege obligation. Upon termination of your account, we will make Customer Data available for export for a reasonable period and will thereafter delete it in accordance with our data retention practices, except where retention is required by law.

CaseFlow AI is a software vendor, not a law firm, and does not provide legal advice. Nothing in the Service creates an attorney-client relationship between CaseFlow and any user, lead, or client. Your firm is solely responsible for all legal advice, case decisions, and communications made using the Service.

Access to the Service requires an active subscription plan. Fees, billing cycles, and included features are set out in your order form or the pricing then in effect. Except as required by law or expressly stated otherwise, fees are non-refundable.

We may change subscription pricing prospectively by providing at least 30 days' notice before your next renewal. Continued use of the Service after a price change takes effect constitutes acceptance of the new pricing. Failure to pay amounts when due may result in suspension or termination of access.

CaseFlow and its licensors retain all right, title, and interest in and to the Service, including all software, design, and underlying technology. Except for the limited right to access and use the Service under these Terms, no rights are granted to you by implication or otherwise.

You retain all rights to your Customer Data. You grant CaseFlow a limited license to host, process, and display Customer Data solely as necessary to provide the Service.

Each party may access confidential or proprietary information of the other in connection with the Service. Each party agrees to use the other's confidential information only as necessary to perform its obligations under these Terms and to protect it with the same degree of care it uses for its own confidential information, but no less than reasonable care.

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE.” TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASEFLOW DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT AI-ASSISTED OUTPUT WILL BE ACCURATE, COMPLETE, OR SUITABLE FOR ANY PARTICULAR CASE.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR LOST PROFITS OR REVENUE, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE. EACH PARTY'S TOTAL LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS WILL NOT EXCEED THE FEES PAID OR PAYABLE BY YOUR FIRM TO CASEFLOW IN THE 12 MONTHS PRECEDING THE CLAIM.

Your firm agrees to indemnify and hold CaseFlow harmless from any third-party claims, damages, and expenses (including reasonable attorneys' fees) arising from your firm's use of the Service in violation of these Terms, applicable law, or the rights of any third party, including any claim relating to legal advice given to your leads or clients.

These Terms remain in effect for as long as your firm maintains an active subscription. We may suspend or terminate access for material breach of these Terms, non-payment, or conduct that poses a security or legal risk to the Service or other tenants. You may cancel your subscription at any time in accordance with your order form.

These Terms are governed by the laws of the State of California, without regard to conflict-of-laws principles. Any dispute arising out of these Terms will be resolved in the state or federal courts located in San Francisco County, California, and each party consents to personal jurisdiction there.

We may update these Terms from time to time to reflect changes to the Service or applicable law. If we make material changes, we will notify account administrators by email or through the Service in advance of the change taking effect. Continued use of the Service after the effective date constitutes acceptance of the updated Terms.

Questions about these Terms can be directed to legal@caseflow.ai or by mail to CaseFlow AI, 100 Market Street, Suite 400, San Francisco, CA 94105.