Terms of Service

These terms form an agreement between CasePalm LLC, a Texas limited liability company (“CasePalm,” “we,” or “us”) and the law firm or organization whose personnel use the service (“you” or “the firm”). By creating an account or using CasePalm, the person accepting these terms represents that they are authorized to bind the firm.

1. Who may use CasePalm

CasePalm is intended for licensed attorneys, their staff, and clients invited to a firm's portal. Accounts are created by a firm or by invitation from a firm administrator. You are responsible for maintaining the confidentiality of credentials and for activity conducted under your account, and you must notify us promptly at legal@casepalm.com if you believe an account has been compromised.

2. Accounts, roles, and seats

A firm administrator controls who has access, what role each person holds, and which material is marked sealed. Roles carry different permissions, and some material is restricted to attorney-level roles by design. Administering those settings correctly is the firm's responsibility; we enforce the settings you configure.

3. CasePalm is software, not legal advice

CasePalm is not a law firm and does not provide legal advice. Using it creates no attorney-client relationship with us. Output — including extracted facts, materiality ratings, contradiction findings, proposed strategy, and generated drafts — is assistive work product that requires review by a licensed attorney.

You remain solely responsible for verifying every fact, citation, and authority; for the content of anything filed, served, or relied upon; and for compliance with your professional, ethical, and confidentiality obligations, including those governing the use of technology in your jurisdiction.

Generated drafts deliberately decline to supply legal authority and instead mark citations for you to provide. Do not file or serve generated material without independent verification.

4. Your content

The firm retains all rights in the documents, records, and other content it uploads or creates in CasePalm. You grant us only the limited, non-exclusive rights necessary to host, process, index, transmit, and display that content in order to provide the service, and to derive the analyses you request from it.

You represent that you have the right to upload the content and to have it processed as described in our Privacy Policy, including any consent or notice your own professional obligations require.

5. Acceptable use

You agree not to use CasePalm to:

• violate law or applicable rules of professional conduct;
• upload material you lack the right to store or have processed;
• attempt to access another firm's data or account;
• probe, scan, disrupt, overload, or reverse engineer the service, or circumvent usage limits, rate limits, or access controls;
• resell or provide the service to third parties outside your firm, except through the client portal as intended.

6. Plans, usage limits, and AI

The free plan includes a fixed number of seats, storage, and monthly OCR pages as described on our plans page. Premium is arranged directly with us. AI-assisted features are subject to hourly request limits that vary by plan, and to per-request and batch caps that keep a single action from consuming a firm's capacity.

Bring your own key.A firm may store its own AI provider API key. If you do, requests route through your provider account, you are responsible for the resulting charges and for compliance with that provider's terms, and you may remove the key at any time. If a provider rejects your key we may fall back to our own and will surface that in the application.

We may adjust limits to protect the service. Where a change materially reduces what your plan includes, we will give reasonable notice.

7. Fees

The free plan is provided at no charge and requires no payment method. Premium terms, including fees and billing period, are agreed directly with us in writing before they take effect. We will not charge a firm that has not agreed to a paid plan.

8. Confidentiality and security

We treat firm content as confidential and handle it as described in our Privacy Policy, which is incorporated into these terms. We maintain administrative, technical, and organizational safeguards appropriate to material of this sensitivity, including encryption in transit and at rest, database-enforced firm isolation, and role-based access controls.

No system is perfectly secure. We will notify affected firm administrators without undue delay if we become aware of a breach of security leading to unauthorized access to firm content.

9. Our intellectual property

We retain all rights in the CasePalm software, interfaces, documentation, and brand. These terms grant you a limited, revocable, non-exclusive right to use the service during your subscription and no other rights. Feedback you choose to send us may be used without restriction or obligation.

10. Availability and changes to the service

We work to keep the service available and secure but do not guarantee uninterrupted operation. We may modify, add, or discontinue features. Where a change materially and adversely affects your use, we will give reasonable notice.

11. Termination and export

You may stop using the service at any time. We may suspend or terminate an account for material breach of these terms, for conduct that threatens the security or integrity of the service, or as required by law — with notice where practicable.

Before termination and for 30 days afterward, you may export matter work product to Word or PDF. After that window firm content is deleted as described in the Privacy Policy. Export your material before you close an account.

12. Disclaimer of warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY. TO THE FULLEST EXTENT PERMITTED BY LAW, WE DISCLAIM ALL IMPLIED WARRANTIES, INCLUDING ANY WARRANTY OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE, OR THAT ANY OUTPUT WILL BE ACCURATE, COMPLETE, OR SUITABLE FOR ANY LEGAL PURPOSE. OUTPUT REQUIRES ATTORNEY REVIEW AND VERIFICATION BEFORE USE.

13. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, NEITHER PARTY WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS, LOST REVENUE, OR LOST OR CORRUPTED DATA, ARISING OUT OF OR RELATING TO THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY.

OUR TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATING TO THESE TERMS WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US FOR THE SERVICE IN THE TWELVE MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100).

These limits do not apply to a party's liability for fraud, willful misconduct, or any liability that cannot be limited under applicable law.

14. Indemnification

You will defend, indemnify, and hold us harmless from third-party claims arising out of your content, your use of the service in breach of these terms, or your violation of law or applicable rules of professional conduct. We will promptly notify you of any such claim and allow you to control its defense, provided any settlement that imposes obligations on us requires our consent.

15. Governing law and venue

These terms are governed by the laws of the State of Texas, without regard to its conflict-of-laws rules. The parties submit to the exclusive jurisdiction of the state and federal courts located in Texas, and each waives any objection to venue there.

Before filing suit, the parties will attempt in good faith to resolve the dispute by conferring within thirty days of written notice to legal@casepalm.com. This does not prevent either party from seeking injunctive relief to protect confidential information or intellectual property.

16. General

These terms, together with the Privacy Policy and any written Premium terms, are the entire agreement between us regarding the service. You may not assign them without our consent; we may assign them in connection with a merger, acquisition, or sale of assets. If any provision is held unenforceable, the rest remains in effect. Our failure to enforce a provision is not a waiver of it. Sections 3, 4, 8, 9, and 12 through 16 survive termination.

Notices to us must be sent to legal@casepalm.com. We may give notice to you through the application or to the email address on your account.

17. Changes to these terms

We will post material changes on this page and update the effective date above. For changes that materially affect your rights, we will give notice to firm administrators before they take effect. Continued use after a change takes effect constitutes acceptance.

18. Contact

Legal notices and disputes: legal@casepalm.com. Privacy and data requests: privacy@casepalm.com.