Terms of Service

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you and FirmLink Legal, LLC ("Company," "we," "us," or "our") governing your access to and use of our legal practice management platform and services (collectively, the "Services").

By accessing or using our Services, you agree to be bound by these Terms and our Privacy Policy. If you do not agree to these Terms, you may not access or use our Services.

2. Eligibility

Our Services are intended for use by:

• Licensed attorneys and law firms in good standing
• Authorized employees and staff of law firms
• Clients of law firms using our Services (for limited client portal access)

You must be at least 18 years old to use our Services. By using our Services, you represent and warrant that you meet these eligibility requirements.

3. Services Description

FirmLink Legal provides a comprehensive legal practice management platform that includes:

• Client intake and case management
• Document generation and management
• Calendar and appointment scheduling
• AI-powered legal workflow automation
• Client communication and collaboration tools
• Billing and payment processing
• Integration with third-party services (Google Calendar, email, etc.)

We reserve the right to modify, suspend, or discontinue any aspect of our Services at any time with or without notice.

4. Account Registration

To access our Services, you must create an account and provide accurate, current, and complete information. You are responsible for:

• Maintaining the confidentiality of your account credentials
• All activities that occur under your account
• Notifying us immediately of any unauthorized access or security breach
• Ensuring your account information remains accurate and up-to-date

You may not share your account credentials or allow others to access your account.

5. Subscription and Fees

5.1 Subscription Plans

We offer various subscription plans with different features and pricing. Current pricing and plan details are available on our website.

5.2 Payment Terms

• Subscription fees are charged in advance on a recurring basis (monthly or annually)
• All fees are non-refundable except as required by law or expressly stated in these Terms
• You authorize us to charge your payment method for all fees incurred
• We may change our fees with 30 days' advance notice

5.3 Free Trials

We may offer free trial periods. At the end of the trial period, you will be automatically charged for your selected subscription plan unless you cancel before the trial ends. To avoid charges, you must cancel your subscription before the trial period expires.

5.4 Cancellation and Refund Policy

To request cancellation, please contact our support team at support@firmlinklegal.com. We will respond to your request within 24 hours. Our team is happy to discuss any concerns and ensure you're getting the most value from our platform before processing your cancellation request.

Upon cancellation:

• Cancellation takes effect at the end of your current billing period
• You will retain full access to the Services until the end of the current billing period
• No further charges will be processed after cancellation is confirmed
• Fees paid for the current billing period are non-refundable, as subscription fees are charged in advance and cover the period in which Services are provided

If you cancel during your free trial period, no charges will be applied and your access will end at the conclusion of the trial.

6. Professional Responsibility

Important: FirmLink Legal is a technology platform that assists with legal practice management. We do not provide legal advice or services.

• You remain solely responsible for all legal work performed using our platform
• You must comply with all applicable rules of professional conduct and legal ethics
• You are responsible for maintaining attorney-client privilege and confidentiality
• You must independently verify all AI-generated content and recommendations
• You are responsible for meeting all legal deadlines and requirements

Our AI features are tools to assist your legal work, not replacements for professional judgment. You must review and approve all AI-generated content before use.

7. Acceptable Use Policy

You agree not to:

• Use the Services for any unlawful purpose
• Violate any laws, regulations, or third-party rights
• Upload malicious code, viruses, or harmful content
• Attempt to gain unauthorized access to our systems or other users' accounts
• Interfere with or disrupt the Services or servers
• Use automated systems to access the Services without permission
• Reverse engineer, decompile, or attempt to extract source code
• Remove or modify any proprietary notices or labels
• Use the Services to spam, harass, or abuse others
• Impersonate any person or entity

8. Intellectual Property

8.1 Our Intellectual Property

The Services, including all software, content, trademarks, and intellectual property rights, are owned by FirmLink Legal and protected by copyright, trademark, and other laws. We grant you a limited, non-exclusive, non-transferable license to access and use the Services for their intended purpose.

8.2 Your Content

You retain ownership of all content you upload to the Services ("Your Content"). By uploading Your Content, you grant us a limited license to store, process, and transmit Your Content solely to provide the Services.

You represent and warrant that you have all necessary rights to Your Content and that Your Content does not violate any laws or third-party rights.

9. Data Security and Privacy

We implement industry-standard security measures to protect your data. However, no system is completely secure. You acknowledge and accept the risks inherent in electronic data transmission and storage.

Our collection and use of personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference.

9A. Immutable Case Timeline & Audit Trail

FirmLink Legal maintains an immutable case timeline system designed to serve as a single source of truth for all case-related activities. This system is subject to the following terms:

9A.1 Immutability Guarantee

All timeline entries—including but not limited to phone calls, document signatures, client communications, status changes, and system events—are recorded in a tamper-proof audit trail. Once an event is logged, it cannot be modified, backdated, edited, or deleted by any user, including administrators. This immutability is enforced at the database level and is designed to ensure the integrity of your case documentation.

9A.2 Automatic Event Capture

The timeline system automatically captures events as they occur, including:

• Incoming and outgoing phone calls with duration and timestamp
• Document generation, viewing, signing, and expiration events
• Client intake form submissions
• Lead creation, qualification, and conversion events
• System-generated notifications and reminders
• User actions and access events

9A.3 Legal Admissibility

While we design our timeline system to support legal proceedings and regulatory compliance, FirmLink Legal makes no guarantees regarding the admissibility of timeline records in any court or administrative proceeding. Admissibility determinations are made by courts and administrative bodies based on applicable rules of evidence and procedure. Users are responsible for consulting with legal counsel regarding evidentiary requirements in their jurisdiction.

9A.4 Export and Portability

Users may export timeline records in PDF format at any time. Exported documents include timestamps, event descriptions, and relevant metadata. Users retain ownership of their exported timeline data.

9A.5 Data Retention

Timeline records are retained for the duration of your subscription plus seven (7) years following account termination, in accordance with legal record-keeping requirements for law practices. Upon written request, we can provide extended retention periods for active litigation matters.

10. Third-Party Services

Our Services may integrate with or link to third-party services (Google Calendar, payment processors, etc.). Your use of third-party services is governed by their terms and privacy policies. We are not responsible for third-party services or content.

11. SMS/Text Messaging Terms

11.1 Consent to Receive Messages

By providing your phone number and opting in to receive SMS/text messages, you consent to receive automated text messages from FirmLink Legal and/or the law firms using our platform. These messages may include:

• Case updates and appointment reminders
• Document signing requests and confirmations
• Important legal matter notifications
• Attorney-client communications
• Account verification and security codes

11.2 Message Frequency

Message frequency varies based on your case activity. You may receive multiple messages per week during active periods.

11.3 Opt-Out

You may opt out of SMS messages at any time by replying STOP to any message. Upon receipt, we will confirm your opt-out and cease sending messages. Opting out may affect your ability to receive timely updates.

11.4 Help

For assistance, reply HELP to any message or contact support@firmlinklegal.com.

11.5 Carrier Fees

Message and data rates may apply. Standard carrier fees apply. FirmLink Legal is not responsible for any charges from your mobile carrier.

11.6 No SMS for Marketing

We do not use SMS for promotional or marketing purposes. All messages are transactional and related to your legal matters or account.

12. Disclaimers and Warranties

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED.

We disclaim all warranties, including but not limited to:

• Merchantability and fitness for a particular purpose
• Non-infringement of third-party rights
• Uninterrupted, error-free, or secure operation
• Accuracy, reliability, or completeness of content
• Results from using the Services

Some jurisdictions do not allow the exclusion of certain warranties, so some of the above exclusions may not apply to you.

13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

• FirmLink Legal shall not be liable for any indirect, incidental, special, consequential, or punitive damages
• Our total liability shall not exceed the amount you paid us in the 12 months preceding the claim
• We are not liable for any loss of profits, revenue, data, or business opportunities
• We are not liable for any legal malpractice or professional errors in your legal work

Some jurisdictions do not allow the limitation of liability for certain damages, so these limitations may not apply to you.

14. Indemnification

You agree to indemnify, defend, and hold harmless FirmLink Legal, its affiliates, officers, directors, employees, and agents from any claims, liabilities, damages, losses, and expenses (including legal fees) arising from:

• Your use of the Services
• Your violation of these Terms
• Your violation of any laws or third-party rights
• Your Content
• Your legal work or professional services

15. Term and Termination

These Terms remain in effect while you use the Services. We may suspend or terminate your account at any time for:

• Violation of these Terms
• Non-payment of fees
• Fraudulent or illegal activity
• Risk to our systems or other users
• Any reason with notice

Upon termination, you must immediately cease using the Services. We will provide you reasonable access to export Your Content within 30 days of termination.

16. Dispute Resolution

15.1 Informal Resolution

Before filing any formal dispute, you agree to contact us at support@firmlinklegal.com to attempt to resolve the issue informally.

15.2 Arbitration

Any disputes not resolved informally shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association. The arbitration shall be conducted in English in San Antonio, Texas.

15.3 Class Action Waiver

You agree to resolve disputes on an individual basis only. You waive any right to participate in class actions or class-wide arbitrations.

17. Governing Law

These Terms are governed by the laws of the State of Texas, United States, without regard to conflict of law principles. Any disputes shall be subject to the exclusive jurisdiction of the courts in Bexar County, Texas.

18. Changes to Terms

We may update these Terms at any time. We will notify you of material changes by:

• Posting the updated Terms with a new "Last Updated" date
• Sending email notification to your registered email
• Displaying a notice on our platform

Your continued use of the Services after changes take effect constitutes acceptance of the updated Terms.

19. General Provisions

18.1 Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and FirmLink Legal regarding the Services.

18.2 Severability

If any provision of these Terms is found invalid or unenforceable, the remaining provisions shall remain in full force and effect.

18.3 Waiver

Our failure to enforce any provision does not constitute a waiver of that provision or any other provision.

18.4 Assignment

You may not assign or transfer these Terms or your account without our written consent. We may assign these Terms at any time.

18.5 Force Majeure

We are not liable for delays or failures in performance resulting from causes beyond our reasonable control.

20. Contact Information

For questions about these Terms, please contact us:

21. Acknowledgment

BY USING OUR SERVICES, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS OF SERVICE.