Terms of Service

1. Acceptance of Terms

Welcome to Caisely. These Terms of Service ("Terms") govern your access to and use of the Caisely platform, website, applications, and related services (collectively, the "Service") provided by Caisely ("we," "our," or "us").

By accessing or using our Service, you agree to be bound by these Terms. If you do not agree to these Terms, you may not access or use the Service.

2. Description of Service

Caisely provides a software-as-a-service platform designed to help legal professionals and organizations manage their practice operations. Our Service may include:

• Case and matter management tools
• Client intake and lead management
• Document creation, storage, and electronic signing
• Automated workflows and follow-up communications
• Email and SMS communication tools
• AI-powered document analysis and insights
• Reporting and analytics
• Team collaboration and organization management
• Third-party integrations

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

3. Account Registration

3.1 Eligibility

You must be at least 18 years old and have the legal capacity to enter into binding contracts to use our Service. By using the Service, you represent and warrant that you meet these requirements.

3.2 Account Creation

To access certain features, you must create an account. You agree to:

• Provide accurate, current, and complete information
• Maintain and promptly update your account information
• Keep your login credentials secure and confidential
• Notify us immediately of any unauthorized access
• Accept responsibility for all activities under your account

3.3 Organization Accounts

If you create or join an organization account, you represent that you have the authority to bind that organization to these Terms. The organization will be responsible for all users and activities within its account.

4. Acceptable Use

You agree not to:

• Use the Service for any unlawful purpose or in violation of any applicable laws
• Violate the rights of others, including privacy and intellectual property rights
• Upload or transmit malicious code, viruses, or harmful content
• Attempt to gain unauthorized access to any part of the Service
• Interfere with or disrupt the Service or servers
• Circumvent any security measures or access controls
• Use the Service to send spam or unsolicited communications
• Impersonate any person or entity
• Collect or harvest user information without consent
• Use automated systems to access the Service without permission
• Resell, sublicense, or redistribute the Service without authorization

5. User Content

5.1 Your Content

You retain ownership of all content you submit to the Service ("User Content"). By submitting User Content, you grant us a worldwide, non-exclusive, royalty-free, sublicensable license to use, store, process, reproduce, modify, and display your content to:

• Provide, maintain, and improve the Service
• Develop new features, products, and services
• Train and improve our AI and machine learning models
• Create anonymized, aggregated data for analytics and insights
• Comply with legal obligations

This license continues even after you stop using the Service, but only with respect to aggregated or de-identified data, and content that has been incorporated into our AI models in a non-reversible manner. You may opt out of AI training by contacting us, though this may limit certain features.

5.2 Responsibility for Content

You are solely responsible for your User Content and the consequences of sharing it. You represent that you have all necessary rights to submit your content and that it does not violate any laws or third-party rights.

5.3 Confidential Information

We understand that your User Content may include confidential and privileged information. We will maintain appropriate safeguards to protect such information as described in our Privacy Policy, including security controls consistent with SOC 2 Type II requirements.

5.4 Aggregated Data

We may create anonymized, de-identified, or aggregated data derived from your User Content or usage of the Service. Such Aggregated Data is not considered User Content, and we may use it for any lawful business purpose without restriction, including benchmarking, analytics, research, and improving our services.

6. Third-Party Services and Integrations

The Service may integrate with or provide access to third-party services, including but not limited to document signing providers, communication services, storage providers, and AI services. Your use of these third-party services is subject to their respective terms and privacy policies. We are not responsible for the actions or content of third-party services.

We conduct security assessments of our critical third-party service providers in accordance with our vendor management program. However, you acknowledge that third-party services are provided by independent entities and may have their own data handling practices.

6A. Security and Compliance

6A.1 Our Security Commitments

We maintain a comprehensive information security program designed to protect the confidentiality, integrity, and availability of your data. Our security practices align with SOC 2 Type II standards and include:

• Encryption of data in transit and at rest
• Access controls and authentication mechanisms
• Regular security assessments and penetration testing
• Incident response and breach notification procedures
• Employee security training
• Business continuity and disaster recovery planning

6A.2 Your Security Responsibilities

You are responsible for:

• Maintaining the security of your account credentials
• Configuring appropriate access controls within your organization
• Ensuring your use of the Service complies with applicable laws
• Promptly reporting any suspected security incidents

6A.3 Data Processing

For users subject to data protection regulations (such as GDPR or CCPA), we will process personal data in accordance with our Privacy Policy and any applicable Data Processing Agreement. Upon request, we can provide a Data Processing Agreement for enterprise customers.

7. Fees and Payment

7.1 Subscription Fees

Certain features of the Service require payment of subscription fees. By subscribing to a paid plan, you agree to pay all applicable fees as described at the time of purchase.

7.2 Billing

Fees are billed in advance on a recurring basis (monthly or annually, depending on your plan). You authorize us to charge your designated payment method for all fees.

7.3 Changes to Fees

We may change our fees at any time. We will provide notice of fee changes before they take effect. Continued use of the Service after fee changes constitutes acceptance of the new fees.

7.4 Refunds

Fees are generally non-refundable except as required by law or as explicitly stated in our refund policy.

7.5 Automatic Renewal

Subscriptions automatically renew at the end of each billing period (monthly or annually, as applicable) unless you cancel before the renewal date. You authorize us to charge your designated payment method for renewal fees at the then-current rate. We will provide notice of any price increases before your renewal date.

7.6 Taxes

Fees are exclusive of applicable taxes, levies, or duties. You are responsible for paying all such taxes associated with your use of the Service, excluding taxes based on our net income.

8. Intellectual Property

8.1 Our Intellectual Property

The Service, including all content, features, and functionality (excluding User Content), is owned by Caisely and protected by intellectual property laws. You may not copy, modify, distribute, or create derivative works without our prior written consent.

8.2 Feedback

If you provide us with feedback, suggestions, or ideas, you grant us the right to use such feedback without any obligation to you.

9. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR ACCURACY.

WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE. WE DO NOT PROVIDE LEGAL ADVICE, AND THE SERVICE IS NOT A SUBSTITUTE FOR PROFESSIONAL LEGAL COUNSEL.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CAISELY AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, USE, GOODWILL, OR OTHER INTANGIBLE LOSSES.

OUR TOTAL LIABILITY FOR ANY CLAIMS ARISING FROM OR RELATING TO THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

11. Indemnification

You agree to indemnify, defend, and hold harmless Caisely and its affiliates, officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or relating to:

• Your use of the Service
• Your User Content
• Your violation of these Terms
• Your violation of any rights of a third party

12. Termination

12.1 Termination by You

You may terminate your account at any time by contacting us or using the account settings. Upon termination, you will lose access to the Service and your data may be deleted in accordance with our data retention policies.

12.2 Termination by Us

We may suspend or terminate your access to the Service at any time, with or without cause, including if we reasonably believe you have violated these Terms.

12.3 Effect of Termination

Upon termination, your right to use the Service will immediately cease. Sections of these Terms that by their nature should survive termination shall survive.

13. Governing Law and Disputes

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions. Any disputes arising from these Terms or the Service shall be resolved in the courts located in Delaware.

14. Changes to Terms

We reserve the right to modify these Terms at any time. We will provide notice of material changes by posting the updated Terms on this page and updating the "Last updated" date. Your continued use of the Service after changes constitutes acceptance of the modified Terms.

15. General Provisions

15.1 Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Caisely regarding the Service.

15.2 Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.

15.3 Waiver

Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.

15.4 Assignment

You may not assign or transfer these Terms without our prior written consent. We may assign our rights and obligations without restriction.

15.5 Force Majeure

We shall not be liable for any failure or delay in performance due to causes beyond our reasonable control, including but not limited to acts of God, natural disasters, pandemics, epidemics, war, terrorism, riots, government actions, court orders, third-party service provider failures, internet or telecommunications failures, cyberattacks, power outages, or labor disputes.

15.6 Notices

We may provide notices to you via email, posting on the Service, or other reasonable means. You agree that electronic notices satisfy any legal requirement that such communications be in writing. Notices to us should be sent to legal@caisely.com.

15.7 Third-Party Beneficiaries

These Terms do not create any third-party beneficiary rights in any individual or entity that is not a party to these Terms.

16. Contact Us

If you have any questions about these Terms, please contact us at:

• Email: support@caisely.com
• Website: Contact Form