Terms of Service

You must be at least 18 years old and authorized to bind the Customer to these Terms. By creating an account, you represent that (a) you are a licensed attorney in good standing in at least one U.S. jurisdiction, or (b) you are a paralegal or other staff member operating under the supervision of such an attorney. The Customer is responsible for all activity under accounts associated with its firm.

You agree to provide accurate registration information, to keep credentials confidential, to enable multi-factor authentication where offered, and to notify us promptly at security@caseread.ai of any suspected unauthorized access.

Paid Services are billed through Stripe at the rate and cadence shown at checkout. Subscriptions automatically renew at the end of each term unless cancelled before the renewal date. Fees are non-refundable except where required by law. If a payment fails, we may suspend access after a reasonable grace period. You are responsible for applicable taxes other than taxes on our net income.

Ownership.As between Customer and CaseRead, the Customer owns all right, title, and interest in and to the documents, matter files, client information, communications, and other content the Customer or its users upload, generate, or store through the Services (“Customer Data”).

License to CaseRead. The Customer grants CaseRead a limited, worldwide, non-exclusive, royalty-free license to host, store, transmit, process, display, and create necessary technical copies of Customer Data solely to provide and support the Services and as directed by Customer.

Aggregated and de-identified data. We may compile aggregated and de-identified statistics from use of the Services for security, analytics, benchmarking, and product improvement, provided the result cannot reasonably be used to identify the Customer, any user, or any client.

You agree not to:

• Use the Services in violation of any law, court order, or any bar association’s rules of professional conduct.
• Upload content that infringes third-party rights or that you do not have authority to upload.
• Attempt to bypass tenant isolation, access another firm’s vault, reverse-engineer the Services, or scrape the platform.
• Introduce malware, conduct denial-of-service attacks, or interfere with the integrity or performance of the Services.
• Use the Services to develop a competing product, or to benchmark for publication, without our written consent.
• Share login credentials or allow shared use of a single seat.

The Services use generative AI from Anthropic and OpenAI to assist with research, drafting, and analysis. You must read and accept the following disclaimers before relying on any AI output.

AI outputs may not be unique to any one Customer; similar inputs may yield similar outputs across users. The Customer is solely responsible for ensuring that AI-assisted filings comply with each court’s rules concerning disclosure or use of generative AI.

The Customer is the holder of any attorney-client privilege attaching to Customer Data and is solely responsible for all professional-responsibility determinations. In particular, the Customer represents and acknowledges that:

• It has performed reasonable due diligence under ABA Model Rule 1.6(c) (and analogous state rules) before entrusting privileged client information to a cloud-based AI service, and is satisfied that the Services’ security posture meets that standard for its practice.
• It is responsible for obtaining any client consent its jurisdiction requires before storing or processing client matter through third-party AI tools.
• It is responsible for conflict-of-interest checks; CaseRead does not perform conflict checks.
• It will configure intra-firm access controls (lawyer-private versus firm-wide documents, ethical walls between matters) appropriately for its practice.
• It will independently verify AI outputs and will not file, serve, or rely on any AI output without licensed-attorney review.

No unauthorized practice of law.CaseRead does not represent any party, does not render legal opinions, and does not draft documents on behalf of any client. Nothing in the Services constitutes the practice of law by CaseRead. Customer’s licensed attorneys remain responsible for all professional judgment.

We engage the sub-processors identified in our Privacy Policy to deliver the Services. Each sub-processor processes data under its applicable terms, which include confidentiality and security obligations. Each party will protect the other’s Confidential Information using reasonable care and will not use it except as necessary to perform under these Terms. Confidentiality obligations do not apply to information that is publicly known through no breach, independently developed, lawfully received from a third party without restriction, or required to be disclosed by law (with prompt notice where permitted).

CaseRead and its licensors retain all right, title, and interest in and to the Services, including all software, models we own or license, designs, and documentation. We grant the Customer a non-exclusive, non-transferable right to access and use the Services during the subscription term. If you provide feedback, you grant us a perpetual, royalty-free license to use it without obligation to you.

The Services integrate with third-party providers, including a payment processor and external legal-research data sources. Public-law results returned through these sources are provided “as is,” may be incomplete or out of date, and are not warranted for completeness or accuracy. Use of third-party services is governed by their own terms.

By Customer.Customer will defend, indemnify, and hold harmless CaseRead from third-party claims arising out of (a) Customer Data, (b) Customer’s violation of Section 4 (Acceptable Use) or Section 6 (Bar-Compliance Responsibilities), (c) any claim by a Customer’s client or a third party that Customer’s use of the Services violated rules of professional conduct or constituted the unauthorized practice of law, and (d) Customer’s reliance on AI output without independent verification.

By CaseRead.CaseRead will defend Customer against third-party claims that the Services, as provided by CaseRead and used in accordance with these Terms, infringe a third party’s U.S. patent, copyright, or trademark, and will pay damages finally awarded or amounts in a settlement CaseRead approves. CaseRead’s obligation does not apply to claims arising from Customer Data, AI outputs, modifications not made by CaseRead, combinations with non-CaseRead products, or use after notice to discontinue.

These Terms remain in effect for the duration of the subscription. Either party may terminate for material breach if the breach is not cured within 30 days after written notice. Upon termination, the Customer’s right to access the Services ends. The Customer may export Customer Data through the Services for 30 days after termination, after which CaseRead will delete Customer Data and the Customer’s isolated database schema, except for backups that age out on a rolling basis and records retained as required by law. Sections that by their nature should survive will survive termination.

These Terms are governed by the laws of the State of Utah, without regard to its conflict-of-laws principles. The parties will first attempt to resolve any dispute through good-faith discussions for 30 days after written notice. If unresolved, the dispute will be finally settled by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, seated in Salt Lake County, Utah, before a single arbitrator. Judgment on the award may be entered in any court of competent jurisdiction.

Notwithstanding the foregoing, either party may seek injunctive or equitable relief in a court of competent jurisdiction to protect its intellectual property or confidential information.

We may modify these Terms from time to time. For material changes, we will provide at least 30 days’ notice by email or in-app banner before the change takes effect. Continued use of the Services after the effective date constitutes acceptance. If you do not accept a material change, your sole remedy is to terminate your subscription before the change takes effect; we will refund prepaid fees for the unused portion of the then-current term.

Force majeure. Neither party is liable for delays or failures caused by events beyond its reasonable control. Assignment. Customer may not assign these Terms without our written consent; CaseRead may assign in connection with a merger, acquisition, or sale of substantially all assets. Notices. Legal notices to CaseRead must be sent to legal@caseread.ai. Severability. If any provision is unenforceable, the remainder remains in effect. No waiver. Failure to enforce a provision is not a waiver. Entire agreement. These Terms, the Privacy Policy, and any order form or executed addendum constitute the entire agreement between the parties and supersede prior agreements on the subject matter. Electronic acceptance. You consent to contracting electronically.

CaseRead AI LLC
Legal notices: legal@caseread.ai
Security: security@caseread.ai
General: info@caseread.ai