Terms of Use

Last Updated: November 16, 2025

CaseFlow, LLC (also known as "CaseFlow," "the Company," "we," "us," or "our") provides a legal practice management platform that connects law firms with clients through client intake, case management, and communication services.

Acceptance of Terms

By accessing or using CaseFlow's services, you agree to be bound by these Terms of Use ("Terms"). CaseFlow reserves the right to update these Terms at any time without prior notice. Your continued use of the Services constitutes acceptance of any modifications. The most current version of these Terms can be reviewed on our website.

If you do not agree to these Terms, you must immediately cease using our Services.

These Terms, together with our Privacy Policy and any additional agreements, constitute the complete agreement between you and CaseFlow regarding your use of our Services and supersede all prior agreements and communications.

Services

CaseFlow provides a cloud-based legal practice management platform that includes:

  • Client intake and lead management
  • SMS notifications and web-based messaging
  • Case management and communication tools
  • Document management and storage
  • Workflow automation
  • Related services and features

CaseFlow charges law firms and legal practitioners a subscription fee for access to the platform. End users (clients seeking legal services) are not charged by CaseFlow to use the Services.

Age Restriction: The Services are available only to individuals who are 13 years of age or older. By using our Services, you represent that you are at least 13 years old. If you are under 13, you must immediately stop using our Services.

Service Modifications: CaseFlow may modify, suspend, or discontinue any aspect of the Services at any time without notice. We will provide notice of material changes to the Services by posting updates on our website or via email.

Grant of License

CaseFlow grants you a limited, non-exclusive, non-transferable, and revocable license to use the Services in accordance with these Terms. This license is contingent upon:

  • Your compliance with these Terms
  • Payment of all applicable fees for subscription services
  • Your lawful use of the platform

Any violation of these Terms automatically revokes your license to use the Services.

Subscription Services

Free Services: Basic features may be provided at no charge.

Paid Services: Enhanced features require a paid subscription. Subscription fees are:

  • Due in advance for the selected billing period (monthly or annual)
  • Non-refundable except as expressly stated in these Terms
  • Subject to change with 30 days' notice posted on our website
  • Owed regardless of actual usage of the Services

Billing: Your payment method will be automatically charged at the start of each billing period. You are responsible for maintaining valid payment information.

Ownership and Intellectual Property

CaseFlow and its licensors retain all right, title, and interest in the Services, including all intellectual property rights, trademarks, copyrights, trade secrets, patents, and proprietary technology.

You may not:

  • Modify, copy, distribute, transmit, display, reproduce, or create derivative works from the Services
  • Reverse engineer, decompile, or disassemble any portion of the Services
  • Remove or alter any proprietary notices or labels
  • Use CaseFlow trademarks without prior written permission
  • Rent, lease, loan, sell, sublicense, or transfer your access to the Services

User Accounts and Registration

To access certain features, you must register for an account by providing:

  • Current, complete, and accurate information
  • Valid contact details
  • Payment information (for paid services)
  • Any other information requested during registration

Account Security: You are responsible for:

  • Maintaining the confidentiality of your password and login credentials
  • All activities that occur under your account
  • Immediately notifying CaseFlow of any unauthorized access or security breach
  • Ensuring only one person uses each login (shared logins are prohibited)

Account Information: You must keep your account information current and accurate. Failure to respond to CaseFlow inquiries within five (5) business days may result in account suspension or termination.

CaseFlow reserves the right to suspend or terminate accounts that provide false, misleading, or incomplete information.

No Attorney-Client Relationship

IMPORTANT: Using CaseFlow does not create an attorney-client relationship between:

  • You and CaseFlow
  • End users and CaseFlow
  • Any party and CaseFlow

CaseFlow is a technology platform only. Any attorney-client relationship that may form is solely between the law firm and the client. CaseFlow is not a law firm and does not provide legal services or advice.

Using CaseFlow is not a substitute for direct consultation with an attorney.

Legal Services and Attorney Responsibilities

For Clients:

You acknowledge that:

  • You are responsible for paying the law firm directly for legal services
  • CaseFlow has no liability for payment of legal fees
  • Any attorney-client relationship is between you and your attorney, not with CaseFlow
  • CaseFlow is not responsible for the quality, accuracy, or outcome of legal services provided by attorneys using the platform

For Attorneys:

You agree that:

  • All communications with clients must comply with applicable laws and bar association rules
  • You are solely responsible for your professional conduct and obligations
  • CaseFlow is not a party to any agreements you make with clients
  • You will maintain appropriate professional liability insurance
  • You are responsible for compliance with all legal and ethical obligations

Prohibited Uses

You agree not to use the Services to:

General Prohibitions

  • Violate any applicable law, regulation, or third-party right
  • Engage in any unlawful, harmful, or fraudulent activity
  • Interfere with or disrupt the Services or servers
  • Access the Services through unauthorized means
  • Bypass any security measures or access controls
  • Use automated systems (bots, scrapers) without permission
  • Overburden or impair the Services or networks

Content Prohibitions

  • Post, transmit, or distribute illegal, harmful, or inappropriate content
  • Harass, threaten, defame, or abuse others
  • Violate intellectual property rights
  • Distribute malware, viruses, or harmful code
  • Engage in spam, phishing, or unsolicited communications
  • Misrepresent your identity or affiliation
  • Share false or misleading information

Platform Misuse

  • Use the Services for any purpose harmful to minors
  • Attempt to gain unauthorized access to user accounts or data
  • Reverse engineer or attempt to extract source code
  • Create derivative works or competing services
  • Resell or redistribute the Services
  • Use the Services in connection with pyramid schemes, chain letters, or fraudulent activities

Compliance Requirements

As a condition of using the Services, you must:

  • Comply with all applicable privacy laws and obtain necessary consents
  • Provide clear privacy notices to your end users
  • Ensure your employees and agents comply with these Terms
  • Use the Services only for lawful purposes
  • Maintain appropriate data security measures

SMS and Communication Services

SMS Notifications: CaseFlow uses SMS messaging to facilitate communication between law firms and clients. By providing your phone number, you:

  • Consent to receive SMS notifications from CaseFlow and law firms using the platform
  • Acknowledge that standard message and data rates may apply
  • Understand that you can opt out at any time by replying "STOP"

Communication Monitoring: CaseFlow reserves the right to monitor communications sent through the platform for:

  • Fraud prevention
  • Security purposes
  • Customer support
  • Compliance with laws and policies

We do not review communications for marketing purposes or sell communication data to third parties.

Payment Terms

Fees: All fees are stated in U.S. dollars and are due immediately upon ordering. Fees are non-refundable unless otherwise stated.

Payment Methods: We accept credit cards and other payment methods as indicated during checkout. You authorize us to charge your payment method for all fees incurred.

Automatic Renewal: Subscriptions automatically renew at the end of each billing period unless you cancel before the renewal date. You will be charged the then-current rate for your subscription level.

Failed Payments: If payment fails, we may suspend or terminate your access to the Services. You remain responsible for all unpaid amounts.

Price Changes: We may modify pricing with 30 days' notice. Continued use after a price change constitutes acceptance of the new pricing.

Disputes: You must notify us of billing disputes within sixty (60) days of the charge appearing on your statement. Failure to dispute within this period constitutes acceptance of the charge.

No Refunds: CaseFlow maintains a no-refund policy. Fees paid are non-refundable regardless of usage or early termination, except as required by law.

Account Cancellation and Termination

By You:

You may cancel your account at any time by:

  • Removing payment information from your account
  • Sending written notice to support@caseflow.co
  • Following cancellation procedures in your account settings

Upon cancellation, you may request a copy of your data. Your access will terminate at the end of your current billing period.

By CaseFlow:

We may suspend or terminate your account immediately if:

  • You breach these Terms
  • Payment fails or is disputed
  • We suspect fraudulent or illegal activity
  • Required by law or legal process
  • We discontinue the Services

Effect of Termination:

Upon termination:

  • Your license to use the Services ends immediately
  • You must cease all use of the Services
  • We may delete your account data subject to our data retention policies
  • You remain liable for all fees incurred prior to termination
  • Provisions regarding ownership, liability, and indemnification survive termination

Data Storage and Security

Data Location: Your data is stored on servers located in the United States (AWS).

Security: While we implement reasonable security measures, we cannot guarantee absolute security. You are responsible for:

  • Maintaining secure passwords and login credentials
  • Limiting access to your devices
  • Promptly reporting security incidents

Backups: CaseFlow performs regular backups but is not liable for data loss. You are responsible for maintaining your own backups of critical data.

Disclaimer of Warranties

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

CASEFLOW DISCLAIMS ALL WARRANTIES, INCLUDING BUT NOT LIMITED TO:

  • MERCHANTABILITY
  • FITNESS FOR A PARTICULAR PURPOSE
  • NON-INFRINGEMENT
  • ACCURACY OR RELIABILITY
  • UNINTERRUPTED OR ERROR-FREE OPERATION
  • SECURITY OR DATA PROTECTION

CASEFLOW DOES NOT WARRANT THAT:

  • The Services will meet your specific requirements
  • The Services will be available at all times
  • Defects will be corrected
  • The Services are free from viruses or harmful components

Some jurisdictions do not allow disclaimer of implied warranties. In such jurisdictions, the above disclaimers may be limited.

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

No Liability for Damages:

CASEFLOW SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING:

  • Loss of profits or revenue
  • Loss of data or information
  • Loss of business opportunity
  • Loss of goodwill
  • Any other intangible losses

This limitation applies regardless of the theory of liability (contract, tort, negligence, strict liability, or otherwise) and even if CaseFlow has been advised of the possibility of such damages.

Maximum Liability: In no event shall CaseFlow's total aggregate liability exceed the amount you paid to CaseFlow in the twelve (12) months preceding the claim.

Your Responsibility:

YOU ARE SOLELY RESPONSIBLE FOR ANY LOSSES OR DAMAGES INCURRED AS A RESULT OF USING THE SERVICES.

Essential Purpose: These limitations are fundamental elements of the agreement between you and CaseFlow. The Services would not be provided without these limitations.

Some jurisdictions do not allow limitations on certain types of damages. In such jurisdictions, our liability is limited to the fullest extent permitted by law.

Indemnification

You agree to defend, indemnify, and hold harmless CaseFlow, its affiliates, officers, directors, employees, agents, and contractors from any claims, liabilities, damages, losses, costs, or expenses (including reasonable attorneys' fees) arising from or related to:

  • Your use or misuse of the Services
  • Your violation of these Terms
  • Your violation of any law or third-party right
  • Content you submit or transmit through the Services
  • Your negligence or willful misconduct
  • Any legal services provided by you (if you are an attorney using the platform)

Defense Obligation: If CaseFlow notifies you of a claim, you must:

  • Promptly provide written confirmation of your indemnification obligation
  • Allow CaseFlow to participate in the defense through counsel of its choice
  • Cooperate fully with CaseFlow during the proceedings
  • Not settle any claim without CaseFlow's prior written consent

CaseFlow's Rights: CaseFlow reserves the right to assume exclusive defense and control of any matter subject to indemnification, at your expense.

Privacy and Data Protection

Your use of the Services is subject to our Privacy Policy. By using the Services, you consent to our collection, use, and disclosure of your information as described in the Privacy Policy.

Your Responsibilities: If you collect information from end users through the Services, you must:

  • Provide clear privacy notices
  • Obtain necessary consents
  • Comply with applicable privacy laws (including CCPA, GDPR if applicable)
  • Protect user data appropriately

Third-Party Services and Links

The Services may contain links to or integrate with third-party websites and services. CaseFlow is not responsible for:

  • The content, privacy practices, or policies of third-party services
  • Any transactions between you and third parties
  • The accuracy or availability of third-party services

Your use of third-party services is at your own risk and subject to their terms and policies.

Intellectual Property Claims

If you believe content on the Services infringes your copyright, please contact us at:

CaseFlow, LLC

ATTN: Copyright Agent

Unit 3F, 348 E 78th St

New York, NY 10075

Email: legal@caseflow.co

Please include:

  • Identification of the copyrighted work
  • Identification of the infringing material
  • Your contact information
  • A statement of good faith belief
  • A statement that the information is accurate
  • Your physical or electronic signature

Governing Law and Dispute Resolution

Governing Law: These Terms are governed by the laws of the State of New York, without regard to conflict of law principles.

Jurisdiction: Any disputes must be resolved in the state or federal courts located in New York County, New York. You consent to the personal jurisdiction and venue of these courts.

Arbitration Agreement

Binding Arbitration: Except for intellectual property claims, all disputes arising from these Terms or the Services must be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules.

No Class Actions:

YOU AGREE THAT YOU WILL NOT BRING OR PARTICIPATE IN ANY CLASS ACTION OR CLASS PROCEEDING. All disputes must be brought individually.

Arbitration Process:

  • Arbitration will be conducted in New York, New York
  • The arbitrator's decision is final and binding
  • Judgment on the award may be entered in any court of competent jurisdiction
  • Each party bears its own costs unless otherwise awarded by the arbitrator

Informal Resolution: Before initiating arbitration, you agree to first contact us to attempt informal resolution.

Time Limit: Any claim must be filed within one (1) year after the incident giving rise to the dispute occurred. Failure to file within this period constitutes a complete waiver and bar to the claim.

Export Controls

You may not use or export the Services in violation of U.S. export laws and regulations. You represent that you:

  • Are not located in a country subject to U.S. embargo or designated as a "terrorist supporting" country
  • Are not listed on any U.S. government list of prohibited or restricted parties
  • Will comply with all applicable export control laws

HIPAA Compliance

Not HIPAA Compliant:

CaseFlow is not currently configured to be HIPAA compliant. If your organization is subject to HIPAA and you need to handle Protected Health Information (PHI), you must:

  • Contact us at sales@caseflowtech.com before using the Services
  • Execute a Business Associate Agreement (BAA) with CaseFlow
  • Wait for our written confirmation before transmitting any PHI

Important:

Do not use CaseFlow to transmit, store, or process PHI unless you have an executed BAA in place. Unauthorized use of PHI may result in immediate account termination and legal liability.

Notices

To You:

CaseFlow may provide notices by:

  • Posting on our website
  • Sending email to your registered email address
  • Sending postal mail to your registered address

Notices are deemed delivered five (5) days after posting or sending.

To CaseFlow:

All notices must be sent to:

CaseFlow, LLC

Unit 3F, 348 E 78th St

New York, NY 10075

Email: sales@caseflowtech.com

General Provisions

Entire Agreement: These Terms, together with the Privacy Policy, constitute the entire agreement between you and CaseFlow regarding the Services.

Severability: If any provision is found unenforceable, it will be modified to reflect the parties' intention, and the remaining provisions remain in full effect.

No Waiver: CaseFlow's failure to enforce any right or provision does not constitute a waiver of that right or provision.

Assignment: You may not assign these Terms without our prior written consent. CaseFlow may assign these Terms at any time.

No Third-Party Beneficiaries: These Terms do not create any third-party beneficiary rights except as expressly stated.

Survival: Provisions regarding ownership, intellectual property, disclaimers, limitations of liability, indemnification, and dispute resolution survive termination of these Terms.

Force Majeure: CaseFlow is not liable for failure to perform due to circumstances beyond its reasonable control.

Headings: Section headings are for convenience only and do not affect interpretation.

Contact Information

For questions about these Terms, contact us at:

CaseFlow, LLC

Unit 3F, 348 E 78th St

New York, NY 10075

Email: sales@caseflowtech.com

Website: www.withcaseflow.com

By using CaseFlow's Services, you acknowledge that you have read, understood, and agree to be bound by these Terms of Use.