Terms of Service

1. Agreement

These Terms of Service ("Terms") govern access to and use of Caseconnective websites, mobile applications, and related services (collectively, the "Services"). You accept them by using the Services.

They apply to three groups of people, and the difference matters:

• Firm users. Staff of a firm or organization that operates a Caseconnective workspace ("Firm"). If you use the Services on a Firm's behalf, you accept these Terms for yourself and for that Firm.
• Claimants and clients. Individuals who submit a public intake or eligibility form, open a submission-status link, sign a document through a link we host, or hold a client portal account.
• Anyone holding a link we host, including a shared report link.

These Terms are linked from the sign-in page and from the SMS consent notice on public intake forms, so they are available at the point of use rather than only from the footer.

2. What we provide

Caseconnective is software: a multi-tenant workspace for managing mass tort and class action caseloads. Each Firm's workspace is isolated from every other. Depending on configuration and on a user's permissions, the Services include:

• lead, client and claim records, with per-matter pipeline stages and configurable intake forms;
• document storage, review and classification, privilege triage, and litigation holds. Deleting a document hides it rather than destroying it, and no automated process destroys a document a person deleted or one that is under hold;
• tasks, calendars and events;
• communications — SMS and MMS, email, and telephone calls placed and received through the workspace. A Firm that connects its own Twilio account is responsible for any business associate agreement with Twilio that its use requires.
• a community outreach module for logging canvassing visits, the people met, and the materials handed out;
• a lawsuit builder covering intake forms, an eligibility-scoring configuration, and a per-matter team list with its own capability grants;
• electronic signature of retainer and similar agreements, including a tamper-evident hash binding each signature to the exact document text, the signer, and the moment of signing;
• a reports and dashboards builder, including share links that can be opened without an account and that a Firm can expire or revoke;
• automation rules that act on workspace events;
• a client portal where a Firm's clients can follow their case, complete assigned forms, exchange documents, and message their case contact;
• AI-assisted features, which send workspace information to a third-party AI provider to produce text: a suggested document type for an uploaded file, and an internal assistant staff can ask questions about a matter. Which of these are available in a given workspace depends on how it is configured; our Privacy Policy describes what is sent when they run;
• iOS applications that reach the same Services.

We may add to, change, or remove features. Where a Firm has a written order or subscription in effect, we will use commercially reasonable efforts to avoid materially degrading core functionality during its term.

3. Accounts & access

Firm accounts are created by invitation, not by public self-registration. Each account holds one workspace role — super admin, case manager, attorney, staff, outreach, or read-only — and each role carries a fixed set of permissions. Firm administrators control roles, access, and removal of users within their workspace, and an individual matter can carry its own team list that grants or withholds specific capabilities for a given member.

Some material is restricted more tightly than the role alone. Unmasked personal health information, the contents of notes a Firm has marked privileged, and call recordings from the mobile app are readable only by a narrower set of roles. A voicemail a Firm has chosen to keep can be played, and its transcript read, only by team members allowed to contact that person, and every play is logged. A Firm can require multi-factor authentication on the session before protected health information is decrypted.

Client portal accounts exist only where a Firm invites a specific person. A portal account holds no workspace permissions at all: it reaches the portal and that person's own records, and nothing else. A Firm can revoke an invitation, which ends that access.

Some links work without an account. A submission-status link, an electronic signing link, and a shared report link each carry their own access — whoever holds the link can open what it points to. Treat them as confidential and do not forward them. These links can expire, and a Firm can revoke a shared report link.

You must provide accurate registration information and safeguard your credentials, and you are responsible for activity under your account and for ensuring users you invite comply with these Terms. Activity in a workspace is recorded in an audit log.

4. Customer content

You retain rights to content you or your Firm submit ("Customer Content"). Customer Content includes material submitted by claimants and clients through public intake forms, the client portal, and signing links; it lands in the workspace of the Firm that operates the matter. You grant Caseconnective a non-exclusive license to host, process, transmit, and display Customer Content solely to provide, secure, and improve the Services.

You represent that you have the rights and authority needed to submit Customer Content — including any personal, health, or location information about another person — and that its processing as contemplated by the Services will not violate applicable law or third-party rights.

5. Legal & professional responsibility

Caseconnective is not a law firm. It does not practise law, does not provide legal advice, and does not provide legal representation. Using the Services — submitting an intake or eligibility form, opening a status link, signing a document through a link we host, or holding a portal account — does not create an attorney–client relationship with Caseconnective. Nothing in the Services is a promise about the outcome of any matter, or about what any matter will cost.

An eligibility or qualification result is not a legal opinion. The rules and scoring that produce it are configured by the Firm that operates the matter, and the result is an administrative screening signal used to route a submission for review by a person. It does not decide whether anybody has a claim, and no automated result substitutes for review by a licensed attorney.

Agreements presented for signature through the Services are the Firm's documents. Caseconnective hosts the signing and records it; it does not draft those agreements and is not a party to them. Any fee arrangement in such an agreement is between the signer and that Firm.

Where a licensed firm or attorney uses the Services, that firm remains responsible for professional judgment, supervision, conflicts checks, client confidentiality, advertising and solicitation rules, and every other applicable rule of professional conduct — and for use of the Services in connection with protected health information or other regulated data, including any required business associate agreement. AI-assisted output may be inaccurate or incomplete and must be reviewed by a person before it is relied on.

6. Fees & payment

Fees, where they apply, are set out in a separate written order form or subscription agreement between Caseconnective and the customer. That agreement states the price, the billing period and the payment terms. These Terms set no price of their own, and no charge arises under them alone.

Early-adopter price lock. A customer whose Team subscription starts while our early-adopter prices are offered keeps those prices, $100 per person per month or $1,000 per person per year, for 24 months from the date that subscription starts, even if our published prices rise during that time. This limits a change to the price of that subscription; it does not set a price, and it applies to the Team plan only.

An administrator of a workspace can subscribe from inside the product. When they do, the product asks Stripe to open a checkout page and sends them to it. What it sends is that administrator's email address, the name of the firm, an identifier for the workspace being billed, and the plan and the number of seats — the last two taken from our own published catalogue and from the people already working in that workspace, never from anything the browser supplies. With them it sends the renewal terms described below and which version of these Terms the administrator agreed to. Nothing about a claimant, a matter or a document is ever sent to Stripe. You cannot create a workspace and buy one from this website unless we have invited you to; otherwise an account is set up for you first. Where a subscription has instead been agreed under a separate order form, that agreement governs and any invoice is issued and settled outside the Services.

The product never receives a payment card. Card details are entered on Stripe's own page, at Stripe's own address, and are never sent to, seen by, or stored by Caseconnective. The product cannot take a payment you have not completed yourself on that page, cannot charge a card on its own, and cannot change the price of a subscription that already exists. Your plan, your seat count and whether your workspace is in good standing change only when Stripe tells us they have, in a message we verify came from Stripe. When an administrator asks to manage or cancel the subscription, the product asks Stripe to open Stripe's billing page for the workspace, and sends Stripe nothing for that but the workspace's Stripe customer reference, which of our settings for that page to use, and where to return to. We will not widen what the product can do with a payment method without updating this section first.

A subscription bought in the product renews automatically until it is cancelled. It is charged for each monthly or yearly billing period, for the number of seats bought, and renews at the end of each period until an administrator cancels it. Before subscribing, the administrator is shown the total charged each period and how it is made up, the minimum number of seats and how to cancel, and must agree to them and to these Terms before Stripe's page will take a payment. An administrator can cancel online at any time from Settings → Billing, which opens Stripe's billing page for the workspace; no call or email is needed. Cancelling takes effect at the end of the period already paid for: the workspace keeps working until then, and becomes read-only after it.

Deleting your account can end a subscription. When the last member of a self-serve workspace — one on a free trial or bought through the product — deletes their account, the workspace is closed, and the product asks Stripe to expire any checkout page still open for it and to cancel its subscriptions immediately. When the member Stripe holds as a workspace's billing contact deletes their account and the workspace stays open, the product asks Stripe to change that billing email address to another administrator's. The subscription continues, and the card that member entered stays on file and keeps being charged until an administrator of the workspace replaces it. Those are the only changes the product makes to a subscription.

The Billing screen inside a workspace is not a statement of what you owe Caseconnective. It is the Firm's own ledger of time and costs recorded against its matters, for the Firm's use.

7. Confidentiality

We treat Customer Content as confidential and use it only as described in these Terms and our Privacy Policy, subject to applicable law and lawful process.

Inside the product, confidentiality is also enforced technically rather than only promised: each Firm's workspace is isolated at the database level; the bodies of notes marked privileged, unmasked protected health information, and call recordings from the mobile app are readable only by a restricted set of roles; a voicemail a Firm has chosen to keep, and its transcript, are open only to team members allowed to contact that person; and access is recorded in an audit log.

8. Disclaimers

THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASECONNECTIVE DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

In particular, we do not warrant that eligibility or qualification results, AI-generated output, automated rules, or the delivery of any message or call will be accurate, timely, or complete.

9. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASECONNECTIVE WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR GOODWILL. OUR AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THE SERVICES WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID TO US FOR THE SERVICES IN THE TWELVE (12) MONTHS BEFORE THE CLAIM OR (B) ONE HUNDRED U.S. DOLLARS ($100), EXCEPT WHERE LIABILITY CANNOT BE LIMITED BY LAW.

10. Termination

You may stop using the Services at any time. Stopping does not cancel a subscription; Section 6 says how to cancel one online. A Firm administrator can deactivate a staff account or revoke a client portal invitation, which ends that person's access.

You can delete your own staff account from Settings, on its own Delete my account page. Deleting it ends your access at once and cannot be undone. The Firm keeps the records you worked on, with your name on them, and the audit record is kept, as our Privacy Policy describes. Section 6 says what deleting an account does to a subscription.

We may suspend or terminate access for material breach of these Terms after reasonable notice when practicable. Provisions that by their nature should survive will survive termination, including ownership, confidentiality, disclaimers, and limitations of liability.

11. Governing law & disputes

Caseconnective is a limited liability company formed in and operating from the State of Texas. These Terms are governed by the laws of the State of Texas, excluding conflict-of-law rules, unless a mandatory consumer protection law applies. Courts located in Texas (or another venue agreed in writing for enterprise customers) shall have exclusive jurisdiction, subject to mandatory arbitration provisions if added in a separate agreement.

This section is about this agreement and nothing else. It governs the contract between you and Caseconnective for use of the Services. It does not decide where a claimant's own legal matter is brought, which state's law applies to that matter, or where any lawsuit is filed. Matters worked on through the Services may be in Arizona, California, or any other state, and those questions belong to the matter and to the firm handling it.

12. SMS & text messaging

Where the Services are used to send SMS or MMS messages, the sending workspace is responsible for obtaining prior express consent from each recipient and for complying with the Telephone Consumer Protection Act (TCPA), A2P 10DLC registration requirements, carrier rules, and applicable state law. That workspace is the sender of record and is responsible for the content of its messages; where the workspace is operated by Caseconnective, Caseconnective is the sender of record.

Message frequency varies, and message and data rates may apply. Recipients may opt out at any time by replying STOP — STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT, OPTOUT and REVOKE are honored the same way — and may resume by replying START, UNSTOP, YES or OPTIN. Replying HELP or INFO returns an automatic help message.

Each of those events is written to an append-only consent record noting what happened, when, from which number, and which version of these Terms and our Privacy Policy was in effect at the time. An opt-out recorded by any route — for example a reply to a message, or an entry made by staff — stops further messages from that workspace. It takes precedence over any earlier consent on file, and lasts until the recipient opts back in (by replying START, or by giving the workspace fresh consent, which the workspace records). Sends that the Services treat as promotional require an affirmative opt-in on record; a recipient with no consent recorded is skipped rather than messaged.

Where a public intake form offers SMS consent, it is an optional checkbox, unchecked by default, and never required in order to submit the form.