Terms of Service

1. Who we are and who these terms cover

These Terms of Service (“Terms”) govern your use of Case Waypoint, the online case portal at app.casewaypoint.com and related emails (the “Service”). The Service is operated by Case Waypoint LLC, a [STATE] limited liability company (“Case Waypoint,” “we,” “us”).

The Service connects law firms with their clients. These Terms apply to three kinds of users:

• Law Firms: firms that subscribe to the Service, and their administrators.
• Firm Staff: attorneys, paralegals and other people a Law Firm gives an account.
• Clients: people a Law Firm invites to follow their own case.

By signing in or using the Service, you agree to these Terms. If you use the Service for a Law Firm, you agree on behalf of that firm and confirm you are authorized to do so. If you do not agree, do not use the Service.

A Law Firm's signed agreement with us (the “Firm Agreement”) also applies to that firm. If the Firm Agreement conflicts with these Terms, the Firm Agreement controls for that firm.

2. Case Waypoint is software, not a law firm

Case Waypoint provides software only. We are not a law firm, do not practice law and do not give legal advice. Using the Service does not create an attorney-client relationship with Case Waypoint.

Your legal representation is solely between you and your Law Firm. Case status, stages, percentages, dates, reminders and automated messages in the Service are tools your firm uses to keep you informed. They are not legal advice, a prediction of any outcome, or a guarantee of timing or results.

Automated messages (for example, a check-in when a case has been quiet) are sent on your firm's behalf based on settings your firm chooses. For questions about your case, use Messages to reach your firm, or contact your firm directly.

3. Accounts and signing in

Invitation only. You cannot sign up on your own. A Law Firm creates accounts for its staff and clients, and Case Waypoint creates each Law Firm's first administrator.

How sign-in works. You sign in with your email address and a one-time 6-digit code we email you. Codes expire after 10 minutes. There is no password.

Extra step for firm accounts. Firm Staff and administrators must also use an authenticator app, because their accounts can see case information for many clients.

Staying signed in. Unless you choose otherwise, you stay signed in on a device for up to 60 days. If you check “Sign me out when I close the browser,” you are signed out as soon as the browser closes. Use that option on any shared or public device.

Your responsibilities. You must:

• give accurate information and use an email address only you can access;
• keep your email account and authenticator app secure;
• not share your account or sign-in codes with anyone;
• tell your Law Firm (or us, at [SUPPORT EMAIL]) right away if you think someone else has accessed your account.

You are responsible for activity under your account until you report a problem. You must be at least 18 years old, or have a parent or guardian use the Service on your behalf.

4. Your content and files

You keep ownership. Documents, photos, messages, notes and other information you put into the Service (“Your Content”) remain yours, or your Law Firm's, as between you and us. We claim no ownership of it.

Our permission to handle it. You give us permission to store, copy, scan, process, display and transmit Your Content only as needed to provide the Service, keep it secure, and comply with law. We do not sell Your Content or use it to advertise.

Uploads. Accepted file types are PDF, JPEG, PNG, HEIC, Word, Excel and plain text, up to 25 MB each. Every file is checked for viruses and malware before anyone can open it. Files that fail the check are blocked and cannot be downloaded. Client uploads are held for firm review.

Only upload what you have the right to share. You confirm you have the right to upload Your Content and that it does not violate anyone else's rights or the law.

Your Law Firm controls visibility. A Law Firm decides which sections of a case its clients and staff can see, and whether notes are shared with the client or kept firm-only. Something hidden by your firm is not shown to you.

5. Privacy and security

Our Privacy Policy explains what personal information we collect, how we use it, and your privacy rights, including under California law. It is part of these Terms.

Your Law Firm is responsible for client information. We handle case information on each Law Firm's behalf and under its instructions. Requests about a case record (for example, to correct or delete it) should go to your Law Firm, which may be required to keep certain records.

Firms are kept separate. Each Law Firm can see only its own staff, clients and cases. Case Waypoint staff do not view client names or case contents in the ordinary course of running the Service, except as needed to provide support you or your firm request, keep the Service secure, or comply with law.

How we protect information. Measures include encrypted connections, encryption of stored data, access rules enforced in the database, required authenticator apps for firm accounts, malware scanning of uploads, short-lived download links, and an activity log.

No system is perfectly secure. If we learn of a security incident affecting your information, we will notify affected Law Firms and users as required by law.

6. Emails and notifications

By using the Service you agree to receive emails from notifications@casewaypoint.com that are needed to run it:

• Account emails (sign-in codes, welcome emails). These cannot be turned off while you have an account.
• Case emails your Law Firm's settings trigger: reminders about documents your firm needs, check-ins when a case has been quiet, and, if your firm turns it on, notice that a reply is overdue.
• Staff alerts to Firm Staff about stalled cases and overdue replies.

Every case email and staff alert has an unsubscribe link that turns off that kind of email with one click. Turning off emails does not stop messages appearing in the portal. Emails are sent for convenience; always check the portal for the current state of your case.

We do not send marketing emails through the Service.

7. Acceptable use

You agree not to:

1. access, or try to access, any account, case, file or firm that is not yours to see;
2. probe, scan or test the Service's security, or get around its access controls, without our written permission;
3. upload viruses, malware, or files meant to harm the Service or other users;
4. upload content that is unlawful, harassing, threatening, or that infringes someone else's rights;
5. use the Service to send spam or to contact people who have not agreed to hear from you;
6. copy, scrape, resell or build a competing product from the Service;
7. overload the Service or interfere with other people's use of it;
8. use the Service in violation of any law, court order or professional rule.

We may remove content or restrict access that we reasonably believe violates this section. Where possible, we will tell the affected Law Firm first.

If you find a security weakness, please report it to [SECURITY EMAIL] instead of testing it further. We will not pursue good-faith reports that follow this section.

8. Additional terms for Law Firms

Your responsibilities. Each Law Firm is responsible for:

• who it invites, what access it gives them, and removing access promptly when someone leaves;
• the accuracy of case information and messages it posts;
• its visibility and notification settings, and what they show or send to clients;
• having a lawful basis and any client consent needed to put client information in the Service;
• its own professional obligations, including confidentiality, supervision of staff and use of technology, record retention, and conflict checks.

The Service supports communication with clients. It is not a substitute for a firm's own case management, calendaring or docketing, and it does not track court or statutory deadlines.

Fees. Fees, billing terms and any trial period are set in the Firm Agreement or order form.

Data processing. We process client information as the firm's service provider under the Firm Agreement and our Data Processing Addendum, and use subprocessors for hosting, email delivery, file scanning and encrypted backups, listed in our Privacy Policy.

When a firm leaves. If a Law Firm's account ends, its staff and clients lose access. For 30 days afterward, the firm can ask us for an export of its case information and files. After that, we delete it within 90 days, except copies in backups that expire on their normal schedule, or where law requires us to keep it.

9. Additional terms for Clients

Your firm is your contact. Questions about your case, your documents or what you see in the portal go to your Law Firm. Your firm decides what appears in your portal and when it is updated.

Using the portal is free for you. Your Law Firm pays for the Service. We do not charge clients.

Response times. The portal may show a reply time your firm has promised. That is your firm's commitment, not ours. For anything urgent or time-sensitive, call your firm.

Your access follows your firm. Your access ends if your Law Firm closes your case in the portal, stops representing you, or stops using the Service. Keep your own copies of important documents; the portal is not a permanent archive.

10. Feedback and intellectual property

Feedback goes to Case Waypoint. Feedback you send through “Send feedback” comes to Case Waypoint, not to your Law Firm. Please do not include case details there; use Messages for anything about your case. You let us use feedback to improve the Service without owing you anything for it.

Our property. The Service, including its software, design, text, logos and the Case Waypoint name, belongs to us or our licensors and is protected by law. We give you a limited, non-exclusive, non-transferable right to use the Service under these Terms while your account is active. We keep all rights not expressly given.

11. Availability, changes and outside providers

We work to keep the Service running, but it may sometimes be unavailable for maintenance, updates or reasons beyond our control. Any uptime commitment to a Law Firm is only as stated in its Firm Agreement.

We may add, change or remove features. If a change materially reduces what a Law Firm is paying for, we will give that firm at least 30 days' notice.

The Service relies on outside providers for hosting, email delivery, human verification at sign-in, file scanning and backups. Their services are subject to their own terms, and we are not responsible for their outages beyond our reasonable control.

12. Disclaimers, limits on liability, and indemnity

Disclaimer. Except as stated in these Terms or a Firm Agreement, the Service is provided “as is” and “as available.” To the fullest extent the law allows, we disclaim all implied warranties, including merchantability, fitness for a particular purpose and non-infringement. We do not promise the Service will be error-free or uninterrupted, or that any case information shown is complete or current.

Limits on liability. To the fullest extent the law allows:

• we are not liable for indirect, incidental, special, consequential or punitive damages, or for lost profits, revenue or data;
• we are not liable for the outcome of any legal matter, or for any Law Firm's acts, advice or omissions;
• our total liability for all claims about the Service is limited to the greater of the fees the Law Firm paid us in the 12 months before the claim, or $100 for users who pay nothing.

These limits do not apply where the law does not allow them, including liability for gross negligence, willful misconduct or fraud.

Indemnity. Each Law Firm will defend and indemnify Case Waypoint against third-party claims arising from its content, its use of the Service, or its breach of these Terms or its professional obligations.

13. Suspension and termination

By you. Clients and Firm Staff can stop using the Service at any time and ask their Law Firm to remove their account. A Law Firm may end its subscription as its Firm Agreement allows.

By a Law Firm. A Law Firm can deactivate its staff and client accounts at any time. Deactivated accounts cannot sign in.

By us. We may suspend or end an account, or a whole Law Firm's access, if it breaches these Terms, puts the Service or other users at risk, or if the law requires it. For a Law Firm, we will give notice and a chance to fix the problem first unless there is an urgent security or legal reason not to.

Sections 2, 4 (ownership), 10, 12, 13 and 14 survive after these Terms end.

14. Law, disputes, changes and contact

Governing law. These Terms are governed by the laws of the State of California, without regard to its conflict-of-law rules.

Disputes. Before filing a claim, you agree to contact us at [LEGAL EMAIL] and try to resolve it informally for 30 days. Any dispute that is not resolved will be decided in the state or federal courts in [COUNTY], California, and both sides consent to those courts.

Changes to these Terms. We may update these Terms. For a material change, we will give at least 30 days' notice by email or in the Service before it takes effect. Continuing to use the Service after that means you accept the updated Terms.

General. You may not transfer your rights under these Terms without our consent; we may transfer ours with a sale or reorganization of our business. If any part of these Terms is unenforceable, the rest stays in effect. Not enforcing a term is not a waiver of it. These Terms, the Privacy Policy and any Firm Agreement are the entire agreement about the Service.

Contact. Case Waypoint LLC, [MAILING ADDRESS]. Email: [SUPPORT EMAIL].