Terms of Service

Last updated: 2026-05-12

1. Acceptance

By creating an account or using CasePlus AI (the "Service"), you agree to these Terms of Service. If you are accepting on behalf of a law firm, you represent that you have authority to bind the firm.

2. The Service

CasePlus AI provides software that lets a law firm conduct AI-assisted client intake on its website (the "Widget") and over the phone (the "AI Phone Intake Line"), receive AI-generated case qualifications and summaries, send automated follow-up messages via email and SMS, and optionally generate demand letters and SEO content. The Service is a tool for licensed attorneys; it is not a law firm and does not provide legal advice.

3. Accounts and authorized users

You are responsible for activity in your account, for keeping credentials confidential, and for ensuring authorized users comply with these Terms. The admin of a firm account may invite attorneys, paralegals, and intake staff and assign roles.

4. Subscription, fees, and trials

• The Service is offered on subscription plans described on our pricing page.
• New customers receive a 30-day free trial, after which the selected plan is billed monthly via Stripe until canceled.
• Fees are non-refundable except as required by law.
• We may change prices on 30 days' notice; changes take effect at the start of your next billing cycle.
• SMS messaging usage (if the Client Follow-ups + SMS add-on is enabled) is included in the add-on fee. Carrier and regulatory surcharges imposed by SMS providers are passed through at cost and itemized on your invoice.

5. Acceptable use

You agree not to:

• Use the Service to violate any law or anyone's rights;
• Embed the Widget on a website you do not control;
• Use the Service for non-legal-services intake (the AI prompts and refusal scripts are calibrated for plaintiff legal intake; using them outside that context degrades quality and creates compliance risk);
• Resell, sublicense, or white-label the Service without a separate agreement;
• Reverse-engineer, scrape, or extract the underlying models or data;
• Attempt to gain unauthorized access to the Service or to circumvent rate limits, plan gates, or safety filters;
• Use the SMS or phone features of the Service to send unsolicited messages, spam, or messages to persons who have not opted in;
• Send SMS messages for purposes unrelated to the intake, follow-up, or status of a legal matter being handled by your firm;
• Remove, alter, or obscure the opt-out (STOP) instructions included in SMS messages sent through the Service.

6. AI output

Outputs produced by the Service (intake conversations, qualifications, summaries, demand letters, SEO content) are AI-generated and may be inaccurate. You are responsible for reviewing every AI output before relying on it or sending it to a client, opposing party, court, insurer, or third party. The Service includes defenses against common errors (refusal scripts, runtime safety filters, mandatory attorney review before contacting a lead, draft disclaimers on demand letters), but no system is perfect.

7. SMS messaging and telephone communications

7.1 Service description

The Service includes optional SMS and telephone features that allow Customer firms to send automated and manual text messages to Visitors, and to receive inbound calls via an AI-powered phone intake line. SMS messages are delivered through Twilio, our third-party communications provider.

7.2 Customer responsibilities (TCPA compliance)

You acknowledge that the Telephone Consumer Protection Act (TCPA), state telemarketing laws, and Federal Communications Commission (FCC) regulations impose requirements on the sending of text messages and the making of calls using automated technology. By using the SMS and phone features of the Service, you represent and warrant that:

• You will send messages only to Visitors who have provided prior express consent to receive text messages, as documented by the Service's intake consent flow;
• You will not alter the Service's consent collection mechanism in a way that eliminates or undermines opt-in;
• You will promptly honor all opt-out (STOP) requests — the Service processes these automatically, and you agree not to circumvent this;
• You will not use the Service to send messages for any purpose other than those described in Section 7.1;
• You will comply with all applicable federal, state, and local laws governing text messaging and telemarketing.

7.3 Message content and frequency

Messages sent through the Service include intake follow-up reminders, case status updates, verification codes, and manual messages composed by firm staff. Message frequency varies based on case activity. Visitors are informed of message frequency and data rate disclaimers at the time of opt-in.

7.4 Opt-in and opt-out

The Service collects affirmative opt-in consent from Visitors before any SMS message is sent. Every message includes a STOP keyword footer. Replying STOP unsubscribes the Visitor immediately and logs the consent change in the audit trail. Replying HELP returns support contact information. Consent to receive SMS is not a condition of using the intake widget or receiving legal services from the Customer firm.

7.5 Recordkeeping

The Service maintains records of SMS consent events (opt-in, opt-out, timestamps, and the content of the consent disclosure) for a minimum of five (5) years. These records are available to the Customer firm upon request.

7.6 No spam or marketing

The SMS features of the Service are designed exclusively for transactional and case-related communications. They must not be used for promotional marketing, political messaging, or any purpose unrelated to a specific legal intake or matter.

8. Customer data

You retain all rights in the data you and your firm's intake visitors submit to the Service. You grant CasePlus a worldwide, non-exclusive license to use that data solely to operate and improve the Service for your firm. We do not train AI models on Customer data. See our Privacy Policy for details on how data is processed and shared with our service providers.

9. Intellectual property

We own the Service and all associated software, prompts, and documentation. You may use the Service only as licensed by these Terms.

10. No legal-services relationship

CasePlus AI is a software vendor, not a law firm. Nothing in the Service or our communications constitutes legal advice. Use of the Service does not create an attorney-client relationship between the Visitor and CasePlus, and the conversation between a Visitor and the Widget is not protected by attorney-client privilege unless and until the firm formally engages the client.

11. Third-party services

The Service integrates with third-party providers including Anthropic, OpenAI, Twilio, ElevenLabs, Stripe, Clerk, and others listed in our Privacy Policy. Your use of the Service is also subject to those providers' terms where applicable. We are not responsible for the availability or performance of third-party services.

11A. Customer-enabled integrations

The Service includes optional integrations that, when enabled from your dashboard, forward lead data to a destination you choose — for example, a Clio account, a Slack channel, a Zapier workflow, or a custom webhook URL. Your activation of any such integration constitutes your express direction to CasePlus AI to forward Visitor lead data to that destination, including the Visitor's name, contact information, conversation transcript, AI-generated case summary, extracted facts, lead score, and any documents the Visitor uploaded during intake (medical records, police reports, photos, and similar).

You are solely responsible for: (a) selecting destinations whose privacy and security practices comply with applicable law and your professional obligations to clients, including HIPAA where applicable, state privacy statutes, and rules of professional conduct regarding client confidentiality; (b) any business associate, data processing, or similar agreements your firm is required to maintain with the destination provider; and (c) the ongoing compliance of any destination you have enabled.

Once data is delivered to a destination, that destination's privacy policy and terms govern its handling. CasePlus AI is not liable for any breach, loss, misuse, retention beyond your intended period, regulatory penalty, or compliance failure occurring within or caused by a destination you enabled, regardless of whether the failure was foreseeable. CasePlus AI cannot retract, delete, or modify data inside third-party systems on your behalf and you must use the destination's own tools or contact the destination directly for any such requests.

12. Disclaimers

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR ACCURACY OF AI OUTPUT. WE DO NOT WARRANT THAT SMS MESSAGES WILL BE DELIVERED SUCCESSFULLY TO ALL RECIPIENTS — DELIVERY DEPENDS ON CARRIER NETWORKS, RECIPIENT DEVICES, AND THIRD-PARTY PROVIDERS OUTSIDE OUR CONTROL.

13. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASEPLUS AI WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR EXEMPLARY DAMAGES, OR FOR LOST PROFITS, REVENUES, OR DATA. OUR TOTAL LIABILITY ARISING FROM OR RELATED TO THESE TERMS WILL NOT EXCEED THE FEES YOU PAID FOR THE SERVICE IN THE 12 MONTHS PRECEDING THE CLAIM. THIS INCLUDES, WITHOUT LIMITATION, ANY CLAIMS ARISING FROM FAILED SMS DELIVERY, CARRIER FILTERING, OR REGULATORY ACTION RELATED TO TEXT MESSAGING.

14. Indemnification

You will defend, indemnify, and hold harmless CasePlus AI from third-party claims arising from your use of the Service in violation of these Terms or applicable law, including (a) any AI output you sent to a third party without adequate attorney review, (b) any SMS or phone communication you sent through the Service in violation of the TCPA, state telemarketing laws, or FCC regulations, and (c) any claim by a Visitor that they did not consent to receive messages.

15. Termination

Either party may terminate the subscription at any time. Upon termination, your access to the Service ends at the end of the current billing period; data is retained per our Privacy Policy and then deleted. SMS consent and opt-out records are retained for the minimum period required by law (see Privacy Policy).

16. Changes

We may update these Terms from time to time. Material changes will be communicated by email; continued use of the Service after the change constitutes acceptance.

17. Governing law

These Terms are governed by the laws of the State of New Jersey, USA, without regard to conflict-of-law principles. Disputes will be resolved in the state and federal courts located in Hudson County, New Jersey.

18. Contact

Questions can be sent to legal@caseplus.ai.