Terms of Service

1. Acceptance of Terms

Welcome to Caisely. These Terms of Service ("Terms") govern your access to and use of the Caisely platform, website, applications, and related services (collectively, the "Service") provided by Caisely LLC, located at 3509 Duluth Highway, Duluth, GA 30096 ("Caisely," "we," "our," or "us").

By accessing or using our Service, you agree to be bound by these Terms. If you do not agree to these Terms, you may not access or use the Service.

If you have signed an Order Form with us, it records your commercial terms and controls over these Terms to the extent of any conflict. See Section 15.1.

2. Description of Service

Caisely provides a software-as-a-service platform designed to help legal professionals and organizations manage their practice operations. Our Service may include:

• Case and matter management tools
• Client intake and lead management
• Document creation, storage, and electronic signing
• Automated workflows and follow-up communications
• Email and SMS communication tools
• AI-powered document analysis and insights
• Reporting and analytics
• Team collaboration and organization management
• Third-party integrations

We reserve the right to modify, suspend, or discontinue any aspect of the Service at any time with or without notice.

3. Account Registration

3.1 Eligibility

You must be at least 18 years old and have the legal capacity to enter into binding contracts to use our Service. By using the Service, you represent and warrant that you meet these requirements.

3.2 Account Creation

To access certain features, you must create an account. You agree to:

• Provide accurate, current, and complete information
• Maintain and promptly update your account information
• Keep your login credentials secure and confidential
• Notify us immediately of any unauthorized access
• Accept responsibility for all activities under your account

3.3 Organization Accounts

If you create or join an organization account, you represent that you have the authority to bind that organization to these Terms. The organization will be responsible for all users and activities within its account.

4. Acceptable Use

You agree not to:

• Use the Service for any unlawful purpose or in violation of any applicable laws
• Violate the rights of others, including privacy and intellectual property rights
• Upload or transmit malicious code, viruses, or harmful content
• Attempt to gain unauthorized access to any part of the Service
• Interfere with or disrupt the Service or servers
• Circumvent any security measures or access controls
• Use the Service to send spam or unsolicited communications
• Impersonate any person or entity
• Collect or harvest user information without consent
• Use automated systems to access the Service without permission
• Resell, sublicense, or redistribute the Service without authorization

5. User Content

5.1 Your Content

You retain ownership of all content you submit to the Service ("User Content"). By submitting User Content, you grant us a worldwide, non-exclusive, royalty-free license to host, store, process, reproduce, transmit, and display your content to:

• Provide, maintain, secure, and support the Service
• Develop, test, evaluate, and improve the Service's AI features — including prompt development and tuning, building evaluation and benchmark datasets, and measuring output quality
• Create anonymized, aggregated data for analytics and insights
• Comply with legal obligations

5.1.1 Use of Your Content to Improve AI Features

We use User Content to develop and improve the AI features of the Service. In practice this means your content may be used internally as reference examples in prompt development and tuning, and included in evaluation datasets we use to measure and improve the accuracy of document analysis, intake, and case-intelligence features.

We apply the following limits to that use:

• Access is restricted to personnel who need it for the purposes above, under the same confidentiality obligations that apply to the rest of your User Content.
• We do not permit third-party model providers to train their foundation models on your User Content. Content sent to AI providers to generate output for you is processed under enterprise terms that prohibit such training.
• We do not publish your User Content, sell it, or disclose it to other customers, and we do not use it to build a product that identifies you or your clients.

You may opt out. If you do not want your User Content used to develop or improve AI features, contact us at contact@caisely.com and we will exclude your organization. Opting out does not limit your access to any feature of the Service.

We may also use aggregated and de-identified data derived from use of the Service — data from which you, your users, and any individual cannot reasonably be identified — for any lawful business purpose. The licenses in this Section continue after you stop using the Service only with respect to aggregated or de-identified data and to content already incorporated into an evaluation dataset in a form that cannot practically be reversed.

5.2 Responsibility for Content

You are solely responsible for your User Content and the consequences of sharing it. You represent that you have all necessary rights to submit your content and that it does not violate any laws or third-party rights.

5.3 Confidential Information

We understand that your User Content may include confidential and privileged information. We will maintain appropriate administrative, technical, and physical safeguards to protect such information, as described in Section 6A and in our Privacy Policy.

5.4 Aggregated Data

We may create anonymized, de-identified, or aggregated data derived from your User Content or usage of the Service. Such Aggregated Data is not considered User Content, and we may use it for any lawful business purpose without restriction, including benchmarking, analytics, research, and improving our services.

6. Third-Party Services and Integrations

The Service may integrate with or provide access to third-party services, including but not limited to document signing providers, communication services, storage providers, and AI services. Your use of these third-party services is subject to their respective terms and privacy policies. We are not responsible for the actions or content of third-party services.

We conduct security assessments of our critical third-party service providers in accordance with our vendor management program. However, you acknowledge that third-party services are provided by independent entities and may have their own data handling practices.

6A. Security and Compliance

6A.1 Our Security Commitments

We maintain an information security program designed to protect the confidentiality, integrity, and availability of your data. Our practices include:

• Encryption of data in transit using TLS 1.2 or higher, and encryption at rest
• Role-based access controls and authentication mechanisms
• Logically separated per-customer data access
• Hosting on a major cloud infrastructure provider
• Logging and monitoring
• Incident response and breach notification procedures
• Security review of critical third-party providers

6A.2 Your Security Responsibilities

You are responsible for:

• Maintaining the security of your account credentials
• Configuring appropriate access controls within your organization
• Ensuring your use of the Service complies with applicable laws
• Promptly reporting any suspected security incidents

6A.3 Data Processing

For users subject to data protection regulations (such as GDPR or CCPA), we will process personal data in accordance with our Privacy Policy and any applicable Data Processing Agreement. Upon request, we can provide a Data Processing Agreement for enterprise customers.

7. Fees, Billing, and Overage Charges

7.1 How pricing works

Caisely is priced per lead. Your plan sets a monthly fee, a number of leads included in that fee each billing period ("Included Leads"), and a per-lead rate for every lead beyond that allowance (the "Overage Rate"). All plans include unlimited users; we do not charge per seat. Your plan's current values are shown in your billing settings and, if you have signed an Order Form, on that Order Form.

7.2 What counts as a lead

A "lead" is each distinct case or matter record created in your account, however it is created — through an intake form, a voice or messaging intake, an integration or import, an API call, or manual entry. Records you merge into another record as duplicates are not counted separately. Records you archive, reject, decline, close, mark as unqualified, or do not sign as clients are counted, because the intake work was already performed when the record was created. Records that existed before your subscription began are not counted.

7.3 Free trial

New accounts begin with a set number of free leads, valid for a limited window (currently 10 free leads within 30 days; your actual values are shown in your billing settings). A valid payment method is required to start the trial. No amount is charged at signup. If the trial window elapses before you use all your free leads, the remaining free leads expire — this by itself creates no charge. Free leads are granted once per organization, do not reset, and are not restored or extended by changing plans.

7.4 Automatic conversion to a paid subscription

The first lead you create after your free leads are used up, or after your trial window ends, automatically starts a paid subscription and immediately charges the full first monthly fee to your payment method. There is no separate confirmation step, and the first monthly fee is not prorated. Your billing period begins at that moment and renews monthly on that date. If you cancel before this happens, you owe nothing.

7.5 Billing and renewal

The monthly fee is billed monthly in advance, in U.S. dollars, and renews automatically each month until you cancel. We do not offer annual or multi-year billing. You authorize us to charge your payment method for all amounts due, including monthly fees, overage charges, prorated upgrade charges, and applicable taxes, and you agree to keep a valid payment method on file.

7.6 Overage charges

Each lead beyond your Included Leads in a billing period is charged at the Overage Rate. Included Leads reset each billing period and do not roll over. Overage charges are not capped in amount; the only limit on what you can incur in a period is the lead cap described in Section 7.7.

Overage normally appears on your next monthly invoice. However, once accrued and uncollected overage reaches a threshold (by default, half your monthly lead allowance), we may invoice and charge that overage to your payment method immediately, in the middle of your billing period, without further notice. Accrual then restarts toward the next threshold, so this can happen more than once in a period. This does not change your billing period or renewal date. Your current lead balance and accrued overage are visible in your billing settings at all times.

7.7 Lead cap

Each plan has a maximum number of leads per billing period (by default, three times your Included Leads). When you reach that cap, the Service stops accepting new leads for the rest of the billing period. Intake forms, integrations, and API calls that would create a new lead are refused until your next billing period begins or the cap is raised. Reaching the cap does not affect access to data already in your account. The cap exists to protect you from an unexpectedly large bill; it is not a service level. Contact us to request a higher cap.

7.8 Changing plans

Upgrades take effect immediately, and the prorated difference for the remainder of the current billing period is invoiced and charged to your payment method immediately. Downgrades also take effect immediately, but no charge is made and no credit or refund is issued for the current billing period; the lower allowance, new rates, and any loss of features apply at once. Leads already counted or already charged before a plan change are not recalculated at the new plan's rates.

7.9 Cancellation

You may cancel at any time from the billing portal in your account settings. Cancellation takes effect at the end of your current billing period, not immediately. You keep access, and remain responsible for any overage you incur, through the end of that period. Paying an outstanding invoice after cancellation does not reactivate your subscription; restoring service requires signing up again.

7.10 Refunds

All fees are non-refundable. We do not issue refunds or partial-period credits, including for cancelling partway through a billing period, downgrading partway through a billing period, unused Included Leads, leads that do not convert into signed clients, or periods of low usage. This does not limit any right you have that cannot be waived under applicable law, and does not apply to amounts we confirm were billed in error.

7.11 Failed payments

If a charge is declined, our payment processor will automatically retry it and your account will be marked past due. If an amount remains unpaid more than fifteen (15) days after its due date, we may suspend or terminate your access. Past-due amounts may accrue interest at the lesser of 1.5% per month or the maximum rate permitted by law, and you are responsible for reasonable costs of collection.

7.12 Changes to fees

We may change the monthly fee, Included Leads, Overage Rate, threshold, or lead cap for a plan on at least thirty (30) days' notice. Changes take effect at the start of your first billing period beginning after that notice period ends; your existing subscription continues at its current pricing until then. If you do not accept a change, your remedy is to cancel before it takes effect.

7.13 Taxes

Fees are exclusive of applicable taxes, levies, or duties. Caisely is the merchant of record for these transactions. You are responsible for all sales, use, value-added, and similar taxes associated with your use of the Service, excluding taxes based on our net income. Where we are required to collect and remit such taxes, we will add them to the amounts charged, and you authorize those additional charges.

7.14 Billing disputes

Lead counts are measured by our metering records, which are derived from an append-only ledger with one entry per billable lead. Absent manifest error, those records are the measure of leads created and charged. You must notify us in writing at contact@caisely.com of any disputed charge within sixty (60) days of the invoice containing it; charges not disputed within that period are final.

8. Intellectual Property

8.1 Our Intellectual Property

The Service, including all content, features, and functionality (excluding User Content), is owned by Caisely and protected by intellectual property laws. You may not copy, modify, distribute, or create derivative works without our prior written consent.

8.2 Feedback

If you provide us with feedback, suggestions, or ideas, you grant us the right to use such feedback without any obligation to you.

8A. AI Output and Professional Responsibility

8A.1 Caisely is not a law firm

Caisely is a software vendor. We do not provide legal advice, and the Service is not a substitute for the professional judgment of a licensed attorney. Nothing in these Terms or in your use of the Service creates an attorney-client relationship between us and you, or between us and any of your clients or prospective clients.

8A.2 AI output may be inaccurate

The Service uses artificial intelligence to summarize, extract, classify, score, transcribe, and draft. This output is probabilistic and may be inaccurate, incomplete, outdated, internally inconsistent, or fabricated, even when it appears confident and well-formed. We do not warrant the accuracy, completeness, or fitness of any AI output.

8A.3 You must review AI output

You will independently review and verify all AI output before relying on it, acting on it, communicating it to a client or prospective client, or submitting it to any court, agency, insurer, or other third party. You will not use the Service in a way that substitutes automated output for the independent professional judgment of a licensed attorney.

8A.4 You retain all professional obligations

You are solely responsible for compliance with all rules of professional conduct applicable to your practice, including duties of competence, diligence, communication, confidentiality, and supervision; identification and resolution of conflicts of interest; preservation of the attorney-client privilege and work product protection; avoidance of the unauthorized practice of law; rules governing client solicitation and advertising; and the decision whether to accept or decline any matter. The Service does not calendar, track, calculate, or warn of any statute of limitations or filing deadline, and you must not rely on it to do so.

8B. Client Communications, Text Messaging, and TCPA

8B.1 You are the sender

The Service sends emails and text messages to leads, clients, and prospective clients at your direction and on your behalf, using content, timing, and audiences that you configure. You are the sender of those communications for all legal purposes.

8B.2 Your compliance obligations

You represent and warrant that you have and will maintain all consents, permissions, and legal bases required to contact each recipient by the channels used, and that your use of the Service complies with all applicable communications laws, including the Telephone Consumer Protection Act (TCPA), the CAN-SPAM Act, state telemarketing and mini-TCPA statutes, call recording and two-party consent laws, federal and state do-not-call requirements, carrier and messaging-industry requirements including 10DLC registration, and all rules of professional conduct governing client solicitation and advertising.

8B.3 Opt-outs and recording

You will promptly honor all opt-out, unsubscribe, and revocation-of-consent requests, and will not use the Service to contact any person who has opted out. If you enable AI voice intake or any call recording or transcription feature, you are responsible for providing all notices and obtaining all consents required by law before any call is recorded or transcribed.

8C. Confidentiality

Each party may receive information of the other that is marked confidential or that a reasonable person would understand to be confidential ("Confidential Information"). Your User Content is your Confidential Information. The non-public components of the Service and our pricing are our Confidential Information.

Each party will protect the other's Confidential Information using at least reasonable care, will use it only as needed to perform under these Terms, and will not disclose it except to personnel, affiliates, and contractors who need it and are bound by confidentiality obligations at least as protective as these.

Confidential Information does not include information that is or becomes public without breach, was known without a duty of confidence before disclosure, is independently developed without use of the other party's Confidential Information, or is rightfully received from a third party without a duty of confidence. A party may disclose Confidential Information to the extent legally compelled, provided it gives prompt notice where legally permitted so the other party may seek protection.

These obligations survive termination for three (3) years, and with respect to User Content and any information subject to the attorney-client privilege, for as long as the information remains confidential.

8D. Subprocessors

To deliver the Service we use third-party subprocessors, including providers of cloud hosting and storage, payment processing, electronic signature, email and text message delivery, AI voice intake, AI and machine learning inference, and integrations with the case management systems you choose to connect. You authorize us to transmit your User Content to such subprocessors as necessary to provide the Service. We remain responsible for our subprocessors' performance of our obligations under these Terms. We are not responsible for the availability, acts, or omissions of any third-party system you independently elect to connect to the Service. A current list of subprocessors is available on request.

8E. Availability

We do not commit to any uptime percentage, availability level, support response time, or service credit unless a signed Order Form expressly states one. We will use commercially reasonable efforts to keep the Service available and may perform scheduled or emergency maintenance at any time. The Service depends on third-party infrastructure and providers whose availability we do not control.

9. Disclaimer of Warranties

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, OR ACCURACY.

WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, SECURE, OR ERROR-FREE. WE DO NOT PROVIDE LEGAL ADVICE, AND THE SERVICE IS NOT A SUBSTITUTE FOR PROFESSIONAL LEGAL COUNSEL.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CAISELY AND ITS MEMBERS, MANAGERS, OFFICERS, EMPLOYEES, AGENTS, AND SUPPLIERS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, REVENUE, DATA, USE, OR GOODWILL; LOST, DIMINISHED, OR REDUCED VALUE OF ANY CASE, CLAIM, CLIENT, OR MATTER; MISSED STATUTES OF LIMITATION OR FILING DEADLINES; OR PROFESSIONAL LIABILITY, MALPRACTICE, OR DISCIPLINARY EXPOSURE.

OUR TOTAL LIABILITY FOR ANY CLAIMS ARISING FROM OR RELATING TO THE SERVICE SHALL NOT EXCEED THE AMOUNT YOU PAID US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM.

11. Indemnification

11.1 By Caisely

We will defend you against any third-party claim alleging that the Service, as provided by us and used in accordance with these Terms, infringes that third party's United States patent, copyright, trademark, or trade secret rights, and will indemnify you for damages finally awarded or amounts we agree in settlement for such a claim. We have no obligation under this Section for any claim arising from your User Content, from modifications to the Service not made by us, from combination of the Service with anything not provided by us, or from use of the Service in violation of these Terms.

If the Service becomes, or we believe it may become, the subject of such a claim, we may at our option procure the right for you to continue using the Service, modify or replace it to make it non-infringing, or terminate your subscription and refund any prepaid, unused fees. This Section states our entire liability and your exclusive remedy for third-party intellectual property claims.

11.2 By You

You agree to indemnify, defend, and hold harmless Caisely and its affiliates, members, managers, officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees), and any governmental, regulatory, or bar-association investigation or proceeding, arising out of or relating to:

• Your use of the Service
• Your User Content
• Your violation of these Terms
• Your violation of any rights of a third party
• Communications sent through the Service at your direction, including claims under the TCPA, the CAN-SPAM Act, and state telemarketing, do-not-call, call-recording, and consent statutes
• Your provision of legal services, professional conduct, or alleged malpractice, including any reliance on AI output in breach of Section 8A
• Any dispute between you and your clients or prospective clients

12. Termination

12.1 Termination by You

You may terminate your account at any time by contacting us or using the account settings. Cancellation of a paid subscription takes effect as described in Section 7.9. Section 12.4 governs your data after termination.

12.2 Termination by Us

We may suspend or terminate your access to the Service at any time, with or without cause, including if we reasonably believe you have violated these Terms.

12.3 Effect of Termination

Upon termination, your right to use the Service will immediately cease, and all fees incurred through the effective date of termination become immediately due. Sections of these Terms that by their nature should survive termination shall survive.

12.4 Data Export, Retention, and Deletion

During your subscription, and for thirty (30) days after termination or cancellation, you may request an export of your User Content by written request to us, and we will provide it in a machine-readable format within a reasonable time. You are responsible for retrieving your data within that period.

After that thirty (30) day period, we may permanently delete your User Content. You may also request deletion of your organization and all associated data at any time after all amounts due are paid and your subscription is no longer active. Deletion is permanent and irreversible — it removes case and lead records, intake records, AI session records, and stored documents and files, and it cannot be undone by us.

We may retain billing and transaction records, including the per-lead billing ledger, for as long as required for tax, accounting, audit, and legal compliance purposes; backups until they expire in the ordinary course; and aggregated, de-identified data as described in Section 5.1 and 5.4. Because the per-lead billing ledger is append-only, an individual lead with billing history cannot be individually purged while your account is active; archiving is the supported way to remove it from your active workflow.

If you have sent or received a lead transfer or referral to or from another organization using the Service, that record is shared between both organizations, and deleting your organization also removes it from the other organization's history.

13. Governing Law and Disputes

These Terms shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of law provisions. Any disputes arising from these Terms or the Service shall be resolved exclusively in the state or federal courts located in Gwinnett County, Georgia, and both parties consent to that jurisdiction and venue.

EACH PARTY KNOWINGLY AND VOLUNTARILY WAIVES ANY RIGHT TO A TRIAL BY JURY IN ANY ACTION ARISING OUT OF OR RELATING TO THESE TERMS OR THE SERVICE.

14. Changes to Terms

We reserve the right to modify these Terms at any time. We will provide notice of material changes by posting the updated Terms on this page and updating the "Last updated" date. Your continued use of the Service after changes constitutes acceptance of the modified Terms.

15. General Provisions

15.1 Entire Agreement and Order of Precedence

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Caisely regarding the Service.

If you have entered into a signed Order Form or Data Processing Addendum with us, the following order of precedence applies in the event of a conflict: (1) the Data Processing Addendum, as to personal data; (2) the Order Form; and (3) these Terms. An Order Form incorporates the version of these Terms identified on it.

15.2 Severability

If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.

15.3 Waiver

Our failure to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision.

15.4 Assignment

You may not assign or transfer these Terms without our prior written consent. We may assign our rights and obligations without restriction.

15.5 Force Majeure

We shall not be liable for any failure or delay in performance due to causes beyond our reasonable control, including but not limited to acts of God, natural disasters, pandemics, epidemics, war, terrorism, riots, government actions, court orders, third-party service provider failures, internet or telecommunications failures, cyberattacks, power outages, or labor disputes.

15.6 Notices

We may provide notices to you via email, posting on the Service, or other reasonable means. You agree that electronic notices satisfy any legal requirement that such communications be in writing. Notices to us should be sent to contact@caisely.com.

15.7 Third-Party Beneficiaries

These Terms do not create any third-party beneficiary rights in any individual or entity that is not a party to these Terms.

16. Contact Us

If you have any questions about these Terms, please contact us at:

• Email: contact@caisely.com
• Legal notices: contact@caisely.com
• Caisely LLC, 3509 Duluth Highway, Duluth, GA 30096
• Website: Contact Form