Acceptable use policy

Última actualización 2026-11-05 · En vigor desde [date]

This policy is part of the Terms of service. It applies to every person who uses Firmviz through a firm's account. The firm is responsible for its people's use.

1. Use it for what it is for

• Use the service to run your own firm's practice, within your own firm's fence, for lawful purposes.
• Keep your credentials and passkeys to yourself; never sign in as someone else or let someone sign in as you.
• Enter only information your firm has the right to hold and process.

2. Do not

• Try to read, change or guess your way into another firm's records, or into records your role does not allow.
• Try to get around a confirmation card, a Tier 2 approval, a two-person approval, a legal hold, the audit log or any other control; try to edit or delete ledger or audit entries by any means.
• Probe, scan or test the service's security without a written agreement, or interfere with its operation (flooding requests, defeating rate limits, uploading malware or content designed to exploit a browser).
• Upload content that is unlawful to hold, or that infringes someone else's rights, except as needed for a matter the firm is lawfully handling.
• Use the service to send unsolicited bulk messages, or impersonate a person, court or firm.
• Copy, scrape, resell, sublicense or reverse-engineer the service, or use it to build a competing product.
• Use a voice memo or command to record someone where the law requires their consent and you do not have it.
• Turn on an AI feature for the firm without the authority to accept the chosen provider's terms on the firm's behalf.

3. Demo accounts

Demo firms contain invented people and matters only. Do not enter real client information into a demo account.

4. What happens on a breach of this policy

• We may suspend the account or the feature involved and tell the firm's administrator, with the audit-log entries that show what happened.
• Repeated or serious breaches are a material breach of the Terms and may end the firm's agreement.
• Where the law requires, we report unlawful conduct to the authorities.

5. Reporting

To report misuse or a security concern, write to [security@firmviz.example]. Good-faith reports are welcome and never held against the reporter.