Terms of service
These terms are the agreement between [Company legal name] ("Firmviz", "we") and the law firm that subscribes to the Firmviz service (the "Firm", "you"). By creating a firm account, signing an order form or using the service, the Firm accepts them. If you are accepting for a firm you confirm you have the authority to do so.
1. The service
Firmviz is subscription software for law firms: matters and conflict checks, deadlines, calendar, documents and templates, a trust-accounting ledger, billing, the Court Map, memos, an assistant ("Jarvis") that acts on typed or spoken commands after confirmation, and the related administration, audit and backup features described at the main page and in the documentation. We may improve or change features; we will not remove a feature the Firm depends on without [60] days' notice, except where the law or security requires.
2. Accounts and roles
- The Firm's administrator creates accounts for the Firm's people and assigns roles (attorney, paralegal, staff, bookkeeper, admin). The Firm is responsible for who it admits and for what they do in the service.
- Each person keeps their credentials to themselves. Passkeys are required for approvals that move client money, change access, release holds or send anything outside the Firm; the Firm may require a passkey for every such approval.
- The Firm tells us promptly if an account is compromised. We may suspend an account to protect the service or the Firm's data and will tell the Firm when we do.
3. The Firm's professional duties stay with the Firm
- Not legal advice. Firmviz is software. The law card on a matter is a research starting point drawn from the official source the Firm's jurisdiction retrieved, with the citation and the date of retrieval; it is not advice and may be out of date. An attorney verifies every date, limitation period and citation before it counts, and the service marks dates as unverified until an attorney does.
- Trust accounting. The ledger, two-person approvals and monthly three-way reconciliation are tools. The Firm's duties under its bar's trust-accounting rules, including reconciliation, record-keeping and reporting, remain the Firm's.
- Conflicts. The conflict check searches the Firm's own records. It does not search anything the Firm did not enter and does not replace the Firm's judgement.
- Confidentiality and privilege. The Firm decides what to put into the service and remains responsible for its duties of confidentiality to clients; our duties to the Firm are in section 7 and the Data processing addendum.
4. Acceptable use
The Acceptable use policy is part of these terms. In short: use the service lawfully, within your own firm's fence, without trying to get around its security, rate limits or the isolation between firms.
5. Fees
- Fees are per user per month as stated on the order form, billed [monthly / annually] in advance, plus any one-time setup fee for a server the Firm controls. Taxes are added where they apply.
- Invoices are due [30] days from their date. We may charge interest of [1%] a month on late amounts and, after [30] days' written notice, suspend the service until paid; the Firm's data is not deleted during a suspension.
- Prices change only at renewal and with at least [60] days' notice.
6. The Firm's data
- The Firm owns its data. We get only the licence needed to run the service for the Firm, keep backups and comply with the law.
- The Firm can export its data at any time in the formats the service provides, and for [60] days after the agreement ends. After that we delete our copies within [90] days, subject to backups that expire on their own schedule, legal holds the Firm has placed, and records we must keep by law.
- We never use the Firm's data to train any model and never sell it.
- Optional AI features are off until the Firm turns them on; when on, the Firm accepts the terms of the provider it chose, and client details are replaced by placeholders before anything is sent.
7. Confidentiality
Each side keeps the other's confidential information confidential, uses it only for this agreement and discloses it only to people who need it and are bound to keep it confidential, or when the law requires (with notice to the other side where allowed). The Firm's data is the Firm's confidential information. These duties last [5] years after the agreement ends, and indefinitely for client data and trade secrets.
8. Security and availability
- We maintain the measures described on the Security and technology page and in the Data processing addendum, and we tell the Firm of a breach affecting its data without undue delay and within [72 hours] of confirming it.
- We aim for [99.5%] monthly availability excluding announced maintenance. If we miss it, the Firm's remedy is a service credit of [10%] of that month's fee per [1%] below the target, up to [50%].
- Support is by email at [support@firmviz.example] on business days, [hours and time zone], with a first reply within [one business day].
9. Warranties and what we do not promise
We warrant that the service will perform materially as described and that we have the right to provide it. Otherwise the service is provided as is: we do not promise that it is error-free, uninterrupted or fit for a particular purpose, and we make no promise about the accuracy of any legal content, date calculation or citation, which the Firm's attorneys verify.
10. Limits of liability
Except for breach of confidentiality, a side's indemnity duties, wilful misconduct or amounts that the law does not let us limit, neither side is liable for indirect, consequential, special or punitive damages or lost profits, and each side's total liability under this agreement is limited to the fees the Firm paid in the [12] months before the claim.
11. Indemnities
We defend the Firm against claims that the service infringes a third party's intellectual property and pay the resulting damages or settlements; if a claim arises we may modify or replace the service or, failing that, end the agreement and refund prepaid fees. The Firm defends us against claims arising from the Firm's data or the Firm's use of the service in breach of these terms.
12. Term and ending
- The agreement runs for the term on the order form and renews for the same term unless either side gives [30] days' notice before renewal.
- Either side may end it for a material breach not cured within [30] days of notice, or at once if the other side becomes insolvent.
- On ending: the export window and deletion in section 6 apply; fees already due remain due; sections 3, 6, 7, 9, 10, 11, 13 and 14 survive.
13. Governing law and disputes
These terms are governed by the laws of [State], [country], without regard to conflict-of-law rules. The courts of [county, State] have exclusive jurisdiction, except that either side may seek an injunction anywhere to protect its confidential information. Before suing, the sides try in good faith to resolve the dispute between senior people within [30] days.
14. General
- This agreement (these terms, the order form, the Data processing addendum and the Acceptable use policy) is the whole agreement and replaces earlier discussions. If they conflict, the order form prevails, then the addendum, then these terms.
- Notices go by email to the Firm's administrator and to [legal@firmviz.example], and by post to the addresses on the order form.
- Neither side may assign the agreement without consent, except to a successor of its whole business. No waiver is implied from a delay. If a clause is unenforceable the rest stands. Neither side is liable for failures caused by events outside its reasonable control, but that does not excuse paying fees or protecting data.
- We may update these terms with [30] days' notice; the Firm may end the agreement before an update that materially reduces its rights takes effect, with a refund of prepaid fees for the unused term.
15. Contact
[Company legal name] · [address] · [legal@firmviz.example]