Terms of Use

Draft for review. This text is a template and has not been reviewed by counsel. Complete every [bracketed] item before real clients use this portal.

Authorized use

This portal is for authorized users of [firm legal name] only. Accounts are created by an administrator. Keep your credentials private and tell us at once if you think they have been compromised.

Acceptable use

Do not attempt to access other users’ information, disrupt the portal, or upload unlawful or harmful content.

AI-assisted work

AI assistants prepare drafts and flag items for review. Their output is reviewed by a qualified person before it is relied on or sent to a client, and it is not a substitute for professional judgment.

Preview features

Screens marked as a preview use sample data and do not reflect real records. Do not rely on them.

Your engagement

Our professional services are governed by your engagement letter. If these terms conflict with it, the engagement letter controls.

Limitation of liability

[Have counsel draft the limitation of liability, disclaimers and indemnities appropriate to your firm and state.]

Governing law

These terms are governed by the laws of [state or jurisdiction].

Contact

Questions about these terms: [contact email or address]. Last updated: [date].