Terms for professional workspace use.

By creating an account, accepting an order, or using Caseflow, you agree to these Terms. If you use the Service for an organization, you confirm that you can bind it. An executed order, data processing addendum, or negotiated agreement prevails over these Terms for the same subject matter. Consumer-only rights are addressed in the Family Portal Terms.

Caseflow is a professional operations platform for legal, investigative, inheritance, document-heavy, and related workflows. You must be at least 18, legally capable of contracting, and permitted to use the Service. Caseflow is software, not a law firm, investigator, fiduciary, tax adviser, financial institution, records custodian of last resort, or emergency service.

• Provide accurate account information and keep it current.
• Protect credentials, devices, sessions, connected mailboxes, OAuth grants, and recovery methods.
• Use unique accounts; do not share credentials.
• Administrators control membership, roles, permissions, integrations, retention choices, and billing for their workspace.
• Notify support promptly of suspected compromise, unauthorized access, or incorrect permissions.

You retain ownership of Customer Content. You grant Caseflow and its subprocessors a limited, non-exclusive license to host, copy, transmit, transform, index, display, and otherwise process it only to provide, maintain, secure, and support the Service as permitted by the agreement and law.

You represent that you have all permissions and lawful bases required to collect, upload, process, share, export, or instruct us to process Customer Content, including sensitive data, criminal-offence data, third-party communications, recordings, and intellectual property. You are responsible for professional secrecy, privilege, evidence-handling, recordkeeping, disclosure, and client obligations.

Caseflow supports invitations, task grants, document sharing, Caseflow Connect features, email, fax, support messaging, public links, and external integrations. You choose recipients and scopes and are responsible for reviewing them. Messages and files sent outside Caseflow may be copied, forwarded, retained, or governed by the recipient’s systems.

If content is restricted or removed for illegality, security, or breach of these Terms, we will provide available reasons and a review route where applicable law requires it.

You must comply with the Acceptable Use Policy. In particular, you must not:

• use the Service unlawfully, fraudulently, deceptively, abusively, or to violate another person’s rights;
• access or test systems or data without authorization, bypass controls, introduce malware, or disrupt availability;
• upload executable disguises, malicious files, stolen credentials, unlawful surveillance material, or content you lack authority to process;
• use AI to make unlawful, discriminatory, deceptive, or solely automated high-impact decisions, or present unreviewed output as verified professional advice;
• scrape, resell, benchmark for competitive publication, or reverse engineer the Service except where law makes a restriction unenforceable.

AI features are identified in the interface and may process selected prompts, records, document content, images, or audio through Caseflow and an AI provider. Outputs may be inaccurate, incomplete, biased, or outdated. They are drafts and review aids, not legal, tax, financial, medical, investigative, or other professional advice.

You must verify sources, citations, facts, calculations, permissions, deadlines, and proposed actions. You remain responsible for filings, communications, evidence conclusions, client advice, and regulated decisions. Do not use AI features for a prohibited practice or a decision requiring a qualified human decision-maker.

Optional email, accounting, fax, messaging, payment, AI, OCR, storage, and authentication services may be provided by third parties. Your use may be subject to their terms and privacy practices. You authorize Caseflow to exchange the data needed for an integration you enable. We are not responsible for third-party services outside our control, but remain responsible for our processors as required by applicable law and contract.

Plan capacity, included storage, AI allowances, modules, billing cycle, and prices are shown at checkout or in an order. Unless an order says otherwise, paid subscriptions renew for the selected cycle until cancelled, fees are charged in advance, and usage or add-on charges may be billed separately. Prices exclude taxes unless stated otherwise.

You may manage an eligible subscription through the billing portal. Downgrades or cancellation normally take effect at the end of the paid period. Except where law or the order requires otherwise, fees already due are non-refundable. We will give advance notice of material price changes where required.

We aim to operate the Service reliably but do not promise uninterrupted or error-free availability unless an SLA expressly applies. We may maintain, secure, improve, replace, or discontinue features. Preview or beta features may change and should not be used as the sole system for critical obligations.

Caseflow and its software, interfaces, documentation, and branding are protected by intellectual-property law. We grant you a limited, revocable, non-transferable right to use the Service during the term. If you provide feedback, you permit us to use it without restriction or payment, without identifying you or disclosing Customer Content.

Each party must protect the other party’s non-public confidential information with reasonable care and use it only for the agreement. Required disclosures must be limited and, where legally permitted, preceded by notice. Processing of personal data is governed by the Privacy Policy and, where Caseflow is a processor, the Data Processing Addendum.

We may suspend access to prevent harm, address a material breach, comply with law, or respond to non-payment, using a proportionate scope where reasonably possible. Either party may terminate as allowed by the plan or order. On termination, your right to use the Service ends.

Export Customer Content before closure using available tools. After a reasonable closure period, content may be deleted subject to backups, legal holds, billing records, and the Data Processing Addendum. Sections intended by their nature to survive remain effective.

We will provide the Service with reasonable care and skill. Except for express commitments and rights that cannot be excluded, the Service is provided as available and without implied warranties. We do not warrant a particular legal, investigative, financial, evidentiary, or professional outcome, or that generated output is correct.

Nothing limits liability for intent, gross negligence, death or personal injury, fraud, product liability, breach of an expressly assumed guarantee, or any liability that law does not allow to be limited. For a slightly negligent breach of an essential contractual duty, liability is limited to the typical, foreseeable loss; otherwise liability for slight negligence is excluded to the extent permitted by law. These limits apply equally to representatives and agents. Mandatory data-protection and consumer rights remain unaffected.

German law applies, excluding conflict-of-law rules and the UN Convention on Contracts for the International Sale of Goods, unless mandatory law requires otherwise. If the customer is a merchant or public-law entity, the courts at the provider’s registered seat have exclusive jurisdiction; otherwise statutory venue rules apply. Before filing a claim, the parties should try in good faith to resolve the issue through support.

We may update these Terms for legal, security, or service changes. Material changes will be notified as required and will apply prospectively. If you do not accept a material change, stop using the Service and exercise any termination right before it takes effect.

Use the public Support page or in-app Support Center for terms questions and legal notices.

Caseflow public contact: Atul Goel · Wittenkamp 24, 22307 Hamburg, Germany · +49-15560061837 · info@caseflow.my.