Terms of Service

"CaseHawk" refers to the CaseHawk platform and its operators.

"Platform" means the CaseHawk web application, APIs, and any associated services.

"Firm" means the law firm or legal organization that has created an account on the Platform.

"User" means any attorney, paralegal, legal staff member, or other authorized individual who accesses the Platform under a Firm account.

"Client Data" means any information, documents, records, or other content that a Firm uploads or creates on the Platform relating to the Firm's clients.

"Agreement" means these Terms of Service together with our Privacy Policy, which is incorporated by reference.

The Platform is intended for use by law firms, attorneys, paralegals, and authorized legal staff. By registering, you represent that:

• You are at least 18 years of age
• You are authorized to enter into this Agreement on behalf of your Firm
• The information you provide during registration is accurate and complete
• You will maintain the accuracy of your account information

Firm administrators are responsible for all Users they invite or add to the Platform. You are responsible for maintaining the confidentiality of your credentials and for all activity that occurs under your account.

Subject to this Agreement, CaseHawk grants your Firm a limited, non-exclusive, non-transferable right to access and use the Platform for your internal legal case management purposes.

You agree not to:

• Use the Platform for any unlawful purpose or in violation of any applicable laws or regulations
• Share your account credentials or allow unauthorized individuals to access the Platform under your account
• Attempt to reverse engineer, decompile, or extract source code from the Platform
• Upload malicious code, viruses, or any content designed to disrupt or damage the Platform
• Scrape, crawl, or automate access to the Platform in a way that places unreasonable load on our infrastructure
• Use the Platform to store or transmit content that infringes third-party intellectual property rights
• Misrepresent your identity, your Firm's identity, or your authority to act on behalf of a client
• Use AI-generated output as legal advice or without appropriate attorney review

You own your Client Data. CaseHawk does not claim any ownership rights over any information or documents you upload to the Platform.

By uploading Client Data, you grant CaseHawk a limited, non-exclusive license to store, process, and transmit the data solely as necessary to provide the Platform's features to your Firm. This license terminates when you delete the data or close your account.

You represent and warrant that:

• You have the right and authority to upload Client Data to the Platform
• Your clients have been informed of and have consented to the use of a cloud-based platform for case management, to the extent required by applicable law and bar rules
• Your use of the Platform complies with applicable rules of professional conduct, including those governing confidentiality, data security, and supervision of technology

CaseHawk is a data processor acting on your instructions. You remain the data controller responsible for your clients' information.

The Platform includes AI-powered tools such as case summarization, document analysis, and deposition review ("AI Tools"). By using AI Tools, you acknowledge and agree that:

• AI output is not legal advice. All AI-generated content is produced for informational purposes and must be reviewed and verified by a licensed attorney before reliance.
• You control what is submitted. Data is transmitted to our AI provider (Anthropic, PBC) only when you explicitly invoke an AI Tool. You are responsible for ensuring the submission of any client data to AI Tools is consistent with your professional obligations and client consents.
• No model training. Your data is never used to train AI models. All processing is inference-only and ephemeral.
• No guarantees of accuracy. AI-generated summaries, analyses, and recommendations may contain errors, omissions, or inaccuracies. CaseHawk makes no warranty regarding the accuracy, completeness, or reliability of AI output.
• Attorney supervision required. It is your professional responsibility to supervise the use of AI Tools in your practice in accordance with applicable bar association guidance on the use of artificial intelligence in legal practice.

The Platform offers optional integrations with Google Drive and Google Calendar via Google's OAuth 2.0 authorization framework. By connecting these integrations, you agree to:

• Google's Terms. Your use of Google Drive and Google Calendar through CaseHawk is also subject to Google's Terms of Service and Privacy Policy.
• Scope of Access. CaseHawk accesses only the Google Drive files you explicitly select for import and only the Google Calendars you designate for sync. We do not access, read, or store any other Google account data.
• Revocation. You may disconnect Google integrations at any time through the Platform's Integrations settings or through your Google Account. Revocation takes effect immediately.
• Google API Compliance. CaseHawk's use of information received from Google APIs complies with the Google API Services User Data Policy, including the Limited Use requirements. We do not use Google user data for advertising or to serve ads, and we do not allow humans to read your Google data except as required to provide the service, respond to your support requests, or comply with applicable law.

CaseHawk provides an optional direct messaging feature ("Messaging") that allows clients who have been granted portal access to communicate with their Firm's authorized staff through the Platform. This section governs the use of Messaging.

7.1 Acceptable Use

Messaging is intended for legal and case-related communication between a client and their firm. You agree not to use Messaging to:

• Send content that is unlawful, harassing, threatening, defamatory, or otherwise inappropriate
• Share confidential information belonging to third parties without authorization
• Attempt to contact other clients or individuals outside your own firm-client relationship through the Platform
• Transmit malicious code, links to phishing sites, or any content intended to compromise the Platform or its users

7.2 No Real-Time Response Guarantee

Messaging is not an emergency communication channel. CaseHawk makes no guarantee regarding response times by firm staff. Clients should not use Messaging for urgent matters requiring immediate attention — contact your firm directly by phone or other means for time-sensitive communications.

7.3 Firm Review Rights

Firm administrators and authorized staff may read all messages exchanged between their firm and its clients for purposes of case management, quality review, compliance with professional obligations, and supervision of staff communications. By using Messaging, clients acknowledge and consent to this access by firm personnel.

7.4 No File Attachments

The Messaging feature does not support file or document attachments. To share documents with your firm, clients should use the Documents feature within the portal. Firms are responsible for directing clients to the appropriate upload mechanism.

7.5 CaseHawk as Conduit

CaseHawk is a technology conduit for Messaging and is not a party to any communications exchanged through the feature. CaseHawk does not monitor the content of messages for professional conduct compliance, legal advice, or attorney-client privilege analysis. Firms are solely responsible for ensuring their use of Messaging complies with applicable bar association rules governing client communications, including rules on written communication, supervision, and confidentiality.

7.6 Privacy of Client Messages

Each client's messages are private to that client and their firm only. No client can view messages belonging to another client. CaseHawk does not share message content across firms or use it for any purpose other than delivering the Messaging feature, as further described in our Privacy Policy.

7.7 Module Control

Messaging is an optional module. Firm administrators may enable or disable the feature at any time through the Platform's settings. When disabled, neither clients nor firm staff will be able to access or send messages through the Platform.

7.1 Legal Framework and Intent

CaseHawk's electronic signature feature is designed to comply with the Electronic Signatures in Global and National Commerce Act (E-SIGN Act), 15 U.S.C. § 7001 et seq., the Uniform Electronic Transactions Act (UETA) as adopted in applicable states, and the New York Electronic Signatures and Records Act (ESRA). Electronic signatures created through the Platform are intended to have the same legal effect, validity, and enforceability as handwritten signatures to the full extent permitted by applicable law.

7.2 Consent to Electronic Records

By using the Platform's e-signature feature — whether as a Firm User sending a signature request or as a Signer completing one — you affirmatively consent to:

• Conducting the signing transaction electronically
• Receiving all disclosures, agreements, and records related to the transaction in electronic form
• The use of electronic records in lieu of paper records for the signed document and its associated audit trail

This consent applies to the specific transaction for which you receive a signature request. You may withdraw consent before completing the signature by clicking "Decline to Sign." Withdrawal does not affect the validity of any electronic signature you have already completed.

7.3 How Signatures Are Captured

When a Signer completes the signing process, the following occurs:

• The Signer draws or types a signature on the designated signature field
• The Signer clicks "Confirm & Sign," constituting an affirmative act of intent to sign
• The signature image is embedded into the PDF document at the designated location
• A tamper-evident signed PDF is generated and stored
• The Signer's IP address, browser user agent, timestamp, and signing action are recorded in an immutable audit log

The act of clicking "Confirm & Sign" constitutes the Signer's legally binding electronic signature and their agreement that the signed document shall be enforceable as if physically signed.

7.4 Signer Authentication

Each Signer receives a unique, single-use signing link delivered to their email address. The link contains a cryptographically generated token that is specific to that Signer and that signing request. Possession of the signing link serves as the authentication mechanism for the Signer. Firms are responsible for ensuring that signing requests are sent to the correct, verified email addresses of the intended Signers. CaseHawk is not responsible for signing links forwarded to unintended recipients by the Firm or the Signer.

7.5 Audit Trail and Tamper Evidence

For every signature request, CaseHawk maintains a complete audit log that records:

• When the signature request was created and by whom
• When each Signer's link was sent
• When each Signer viewed the document (timestamp, IP address, user agent)
• When each Signer signed or declined (timestamp, IP address, user agent)
• When the request was completed (all Signers signed) or otherwise resolved

The audit log is stored separately from the signed document and is available to the Firm at all times within the Platform. The audit log constitutes the evidentiary record of the signing transaction and supports the enforceability of the electronic signature.

7.6 Access to Signed Documents and Paper Copies

Completed signed documents are accessible to your Firm through the Platform at any time. The Firm is responsible for distributing copies of signed documents to Signers as required by applicable law or the terms of the underlying agreement. Signers who require a paper copy of a signed document should contact the Firm that sent the signature request. CaseHawk does not independently distribute copies of signed documents to Signers.

7.7 System Requirements

To access and sign documents electronically through the Platform, Signers must have access to a device with a modern web browser (Chrome, Firefox, Safari, or Edge — current or one prior major version), an active internet connection, and the ability to receive email at the address provided to the requesting Firm. If you cannot meet these requirements, contact the Firm to arrange an alternative signing method.

7.8 Firm Responsibilities

Firms using the e-signature feature are solely responsible for:

• Determining whether electronic signatures are legally valid and appropriate for the specific document type, transaction, and jurisdiction
• Obtaining any client consents required by applicable bar rules before using the e-signature feature for client documents
• Ensuring that the underlying agreement or document being signed is itself valid and enforceable
• Verifying the identity of Signers through independent means where the transaction requires it
• Retaining signed documents and audit logs in accordance with applicable records retention requirements

Certain document types — including wills, codicils, testamentary trusts, adoption papers, divorce decrees, court orders, and negotiable instruments — may not be legally executable via electronic signature under applicable law. CaseHawk makes no determination as to whether a particular document is legally eligible for electronic execution and disclaims all liability for the use of e-signatures on documents for which such use is not legally permitted.

7.9 No Warranty of Enforceability

CaseHawk provides the technical mechanism for capturing, embedding, and recording electronic signatures and their associated audit trails. CaseHawk makes no representation or warranty that any particular electronic signature will be legally enforceable in any specific context, jurisdiction, or proceeding. Legal enforceability depends on facts and circumstances beyond CaseHawk's control, including the nature of the document, the parties' intent, and applicable law. Firms should consult qualified legal counsel regarding the enforceability of electronic signatures for their specific use case.

Pricing for the Platform will be made available on our website and communicated at account creation. Pricing is subject to change with reasonable advance notice.

Refund Policy

CaseHawk maintains a strict no-refund policy. Fees paid for any billing period are non-refundable, except in the limited circumstance where a refund is owed due to a verified error made by CaseHawk (such as an erroneous duplicate charge or a billing system error). In that case, we will promptly refund the amount in question. No refunds are issued for partial use of a billing period, dissatisfaction with AI Tool output, or decisions to stop using the Platform.

If you believe you have been charged in error, contact privacy@casehawk.co within 30 days of the charge, with documentation of the error.

By You. You may cancel your Firm's account at any time by contacting us at privacy@casehawk.co. Upon cancellation, your access to the Platform will be disabled. Your data will be retained for 90 days post-cancellation, during which you may request an export, before being permanently deleted.

By CaseHawk. We reserve the right to suspend or terminate your account immediately if we determine, in our reasonable judgment, that you have materially violated this Agreement, engaged in fraudulent activity, or used the Platform in a manner that creates legal liability for CaseHawk or harm to others. We will provide notice where feasible and legally permitted.

Effect of Termination. Upon termination, your license to use the Platform ends. Sections 4, 11, 12, 13, and 14 of this Agreement survive termination.

The Platform, including its design, software, features, and branding, is owned by CaseHawk and protected by applicable intellectual property laws. Nothing in this Agreement transfers any ownership of the Platform or its underlying technology to you.

You retain all intellectual property rights in Client Data and any work product your Firm creates through the Platform. CaseHawk claims no intellectual property rights in your Client Data.

Each party agrees to keep confidential any non-public information of the other party that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure.

CaseHawk's obligation of confidentiality with respect to Client Data is absolute: we will not disclose Client Data to any third party except as described in our Privacy Policy or as required by law.

No Legal Advice

CaseHawk is a case management tool, not a law firm, and does not provide legal advice. AI-generated content is for informational purposes only and does not constitute legal advice, legal opinion, or attorney-client communication. Always consult a licensed attorney for legal advice.

Service Availability

The Platform is provided on an "as is" and "as available" basis. We do not warrant uninterrupted, error-free, or completely secure operation of the Platform. We will make commercially reasonable efforts to maintain uptime and security.

Limitation of Liability

To the maximum extent permitted by applicable law, CaseHawk shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including lost profits, data loss, or reputational harm, arising out of or relating to your use of the Platform. CaseHawk's total liability to you for any claim shall not exceed the fees paid by your Firm to CaseHawk in the 12 months preceding the claim.

This limitation of liability applies regardless of the legal theory asserted (contract, tort, negligence, strict liability, or otherwise) and even if CaseHawk has been advised of the possibility of such damages.

You agree to indemnify, defend, and hold harmless CaseHawk and its officers, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising out of or in any way connected with: (a) your use of the Platform; (b) your violation of this Agreement; (c) your violation of any applicable law, bar rule, or professional obligation; or (d) Client Data you submit to the Platform, including any claim that such data infringes a third party's rights or was submitted without proper client authorization.

This Agreement is governed by the laws of the United States and, to the extent applicable, the laws of the State of New York, without regard to conflict-of-law principles.

Any dispute arising from or relating to this Agreement shall first be addressed through good-faith negotiation. If the parties cannot resolve the dispute within 30 days, either party may pursue resolution through binding arbitration under the rules of the American Arbitration Association, with proceedings conducted in English. Notwithstanding the foregoing, either party may seek injunctive or other equitable relief in a court of competent jurisdiction to prevent irreparable harm.

You waive any right to participate in a class action lawsuit or class-wide arbitration against CaseHawk.

We may modify these Terms from time to time. If we make material changes, we will notify you by email and by posting a prominent notice on the Platform at least 30 days before the changes take effect. Your continued use of the Platform after the effective date constitutes acceptance of the updated terms.

If you do not agree to the updated terms, you must stop using the Platform and may request account closure.

Entire Agreement. This Agreement (including the Privacy Policy incorporated by reference) constitutes the entire agreement between you and CaseHawk regarding the Platform and supersedes all prior agreements.

Severability. If any provision of this Agreement is found unenforceable, the remaining provisions remain in full force.

No Waiver. Failure to enforce any right or provision of this Agreement shall not constitute a waiver of that right or provision.

Assignment. You may not assign this Agreement without CaseHawk's prior written consent. CaseHawk may assign this Agreement in connection with a merger, acquisition, or sale of substantially all of its assets.

Contact. Questions about these Terms should be directed to privacy@casehawk.co.