Terms of Service

CaseLumen is operated by CaseLumen, LLC ("CaseLumen", "we", "us", or "our"). By accessing or using CaseLumen (the "Service"), you agree to be bound by these Terms of Service. If you do not agree to these terms, please do not use the Service.

CaseLumen is a legal practice management platform for law firms. It provides tools to manage intakes and cases, track deadlines and calendars, manage case financials and IOLTA trust accounting, integrate documents and calendars with your Microsoft 365 or Google Workspace environment, and use optional AI-assisted features.

You must register for an account to use the Service. You are responsible for maintaining the confidentiality of your account credentials and for all activity that occurs under your account. You agree to provide accurate information and to keep it up to date.

CaseLumen's document and calendar features connect either to your firm's own Microsoft 365 tenant, using credentials you provide, or to a Google Shared Drive and Google Calendar that your firm shares with CaseLumen's service account. You are responsible for that environment, its configuration, its sharing settings, and its administration. Documents and calendar events created through CaseLumen are stored there; CaseLumen acts on your behalf and does not take custody of those files. Cost receipts attached to expenses, files briefly staged while a client upload is copied into your storage, and Counsel Exchange files and ZIPs kept until a package expires or is revoked, are stored by CaseLumen.

You agree not to:

• Use the Service for any unlawful purpose or in violation of these Terms
• Attempt to gain unauthorized access to any part of the Service
• Upload or transmit malicious code or content
• Interfere with or disrupt the integrity or performance of the Service
• Share your account credentials with anyone outside your firm

You retain ownership of all data you enter or upload to the Service, and we act as a processor of that data on your behalf. We do not sell your data. We share it only with the processors named in our Privacy Policy. Attorney-client privileged information you store in CaseLumen remains confidential. Operator access for technical support requires a written reason, is time-limited, and is logged. Our handling of your data is described in our Privacy Policy.

CaseLumen's AI-assisted features are a productivity aid for your attorneys and staff — they are not legal advice and do not create an attorney-client relationship with CaseLumen. AI-generated output may be incomplete or contain errors and must be reviewed by a qualified attorney before it is relied upon or filed. You are responsible for the final work product.

Access to the Service requires a paid subscription after any applicable trial period. Subscription fees are billed in advance on a monthly basis through our payment processor, Stripe. You may cancel your subscription at any time; cancellation takes effect at the end of the current billing period.

Upon cancellation, your firm's data is retained for 90 days, during which you may request an export. After 90 days, your data may be permanently deleted. Because your documents and calendar already reside in your own Microsoft 365 tenant or Google Workspace when you have connected one, they remain with you regardless of your CaseLumen subscription.

The Service is provided "as is" and "as available" without warranties of any kind, whether express or implied. CaseLumen is a software provider, not a law firm, and does not provide legal advice.

To the fullest extent permitted by law, CaseLumen shall not be liable for any indirect, incidental, special, or consequential damages arising out of or relating to your use of the Service.

We may update these Terms from time to time. Continued use of the Service after changes constitutes acceptance of the revised Terms. We will notify account owners by email of material changes.

These Terms are governed by the laws of the State of California, without regard to its conflict-of-laws principles. Any dispute arising out of or relating to these Terms or the Service will be subject to the exclusive jurisdiction of the state and federal courts located in California.

Questions about these Terms should be sent to legal@caselumen.com.