Terms of Service

Last Updated: 2/23/2026

These Terms of Service (“Terms”) form a binding agreement between you, whether as an individual or on behalf of an organization (“Customer,” “User,” or “Account Holder”), and theCaseWork, LLC (“Provider,” “we,” “us,” or “our”). These Terms govern your access to and use of theCaseWork™, a software as a service platform designed to support professional services firms in managing cases, clients, tasks, documents, time tracking, and related business operations. By creating an account or using the Service, you agree to be bound by these Terms. If you do not agree, you must not use the Service.

1. Definitions

For purposes of these Terms, “Service” means theCaseWork™ platform, including all software, systems, features, and content provided by the Provider. “Content” means all data, documents, time entries, communications, and other materials submitted to or stored within the Service by Users. “Confidential Information” means non public information disclosed by either party that is designated as confidential or that reasonably should be understood to be confidential. “Third Party Services” refers to software, applications, or integrations not owned or controlled by the Provider but which may interoperate with the Service. “Beta Features” means features of the Service identified as beta, preview, or otherwise not yet generally available.

2. Eligibility and Account Responsibilities

The Service is intended for professional and business use. By registering, you represent that you are at least eighteen (18) years of age and authorized to act on behalf of the entity you represent. Account Holders are responsible for providing accurate registration details and for maintaining the confidentiality of login credentials. You are solely responsible for all activities conducted under your account, including those performed by authorized Users. Misuse of credentials or unauthorized access may result in suspension or termination.

3. License and Permitted Use

We grant you a limited, non exclusive, non transferable, and revocable license to access and use theCaseWork™ solely for your internal business purposes. You may not use the Service for unlawful, fraudulent, or unauthorized activities. You agree not to attempt to gain unauthorized access, interfere with the operation of the Service, or reverse engineer any part of the platform. Any violation of these restrictions may result in immediate termination of your rights to use the Service.

4. Data Ownership, Confidentiality, and Retention

You retain all ownership rights to the Content you submit to theCaseWork™. We do not claim ownership of your Content. By using the Service, you grant us a limited license to host, process, and display your Content solely for the purpose of providing the Service. We will not access, disclose, or use your Content except as necessary to operate the platform, comply with legal obligations, or with your explicit consent. We implement commercially reasonable safeguards to protect the confidentiality, integrity, and availability of your data. Upon termination of your account, we will retain Content for a period of 30 days, after which it may be permanently deleted unless retention is required by law.

4A. Non-Disclosure Agreement (NDA)

a. Mutual Confidentiality Obligations

Each party agrees to maintain the confidentiality of the other party’s Confidential Information and to use such information solely for purposes consistent with these Terms. Neither party may disclose Confidential Information to any third party without the prior written consent of the disclosing party, except as permitted under these Terms.

b. Standard of Care

Each party shall protect the other party’s Confidential Information using at least the same degree of care it uses to protect its own confidential information of similar importance, and in no event less than a commercially reasonable standard of care.

c. Permitted Disclosures

Either party may disclose Confidential Information to its employees, contractors, or professional advisors who have a legitimate need to know such information and who are bound by confidentiality obligations no less protective than those in these Terms. A party may also disclose Confidential Information to the extent required by law, subpoena, or court order, provided that the disclosing party gives prompt notice to the other party (unless legally prohibited) to allow the other party to seek protective measures.

d. Exclusions

Confidential Information does not include information that: 1) is or becomes publicly available through no breach of these Terms; 2) was lawfully known to the receiving party before disclosure; 3) is independently developed without use of or reference to the disclosing party’s Confidential Information; or 4) is rightfully obtained from a third party without restriction.

e. Duration of Obligations

The confidentiality obligations in this Section survive for five (5) years after termination of the account or the relationship between the parties, except that trade secrets shall remain protected for as long as they qualify as trade secrets under applicable law.

f. Return or Destruction

Upon written request or upon termination of the Service, each party shall promptly return or securely destroy the other party’s Confidential Information, except where retention is required by law or necessary for legitimate business, compliance, or archival purposes.

5. Fees and Payment

Access to theCaseWork™ requires a paid subscription. Fees are billed on a recurring basis according to the plan selected at registration and are non refundable except as expressly stated. By subscribing, you authorize us to charge your designated payment method for all applicable fees. Failure to pay may result in suspension or termination of your account. We reserve the right to adjust pricing or billing terms with reasonable prior notice.

6. Service Availability, Support, and Beta Features

We strive to maintain reliable and continuous access to theCaseWork™. While we use commercially reasonable efforts to minimize downtime, we do not guarantee uninterrupted availability. Scheduled maintenance, updates, and unforeseen outages may occur. Support services are available to Account Holders during standard business hours through designated support channels. From time to time, we may make Beta Features available. Beta Features are provided “as is,” may be modified or discontinued at any time, and are excluded from any service level commitments or warranties.

7. Third Party Services

The Service may interoperate with Third Party Services. Your use of such services is governed by the terms and policies of the third party, and we are not responsible for their availability, security, or data practices. We disclaim all liability arising from your use of Third Party Services.

8. Intellectual Property

All intellectual property rights in theCaseWork™, including software, trademarks, logos, and related documentation, are owned by the Provider or its licensors. Except as expressly permitted in these Terms, you may not copy, reproduce, distribute, or create derivative works from any part of the Service. Nothing in these Terms grants you any rights to use our trademarks or branding without prior written authorization.

9. Compliance with Laws

You agree to use the Service in compliance with all applicable laws and regulations, including data protection and privacy laws such as the General Data Protection Regulation (GDPR) and the California Consumer Privacy Act (CCPA), where applicable. We will process personal data in accordance with our Privacy Policy and, where required, a Data Processing Agreement.

10. Termination

You may terminate your subscription at any time through your account settings or by providing written notice. We may suspend or terminate your access if you materially breach these Terms, including for non payment or misuse of the Service. Upon termination, your right to access the Service will cease, and your Content may be deleted after the retention period described above. We are not responsible for any loss of data resulting from termination.

11. Warranties, Disclaimers, and Force Majeure

The Service is provided “as is” and “as available.” We disclaim all warranties, whether express, implied, statutory, or otherwise, including warranties of merchantability, fitness for a particular purpose, and non infringement. We do not warrant that the Service will be uninterrupted, error free, or completely secure. Neither party shall be liable for failure or delay in performance caused by events beyond its reasonable control, including natural disasters, acts of government, labor disputes, internet outages, or other force majeure events.

12. Limitation of Liability

To the fullest extent permitted by law, the Provider shall not be liable for any indirect, incidental, special, or consequential damages arising out of or related to your use of the Service. Our total liability for any claim shall not exceed the amount paid by you for the Service during the twelve (12) months preceding the claim. These limitations apply regardless of the legal theory under which damages are sought.

13. Indemnification

You agree to indemnify, defend, and hold harmless the Provider, its affiliates, and their respective officers, directors, employees, and agents from any claims, liabilities, damages, losses, and expenses, including reasonable attorneys’ fees, arising out of or related to your use of the Service, your Content, or your violation of these Terms. This obligation survives termination of your account.

14. Assignment

You may not assign or transfer these Terms or your rights under them without our prior written consent. We may assign these Terms in connection with a merger, acquisition, corporate reorganization, or sale of assets without restriction.

15. Entire Agreement and Severability

These Terms, together with our Privacy Policy and any applicable order forms, constitute the entire agreement between you and the Provider regarding the Service and supersede all prior agreements. If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions shall remain in full force and effect.

16. Notices

All notices under these Terms shall be in writing and deemed given when delivered by email to the registered account email address or by posting within the Service. Notices to the Provider must be sent to terms@thecasework.com.

17. Governing Law and Dispute Resolution

These Terms shall be governed by and construed in accordance with the laws of the State of Utah, without regard to conflict of law principles. Any disputes arising under these Terms shall be resolved through binding arbitration in Utah, unless otherwise required by applicable law. Judgment on the arbitration award may be entered in any court of competent jurisdiction.

18. Contact Information

If you have questions regarding these Terms, please contact us at terms@thecasework.com.