Terms of Service

These Terms govern access to and use of CaseCore, a software platform for professional agency operations. By creating an account, subscribing, starting a trial, accessing a demo, or using CaseCore, you agree to these Terms.

If you use CaseCore on behalf of an agency, company, or other organization, you represent that you are authorized to bind that organization to these Terms.

CaseCore may require users to affirmatively check an agreement box before entering the authenticated workspace. Continued access after that prompt means the user and, where applicable, the agency accept the then-current Terms, Privacy Policy, and acceptable-use restrictions.

CaseCore is intended for lawful case management, evidence organization, reporting, scheduling, agency administration, lawful research organization, and related professional workflows. Users are responsible for complying with applicable laws, licensing requirements, contracts, court orders, data protection rules, and professional obligations.

You may use CaseCore only for your own agency operations or other authorized internal business purposes. You may not use the service to evaluate, copy, benchmark, or reproduce CaseCore for a competing product or service.

CaseCore is a business software platform. It is not an emergency service, public safety dispatch system, court filing system, government evidence locker, or substitute for legal, professional, licensing, tax, or compliance advice.

Users must not rely on CaseCore as the only copy of legally required records, emergency information, court deadlines, required notices, or records that must be preserved under a court order, subpoena, litigation hold, contract, agency policy, licensing requirement, or law.

CaseCore is currently offered for agencies, users, clients, and professional operations located in the United States and Canada. You may not create, market, operate, or use a CaseCore workspace for an agency, professional operation, or legal matter outside the United States or Canada unless CaseCore gives written approval and any required country-specific privacy, security, data processing, tax, consumer, and professional compliance terms are in place.

If you access CaseCore while temporarily outside the United States or Canada, you remain responsible for complying with all applicable laws and for ensuring that no restricted or unlawful international transfer, processing, export, or disclosure occurs. CaseCore may block, suspend, or restrict access from locations, jurisdictions, or use cases that present legal, security, sanctions, privacy, or operational risk.

CaseCore is for adult business users. You must be at least 18 years old and legally able to enter into a binding agreement to create an account, access a demo, subscribe, accept these Terms, or use CaseCore. Agencies may not invite underage users as staff, contractors, clients, portal users, or account holders.

CaseCore is not a consumer service and is not intended for direct use by the general public. If CaseCore learns that an underage user created an account outside an authorized agency workflow, CaseCore may delete or restrict the account and related information.

CaseCore is designed for professional agencies and legally authorized businesses. You are responsible for obtaining, maintaining, renewing, and complying with every license, authorization, contract requirement, privacy obligation, and professional rule that applies where you accept clients, conduct work, advertise services, store records, or use case information.

During onboarding or agency administration, CaseCore may ask for an agency or agency or professional license number and state or jurisdiction. You represent that the information you provide is accurate and that your use of CaseCore is authorized. CaseCore does not independently verify every license, does not issue licenses, and does not grant permission to perform regulated activity.

You may not create a workspace or use CaseCore to impersonate another professional, avoid licensing requirements, perform work you are not authorized to perform, or provide services in a jurisdiction where you lack required authority.

CaseCore's research workspace is for organizing lawful, case-related open-source research, notes, saved URLs, entities, relationships, and timeline findings. It does not scrape websites, bypass access controls, collect credentials, unlock restricted platforms, or authorize unlawful surveillance or data collection.

Users are responsible for confirming the legal basis, permissible purpose, source reliability, client authorization, and reporting context for any information they enter into the workspace.

Each agency controls the data it enters into CaseCore. Agencies are responsible for staff access, contractor access, client invite links, case content, uploaded evidence, report output, and all decisions made from information stored in the platform.

Agencies are responsible for assigning the correct roles, limiting access to authorized personnel, removing access when a user leaves or no longer needs it, and reviewing exported reports before they are shared outside the agency.

CaseCore may help agencies upload, organize, hash, timestamp, recover, transcribe, summarize, and report on evidence or case files. CaseCore does not guarantee that an uploaded file, hash, timestamp, transcript, report, form, or audit event will be accepted by a court, client, insurer, regulator, government agency, or other third party.

Agencies are responsible for chain of custody, legal collection, authentication, admissibility, retention, preservation, redaction, export, client delivery, and backup practices. Agencies should keep independent backups of critical records and follow their own legal, licensing, contractual, and professional obligations.

Large files may be uploaded directly to storage or split into provider-compatible chunks and reconstructed for viewing or download. Storage features remain subject to plan limits, provider limits, security controls, and operational availability.

Some lawful matters may involve sensitive personal information, protected records, family matters, witnesses, victims, medical details, school-related facts, addresses, identity information, or other restricted data. Agencies are solely responsible for confirming that each matter is lawful, authorized, properly licensed, and handled under applicable court orders, consent requirements, reporting duties, confidentiality rules, privacy laws, evidence rules, and professional obligations.

Agencies must use extra care with sensitive records. This includes limiting access to personnel with a need to know, avoiding unnecessary collection or uploads, reviewing client invite links before sharing, redacting reports when appropriate, protecting photos, video, audio, medical details, addresses, contact information, and identity information, and avoiding public or unsecured disclosure.

CaseCore does not authorize unlawful collection, harassment, stalking, privacy violations, or any work that lacks proper authority. CaseCore may limit or remove content or access when legal compliance, safety, or platform security requires it.

Access to CaseCore may require a paid subscription. New subscriptions may include a free trial period and may require a payment method before trial access begins to reduce spam, fraud, or abuse. Unless canceled before the trial ends, the selected subscription may begin billing automatically through the payment provider.

Subscription plans may include limits on users, storage, forms, AI features, client portal access, or other usage. CaseCore may restrict access or staff invitations when plan limits are reached, payment fails, or a subscription is inactive.

Fees are billed through CaseCore's payment provider. Unless a written offer says otherwise, subscription fees, add-ons, AI credits, storage upgrades, seats, and other paid features are non-refundable once charged. CaseCore may change pricing, plan features, limits, discounts, trial terms, add-ons, and billing intervals going forward, subject to any written lifetime-pricing or promotional terms CaseCore has expressly granted to a specific agency.

Referral rewards, promotional credits, migration offers, coupons, and other incentives are subject to CaseCore review and eligibility requirements. Unless CaseCore states otherwise in writing, referral rewards are issued only as CaseCore account credits, have no cash value, are not transferable, are not payable outside CaseCore, and may be applied only to future eligible CaseCore charges such as subscriptions, additional users, AI credits, storage, or approved add-ons. CaseCore may deny, reverse, adjust, or withhold credits for self-referrals, duplicate accounts, fraud, abuse, chargebacks, canceled accounts, ineligible referred customers, or incompatible discount stacking.

Agencies are responsible for taxes, payment information, billing contacts, failed payments, chargebacks, and their own tax reporting. CaseCore may suspend, limit, or terminate access for nonpayment, payment disputes, excessive chargebacks, fraud risk, or violation of these Terms.

CaseCore may allow agencies to collect retainers, invoice payments, and other client payments through connected third-party payment processors such as Stripe. Agencies are responsible for the accuracy of invoices, retainers, payment requests, refunds, disputes, taxes, client authorizations, and any professional or contractual rules that apply to amounts billed to their clients.

When an agency uses CaseCore client payment checkout, CaseCore may retain a platform, application, processing, or service fee from the payment before funds are transferred or made available to the agency's connected payment account. The current standard CaseCore platform fee for Stripe client checkout is 3% unless CaseCore states a different rate in writing, in the product, or in an agency-specific agreement.

Third-party payment processors may also charge their own processing, dispute, chargeback, payout, currency, tax, or account fees. CaseCore platform fees are separate from third-party processor fees and may not be refundable if a payment is refunded, disputed, reversed, or charged back unless CaseCore agrees otherwise in writing or applicable law requires a different result.

Users may not use CaseCore to conduct unlawful surveillance, harassment, unauthorized access, illegal data collection, fraud, abuse, or activity that violates privacy, security, or professional requirements.

Users may not reverse engineer, decompile, disassemble, scrape, crawl, copy, frame, resell, sublicense, or create derivative works from CaseCore, its interface, workflows, database structure, documentation, reports, forms, website copy, or other proprietary materials except as expressly allowed by law.

Users may not create accounts, trials, demos, subscriptions, or support requests to access non-public product behavior for competitive research, product cloning, unauthorized benchmarking, credential harvesting, security probing, or other misuse.

Users may not attempt to bypass authentication, role restrictions, seat limits, billing controls, storage controls, rate limits, tenant isolation, or other security measures. Users may not upload malware, test vulnerabilities without written permission, or interfere with service operation.

Users may not use CaseCore to target, exploit, endanger, harass, unlawfully surveil, or improperly collect information about any person. Users may not use CaseCore to evade privacy laws, court orders, reporting duties, consent requirements, or other legal restrictions.

CaseCore may offer a referral program that allows current customers in good standing to refer another agency. A referral is not guaranteed to qualify for credit merely because a link was created, shared, clicked, or used during signup.

Unless CaseCore states otherwise in writing, a qualified referral earns one one-time CaseCore account credit after the referred agency becomes a paying customer and remains active through its first paid billing period. Referral credits may be applied only to eligible future CaseCore charges, including subscriptions, additional users, AI credits, storage, or approved add-ons, and expire 12 months after they are issued unless CaseCore states a different expiration period in writing.

Referral credits have no cash value, are not transferable, are not gift cards, are not wages or commissions, are not payable outside CaseCore, and may not be sold, assigned, brokered, or exchanged. Credits may not combine with every discount, promotion, migration offer, coupon, or custom pricing arrangement. If a customer cancels, leaves CaseCore, or otherwise ends the paid relationship before using issued referral credits, unused credits are forfeited and do not revive if the customer later returns unless CaseCore agrees in writing.

CaseCore may deny, reverse, adjust, or withhold credits for self-referrals, duplicate accounts, related agencies or owners, fake or misleading submissions, spam, unauthorized marketing, fraud, abuse, chargebacks, canceled accounts, ineligible referred customers, payment failures, violations of these Terms, or activity that CaseCore reasonably believes is inconsistent with the referral program.

CaseCore may change, pause, or end the referral program at any time. Changes will not remove credits already issued to an account unless reversal is allowed under these Terms or required because of fraud, abuse, payment reversal, billing error, or ineligibility.

Non-public demos, screenshots, workflows, pricing discussions, roadmap details, support conversations, and product feedback are confidential unless CaseCore gives written permission to share them. CaseCore may use feedback, suggestions, or ideas provided by users to improve the service without owing compensation or ownership rights to the person who submitted them.

Case records, clients, evidence, notes, reports, billing details, uploaded files, research workspace entries, and other content an agency enters into CaseCore remain the agency customer's data. CaseCore stores and processes that information to provide the software, support the account, secure the platform, meet legal or operational obligations, and perform actions authorized by the agency.

CaseCore does not claim ownership of customer case files or use one agency's records for another agency. One agency's workspace is not available to another agency, and support access is handled according to role, tenant isolation, privacy, audit, and security controls.

CaseCore, including its software, source code, designs, user interface, workflows, forms, report structure, documentation, website content, logos, trademarks, and other proprietary materials, is owned by CaseCore or its licensors. These Terms do not transfer ownership of CaseCore or any related intellectual property.

Except for agency-owned content entered into the platform, all CaseCore product design, workflow logic, screen structure, automation behavior, prompts, support workflows, and implementation patterns remain proprietary to CaseCore.

Users are responsible for keeping login credentials secure and for promptly notifying CaseCore if they suspect unauthorized access, credential compromise, data exposure, or misuse of the service. CaseCore may suspend accounts or sessions when needed to protect the platform, customers, or customer data.

CaseCore may suspend or terminate access, remove content, disable links, pause AI features, restrict exports, block sign-ins, or close an account if CaseCore believes the account presents legal, security, privacy, sanctions, abuse, payment, operational, or platform-integrity risk.

Agencies may stop using CaseCore at any time, but cancellation does not automatically remove all retained records, audit logs, backups, payment records, security events, or information CaseCore must or may retain under these Terms, the Privacy Policy, or applicable law.

CaseCore may create and retain audit logs, security events, access records, login events, terms acceptance records, support records, billing activity, evidence actions, case activity, profile changes, and administrative activity. These records are part of the service and may be used to protect workspaces, enforce permissions, investigate suspicious activity, support evidence and activity history, diagnose support issues, document account activity, and comply with legal or operational obligations.

Users may not disable, alter, falsify, interfere with, or attempt to delete audit logs except through authorized CaseCore functionality. Some audit and security records may be retained after an account, case, file, or user is changed or deleted when retention is reasonably needed for legal, security, billing, dispute, fraud prevention, backup, compliance, or abuse prevention purposes.

CaseCore may include optional AI-assisted features branded as CaseCore AI. These tools may help with case review, summaries, form drafting, missing-information checks, evidence context, report preparation, and other agency-supervised workflow tasks. AI output is draft assistance only and must be reviewed by qualified agency personnel before it is relied on, shared, filed, billed, or sent to a client.

AI-assisted features do not replace professional judgment, legal review, licensing obligations, client authorization, source verification, evidence review, or agency responsibility for reports and decisions. CaseCore AI does not make autonomous accusations, determine legal rights, verify the truth of allegations, or decide whether investigative work is lawful in a jurisdiction.

Eligible subscription plans may include monthly AI credits. Additional AI credits may be purchased through CaseCore's secure billing flow when available. CaseCore may meter, limit, pause, or change AI usage, models, credit amounts, pricing, retention behavior, or provider configuration to protect customers, control costs, maintain service quality, or comply with operational and legal requirements.

CaseCore may use reliability signals, support tickets, self-healing events, and approved feedback to identify repeated failures and improve workflows. Automated repair workflows are limited to known safe data drift and do not replace agency review or approval for sensitive changes.

CaseCore may provide Switch Center tools, guided export workflows, CaseCore AI migration review, customer-authorized file packages, approved provider connectors, and support-assisted migration services for agencies moving from other software, spreadsheets, folders, accounting exports, or email-based workflows. Unless CaseCore offers an approved provider connector, agencies should export their own data or run the customer-controlled migration package and upload the resulting files into CaseCore for mapping, review, and import.

CaseCore does not require or intend to store usernames, passwords, session cookies, recovery codes, or shared login credentials for prior software systems. Agencies are responsible for authorizing the migration, obtaining their data exports lawfully, following the old system's terms, reviewing imported records, and confirming that migrated cases, billing records, evidence manifests, notes, staff records, and forms are accurate before relying on them. CaseCore does not permit bypassing access controls or importing records the agency is not authorized to move.

If an agency connects QuickBooks Online, CaseCore uses Intuit's OAuth approval process and does not ask for or store the agency's QuickBooks password. The agency is responsible for choosing the correct QuickBooks company, confirming it has authority to connect that company, reviewing imported records, and deciding whether imported billing data is accurate and complete.

CaseCore may use encrypted Intuit tokens to read approved QuickBooks Online accounting data for the connected agency, including invoices, payments, expenses, time activity, customer references, and related metadata where available. CaseCore imports available records into the agency's CaseCore billing workspace and may skip records that cannot be matched, are unavailable, are incomplete, or require manual review.

QuickBooks data is used only for the connected agency's requested billing, invoice, payment, expense, time-entry, migration, reconciliation, and accounting handoff workflows. CaseCore does not use QuickBooks data to train AI models, create general-purpose datasets, or improve models for other customers. Agencies may disconnect QuickBooks from the Integrations page, which removes stored Intuit tokens from CaseCore.

CaseCore may provide email draft, calendar sync, feed link, notification, and communication workflow tools. Users are responsible for confirming recipients, message content, calendar sharing, feed links, and provider permissions before sending or sharing information.

Email app handoff, Gmail, Outlook, calendar providers, and delivery services are third-party systems. Their availability, permissions, and behavior may affect whether a draft opens, message sends, event syncs, or feed updates.

CaseCore may rely on third-party providers for hosting, authentication, storage, payment processing, email, analytics, AI processing, deployment, security, and other operations. Third-party providers may change, experience outages, impose limits, suspend services, modify pricing, or update their own terms. CaseCore is not responsible for third-party services outside CaseCore's reasonable control.

Users may not use CaseCore in violation of export-control laws, sanctions programs, embargoes, restricted-party rules, anti-corruption laws, anti-money-laundering laws, or other laws that restrict access to U.S. software or services. CaseCore may block or restrict accounts, locations, payment methods, or use cases that present legal or sanctions risk.

CaseCore may change, improve, suspend, or discontinue features as needed for security, maintenance, compliance, business operations, or product development.

CaseCore is software and does not provide legal advice. Agencies should consult their own counsel regarding compliance, retention, privacy, evidence handling, and client communications.

CaseCore is provided on an "as is" and "as available" basis to the fullest extent allowed by law. CaseCore disclaims all warranties not expressly stated in these Terms, including implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, availability, accuracy, uninterrupted operation, error-free operation, and that data will never be lost or compromised.

CaseCore does not warrant that the service will meet every agency requirement, every jurisdictional requirement, every court or evidence requirement, every insurance or client requirement, or every future compliance framework.

To the fullest extent allowed by law, CaseCore will not be liable for indirect, incidental, special, consequential, exemplary, punitive, or lost-profit damages, or for loss of goodwill, revenue, business, data, evidence, files, clients, opportunities, or reputation, even if advised that such damages are possible.

To the fullest extent allowed by law, CaseCore's total liability for all claims arising out of or relating to the service, these Terms, the Privacy Policy, billing, support, data handling, AI features, or account access will not exceed the greater of the amount paid by the agency to CaseCore for the service in the three months before the event giving rise to the claim or one hundred dollars.

To the fullest extent allowed by law, each agency and user agrees to defend, indemnify, and hold harmless CaseCore and its owners, officers, employees, contractors, providers, and agents from claims, damages, liabilities, losses, costs, and expenses arising from the agency's or user's case work, uploaded content, evidence, reports, client communications, unlawful use, licensing violations, privacy violations, sensitive-record matters, third-party claims, payment disputes, breach of these Terms, or misuse of the service.

Before filing a claim, the party with a dispute must first give written notice to the other party and allow at least 30 days for informal resolution. Notices to CaseCore must be sent to the contact information below and should describe the dispute, requested relief, account, organization, and contact information.

To the fullest extent allowed by law, any dispute, claim, or controversy arising out of or relating to CaseCore, these Terms, the Privacy Policy, the service, billing, trials, subscriptions, account access, data handling, support, or communications will be resolved by binding individual arbitration instead of in court, except that either party may bring an individual claim in small claims court if the claim qualifies, and either party may seek temporary or preliminary injunctive relief in court to protect confidential information, intellectual property, security, or unauthorized access.

Arbitration will be conducted on an individual basis. Class actions, class arbitrations, collective actions, representative actions, consolidated proceedings, and jury trials are waived to the fullest extent allowed by law. If a court or arbitrator determines that a waiver in this section is unenforceable for a particular claim, that claim may proceed only to the limited extent required by law, and the remaining claims must still be handled under this section where allowed.

Unless the parties agree otherwise, arbitration will be administered by the American Arbitration Association under its applicable commercial arbitration rules by one arbitrator, in English, with hearings conducted remotely or in Florida. The arbitrator may award the same individual remedies that a court could award, subject to the limits and waivers in these Terms.

These Terms and any dispute involving CaseCore are governed by the laws of the State of Florida and applicable United States federal law, without regard to conflict-of-law rules. Subject to the arbitration section above, any court proceeding that is not required to be arbitrated must be brought in the state or federal courts located in Florida, and each party consents to personal jurisdiction and venue there.

CaseCore may update these Terms as the service, law, security practices, providers, pricing, or business operations change. The updated date above shows when these Terms were last revised. CaseCore may require users to accept updated Terms before continuing to use the authenticated product.