Managed Services Terms of Service

Version 3.0 — October 5, 2026 · Effective on completed electronic execution.

Download a text copy · Use your browser’s Print command to save as PDF. Terms and BAA are signed together at checkout.

1. Parties, agreement, and electronic signature

These Terms are between Legal Services Network, LLC, organized in Delaware and doing business as CaseBridge under its Nebraska trade-name registration (Provider), and the law firm or other business identified by its legal name at checkout (Firm). Services are for business purchasers. The individual signing represents that they have authority to bind Firm. In consideration of the fees and mutual promises, these Terms, the Business Associate and Data Protection Agreement (BAA), and the accepted order form the Agreement.

Firm signs both documents by entering the required signatory information, selecting the expressly labeled electronic-signature checkbox, and submitting Stripe checkout. The signatory adopts that process as their electronic signature to each document and consents to electronic records. Provider offers and adopts both documents through its authorized publication and acceptance of the order; no separate handwritten countersignature is required. The effective date is the completed checkout date. Payment authorization alone, an abandoned checkout, or browsing this website is not a signature. Firm may download or print both documents before signing and retain them afterward. The order record identifies the signed document versions. Contact [email protected] for a copy or to arrange manual execution before ordering if you cannot access or retain the electronic documents.

Both documents are required for the first purchase and apply to subsequent services while effective. Checkout may require reaffirmation on later purchases. A revised version requires affirmative acceptance or a signed amendment; posting a revision alone does not retroactively change an existing agreement. Existing separately signed agreements are not extinguished merely by removing their website copies. A signed order may expressly vary commercial terms; the BAA controls conflicts about protected information, and mandatory law controls in all cases.

2. Managed service and deliverables

Provider performs pre-litigation personal-injury record review using software and AI, followed by human review. Firm submits records through a designated secure channel and receives the deliverables identified in its order, currently a Case Summary, Medical Chronology with specials ledger, Diagnosis List, and Demand Package containing an editable demand letter and medical billing summary. The order's scope, page band, price, and stated deliverables control. This is a managed service; Firm does not buy or operate Provider's underlying software, and no legacy software EULA or support subscription is incorporated.

Records collection, treatment monitoring, litigation support, discovery, deposition preparation, expert testimony, legal representation, medical diagnosis, and insurance claims adjustment are excluded unless separately and lawfully agreed in writing. Provider does not sign, send, or file demands or pleadings for Firm, negotiate settlements, or communicate with Firm's clients, opposing parties, insurers, or courts under this Agreement. A reviewer signature documents internal review, not attorney approval, an expert certification, or an admissibility opinion.

Provider is responsible for supervising and compensating its personnel and for their contractual confidentiality obligations. Personnel may be employees or contractors. Provider may replace reviewers with comparably qualified personnel. Neither Provider nor its personnel becomes Firm's lawyer, the patient's healthcare provider, a fiduciary, or a party to Firm's attorney-client relationship.

3. Attorney supervision and mandatory independent review

Firm must designate a licensed attorney responsible for supervising the services and reviewing, correcting, and approving every deliverable before reliance, distribution, filing, or use in negotiations. Firm must compare material facts and citations with original records; verify patient and matter identity, dates, diagnoses, causation, treatments, billing and lien calculations, omissions, inconsistencies, legal authorities, jurisdictional requirements, damages assumptions, and proposed conclusions. AI and human review can both miss errors, invent or misattribute information, or overlook context. Human review does not transfer Firm's professional judgment or ethical obligations to Provider.

Demand letters are drafts requiring attorney revision and signature. Firm alone decides legal strategy, valuation, settlement, communications, filings, fee allocation, required client disclosures or consents, and compliance with professional-conduct rules governing AI and nonlawyer assistance. Firm must not describe Provider's work as an independent expert opinion or a guaranteed legal or medical conclusion. Provider does not guarantee litigation outcomes, settlement value, reimbursement, admissibility, completeness of source records, or error-free output. Firm must report suspected errors promptly so they can be investigated and corrected. This review duty does not excuse Provider from its express service, confidentiality, security, or statutory obligations.

Firm exclusively calendars and meets statutes of limitation, notice, preservation, filing, discovery, and other deadlines. Informing Provider of a deadline does not delegate it. Published turnaround periods are business-day targets beginning when Provider confirms complete, legible records and necessary intake information; they are not a deadline-monitoring service or a guarantee. Provider will notify Firm of material expected delays. Rush work requires written acceptance.

4. Records, authority, and secure use

Firm represents that it has lawful authority to obtain, disclose, and instruct processing of submitted information and has obtained required authorizations, consents, court permissions, and client disclosures. Firm must identify restrictions, protective orders, privilege concerns, and specially protected records before submission. A BAA is not a substitute for a patient authorization or required court order. Do not submit substance-use-disorder records governed by 42 CFR Part 2, psychotherapy notes, or other specially restricted records until Firm and Provider have confirmed in writing the required authority and handling restrictions. Provider may decline or suspend instructions that appear unlawful or exceed its capabilities.

Use only Provider-designated secure channels for records. Do not put patient names, medical facts, case narratives, or other sensitive matter information into Stripe, ordinary email, website contact forms, payment descriptions, or marketing tools. Firm maintains originals, independent backups, accurate intake information, authorized account users, and secure credentials, and promptly revokes former users and reports suspected compromise. No account sharing, unauthorized access, malicious content, security interference, resale of portal access, or use outside lawful professional purposes is permitted. Provider may suspend unsafe access proportionately, preserving lawful access and return of records through a secure alternative where appropriate.

The parties intend Provider to assist Firm confidentially at Firm's direction. No promise is made that privilege or work-product protection will attach or survive disclosure. Firm decides privilege treatment and disclosure; Provider maintains confidentiality and reasonably assists with lawful protection requests under the BAA.

5. Orders, fees, packages, cancellation, and renewal

Individual Case Reviews are prepaid at the page-band price displayed at checkout. Page counts exclude blank and duplicate pages. Above 3,500 pages, larger-volume orders, additional deliverables, materially new records after review begins, and rush service require an accepted written quote. Provider will not impose an unapproved scope increase or charge. No separate software, inference, or onboarding fee applies to standard managed-service orders. Firm is responsible for applicable taxes other than taxes on Provider's income.

Case Packages provide the number of Case Reviews displayed at checkout, currently five for $4,125 or ten for $7,950 per billing month, prepaid. Each includes up to 3,500 pages per case. PACKAGES AUTOMATICALLY RENEW MONTHLY AT THE AGREED RATE UNTIL CANCELLED. Firm authorizes the disclosed recurring charge. Cancel by emailing [email protected] before the next renewal, or through a billing portal if provided; timely cancellation takes effect at the end of the paid period without an additional notice period or penalty. Provider will confirm cancellation. A renewal charge made after timely cancellation will be refunded. Package changes take effect at the next renewal. Rate changes require at least 30 days' advance written notice and any additional consent required by law, with an opportunity to cancel before the change.

Unused cases carry over for one following billing month and then expire; unused credits expire when the package ends. Additional cases require Firm's approval and are billed at the package's per-case rate. Case Review fees paid in the 90 days before a first package purchase are credited against the first package month, up to the package rate for one Case Review, after verification; contact Provider to arrange the credit. Current-period package fees are not refunded merely for early cancellation, subject to the remedies below and mandatory law. Quoted orders follow their expressly accepted term and do not automatically renew unless expressly disclosed and authorized.

An individual order cancelled before work begins receives a full refund. Once processing or review begins, the fee is nonrefundable except as required by law or these Terms. Provider will correct a material departure from the agreed scope without an additional fee. If Provider cannot reasonably cure after written notice and a reasonable opportunity, Firm may terminate the affected work and receive a refund for the affected undelivered or unusable portion. If Provider cancels without Firm's breach, Provider refunds prepaid fees for unperformed work and unused package capacity. This remedy does not displace the BAA, nonwaivable remedies, or liability carve-outs in Section 9.

Disputed charges should be reported promptly with sufficient information to investigate; this does not waive statutory or payment-network dispute rights. Provider may suspend new work for undisputed overdue amounts after ten days' written notice and opportunity to pay. Firm alone determines whether and how it may charge its clients for services under its fee agreements and professional rules. Provider does not promise that any expense is recoverable or billable to a client.

6. Confidentiality, data, and ownership

The BAA applies to all protected client and matter information regardless of whether HIPAA applies to Firm. Provider may process that information only as permitted by the BAA and will not use it to train general-purpose AI models, advertise, sell data, or benefit another client's matter. Firm retains its records and rights in its content. Upon payment, Provider assigns to Firm its rights, if any, in the matter-specific deliverables, excluding Provider's pre-existing tools, templates, methods, and software. Provider grants Firm a perpetual, nonexclusive license to embedded Provider material as needed to use and modify the paid deliverables for Firm's matters. No exclusivity or copyright eligibility of AI-generated content is promised.

Each party protects the other's nonpublic business information with reasonable care and uses it only for this relationship, with disclosure limited to personnel or advisers who need it and owe confidentiality obligations, or as required by law. Exceptions for independently developed, lawfully received, or public information do not override the BAA. Provider may not use Firm's name, logo, client identity, or matter results in publicity without written permission. Firm may share reviewed deliverables as lawfully needed for its representation; third parties receive no independent reliance rights or contractual benefits.

7. Service standards and warranties

Provider will perform the agreed service with reasonable care and skill and use personnel appropriate to the task. Subject to that express undertaking, the BAA, and mandatory law, Provider disclaims implied warranties of merchantability, fitness for a particular purpose, and uninterrupted or error-free availability. Neither marketing descriptions nor reviewer signatures enlarge the agreed scope. No disclaimer waives Provider's express obligations or liability that cannot lawfully be excluded.

8. Third-party claims

Firm will defend Provider against third-party claims to the extent caused by Firm's unlawful disclosure of records, infringement in Firm-supplied content, unlawful instructions, or material breach of its mandatory review obligations, and indemnify Provider for resulting finally awarded damages or approved settlements and reasonable defense costs. Firm has no obligation to the extent a claim results from Provider's breach, negligence, or misconduct. Provider will defend Firm against a third-party claim that Provider's own proprietary materials supplied under the Agreement infringe a United States copyright or trade secret, excluding Firm content, unauthorized modifications, and combinations causing the claim; Provider may obtain rights, replace the affected material, or refund affected fees if neither is reasonably available.

The indemnified party must give prompt notice (delay excuses obligations only to the extent of actual prejudice), reasonable cooperation at the defending party's expense, and control of the defense to competent counsel. No settlement may admit fault of, impose nonmonetary obligations on, or fail to release the indemnified party without its written consent, not unreasonably withheld. Neither party may control or prevent a regulator's investigation or legally required notification. Section 9 governs monetary obligations to the extent lawful.

9. Limits of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, NEITHER PARTY IS LIABLE TO THE OTHER FOR LOST PROFITS, LOST OPPORTUNITIES, OR INDIRECT, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES ARISING FROM THE AGREEMENT. Provider's total aggregate liability arising from the Agreement is limited to the greater of $1,000 or fees paid or payable by Firm for services during the 12 months before the event giving rise to the claim. Related events count as one claim; multiple claims do not multiply the cap.

For Provider's breach of confidentiality, data-security, or BAA obligations, a separate aggregate cap replaces that general cap: the greater of $25,000 or twice those 12-month fees. Reasonable legally required investigation, containment, notification, restoration, and credit-monitoring costs directly caused by such breach are direct damages, not excluded consequential damages. These are contractual risk allocations, not representations of insurance coverage.

Neither the exclusions nor caps apply to fraud, willful misconduct, gross negligence where limitation is prohibited, death or personal injury to the extent limitation is prohibited, or any liability that applicable law does not permit the parties to limit. They do not limit either party's direct obligations to regulators or individuals under law, required reporting, return or protection of information, equitable relief, or Firm's payment obligations. Allocation of costs never excuses timely regulatory compliance. These provisions apply only to the extent enforceable under applicable law; mandatory protections are preserved.

10. Termination and information return

Either party may terminate for a material breach not cured within 30 days after written notice, or sooner for an incurable breach or where required to prevent imminent harm. BAA termination rights control for protected information. Firm may cancel renewals as provided in Section 5. Provider may end an ongoing package on at least 30 days' notice, with the applicable refund for unperformed prepaid services. The parties will cooperate on an orderly transition.

Firm may export its records and deliverables during service and for 30 days after termination, through the portal or another secure method. Provider will not withhold legally required record access because of a payment dispute. Information is returned or destroyed under the BAA, including required protection of retained copies. Provider is not Firm's permanent records custodian; Firm keeps its own file. Paid deliverable rights, accrued obligations, confidentiality, information-protection duties, risk allocations, and dispute provisions survive as their nature requires.

11. Governing law, disputes, and general provisions

Virginia law governs commercial contract disputes, excluding conflicts rules, subject to applicable federal law and nonwaivable laws of other states. The parties will first attempt good-faith resolution for 30 days after written dispute notice; either may seek urgent equitable relief or meet a mandatory filing deadline without waiting. Courts of competent jurisdiction in or serving Falls Church, Virginia have exclusive venue to the extent lawful. These Terms do not impose mandatory arbitration or a class-action waiver. No choice-of-law or venue term displaces mandatory privacy, breach-notification, professional-conduct, or other applicable law in any state.

Neither party is liable for delay beyond its reasonable control if it promptly gives notice and reasonably mitigates; this does not excuse protection of information, legally required reporting, payment already due, or refunds for services Provider cannot perform. Neither party may assign without consent, except to a successor in a merger or sale of substantially all relevant assets that assumes these obligations and preserves required privacy protections. No third-party beneficiary is created, without restricting individuals' statutory rights. Unenforceable terms are severed or narrowed only as law permits; the remainder continues. Waivers must be express and written. Amendments require mutual assent. Firm purchase-order boilerplate does not amend the Agreement.

Notices to Provider: [email protected]. Notices to Firm: its checkout or updated designated business email. A notice is effective on actual receipt or electronic delivery without a failure notice; a sender must use an alternative reasonable channel if delivery fails. Each party must maintain current contact information. This Agreement concerns managed services only and does not cancel accrued rights or obligations under previously executed agreements for other products.