Terms

These Terms (together with any signed Order Form / Master Services Agreement) govern your firm's use of Casemoat, a case operating system operated by Patten Labs LLC. By creating a Casemoat workspace or signing an Order Form, the firm ("Customer") agrees to these Terms. Individual users agree to these Terms when they access Casemoat.

A B2B case operating system for plaintiff personal-injury firms — mass intake routing, pipeline scoring, document automation, lien negotiation, settlement memos. Not a law firm. Not legal advice. Not a substitute for licensed attorney judgment.

Casemoat does not practice law and is not Customer's lawyer. Outputs from Casemoat (intake summaries, pipeline rankings, draft demand letters, draft settlement memos) are working drafts for licensed attorney review. An attorney at the firm must review and approve every Casemoat output before it is sent or filed.

Casemoat is for licensed plaintiff personal-injury firms and their authorized staff. Customer agrees not to (a) resell or sublicense Casemoat; (b) use Casemoat to engage in unauthorized practice of law; (c) violate Texas Rule 7 (lawyer advertising) or any other professional-responsibility rule using Casemoat outputs; (d) upload data the firm doesn't have the right to upload; (e) reverse-engineer the platform.

Subscriptions bill via Stripe per the firm's Order Form or in-product plan. Auto-renews. Failed payments → suspension after 7 days. Refunds at our discretion except as required by law. Usage overages (e.g., document automation runs) bill in arrears.

Customer owns Customer data (case files, intake notes, settlement records). Patten Labs owns Casemoat (software, models, prompts, design). Customer grants us a license to process Customer data solely to deliver Casemoat. On termination, Customer can export its data within 90 days; after that, we may delete it.

Casemoat uses LLMs to generate drafts and scores. Outputs are probabilistic and may be wrong or hallucinated. Licensed attorneys must review every output before use. Casemoat outputs are not legal advice and are not work product of Patten Labs.

Customer materials are confidential. We protect them with the same care we use for our own confidential information. We act as a processor and will not assert privilege or work product over Customer data. See Privacy Policy for subpoena handling.

Casemoat integrates Stripe (billing), Supabase (data), Vercel + Cloudflare (hosting), and LLM providers (Anthropic, OpenAI). Their terms apply to their portions of the stack.

CASEMOAT IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND. WE DO NOT WARRANT THAT THE PLATFORM WILL BE UNINTERRUPTED OR ERROR-FREE OR THAT AI OUTPUTS WILL BE ACCURATE. ALL IMPLIED WARRANTIES (MERCHANTABILITY, FITNESS, NON-INFRINGEMENT) ARE DISCLAIMED.

PATTEN LABS' TOTAL LIABILITY IS CAPPED AT THE GREATER OF (A) $5,000 OR (B) FEES PAID IN THE 12 MONTHS BEFORE THE CLAIM. NO LIABILITY FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES; NO LIABILITY FOR LOST CASES, LOST SETTLEMENTS, OR MALPRACTICE EXPOSURE ARISING FROM CUSTOMER'S USE OF CASEMOAT OUTPUTS.

Customer indemnifies Patten Labs from claims arising from (a) Customer data, (b) Customer's use of Casemoat in violation of these Terms or any law/rule of professional conduct, or (c) Customer's reliance on Casemoat outputs without licensed-attorney review.

Customer may cancel anytime. We may suspend or terminate accounts that violate these Terms. Data export window is 90 days post-termination. Sections 6–14 survive.

Texas law. Disputes resolved by binding AAA Commercial Arbitration in Dallas County, Texas. Jury + class action waiver. IP injunctive relief in court permitted. Exclusive venue for non-arbitrable matters: state and federal courts in Dallas County, Texas.

Date above reflects current version. Material changes get 14-day email notice.

legal@pattenlabs.com · Patten Labs LLC, Dallas, TX