Legal

Terms of Service

Last updated July 13, 2026

These Terms of Service (the “Terms”) govern your access to and use of Practisify’s websites, applications, and services (collectively, the “Service”). By creating an account, accessing, or using the Service, you agree to these Terms on behalf of yourself and the firm or organization you represent (“you,” “your,” or the “Firm”). If you do not agree, do not use the Service.

Practisify is software, not a law firm, and AI is not a lawyer

Practisify provides software that helps licensed legal professionals do their work. Practisify is not a law firm, does not provide legal advice, does not practice law, and does not create an attorney–client relationship with you or your clients. Nothing produced through the Service is legal advice.

Practisify’s AI features are assistive only. AI output can be inaccurate, incomplete, out of date, biased, or entirely fabricated, including invented case citations, quotations, and facts. AI output is a starting draft, never a finished work product, and must not be trusted or relied upon. A licensed attorney must independently review, verify, and approve every output before it is used, filed, sent, or relied on in any way.

You (the attorney and the firm) retain sole and complete professional responsibility for all work, advice, filings, communications, and client matters. You must comply with all applicable rules of professional conduct and legal ethics, bar and court rules, your duties of competence, diligence, confidentiality, and supervision (including your duties regarding the use of technology and artificial intelligence), trust-accounting (IOLTA) rules, and all applicable laws. Practisify does not, and cannot, ensure your compliance with any of these obligations.

1. What Practisify is (and is not)

Practisify is a software-as-a-service platform that provides practice-management, document-drafting, and workflow tools to legal professionals. Practisify is a technology provider only.

Practisify is not a law firm, is not a lawyer, and does not provide legal advice, legal opinions, legal representation, or legal services of any kind. Your use of the Service does not create an attorney–client relationship with Practisify. Practisify does not engage in, and does not authorize its Service to be used for, the unauthorized practice of law. The Service is intended to be used by, or under the direct supervision of, a licensed attorney who exercises independent professional judgment.

2. AI features; no reliance without attorney review

Certain features use artificial intelligence, including large language models, to generate drafts, summaries, chronologies, suggestions, and other output (“AI Output”). AI Output is generated by statistical models and may be wrong. It may contain errors, omissions, outdated information, fabricated authorities or citations, and other “hallucinations.”

AI Output is provided for convenience only, is not legal advice, and must not be relied upon. You are solely responsible for independently reviewing, verifying (including verifying every citation and factual assertion against primary sources), correcting, and approving all AI Output before any use. Practisify makes no representation or warranty that AI Output is accurate, complete, current, non-infringing, or fit for any purpose. Any reliance on AI Output is at your own risk.

You are responsible for determining whether, and how, the use of AI is permitted in your jurisdiction and before any tribunal, and for making any disclosures your rules require.

3. Your professional responsibilities

You represent and warrant that each user of the Service is authorized to use it and, where acting as a legal professional, is licensed and in good standing. You are solely responsible for compliance with all applicable rules of professional conduct and ethics, rules of court, statutes, regulations, and laws, including duties of competence, diligence, communication, confidentiality and privilege, conflicts of interest, supervision of subordinate and non-lawyer assistance (including software and AI), advertising and solicitation rules, and the handling of client funds and trust accounts.

Practisify’s tools (including any deadline, statute-of-limitations, trust-accounting, conflict-check, or compliance-related features) are aids only and may be incomplete or incorrect. They do not replace your independent verification and professional judgment, and Practisify is not responsible for missed deadlines, conflicts, trust-accounting errors, or any other professional outcome.

4. Accounts and Firm data

You are responsible for maintaining the confidentiality of account credentials and for all activity under your account. As between you and Practisify, the Firm owns the data it submits to the Service (“Firm Data”), which may include information about the Firm’s clients. You are responsible for having all rights, consents, and authority necessary to submit Firm Data and to have it processed as described in the Privacy Policy.

5. Acceptable use

You will not misuse the Service, including by: violating any law or third-party right; uploading unlawful, infringing, or malicious content; attempting to breach security or access another firm’s data; reverse engineering the Service except as permitted by law; or using the Service to provide legal services to the public in a manner that constitutes the unauthorized practice of law.

6. Fees and billing

Paid plans are billed in advance on the interval you select (monthly or annually) and are non-refundable except as required by law. Fees, plan limits, and included AI usage are described at the time of purchase and may change on notice. You authorize us and our payment processor to charge your payment method for all applicable fees and taxes.

7. Intellectual property

Practisify and its licensors own the Service and all related intellectual property. Subject to these Terms, we grant you a limited, non-exclusive, non-transferable right to use the Service during your subscription. As between the parties, you retain ownership of your Firm Data and of the work product you finalize, subject to our right to process it to provide and improve the Service as described in the Privacy Policy.

8. Confidentiality and data protection

We handle Firm Data as described in our Privacy Policy. You are responsible for determining whether the Service is appropriate for the sensitivity of the data you submit and for obtaining any client consents your professional rules require before using cloud-based or AI-assisted tools. Where you will submit protected health information, a Business Associate Agreement must be in place; contact us before doing so.

9. Disclaimer of warranties

THE SERVICE, INCLUDING ALL AI OUTPUT AND ALL CONTENT, IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITH ALL FAULTS AND WITHOUT WARRANTY OF ANY KIND. TO THE MAXIMUM EXTENT PERMITTED BY LAW, PRACTISIFY DISCLAIMS ALL WARRANTIES, EXPRESS, IMPLIED, OR STATUTORY, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, AND ANY WARRANTY OF ACCURACY, COMPLETENESS, RELIABILITY, OR AVAILABILITY. PRACTISIFY DOES NOT WARRANT THAT THE SERVICE OR ANY OUTPUT WILL BE ACCURATE, ERROR-FREE, LEGALLY SUFFICIENT, OR WILL PRODUCE ANY PARTICULAR RESULT OR OUTCOME.

10. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, PRACTISIFY AND ITS AFFILIATES, OFFICERS, EMPLOYEES, AND SUPPLIERS WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL, CLIENTS, OR BUSINESS, OR FOR ANY LEGAL MALPRACTICE, BAR COMPLAINT, SANCTION, MISSED DEADLINE, ADVERSE RULING, OR PROFESSIONAL-RESPONSIBILITY CONSEQUENCE, ARISING OUT OF OR RELATING TO THE SERVICE OR ANY OUTPUT, WHETHER OR NOT PRACTISIFY WAS ADVISED OF THE POSSIBILITY. PRACTISIFY’S TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS RELATING TO THE SERVICE WILL NOT EXCEED THE AMOUNTS YOU PAID TO PRACTISIFY FOR THE SERVICE IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM. YOU ASSUME ALL RISK ARISING FROM YOUR USE OF THE SERVICE AND ANY OUTPUT.

11. Indemnification

You will defend, indemnify, and hold harmless Practisify and its affiliates from and against any claims, damages, liabilities, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: your use of the Service; your Firm Data; your work product, advice, filings, and client matters; your reliance on any Output; your violation of these Terms or any law; or any claim by your client or any third party, including any malpractice claim or professional-responsibility proceeding.

12. Term, suspension, and termination

These Terms apply while you use the Service. You may cancel at any time; access continues through the end of your paid period. We may suspend or terminate access for breach, non-payment, legal risk, or as required by law. On termination you may export your Firm Data for a limited period, after which it may be deleted.

13. Changes to the Service or these Terms

We may modify the Service or these Terms. Material changes will be communicated by reasonable means. Your continued use after changes take effect constitutes acceptance.

14. Governing law and disputes

These Terms are governed by the laws of the State of [•], excluding its conflict-of-laws rules, and the exclusive venue for disputes is the state and federal courts located in [•], unless applicable law provides otherwise. [Add arbitration/class-waiver terms if desired.]

15. Contact

Questions about these Terms: hello@practisify.com.

This page is provided for general information and does not constitute legal advice to you.