Terms of Service

Please read these Terms carefully. Section 4 describes a free trial that automatically converts to a paid subscription and subscriptions that automatically renew until canceled. Sections 19-22 contain warranty disclaimers, limitations on our liability, and a class-action waiver that affect your legal rights.

1. Agreement and Eligibility

Handled Legal Technologies, LLC, a Nevada limited liability company doing business as Handled., is referred to throughout these Terms as "Handled." These Terms are between you and Handled. ("we," "us," or "our"). They govern accounts, subscriptions, the website, support, and related services we provide, collectively the "Service." The desktop application is also governed by the EULA; information practices are described in the Privacy Policy; and our processing of personal information contained in your case files on your behalf is governed by the Data Processing Addendum (the "DPA"). Specific checkout and trial disclosures control conflicting transaction-specific details. Mandatory law controls where it cannot be waived.

You may use the Service only for business or professional purposes, if you are at least 18 years old and legally able to enter this agreement. If you use the Service on behalf of a firm or other organization, see Section 2.

How you accept. You accept these Terms by clicking or selecting a button or checkbox presented together with these Terms and labeled to indicate acceptance, or by another mechanism that clearly and conspicuously presents these Terms and requires you to take an affirmative act that unambiguously signifies acceptance before you create or use an account. We retain a dated record of your acceptance. Your acceptance of these Terms is separate from the affirmative consent to automatic renewal described in Section 4. If you do not agree, do not create or use an account or use the Service.

2. Account Owner and Authorized Users

Individual accounts. The person who creates or pays for the account is its owner. The owner controls the subscription and is responsible for the account, authorized devices, credentials, recovery information, and any assistant or paralegal invited through Pro.

A firm or organization plan is not offered at launch. If a firm or organization directs an individual to use the Service on its behalf, the individual who creates the account is still its owner under these Terms, and remains responsible for the account, including for obtaining the firm's own authorization to use the Service and for the firm's compliance with these Terms.

The owner must ensure that each authorized user is at least 18, is permitted to access the information made available to that user, and follows these Terms and applicable professional, privacy, and confidentiality duties. The owner is responsible for activity under the account and for promptly removing a person or device that should no longer have access. Each user must use individual credentials, protect them from unauthorized use, and notify us at [email protected] if account compromise is suspected. The owner is responsible for choosing appropriate devices and access controls for confidential or privileged information.

3. The Service and Plans

Handled. provides litigation case-management software. It provides local matter management and, depending on plan, reports or protected synchronization and collaboration. The current plans and limits are:

• Free: local case information on one registered device; no CSV report or online case synchronization.
• Solo: local case information on up to two registered devices and access to the CSV matter report; no online case synchronization between those devices.
• Pro: local case information plus a protected online copy for synchronization and collaboration; up to two owner devices and one invited assistant or paralegal using one device.

The CSV report available on Solo and Pro contains only a subset of application information and is not a complete backup. Plan names, features, and limits may change under Section 7. A future or separately priced plan is not included unless expressly stated.

4. Trials, Automatic Renewal, Billing, and Taxes

This Section describes an automatically renewing subscription. Please read it carefully.

Free trial and conversion to paid. Eligible Solo and Pro subscriptions begin with a 30-day free trial. Before we collect your billing information, and in visual proximity to where you consent, the checkout screen discloses: (a) that the subscription continues and automatically renews until you cancel; (b) the price that will be charged when the trial ends; (c) the billing interval (monthly or annual) you select; (d) the first charge date; and (e) how to cancel. Unless you cancel before the end of the trial, the trial automatically converts on the first charge date to the paid subscription you selected, and the payment method you provided will be charged.

Your separate consent to automatic renewal. At checkout we obtain your express affirmative consent to the automatic-renewal terms through a distinct action separate from your general acceptance of these Terms. After you subscribe, we send you a confirmation you can retain that restates the renewal terms, the amount and interval, and how to cancel.

Automatic renewal. Paid subscriptions renew automatically on the monthly or annual interval you selected, at the then-current price for your plan (subject to the founding-rate lock in Section 6 and the price-change notice in Section 7), until canceled. Before an annual subscription renews, and before any price increase takes effect, we will send a reminder notice to your account email a reasonable time in advance.

How to cancel. You may cancel at any time through your account page, using a cancellation method that is available online, at will, and at least as easy to use as the method you used to subscribe. Cancellation is governed by Section 5. Nothing in these Terms limits any right you have under the automatic-renewal or consumer-protection laws of your state of residence, which control to the extent they provide you greater protection.

Payments and taxes. Lemon Squeezy is the merchant of record. It processes checkout and applicable taxes and administers subscription charges under its own terms and practices. You authorize charges to the payment method supplied at checkout for each renewal and applicable taxes. You are responsible for accurate billing information and for charges or taxes not collected at checkout when the law places that responsibility on you.

5. Cancellation, Downgrades, and Refunds

You may cancel through your account page. Cancellation stops future renewals. For monthly subscriptions, cancellation takes effect at the end of the current paid month: paid features, Pro synchronization, and future authorized assistant or paralegal access continue until the end of the period you have already paid for, and then the account moves to Free. For annual subscriptions, you may choose to (a) retain paid access through the end of the prepaid annual term, after which the account moves to Free, or (b) cancel immediately and receive a pro-rated refund of the unused, prepaid portion. A Pro-to-Solo plan change takes effect at the next renewal unless you elect an immediate change; leaving Pro ends Pro collaboration and synchronization access.

Except as stated above and except where applicable law requires a refund or Handled. expressly approves one, payments are nonrefundable and are not prorated. We do not otherwise offer refunds. Where we approve or applicable law requires a refund, we will provide it. Local case information remains on the applicable computers, subject to Section 17. Cancellation, downgrade, or account changes do not retrieve or erase copies already stored, viewed, copied, or exported by an authorized user.

6. Founding Member Price Lock

Who is a founding member. During our founding program, we offer a reduced monthly price, called your "founding rate," to the first 200 attorneys who start a paid Solo or Pro plan. You become a founding member when you start a paid Solo or Pro plan at the founding rate while the founding program is open, including when you start that plan with a free trial. The founding program stays open until all founding places are filled or until we choose to close it, whichever happens first. After the program closes, new subscribers pay our then-current standard rates.

Your founding rate is locked while you stay on a paid plan. For as long as your account remains continuously on a paid Solo or Pro plan, your founding rate for that plan will not rise to the standard rate, even after the founding program closes and even after all founding places are filled. You may move between the paid Solo and Pro plans at any time and keep your founding rate for whichever of those two plans you are on; moving between them does not end your founding status because your account stays on a paid plan throughout.

Feature protection. The lock applies to the recurring subscription price. It does not prevent us from changing which features a plan includes, but we will not materially reduce the core case-management functionality of your locked plan while your founding rate applies.

What happens if your paid plan ends. Founding status depends on staying on a paid plan. If your paid plan ends, by cancellation, downgrade to Free, or a completed non-payment, your founding status ends and your founding rate stops applying. Involuntary payment failures: before founding status is lost due to a failed payment, we will notify you and give you at least 10 days to update your payment method; if you cure within that period, your founding status continues without interruption. If you later start a paid plan again after founding status has ended, you subscribe at the rate then available to you, which, once the founding program has closed, is the standard rate. Your local case information is not affected by any of this. Section 17 governs the protected online copy and related records after leaving Pro.

What the lock covers. Your founding rate is the recurring monthly price for the Solo and Pro plans as offered under the founding program, exclusive of any applicable taxes. Founding membership is tied to your account and is personal to you as the founding member; it cannot be sold, assigned, or transferred to another person, account, or firm. The founding rate applies to the Solo and Pro plans and does not set the price of a different, separately priced plan we may offer in the future. This Section 6 controls over any conflicting provision of these Terms, including Sections 7 and 24, with respect to your recurring subscription price.

7. Plan and Service Changes

We may add, change, or remove plan features, limits, or Service functionality. When practical, we will give reasonable advance notice before a material reduction in paid-plan features. We may act without advance notice when reasonably necessary for security, legal compliance, abuse prevention, provider changes, or circumstances outside our reasonable control.

For a non-founding customer, we will give at least 30 days' advance notice of a recurring subscription price increase, and the increase will take effect no earlier than a later renewal. Section 6 controls founding rates. Taxes and charges imposed by a merchant of record or government are not part of the recurring price lock.

8. Ownership of Case Information

As between you and Handled., you retain ownership of case information and other content you enter, import, synchronize, back up, or export through the Service ("Customer Information"). You are responsible for having the rights and authority needed to use Customer Information with the Service and to make it available to each authorized user. Nothing in these Terms transfers ownership of Customer Information to Handled.

9. License to Operate the Service

You grant Handled. a limited, nonexclusive license to host, store, transmit, synchronize, protect, reproduce, and otherwise process Customer Information only as reasonably necessary to operate, secure, support, and comply with law for the Service you choose. For Pro, this includes maintaining and synchronizing the protected online copy and related operational records. This license does not authorize us to use Customer Information for advertising, to train machine-learning or artificial-intelligence models, or for unrelated product development. Where Customer Information includes personal information we process on your behalf, the DPA governs that processing. This license ends when the relevant information is deleted from systems under our control, subject to the retention, provider, legal, and technical limits described in the Privacy Policy.

10. Handled. Intellectual Property and Feedback

Handled. and its licensors own the Service, desktop application, website, branding, documentation, designs, and underlying technology, excluding Customer Information. These Terms do not grant rights in that property except the limited right to use the Service under these Terms and the EULA.

If you voluntarily provide ideas, suggestions, or product feedback, Handled. may use them without restriction or compensation, provided that this permission does not turn case information, client information, support attachments containing case information, or other Customer Information into feedback. Do not include confidential case facts in feedback.

11. Acceptable Use

You may not use the Service to violate law, court order, professional duty, privacy, confidentiality, privilege, or another person's rights; upload or share information you lack authority to use; gain unauthorized access to an account, device, system, or protected content; probe, disrupt, overload, damage, or evade security or plan limits; distribute malware; impersonate another person; make the Service available for resale or service-bureau use without written permission; or copy, reverse engineer, or circumvent the Service except to the limited extent mandatory law does not allow that restriction.

You may not use the Service to threaten people or systems, facilitate fraud, or interfere with another user's use. You remain responsible for lawful and professionally appropriate use of Customer Information.

12. Account Security, Suspension, and Termination

We may suspend or terminate access for nonpayment, misuse, a security threat, material breach, legal requirement, or conduct reasonably likely to harm the Service, users, or others. When practical and safe, we will give notice and a reasonable opportunity to cure a remediable breach before termination. We may act immediately when needed to address security, abuse, fraud, legal process, nonpayment, or imminent harm.

You may stop using the Service at any time, but subscription cancellation is governed by Section 5. Suspension or termination does not immediately erase local application data, exports, backups, protected online copies, or records retained under the Privacy Policy. Section 17 and the Privacy Policy govern deletion of protected online copies and related records. Sections that by their nature should continue, including ownership, accrued payment obligations, disclaimers, liability limits, indemnification, dispute terms, and general provisions, survive.

13. Offline Use, Updates, and Conflicting Changes

The desktop application writes changes locally first and can continue local editing while offline. Pro updates may remain queued until connectivity returns. Paid-license use while license servers are unreachable is limited by the application's then-current revalidation rules and is not guaranteed indefinitely.

Authorized computers can temporarily show different information. Pro resolves or merges later changes according to record identifiers and timestamps, and that process may not produce the result a user expected. Users must review synchronized information and resolve discrepancies. Software, operating-system, security, and compatibility updates may be required to continue using some features.

14. Recovery, Backups, and Data Responsibility

You are responsible for protecting computers, operating-system accounts, Handled. credentials, recovery information, authorized devices, and exported files. Handled. does not receive the Pro recovery phrase in current setup and cannot recreate it. Losing recovery information together with access to every authorized owner device may make protected information permanently inaccessible.

You are responsible for making and testing backups appropriate to your practice. A .lhbackup file is an ordinary, unencrypted JSON file controlled by the user; a CSV report is incomplete and is not a backup. Neither inherits the local database's encryption or Pro's online protection. Restore replaces the local dataset and, on Pro, can synchronize resulting changes. You must store, transfer, and delete exports securely and confirm a restore before relying on it.

15. No Legal Advice or Court Monitoring

Handled. provides software, not legal advice. It does not monitor courts or dockets, independently obtain filings, calculate or guarantee deadlines, confirm service, assure docketing, or verify that information is complete, current, or correct. It is not a substitute for an attorney's professional judgment, calendaring controls, supervision, or independent review.

You are solely responsible for checking deadlines, appearances, filings, limitation periods, court rules, client obligations, and all other professional duties against authoritative sources. Do not rely on the Service as the only record or reminder for a time-sensitive obligation.

16. Assistant or Paralegal Access

Pro permits the owner to invite one assistant or paralegal and approve one assistant device. The owner is responsible for authorization, supervision, confidentiality, device security, and timely removal. The invited user is responsible for protecting credentials and Customer Information and following the owner's lawful instructions and these Terms.

Removal blocks future authorized online access after the system processes it, but it does not erase Customer Information already stored on the person's computer or retrieve anything already viewed, copied, exported, photographed, or otherwise retained. Removal should not be understood as completed key rotation or re-encryption of previously stored content. The owner must address offboarding, return or deletion of copies, and any legal or professional obligations outside the Service.

17. Privacy and Data Retention

The Privacy Policy describes how the Service handles information and is incorporated by reference; the DPA governs our processing of personal information within your case files on your behalf. Free and Solo case information remains in the local application database; Pro also maintains a protected online copy. Handled. cannot read protected Pro case content but can process readable account, license, device, invitation, key-wrap, synchronization, billing, and support records.

Leaving Pro immediately stops synchronization and future authorized assistant access, while local information remains. Protected Pro case information and obsolete access or recovery records are automatically deleted within 30 days after leaving Pro. Deletion does not erase local data, user-created backups or exports, or information retained by another person. Copies in provider backups may remain until they expire through the provider's ordinary protected backup lifecycle. We may keep narrowly limited legal, billing, tax, security, fraud-prevention, and dispute records for up to seven years when reasonably needed for those purposes or required by law. The Privacy Policy provides additional information about retention and deletion.

18. Service Discontinuation

We may discontinue all or a material part of the Service. When reasonably practical, we will provide at least 30 days' advance notice and a reasonable opportunity to export available information before permanent discontinuation. That target does not apply when shorter or no notice is required by law, security, abuse prevention, provider failure, emergency, insolvency, or events outside our reasonable control.

We will make commercially reasonable efforts to provide an export of your Customer Information in a usable format before access ends. Users remain responsible for maintaining independent backups and obtaining information needed for professional obligations before access ends.

19. Warranty Disclaimer

To the fullest extent permitted by law, the Service is provided "as is" and "as available." Handled. disclaims all express, implied, and statutory warranties, including the implied warranties of merchantability, fitness for a particular purpose, title, and noninfringement, and any warranty arising from course of dealing or usage of trade. We do not warrant that the Service will be uninterrupted, secure, error-free, complete, compatible, available, or correct; that synchronization, recovery, exports, reminders, dates, or calculations will work as expected; or that defects or data loss will be prevented or corrected.

Nothing in these Terms excludes a warranty or right that mandatory law does not permit us to exclude.

20. Limitation of Liability

To the fullest extent permitted by law, Handled. and its owners, officers, employees, contractors, licensors, and service providers will not be liable for indirect, incidental, consequential, special, exemplary, or punitive damages, or for lost profits, lost revenue, lost business, loss of goodwill, lost or inaccessible data, missed deadlines, sanctions, malpractice claims, client claims, or costs of substitute services, arising from or related to the Service, even if advised that such loss is possible.

To the fullest extent permitted by law, the aggregate liability of Handled. and those related parties for all claims arising from or related to the Service or these Terms will not exceed the greater of (a) the amounts paid to Handled. during the 12 months preceding the event giving rise to the claim or (b) $500.

The exclusions and limits in this Section do not apply to liability for gross negligence, willful misconduct, or fraud, or to any other liability that applicable mandatory law does not permit us to exclude or limit. These exclusions and limits otherwise apply regardless of legal theory and allocate risk reflected in the Service and its price.

21. Indemnification

To the fullest extent permitted by law, you will defend, indemnify, and hold harmless Handled. and its owners, officers, employees, contractors, licensors, and service providers from third-party claims, damages, judgments, penalties, losses, and reasonable costs and attorneys' fees arising from: your misuse of the Service; unlawful or unauthorized Customer Information; your breach of confidentiality, privacy, privilege, or professional duties; access you authorize; or conduct by your assistant, paralegal, or other authorized user.

We will give reasonably prompt notice of a covered claim, subject to no reduction in your obligations unless delay materially prejudices the defense. You may control the defense with qualified counsel reasonably acceptable to us, and we may participate at our own expense. You may not settle a claim in a way that admits fault by, imposes obligations on, or fails to fully release Handled. without our prior written consent, not to be unreasonably withheld. We may assume the defense if you do not defend it promptly and competently, at your expense to the extent covered by this Section.

22. Governing Law, Venue, and Individual Claims

Nevada law governs these Terms and disputes arising from or related to the Service, without regard to conflict-of-law rules. Subject to non-waivable law, the exclusive venue is Nevada state court in Clark County, Nevada, and each party consents to personal jurisdiction there.

To the fullest extent permitted by law, each claim must be brought only in an individual capacity, and not as a plaintiff, claimant, or class member in a class, collective, coordinated, consolidated, or representative action. If mandatory law does not permit this waiver for a particular claim or remedy, it does not apply to that extent. These Terms do not waive a jury trial, and nothing in this Section limits any right or remedy that applicable mandatory law does not permit us to waive or limit, including under the consumer-protection or automatic-renewal laws of your state of residence.

23. Legal Requests and Notices

We may preserve, use, or disclose information in response to a subpoena, court order, government demand, or other legal process only when legally required. When legally permitted, we will give the affected account owner advance notice so the owner may seek protection or respond. Notice may be withheld where prohibited by law or where a legally permissible emergency, safety, security, or fraud concern makes it inappropriate.

Legal notices to Handled. may be sent electronically to [email protected]. We may send notices to the email address associated with the account, through the Service, or by another reasonable electronic method. Electronic notice is effective when sent, unless applicable law requires otherwise. You must keep the account email current.

24. Changes to These Terms

We may change these Terms. For material changes, we will provide at least 30 days' advance notice before the new terms take effect, except that a change may take effect sooner when reasonably necessary to comply with law, address security or abuse, prevent harm, or respond to circumstances outside our reasonable control. Changes apply prospectively only and do not affect any claim that accrued before the change took effect. The revised Terms will identify their effective date. This Section is subject to Section 6 with respect to your recurring subscription price.

We may require affected users to affirmatively accept a material revision before continuing to use the Service after that revision takes effect. Continued use after an effective date may constitute acceptance of a non-material change where applicable law permits it.

25. General Provisions

Neither party is liable for delay or failure caused by events outside its reasonable control, including outages, provider failures, labor disputes, natural disasters, war, terrorism, civil disorder, epidemics, government action, or failures of power, internet, or communications systems, except that this does not excuse payment obligations already due.

You may not assign these Terms or transfer an account without our written consent. We may assign these Terms in connection with a merger, financing, reorganization, sale of assets, or transfer of the Service, subject to applicable law. If a provision is unenforceable, it will be limited to the minimum extent necessary and the remainder will remain effective. Failure to enforce a provision is not a waiver. A waiver must be in writing and applies only to the stated instance.

These Terms, the Privacy Policy, the EULA, the DPA, and applicable checkout or trial disclosures form the entire agreement concerning their subject matter and replace prior or contemporaneous understandings about it. In the event of a conflict: specific checkout or trial disclosures control conflicting transaction-specific details; these Terms govern accounts, subscriptions, the website, and services; the EULA governs desktop-software use; the Privacy Policy governs information practices (without expanding the software license); the DPA governs processing of personal information on your behalf; and mandatory law controls where it cannot be waived.

Sections concerning accrued payment obligations, ownership, feedback, Customer Information, termination effects, disclaimers, liability, indemnification, disputes, notices, and general provisions survive termination to the extent their nature requires.

26. Contact

Questions about these Terms or legal notices may be sent to [email protected]. For accessibility feedback, see our Accessibility Statement.