Terms of Service

Last updated: February 3, 2025

1. Agreement to Terms

These Terms of Service ("Terms") constitute a legally binding agreement between you ("you" or "User") and FirmSync ("we," "our," or "us") governing your access to and use of our invoice reconciliation platform and related services (collectively, the "Service").

By creating an account, accessing, or using the Service, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you are using the Service on behalf of an organization, you represent that you have the authority to bind that organization to these Terms.

If you do not agree to these Terms, you may not access or use the Service.

2. Description of Service

FirmSync provides an AI-powered invoice reconciliation platform designed for law firms. The Service enables users to:

  • Connect to practice management systems (such as Clio) to sync billing data
  • Upload vendor invoices for automated analysis and data extraction
  • Match invoice line items against time entries and expenses
  • Identify discrepancies and potential billing issues
  • Generate reconciliation reports

3. Account Registration and Security

3.1 Account Creation

To use the Service, you must create an account by providing accurate and complete information. You agree to update this information to keep it current.

3.2 Account Security

You are responsible for:

  • Maintaining the confidentiality of your account credentials
  • All activities that occur under your account
  • Notifying us immediately of any unauthorized access or security breach

3.3 Account Eligibility

You must be at least 18 years old and have the legal authority to enter into these Terms. The Service is intended for use by law firms and legal professionals in the United States.

4. Acceptable Use

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any applicable laws
  • Upload malicious files, viruses, or harmful content
  • Attempt to gain unauthorized access to the Service or its systems
  • Interfere with or disrupt the integrity or performance of the Service
  • Reverse engineer, decompile, or disassemble any part of the Service
  • Use the Service to compete with or replicate FirmSync's offerings
  • Share account credentials with unauthorized parties
  • Misrepresent your identity or affiliation
  • Use automated systems (bots, scrapers) to access the Service without permission

5. Subscription and Payment

5.1 Subscription Plans

The Service is offered on a subscription basis. Current pricing and plan details are available on our website. We reserve the right to modify pricing with 30 days' notice to existing subscribers.

5.2 Billing

  • Subscriptions are billed in advance on a monthly or annual basis
  • All fees are non-refundable unless otherwise stated or required by law
  • You authorize us to charge your payment method for all applicable fees
  • Failed payments may result in suspension or termination of your account

5.3 Free Trial

We may offer a free trial period. At the end of the trial, your account will be converted to a paid subscription unless you cancel. You will be notified before any charges are applied.

5.4 Cancellation

You may cancel your subscription at any time through your account settings. Cancellation takes effect at the end of the current billing period. No refunds will be provided for partial billing periods.

6. Data and Privacy

6.1 Your Data

You retain ownership of all data you upload to or create within the Service ("Your Data"). By using the Service, you grant us a limited license to process Your Data solely to provide and improve the Service.

6.2 Data Responsibility

You are responsible for:

  • The accuracy and legality of Your Data
  • Ensuring you have the right to upload and process Your Data
  • Complying with any confidentiality obligations related to Your Data
  • Maintaining appropriate backups of Your Data

6.3 Privacy

Our collection and use of personal information is governed by our Privacy Policy, which is incorporated into these Terms by reference.

7. Third-Party Integrations

The Service integrates with third-party services such as Clio. Your use of these integrations is subject to:

  • The terms and conditions of the third-party service
  • Your explicit authorization through OAuth or similar mechanisms
  • Any limitations imposed by the third-party service

We are not responsible for the availability, accuracy, or functionality of third-party services. You may disconnect integrations at any time.

8. Intellectual Property

8.1 Our Intellectual Property

The Service, including its software, design, features, and content, is owned by FirmSync and protected by intellectual property laws. You may not copy, modify, distribute, or create derivative works based on the Service without our written permission.

8.2 Feedback

If you provide feedback, suggestions, or ideas about the Service, you grant us a perpetual, worldwide, royalty-free license to use and incorporate such feedback without obligation to you.

9. Disclaimers

9.1 "As Is" Basis

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT.

9.2 AI Accuracy

The Service uses artificial intelligence to extract and match data. While we strive for accuracy, AI-generated results may contain errors. You are responsible for reviewing and verifying all matches and extracted data before taking action.

9.3 No Professional Advice

The Service is a tool to assist with invoice reconciliation. It does not constitute legal, financial, or professional advice. You should consult appropriate professionals for such advice.

10. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, FIRMSYNC AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, DATA, USE, OR GOODWILL, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.

IN NO EVENT SHALL OUR TOTAL LIABILITY EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID TO US IN THE TWELVE (12) MONTHS PRECEDING THE CLAIM, OR (B) ONE HUNDRED DOLLARS ($100).

11. Indemnification

You agree to indemnify, defend, and hold harmless FirmSync and its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including reasonable attorneys' fees) arising out of or related to:

  • Your use of the Service
  • Your violation of these Terms
  • Your violation of any third-party rights
  • Your Data or content you upload to the Service

12. Termination

12.1 Termination by You

You may terminate your account at any time by contacting us or using the account settings. Termination does not relieve you of any payment obligations incurred prior to termination.

12.2 Termination by Us

We may suspend or terminate your access to the Service at any time, with or without cause, and with or without notice. Reasons for termination may include:

  • Violation of these Terms
  • Non-payment of fees
  • Conduct that may harm us or other users
  • Extended inactivity
  • Discontinuation of the Service

12.3 Effect of Termination

Upon termination, your right to use the Service will immediately cease. We will delete Your Data in accordance with our Privacy Policy. Sections that by their nature should survive termination will remain in effect.

13. Dispute Resolution

13.1 Informal Resolution

Before initiating any formal dispute resolution, you agree to contact us first and attempt to resolve any dispute informally for at least 30 days.

13.2 Arbitration

Any dispute that cannot be resolved informally shall be resolved through binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. The arbitration shall take place in [State], and judgment on the award may be entered in any court of competent jurisdiction.

13.3 Class Action Waiver

You agree that any dispute resolution proceedings will be conducted only on an individual basis and not in a class, consolidated, or representative action.

14. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions.

15. Changes to Terms

We reserve the right to modify these Terms at any time. We will provide notice of material changes by posting the updated Terms on our website and updating the "Last updated" date. Your continued use of the Service after such changes constitutes acceptance of the modified Terms.

16. General Provisions

  • Entire Agreement: These Terms, together with our Privacy Policy, constitute the entire agreement between you and FirmSync regarding the Service.
  • Severability: If any provision of these Terms is found to be unenforceable, the remaining provisions will continue in full force and effect.
  • Waiver: Our failure to enforce any right or provision of these Terms will not be considered a waiver of that right or provision.
  • Assignment: You may not assign or transfer these Terms without our prior written consent. We may assign our rights and obligations without restriction.
  • Notices: We may provide notices to you via email or through the Service. You may contact us at the address provided below.

17. Contact Information

If you have any questions about these Terms, please contact us through our contact form.