Terms of service.

These terms form a binding agreement between Lexboard, Inc. (“Lexboard,” “we,” “us”) and the law firm or business identified at signup (“Customer,” “you”). The individual creating the account represents that they have authority to bind the Customer.

Lexboard is a software-as-a-service case-management platform. We provide access to the platform, hosting, security operations, and updates. We do not provide legal advice. We are not a law firm. Nothing in the platform constitutes a lawyer-client relationship between Customer and Lexboard.

Ownership.Customer retains all right, title, and interest in data uploaded or generated through the platform (“Customer Data”). Lexboard receives no ownership.

License to operate. Customer grants Lexboard a limited, non-exclusive, worldwide license to host, process, transmit, copy, and display Customer Data solely as needed to provide and improve the platform.

Confidentiality. Lexboard treats Customer Data as confidential. We do not sell it. We do not share it with third parties except sub-processors listed in the privacy policy or as required by law.

AI features. When Customer uses AI features (medical chronology, demand drafter, lien negotiator, case analyzer), relevant context is sent to our AI sub-processor via API. Under the enterprise agreement governing that relationship, prompt and output data is not used to train models and is not retained beyond response delivery. The specific sub-processor is disclosed by name on request and in the DPA addendum available to firm administrators.

Customer agrees not to:

• Use the platform to violate any law or any client's rights;
• Reverse-engineer, decompile, or attempt to extract source code or model weights;
• Resell, sublicense, or rent platform access to a third party;
• Probe, scan, or test for vulnerabilities outside a coordinated disclosure (see security@lexboard.net);
• Send spam, illegal communications, or harass any recipient via the SMS, email, or portal features;
• Attempt to access another firm's data.

Subscription. Customer pays per active or invited seat. Two billing intervals: monthly at $150 per seat per month, billed monthly in advance, or annually at $125 per seat per month ($1,500 per seat per year), billed in a single up-front charge with a 12-month commitment. Seats are added and removed via the admin team page; pro-rations are computed by Stripe and applied to the next invoice (monthly) or to the next annual renewal (annual).

Volume. 25+ seats: $135 per seat monthly / $115 per seat annual. 50+ seats: custom pricing, NET-30 invoice + ACH available on request.

Sales tax. Stripe Tax automatically calculates and collects sales tax on subscriptions where required by US state law. Tax appears as a separate line item on each invoice.

Trial. New firms receive 14 days of free access without entering payment details. On day 11 we email the admin a reminder to add a card. If no payment method is added by the end of day 14, the account moves to read-only, admins and members can sign in and view data but cannot create or modify records. Data is retained in read-only state for 60 days before deletion. The trial cannot be extended without contacting Lexboard.

Failed payment. Stripe automatically retries failed charges over 7–14 days. During retries, write access is blocked but read access remains. Customer receives escalating notifications: first failure → admin email; second failure → admin + managing partner email + in-app banner; third failure → final notice. After all retries fail, the firm moves to read-only for 30 additional days, then access is suspended; data is retained for 60 days before deletion.

Refunds. Monthly subscriptions: cancel anytime, no refund of the current billing period, no further charges. Annual subscriptions: refunded pro-rata for unused full months minus the 17% annual-discount differential. Cancellation in the first 30 days of the first paid invoice (monthly or annual) is refundable in full, no questions asked. Refunds are issued to the original payment method within 10 business days.

Cancellation. Customer may cancel at any time from the billing page. On cancellation, the subscription enters a 30-day "wind-down", write access is preserved so data can be exported. After 30 days, access ends; data is retained an additional 60 days for re-activation. After 90 days total from cancellation, all firm data is permanently deleted from primary storage; encrypted backups expire on their own schedule (max 90 days).

The agreement starts on signup and renews each billing period. Either party may terminate for material breach with 30 days' written notice and an opportunity to cure. Lexboard may suspend access immediately for security incidents, illegal use, or unpaid invoices past the grace period.

On termination: Customer can export all data via /admin/export for 30 days. After 30 days, data is permanently deleted from primary storage; backups expire on their own schedule (max 90 days).

Lexboard warrants that the platform will substantially conform to the documentation. EXCEPT AS EXPRESSLY STATED, THE PLATFORM IS PROVIDED “AS IS” AND LEXBOARD DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.

Lexboard is software, not a substitute for the lawyer's professional judgment. Customer remains solely responsible for legal advice given to its clients.

EXCEPT FOR INDEMNIFICATION OBLIGATIONS AND BREACHES OF CONFIDENTIALITY, EACH PARTY'S TOTAL LIABILITY UNDER THIS AGREEMENT IS LIMITED TO FEES PAID BY CUSTOMER IN THE 12 MONTHS PRECEDING THE CLAIM. NEITHER PARTY IS LIABLE FOR INDIRECT, CONSEQUENTIAL, OR PUNITIVE DAMAGES.

Lexboard will defend Customer against third-party claims that the platform infringes a US patent, copyright, or trademark, and indemnify Customer for damages awarded.

Customer will defend Lexboard against third-party claims arising from Customer Data or Customer's use of the platform in violation of Section 4 (Acceptable Use), and indemnify Lexboard for damages awarded.

These terms are governed by the laws of the State of Florida, excluding conflict-of-laws rules. Disputes go to state or federal court in Miami-Dade County, Florida, except that either party may seek injunctive relief in any court of competent jurisdiction.

We may update these terms from time to time. Material changes are emailed to firm admins 30 days before they take effect. Continued use after the effective date constitutes acceptance.

hello@lexboard.net for general questions. legal@lexboard.net for contract or DPA negotiations.