Service Agreement

Demand Letter Services, Attorney Supervision, Privacy & Terms

Effective Date: June 25, 2025

Last Updated: June 25, 2025

This Comprehensive Service Agreement ("Agreement") governs all aspects of the relationship between the parties, including service provision, attorney supervision requirements, data privacy, and platform terms of use.

PART I: SERVICE TERMS & ATTORNEY SUPERVISION

1. Services and Supervision Framework

1.1 Document Preparation Services
Service Provider provides document preparation and research services ("Services") under direct supervision of Client's licensed attorney, including:

Research and analysis of submitted case materials
Preparation of draft demand letters for attorney review and approval
Organization and formatting of supporting documentation
Assembly of settlement demand packages

1.2 Mandatory Attorney Supervision
ALL SERVICES PROVIDED UNDER DIRECT SUPERVISION OF LICENSED ATTORNEY. Supervising Attorney agrees to:

Review and approve all deliverables before finalization or transmission
Provide legal strategy guidance and direction
Maintain full professional responsibility for all work product
Ensure compliance with unauthorized practice of law regulations
Document supervision relationship adequately

1.3 Prohibited Activities
Service Provider expressly agrees NOT to:

Provide legal advice, opinions, or strategy recommendations
Establish attorney-client relationships with Client's clients
Set or negotiate legal fees or settlement amounts
Represent work product as constituting legal practice
Communicate directly with opposing parties without attorney direction
Finalize or transmit documents without attorney approval

2. Workflow and Payment

2.1 Service Process

Client submits case materials through secure platform
Service Provider prepares draft documents
Service Provider submits ALL drafts to Supervising Attorney
Supervising Attorney reviews, edits, and approves or requests revisions
NO DOCUMENTS FINALIZED WITHOUT ATTORNEY APPROVAL
Supervising Attorney maintains supervision records

2.2 Pricing and Payment

Fee: $250 per demand letter draft
Payment: Due upon case submission unless otherwise agreed
No Hidden Fees: Pricing includes all standard services

3. Legal Compliance and UPL Prevention

3.1 Unauthorized Practice of Law Compliance
This arrangement prevents UPL violations by:

Ensuring licensed attorney supervision of all work
Limiting Service Provider to document preparation and research only
Requiring attorney review and approval of all deliverables
Maintaining clear documentation of supervision relationship

3.2 Multi-State Compliance
Client represents compliance with UPL regulations in all operating jurisdictions, including Colorado, Arizona, Kansas, and other applicable states.

3.3 Professional Responsibility
Supervising Attorney accepts responsibility for:

Compliance with rules governing supervision of non-lawyer assistants
Maintaining adequate professional liability insurance
Ensuring work product meets professional standards
Documenting supervision relationship

PART II: DATA PRIVACY & SECURITY

For details on our data privacy and security practices, including HIPAA compliance, please see our dedicated Privacy Policy.

PART III: PLATFORM TERMS & CONDITIONS

7. Platform Access and Use

7.1 Eligibility Requirements
Platform access requires:

Licensed attorney status or direct attorney supervision
Authority to represent the law firm
Compliance with all applicable professional responsibility rules
Agreement to attorney supervision requirements

7.2 Account Responsibilities
Client agrees to:

Provide accurate registration information
Maintain account security and confidentiality
Ensure authorized personnel only access the platform
Notify us immediately of security breaches or unauthorized access
Comply with all platform terms and legal requirements

7.3 Prohibited Uses
Client may not:

Use platform without proper attorney supervision
Upload unlawful, unauthorized, or malicious content
Share access credentials with unauthorized users
Attempt to reverse engineer or copy platform functionality
Use services for clients other than those specifically authorized
Violate any applicable laws or professional responsibility rules

8. Intellectual Property and Licensing

8.1 Client Materials
Client retains ownership of all submitted materials and grants Service Provider limited license for service provision only.

8.2 Service Provider IP
Service Provider owns all platform technology, templates, and proprietary materials. Client receives non-exclusive license to use deliverables only for specific authorized cases.

8.3 Usage Restrictions
Client may not:

Reuse deliverables for unauthorized clients or matters
Copy proprietary formatting, templates, or methodologies
Use deliverables to create competing services
Distribute proprietary materials outside authorized use

9. Service Availability and Support

9.1 Platform Availability
We strive for 99.9% uptime but do not guarantee uninterrupted service. Scheduled maintenance will be communicated in advance.

9.2 Customer Support
Support provided via:

Email support during business hours
Platform documentation and resources
Technical assistance for platform issues
Legal compliance guidance (not legal advice)

9.3 Service Modifications
We may modify services with reasonable notice. Material changes affecting legal compliance will include transition assistance.

PART IV: LIABILITY, INDEMNIFICATION & LEGAL TERMS

10. Representations, Warranties, and Indemnification

10.1 Client Representations
Client represents and warrants:

Licensed law firm authorized to practice law
Supervising Attorney will provide adequate supervision
Use complies with all applicable UPL regulations
Authority to enter this Agreement and submit materials
Proper client authorization for all submitted information

10.2 Supervising Attorney Representations
Supervising Attorney represents and warrants:

Licensed to practice in applicable jurisdictions
Will provide direct supervision of all Service Provider work
Maintains adequate professional liability insurance
Accepts full professional responsibility for supervised work product

10.3 Comprehensive Indemnification
Client and Supervising Attorney jointly agree to indemnify, defend, and hold harmless Service Provider from ALL claims, losses, damages, and expenses (including attorney fees) arising from:

Any unauthorized practice of law claims related to service use
Failure to provide adequate attorney supervision
Violation of professional responsibility rules or UPL regulations
Client's use, misuse, or distribution of service deliverables
Any action brought by Client's clients or third parties
Failure to comply with applicable legal, ethical, or regulatory requirements
Breach of any representations, warranties, or obligations under this Agreement
Any claim that Service Provider engaged in unauthorized practice of law when services provided under proper supervision as contemplated herein

11. Disclaimers and Limitation of Liability

11.1 Service Disclaimers
TO THE FULLEST EXTENT PERMITTED BY LAW:

ALL SERVICES PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND
WE DISCLAIM ALL WARRANTIES INCLUDING MERCHANTABILITY, FITNESS FOR PARTICULAR PURPOSE, AND NON-INFRINGEMENT
NO GUARANTEE OF LEGAL OUTCOMES, RESULTS, OR SETTLEMENTS
WE DO NOT VERIFY ACCURACY OF CLIENT-SUBMITTED MATERIALS
WE DO NOT PROVIDE LEGAL ADVICE, STRATEGY, OR REPRESENTATION

11.2 Limitation of Damages
Service Provider's total liability under this Agreement shall not exceed the amount paid for the specific deliverable giving rise to any claim. IN NO EVENT SHALL SERVICE PROVIDER BE LIABLE FOR:

Indirect, incidental, consequential, punitive, or special damages
Loss of profits, revenue, data, or business opportunities
Damages resulting from unauthorized practice of law claims
Third-party claims against Client or Client's clients
Costs or expenses related to alternative service procurement

12. Confidentiality and Professional Standards

12.1 Mutual Confidentiality
All parties agree to maintain strict confidentiality regarding:

Client information and case materials
Work product and legal strategies
Attorney-client privileged communications
Proprietary business information and methodologies
Platform security measures and technical specifications

12.2 Professional Standards Compliance
This Agreement does not interfere with Client's professional responsibilities under applicable rules of professional conduct. In case of conflict between this Agreement and professional responsibility requirements, professional obligations take precedence.

13. Term, Termination, and Survival

13.1 Agreement Term
This Agreement begins on the Effective Date and continues until terminated by any party upon 30 days written notice.

13.2 Effect of Termination
Upon termination:

Client remains liable for all fees owed for services provided
Service Provider will securely delete or return Client materials per Client's written instruction (subject to legal retention requirements)
Survival provisions remain in effect (confidentiality, indemnification, liability limitations)
All outstanding supervision obligations must be completed

13.3 Survival Provisions
The following provisions survive termination: indemnification, confidentiality, limitation of liability, intellectual property rights, data retention obligations, and dispute resolution procedures.

PART V: DISPUTE RESOLUTION & GENERAL PROVISIONS

14. Dispute Resolution

14.1 Mandatory Arbitration
ANY DISPUTE ARISING FROM OR RELATED TO THIS AGREEMENT SHALL BE RESOLVED EXCLUSIVELY THROUGH BINDING ARBITRATION under the rules of JAMS, conducted in Denver County, Colorado.

14.2 Arbitration Procedures

Single arbitrator with legal and technology experience
Client bears all arbitration costs if Client initiates proceedings
Discovery limited to matters directly relevant to the dispute
Arbitrator's decision is final and binding on all parties
No class, collective, or representative arbitration permitted

14.3 Exceptions to Arbitration
Arbitration requirement does not apply to:

Claims for injunctive relief to protect intellectual property
Small claims court actions within jurisdictional limits
Emergency relief to prevent irreparable harm

15. Governing Law and Jurisdiction

15.1 Governing Law
This Agreement is governed by the laws of the State of Colorado, without regard to conflict-of-law principles.

15.2 Jurisdiction
For matters not subject to arbitration, parties consent to exclusive jurisdiction in state and federal courts located in Denver County, Colorado.

16. General Provisions

16.1 Entire Agreement
This Agreement constitutes the complete and exclusive agreement between the parties, superseding all prior negotiations, representations, or agreements relating to the subject matter.

16.2 Amendment and Modification
This Agreement may only be modified through written amendment signed by all parties, except that Service Provider may update platform terms with reasonable notice for non-material changes.

16.3 Assignment and Transfer
Client may not assign this Agreement without Service Provider's written consent. Service Provider may assign to affiliates or in connection with business transfers.

16.4 Severability
If any provision is deemed invalid or unenforceable, the remainder of the Agreement remains in full force and effect.

16.5 Force Majeure
Neither party is liable for delays or failures due to circumstances beyond reasonable control (natural disasters, government actions, cyberattacks, etc.).

16.6 Notices
All notices must be in writing and delivered via email to the addresses specified in this Agreement, with receipt confirmation.

16.7 Waiver
Failure to enforce any provision does not constitute a waiver of the right to enforce that or any other provision in the future.