Terms of Service

These Terms of Service are a binding agreement between dashboardWISE LLC ("dashboardWISE", "we", "us", or "our") and the person or legal entity that accepts them ("Customer", "you", or "your"). They apply to the dashboardWISE website, hosted application, integrations, implementation, support, documentation, and related services (collectively, the "Service").

By clicking to accept these Terms, signing or accepting an Order Form, creating an account, or using the Service, you agree to the Agreement. If you act for an organisation, you represent that you have authority to bind it. The Service is intended only for business and professional use. You must be at least 18 years old and legally capable of entering into the Agreement.

"Agreement" means these Terms, each accepted order form, checkout or other ordering document (each, an "Order Form"), the Acceptable Use Policy, the Data Processing Addendum where applicable, and any other terms expressly incorporated by reference. If you do not agree, do not access or use the Service.

Subject to the Agreement and payment of applicable fees, dashboardWISE will make the Service identified in the applicable Order Form available during the subscription term. Plans may be limited by firm size, attorney count, usage, connected data source, or another entitlement shown at purchase. Customer must keep those facts accurate and may be required to move to the appropriate plan if its use exceeds the purchased entitlement.

We may maintain, improve, or modify the Service. We will not materially reduce the core functionality of a paid Service during its current subscription term, except where reasonably necessary to address law, security, third-party platform changes, or material risk. Beta, preview, evaluation, and free functionality may be changed or discontinued at any time and is provided without a service-level commitment.

An Order Form may contain additional scope, pricing, implementation, support, or service terms. Purchase orders and Customer procurement documents are for administrative convenience only; any additional or conflicting terms in them are rejected unless expressly accepted in a writing signed by dashboardWISE.

dashboardWISE provides analytics, reporting, workflow, and operational software. It is not a law firm, lawyer, accountant, tax adviser, auditor, fiduciary, or regulated financial adviser. The Service does not provide legal, accounting, tax, financial, compliance, or other professional advice, and use of it does not create an attorney-client, fiduciary, or other professional relationship with dashboardWISE.

Customer remains solely responsible for professional judgement, supervision, legal and ethical duties, client communications, regulatory filings, trust accounting, source records, and decisions made using the Service. Reports, calculations, classifications, recommendations, and automated outputs can be incomplete, delayed, or inaccurate because of source data, configuration, integration, or software limitations. Customer must independently review material outputs before relying on them or providing them to a client, court, regulator, or other third party.

Customer is responsible for determining whether its use preserves confidentiality, legal professional privilege, attorney-client privilege, work-product protection, and any other applicable protection. dashboardWISE does not guarantee that storing, transmitting, or processing information through the Service will create or preserve privilege.

Customer is responsible for its authorised users, administrators, account information, permissions, devices, and all activity occurring through its accounts, except to the extent caused by dashboardWISE's breach of the Agreement. Accounts are individual and must not be shared. Customer must use reasonable safeguards, keep authentication methods secure, promptly remove access that is no longer required, and notify us without undue delay of suspected unauthorised access.

A Customer administrator may manage firm information, roles, permissions, integrations, exports, and subscription settings. We may rely on instructions from an administrator or another person Customer has held out as authorised. Customer is responsible for reviewing administrator access and ensuring those instructions are valid.

During the applicable subscription term, dashboardWISE grants Customer a limited, non-exclusive, non-transferable, non-sublicensable right for its authorised users to access and use the Service for Customer's internal business operations in accordance with the Agreement and purchased entitlements.

Customer and its users must comply with the Acceptable Use Policy. Except where applicable law does not permit the restriction, Customer must not copy, modify, sell, resell, license, distribute, reverse engineer, decompile, frame, mirror, scrape, or use the Service to build or train a competing product; circumvent access, security, or usage controls; or permit access by anyone other than an authorised user. No rights are granted except those expressly stated in the Agreement.

"Customer Data" means data, content, records, and instructions that Customer or its authorised users submit to the Service or direct a connected service to provide. As between the parties, Customer retains its rights in Customer Data. Customer grants dashboardWISE a limited, worldwide right to host, copy, transmit, normalise, calculate, display, and otherwise process Customer Data only as needed to provide, secure, maintain, and support the Service, comply with law, and exercise rights under the Agreement.

Customer represents and warrants that it has all rights, permissions, notices, consents, and lawful bases required to provide Customer Data and instruct its processing. Customer is responsible for the accuracy, quality, legality, and integrity of Customer Data and for maintaining copies of source records in its systems of record. dashboardWISE is not a records-retention or archival service unless an Order Form expressly says otherwise.

dashboardWISE will not acquire ownership of Customer Data or use it to train a general-purpose artificial intelligence model without Customer's express written agreement. We may generate and use aggregated or de-identified information that cannot reasonably identify Customer, an authorised user, a client, or another person to operate, secure, analyse, and improve the Service. We will not attempt to re-identify that information.

Customer may authorise the Service to connect with third-party products, including practice-management systems such as Clio Manage and Smokeball ("Connected Services"). Customer directs dashboardWISE to access, receive, transmit, and process information through each Connected Service within the permissions Customer grants. Disconnecting or restricting a Connected Service may stop synchronisation or make functionality unavailable.

Connected Services are governed by Customer's agreements with their providers. dashboardWISE does not control and is not responsible for their acts, omissions, availability, security, accuracy, data format, terms, or changes. Customer is responsible for maintaining its accounts and permissions with those providers. We may suspend an integration if continued operation would violate law, a provider's terms, or the security of the Service.

Our Privacy Policy explains how we handle personal data for our own purposes. Where dashboardWISE processes personal data on Customer's behalf, the Data Processing Addendum applies and is incorporated into the Agreement. Customer acknowledges that the Service may involve processing in the United States and other locations described in those documents.

dashboardWISE maintains reasonable technical and organisational safeguards designed to protect Customer Data, as described on our Security page. No service can be made completely secure or uninterrupted. Customer must use available security controls appropriately and fulfil its responsibilities under the Agreement and Acceptable Use Policy.

Standard self-service plans begin with a seven-day trial. A valid payment method is required, but the subscription charge is not made when the trial begins. Unless Customer cancels before the trial ends, the selected paid subscription begins automatically at the price and billing interval displayed at checkout. A different trial or payment arrangement applies only if stated in an Order Form.

Paid subscriptions are billed monthly or annually in advance and renew automatically for successive periods of the same length unless cancelled before the next renewal. Customer may manage or cancel a self-service subscription through the customer portal available in billing settings. Cancellation takes effect at the end of the current paid period unless the checkout terms or applicable law provide otherwise. Cancelling during the trial prevents the first subscription charge.

Customer authorises our billing provider to charge the payment method on file for fees, applicable taxes, and authorised adjustments. Fees are stated exclusive of taxes unless checkout says otherwise. Customer is responsible for taxes imposed on its purchase other than taxes on dashboardWISE's net income. Except where the Agreement or applicable law expressly provides otherwise, paid fees are non-cancellable and non-refundable, and unused time, seats, or usage do not create a credit.

Customer must keep billing information current. If payment is overdue, we may retry collection and provide a seven-day grace period before restricting paid access. Customer remains responsible for amounts due and reasonable collection costs permitted by law. We may change self-service pricing on advance notice, with the new price taking effect no earlier than the next renewal.

"Confidential Information" means non-public information disclosed by one party ("Discloser") to the other ("Recipient") that is marked confidential or reasonably should be understood as confidential, including Customer Data, client and matter information, security information, product plans, pricing, and business information. It does not include information the Recipient can document was lawfully known without restriction, independently developed without use of the Discloser's information, lawfully received from a third party without a duty of confidentiality, or made public without breach.

Recipient will use Confidential Information only to exercise rights or perform obligations under the Agreement, protect it using at least reasonable care, and disclose it only to personnel, professional advisers, and service providers who need to know it and are bound by confidentiality obligations. Recipient is responsible for their compliance. If law requires disclosure, Recipient may disclose only the required portion and, where legally permitted, will give prompt notice and reasonable assistance at Discloser's expense.

dashboardWISE and its licensors own the Service, software, documentation, designs, models, methods, know-how, and all related intellectual property rights, including improvements and derivative works. Customer owns Customer Data and does not transfer it to dashboardWISE except for the limited rights stated in the Agreement. No licence is granted to either party's names, logos, or trademarks without written permission.

If Customer voluntarily provides suggestions or feedback, Customer grants dashboardWISE a perpetual, irrevocable, worldwide, royalty-free right to use and incorporate that feedback without restriction or payment. This does not permit us to identify Customer publicly or disclose Customer's Confidential Information.

Customer will defend dashboardWISE, its affiliates, and their personnel against a third-party claim arising from Customer Data, Customer's instructions, Customer's or an authorised user's unlawful or unauthorised use of the Service, or Customer's breach of the Acceptable Use Policy, and will indemnify them for damages, settlements, penalties, costs, and reasonable legal fees finally awarded or approved in a settlement.

dashboardWISE will defend Customer against a third-party claim that Customer's authorised use of the paid Service directly infringes that third party's United States patent, copyright, or trademark, and will indemnify Customer for damages and reasonable legal fees finally awarded on that claim. We have no obligation for claims arising from Customer Data, Connected Services, Customer instructions, modifications not made by us, combinations not supplied by us, or use after we have provided a non-infringing alternative. We may procure a right to continue use, modify or replace the affected Service, or terminate it and refund prepaid fees for the unused portion of the affected term. This paragraph states Customer's exclusive remedy for an intellectual-property infringement claim.

An indemnified party must promptly notify the indemnifying party, provide reasonable cooperation at the indemnifying party's expense, and allow it to control the defence and settlement. Failure to give prompt notice relieves an obligation only to the extent materially prejudiced. No settlement may admit fault by, impose non-monetary obligations on, or fail to fully release the indemnified party without its written consent, not to be unreasonably withheld.

We may limit or suspend access immediately where reasonably necessary to prevent or address a security threat, unlawful activity, sanctions risk, material breach, overdue payment after any applicable grace period, harm to another customer or the Service, or a third-party platform restriction. Where circumstances permit, we will give notice and an opportunity to cure. We will limit a suspension in scope and duration where reasonably practicable and restore access after the issue is resolved.

The Agreement begins when Customer first accepts it and continues until all subscriptions and Order Forms end. Either party may terminate an affected Order Form for a material breach that remains uncured 30 days after written notice, or 10 days after notice of an uncured payment breach. A party may terminate immediately if the other becomes insolvent, ceases business without a successor, or where continued performance would violate law.

On termination, Customer's right to use the affected Service ends and all outstanding fees become due. Customer should export required data before access ends. Customer Data will be returned or deleted in accordance with the Data Processing Addendum, subject to protected backups, legal holds, and records we must retain by law. Provisions that by their nature should survive will survive, including payment, confidentiality, ownership, indemnity, disclaimers, liability limits, and general terms.

Each party warrants that it has authority to enter the Agreement. dashboardWISE warrants that it will provide paid Services in a professional and workmanlike manner. Customer's exclusive remedy for a breach of this warranty is for dashboardWISE to reperform the affected Service or, if we cannot do so within a reasonable period, to terminate the affected Order Form and refund prepaid fees for the unused portion of its term.

Except for the express warranty above and to the maximum extent permitted by law, the Service, documentation, beta functionality, and all outputs are provided "as is" and "as available". dashboardWISE disclaims all implied or statutory warranties, including merchantability, satisfactory quality, fitness for a particular purpose, title, non-infringement, accuracy, and uninterrupted or error-free operation. We do not warrant that the Service will meet Customer's professional, regulatory, retention, or reporting requirements, or that every source record, integration update, or security threat will be detected.

To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, exemplary, punitive, or consequential damages, or for loss of profits, revenue, goodwill, business opportunity, anticipated savings, or data, arising from or relating to the Agreement, even if advised that such loss was possible. This exclusion does not limit Customer's obligation to pay fees or either party's indemnification obligations.

To the maximum extent permitted by law, each party's total aggregate liability arising from or relating to the Agreement will not exceed the fees paid or payable by Customer for the affected Service during the 12 months immediately preceding the first event giving rise to liability. For a free or trial Service, dashboardWISE's aggregate liability will not exceed 100 United States dollars.

The exclusions and limits apply regardless of the form of action and allocate risk between the parties. The aggregate limit does not apply to Customer's payment obligations, Customer's indemnification obligations, or Customer's breach of the licence and use restrictions. The exclusions and limits do not apply to liability that cannot lawfully be excluded or limited, including liability for fraud or fraudulent misrepresentation. Nothing in the Agreement excludes a remedy or right that applicable law does not permit the parties to exclude.

Each party will comply with applicable export-control, economic sanctions, and trade laws. Customer represents that it and its users are not prohibited or restricted parties and will not access, export, re-export, transfer, or use the Service in a prohibited destination, for a prohibited end user or end use, or to evade a trade restriction. Customer will provide information reasonably requested to verify compliance. We may refuse, restrict, or terminate access where required by law or reasonably necessary to manage sanctions or export risk.

We may update these Terms to reflect changes to the Service, law, security, or business operations. We will post the revised Terms with an updated effective date. For a material change that adversely affects a current paid subscription, we will provide reasonable advance notice, and the change will take effect at the next renewal unless earlier application is required by law or to address an urgent security or abuse risk. Continued use after the effective date constitutes acceptance. If Customer does not agree, its remedy is to stop using the Service and cancel before the change takes effect.

Order of precedence. If documents conflict, an Order Form controls for its express subject matter, followed by the Data Processing Addendum for personal-data processing, these Terms, and the Acceptable Use Policy. The Privacy Policy describes processing and is not intended to override the Agreement.

Governing law and courts. The laws of the State of Delaware, United States govern the Agreement without regard to conflict-of-law rules. The United Nations Convention on Contracts for the International Sale of Goods does not apply. Each party irrevocably submits to the exclusive jurisdiction of the state and federal courts located in Delaware, United States, for any dispute arising from or relating to the Agreement.

Notices. Legal notices to dashboardWISE must be sent to support@dashboardwise.com and dashboardWISE LLC, 8 The Green STE A, Dover, Kent County, DE 19901, United States. Notices to Customer may be sent to its account or billing email. Notices are effective on confirmed delivery, except routine Service communications may be provided electronically through the Service.

Assignment. Customer may not assign or transfer the Agreement without our prior written consent, except in connection with a merger, reorganisation, or sale of substantially all its assets to a successor that is not our competitor and assumes the Agreement in writing. We may assign the Agreement to an affiliate or in connection with a merger, reorganisation, financing, or sale of all or substantially all the relevant business or assets.

Force majeure. Neither party is liable for delay or failure caused by events beyond its reasonable control, except for payment obligations. The affected party will use reasonable efforts to mitigate the effect and resume performance.

Relationship and third parties. The parties are independent contractors. The Agreement creates no partnership, joint venture, agency, fiduciary, employment, franchise, or exclusive relationship. There are no third-party beneficiaries except where the Data Processing Addendum, Standard Contractual Clauses, or applicable law expressly grants enforceable rights to a data subject or another person.

Entire agreement. The Agreement is the complete agreement about the Service and supersedes prior or contemporaneous proposals and communications on that subject. A waiver must be in writing and is not a continuing waiver. If a provision is held unenforceable, it will be modified to the minimum extent necessary and the remainder will remain effective. Headings are for convenience. Electronic acceptance and counterparts are valid and together form one instrument.