Terms of Service

By creating an account, accessing, or using PIM, you represent that:

• You are at least 18 years of age
• You have the legal authority to enter into this agreement on behalf of yourself or your law firm
• Your use of PIM will comply with all applicable federal, state, and local laws
• You have read, understood, and agree to be bound by these Terms and our Privacy Policy

If you are accepting these Terms on behalf of a law firm or other legal entity, you represent that you have the authority to bind that entity to these Terms.

PIM is a practice management platform designed for personal injury law firms. The platform includes:

• Lead intake and pipeline management
• Case management and tracking
• Document storage and AI-assisted document intelligence
• Messaging and communication tools
• Integration with third-party services including Google LSA, CallRail, Twilio, and others
• Reporting and analytics

To use PIM, you must create an account. You agree to:

• Provide accurate, current, and complete information during registration
• Maintain and update your account information to keep it accurate
• Keep your login credentials confidential and not share them with unauthorized parties
• Notify us immediately at support@picasemachine.com if you suspect unauthorized access to your account
• Accept responsibility for all activity that occurs under your account

We reserve the right to suspend or terminate accounts that provide false information or violate these Terms.

Access to PIM requires a paid subscription. By subscribing, you agree to the following billing terms:

• Monthly subscriptions are billed in advance on the same date each month
• Annual subscriptions are billed in advance for the full year at the time of enrollment
• Usage-based fees (such as SMS messages sent through Twilio) are billed in arrears based on actual usage
• All fees are non-refundable except as expressly stated in these Terms or required by law
• We reserve the right to change subscription pricing with 30 days written notice
• Failure to pay may result in suspension or termination of your account

We may offer free trial or beta access periods at our discretion. During any trial or beta period:

• Access is provided as-is without any warranty or support commitment
• We may terminate trial access at any time without notice
• Features available during beta may change before general release
• Your data entered during a trial will be retained if you convert to a paid plan
• Data may be deleted 30 days after a trial expires without conversion to a paid plan

You agree to use PIM only for lawful purposes. You must not:

• Use PIM to violate any federal, state, or local law or regulation
• Send unsolicited messages or spam to any person through the platform
• Violate the Telephone Consumer Protection Act (TCPA) or any applicable messaging laws
• Upload, store, or transmit any content that is illegal, harmful, or infringes on third-party rights
• Attempt to gain unauthorized access to any part of the platform or its infrastructure
• Reverse engineer, decompile, or disassemble any part of PIM
• Use PIM to store or transmit malicious code, viruses, or harmful data
• Resell, sublicense, or otherwise provide access to PIM to unauthorized third parties
• Use PIM in a manner that could damage, disable, or impair the platform

Violation of these acceptable use terms may result in immediate suspension or termination of your account without refund.

You retain full ownership of all data you input into PIM, including client information, case data, and documents. By using PIM, you grant PI Case Machine, LLC a limited license to store, process, and display your data solely to provide the service.

• We do not claim ownership of your firm data or client information
• We do not sell your data or use it for any purpose other than providing PIM
• You may export your data at any time
• Upon account termination, your data will be deleted within 30 days per our Privacy Policy

Your use of PIM is also governed by our Privacy Policy, which is incorporated into these Terms by reference.

You acknowledge that as a personal injury law firm, you may store Protected Health Information (PHI) and privileged attorney-client communications in PIM. You agree to:

• Comply with all applicable HIPAA requirements in your use of the platform
• Obtain a Business Associate Agreement (BAA) from us before storing PHI if required by your compliance program
• Implement appropriate access controls within your firm account
• Not store information in PIM that exceeds your own authorization to possess
• Notify us promptly of any suspected data breach involving PHI stored in PIM

To request a BAA, contact us at support@picasemachine.com.

PIM integrates with third-party services including Google, Microsoft, Twilio, CallRail, and others. Your use of these integrations is subject to the respective third-party terms of service.PI Case Machine, LLC is not responsible for the availability, accuracy, or performance of third-party services.

• Connecting a third-party integration constitutes your acceptance of that service's terms
• We are not liable for data loss, outages, or errors caused by third-party services
• Third-party integrations may be discontinued at any time with or without notice
• You are responsible for maintaining valid accounts and credentials with third-party services

All rights, title, and interest in and to PIM, including the software, design, features, and content created by PI Case Machine, LLC, are and remain the exclusive property of PI Case Machine, LLC. These Terms do not grant you any right to use our trademarks, logos, or brand names.

You retain all rights to content you create and upload to PIM. You grant PI Case Machine, LLC a limited, non-exclusive license to host and process your content solely to provide the service.

Each party agrees to keep confidential any non-public information of the other party that is designated as confidential or that reasonably should be understood to be confidential. PI Case Machine, LLC will treat all data stored in your PIM account as confidential and will not disclose it except as required to provide the service or as required by law.

You use PIM at your own risk. We do not warrant that the platform will meet your specific requirements or that any errors will be corrected.

Some jurisdictions do not allow the exclusion of certain warranties or limitation of liability, so some of the above limitations may not apply to you.

You agree to defend, indemnify, and hold harmless PI Case Machine, LLC and its officers, directors, employees, and agents from and against any claims, damages, losses, costs, and expenses (including reasonable attorneys' fees) arising from:

• Your use of PIM in violation of these Terms
• Your violation of any applicable law or regulation, including TCPA and HIPAA
• Your firm's handling of client data or PHI
• Any claim by a third party arising from your use of PIM
• Your breach of any representation or warranty in these Terms

Any dispute, claim, or controversy arising out of or relating to these Terms or the use of PIM that cannot be resolved informally shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules, except as modified herein.

• Arbitration will be conducted in San Antonio, Texas, or remotely by mutual agreement
• The arbitrator shall apply Texas law consistent with the Federal Arbitration Act
• The arbitrator's decision shall be final and binding and may be entered as a judgment in any court of competent jurisdiction
• Each party shall bear its own arbitration costs, except the arbitrator may award costs to the prevailing party
• You and PI Case Machine, LLC each waive the right to a trial by jury

Class Action Waiver: You agree that any arbitration or proceeding shall be limited to the dispute between us individually. You waive any right to participate in a class action lawsuit or class-wide arbitration against PI Case Machine, LLC.

This arbitration clause does not apply to claims for injunctive or equitable relief to protect intellectual property rights, or to small claims court actions within applicable jurisdictional limits.

These Terms shall be governed by and construed in accordance with the laws of the State of Texas, without regard to its conflict of law provisions. To the extent any matter is not subject to arbitration under Section 15, you consent to the exclusive jurisdiction of the state and federal courts located in Bexar County, Texas.

Either party may terminate this agreement at any time:

• You may cancel your subscription at any time through your account settings or by contacting support@picasemachine.com
• We may suspend or terminate your account for violation of these Terms, non-payment, or any reason with 30 days notice
• We may terminate your account immediately without notice for serious violations including illegal use, HIPAA violations, or TCPA violations
• Upon termination, your right to access PIM ceases immediately
• Your data will be available for export for 30 days following termination, after which it will be deleted

We reserve the right to modify these Terms at any time. When we make material changes, we will:

• Notify you by email at the address associated with your account
• Display a prominent notice in the PIM platform
• Update the effective date at the top of this page
• Provide at least 30 days notice before material changes take effect

Your continued use of PIM after the effective date of any changes constitutes acceptance of the updated Terms.

• Entire Agreement: These Terms and our Privacy Policy constitute the entire agreement between you and PI Case Machine, LLC regarding PIM
• Severability: If any provision of these Terms is found unenforceable, the remaining provisions remain in full force
• Waiver: Our failure to enforce any right or provision does not constitute a waiver of that right
• Assignment: You may not assign these Terms without our written consent. We may assign these Terms in connection with a merger or acquisition.
• Force Majeure: We are not liable for delays or failures caused by events outside our reasonable control
• Notices: Legal notices to PI Case Machine, LLC must be sent to support@picasemachine.com

Questions about these Terms should be directed to: