Terms of Service

These Terms of Service ("Terms") govern your use of the SoloMatter platform operated by SoloMatter ("we," "us," or "our"). By accessing or using SoloMatter, you agree to be bound by these Terms.

1. Acceptance of Terms

By creating an account or using the platform, you acknowledge that you have read, understood, and agree to these Terms. If you are using SoloMatter on behalf of a law firm or organization, you represent that you have the authority to bind that entity to these Terms.

2. Description of Service

SoloMatter is a practice management platform designed for solo attorneys and small law firms. The platform provides matter pipeline management, time tracking, billing, document organization, and AI-assisted practice tools.

SoloMatter is a software provider. We are not a law firm and do not provide legal advice, representation, or legal services of any kind.

3. Account Registration

You must provide accurate and complete information when creating an account. You are responsible for maintaining the security of your account credentials and for all activity that occurs under your account. You must notify us immediately if you suspect unauthorized access.

4. Data Ownership

Your firm retains full ownership of all data entered into SoloMatter, including matter details, client information, documents, time entries, and invoices. We do not claim any ownership or intellectual property rights over your data.

You grant us a limited license to process your data solely for the purpose of providing and improving the service.

5. Third-Party Infrastructure

SoloMatter integrates with third-party services that you may choose to connect:

• Google Drive — for document storage. Documents are stored in your firm's own Google Drive account. We do not maintain separate copies.
• Square — for payment processing. Payment transactions are processed through your firm's Square merchant account. We do not store full payment card details.
• Google Gmail and Calendar — for email sending and calendar synchronization.

Your use of these integrations is also subject to each provider's own terms of service.

6. AI Features

SoloMatter includes AI-powered features (practice assistant, document drafting, compliance review) that use Anthropic's Claude AI.

AI features are assistive tools only. They do not constitute legal advice, and their output may contain errors or omissions. All AI-generated content must be reviewed by a licensed attorney before use. We make no guarantee of accuracy, completeness, or suitability of AI-generated content for any particular legal matter.

7. Professional Responsibility

SoloMatter is a tool to assist with practice management. It does not replace an attorney's professional judgment, ethical obligations, or duty of competence.

Attorneys using SoloMatter remain solely responsible for compliance with all applicable rules of professional conduct, including but not limited to client confidentiality, conflict of interest checks, trust accounting rules, and supervisory responsibilities.

8. Limitation of Liability

To the maximum extent permitted by law, SoloMatter and its officers, employees, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, business opportunities, or goodwill, arising from your use of the platform.

Our total liability for any claim arising from these Terms or your use of the service shall not exceed the amount you paid to us in the twelve (12) months preceding the claim.

9. Service Availability

We strive to maintain high availability but do not guarantee uninterrupted service. We do not currently offer a formal Service Level Agreement (SLA). We may perform maintenance that temporarily affects availability, and will provide reasonable notice when possible.

10. Backups and Data Export

We perform regular database backups to protect against data loss. However, you are encouraged to maintain your own backups of critical data. Firm administrators can request a full data export at any time by contacting us.

11. Business Associate Agreement

SoloMatter does not currently offer a Business Associate Agreement (BAA) under HIPAA. If your practice requires a BAA or has specific compliance needs, please contact us at [email protected] to discuss your requirements.

12. Breach Notification

In the event of a data breach affecting your personal information, we will:

1. Notify affected firm administrators within 72 hours of discovery.
2. Provide details on the nature and scope of the breach.
3. Describe the steps we are taking to contain and remediate the breach.
4. Offer guidance on any actions you should take to protect your data.

13. Termination

Either party may terminate this agreement at any time. You may close your account through the platform settings or by contacting us. Upon termination, we will delete your data within 30 days, subject to any legal retention requirements.

We reserve the right to suspend or terminate accounts that violate these Terms, engage in fraudulent activity, or pose a security risk to the platform.

14. Governing Law

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

15. Dispute Resolution

Any dispute arising from these Terms or your use of SoloMatter shall first be addressed through good-faith negotiation. If a resolution cannot be reached within 30 days, either party may pursue binding arbitration under the rules of the American Arbitration Association, with the arbitration conducted in the State of Ohio.

16. Changes to Terms

We may update these Terms from time to time. When we make material changes, we will notify active users via email at least 30 days before the changes take effect. Continued use of the platform after the effective date constitutes acceptance of the updated Terms.