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Acceptable Use Policy

Last updated October 28, 2025

1. Introduction

This Acceptable Use Policy ("AUP") governs your access to and use of CaseMark 2.0 and related services (collectively, the "Service") provided by CaseMark AI, Inc. ("CaseMark," "we," "us," or "our"). By accessing or using the Service, you agree to comply with this AUP and all applicable laws and regulations.This AUP is incorporated into and forms part of our Terms of Service. Capitalized terms not defined herein have the meanings assigned in the Terms of Service.

2. Scope and Application

This AUP applies to all users of the Service, including:

  • Individual subscribers and trial users

  • Organization administrators and team members

  • API users and integrators

  • Any third party accessing the Service through your account

You are responsible for ensuring that all persons accessing the Service through your account comply with this AUP.

3. Prohibited Uses

You may not use the Service to:

3.1 Illegal Activities

  • Violate any applicable local, state, national, or international law or regulation

  • Engage in any activity that constitutes or promotes illegal activity

  • Generate content that facilitates illegal conduct or violates the rights of others

  • Process or store information related to criminal activity or illegal conduct

3.2 Harmful or Abusive Content

  • Generate, transmit, or store content that is defamatory, obscene, fraudulent, or otherwise harmful

  • Create content that promotes violence, discrimination, harassment, or hate speech

  • Produce content intended to threaten, abuse, or intimidate any person

  • Generate deepfakes or synthetic media intended to deceive or harm others

3.3 Intellectual Property Violations

  • Infringe upon any patent, trademark, trade secret, copyright, or other proprietary rights

  • Upload or process documents you do not have legal authorization to use

  • Attempt to reverse engineer, decompile, or extract the source code of the Service

  • Use the Service to build competitive products or services

  • Scrape, copy, or replicate CaseMark's Easy Button workflows, templates, or proprietary methodologies

3.4 System Abuse and Security

  • Attempt to gain unauthorized access to the Service, user accounts, or computer systems

  • Introduce viruses, malware, or any malicious code into the Service

  • Perform denial-of-service attacks or otherwise attempt to disrupt the Service

  • Use automated tools (bots, scrapers, crawlers) to access the Service except as explicitly permitted

  • Circumvent any access restrictions, rate limits, or security measures

  • Probe, scan, or test the vulnerability of any system or network

  • Share account credentials or allow unauthorized access to your account

3.5 Fraudulent or Deceptive Practices

  • Provide false, misleading, or fraudulent information during registration or use

  • Impersonate any person or entity or misrepresent your affiliation with any person or entity

  • Engage in phishing, spoofing, or other social engineering attacks

  • Manipulate usage metrics or billing systems

  • Create multiple accounts to circumvent service limitations or billing

  • Use payment instruments you are not authorized to use

3.6 Abusive Service Usage

  • Use the Service in any manner that exceeds reasonable usage limits or could impair Service functionality

  • Generate excessive API requests or engage in activity that places unreasonable load on our infrastructure

  • Use the Service to store or transmit unsolicited marketing communications (spam)

  • Use the Service primarily for file storage rather than legal workflow processing

  • Resell or sublicense access to the Service without our express written permission

  • Use the Service to provide services to third parties in competition with CaseMark

3.7 Regulatory and Compliance Violations

  • Violate export control laws or regulations

  • Process protected health information (PHI) outside of HIPAA-compliant mode

  • Fail to maintain required professional licenses or certifications

  • Violate attorney professional conduct rules or ethical obligations

  • Use the Service in a manner that violates data protection laws (GDPR, CCPA, etc.)

3.8 AI-Specific Misuse

  • Attempt to manipulate or "jailbreak" AI models to generate prohibited content

  • Use outputs from the Service to train competing AI models

  • Intentionally generate outputs designed to violate third-party rights

  • Use the Service to create content that misrepresents AI-generated material as human-created

  • Attempt to extract or replicate the prompts, instructions, or methodologies underlying Easy Buttons

4. Professional Responsibility

As a legal technology platform, CaseMark users acknowledge:

4.1 Professional Obligations

  • You remain solely responsible for all legal work product generated using the Service

  • You must review, verify, and validate all AI-generated content before use

  • You maintain full professional responsibility for advice provided to clients

  • You must comply with all attorney professional conduct rules and ethical obligations

  • You are responsible for maintaining client confidentiality and privilege

4.2 No Legal Advice

  • CaseMark does not provide legal advice and is not a substitute for professional legal judgment

  • AI-generated content must be reviewed and validated by a qualified attorney

  • You may not rely solely on AI outputs for legal opinions or critical legal decisions

4.3 Verification Requirements

  • You must independently verify all case citations, statutes, and legal authorities

  • You are responsible for confirming the accuracy and current status of all legal research

  • You must validate all factual assertions in AI-generated documents

5. Content Standards

5.1 User Content

You represent and warrant that any content you upload, process, or generate using the Service:

  • Does not violate this AUP or our Terms of Service

  • Does not infringe any third-party rights

  • You have all necessary rights and permissions to use

  • Complies with all applicable laws and professional obligations

5.2 Monitoring and Review

CaseMark reserves the right, but has no obligation, to:

  • Monitor usage patterns and content for AUP compliance

  • Review content for security, fraud prevention, and quality assurance

  • Use aggregated, anonymized usage data to improve the Service

  • Employ automated systems to detect prohibited activity

We do not proactively monitor the substance of user documents or attorney work product, but may review content when:

  • Required by law or legal process

  • Necessary to enforce this AUP

  • Investigating suspected violations

  • Responding to user support requests

  • Protecting the security and integrity of the Service

6. Enforcement and Remedies

6.1 Investigation

Upon receiving notice or becoming aware of potential AUP violations, CaseMark may investigate and determine appropriate action in its sole discretion.

6.2 Suspension or Termination

We reserve the right to:

  • Immediately suspend or terminate your access to the Service

  • Remove or disable access to content that violates this AUP

  • Report violations to law enforcement or regulatory authorities

  • Pursue any legal or equitable remedies available

We may take these actions without prior notice if we reasonably believe:

  • You have violated this AUP

  • Your use poses a security risk or liability to CaseMark or other users

  • Your use could cause harm to CaseMark's systems, reputation, or business

  • Required by law or to protect legal rights

6.3 No Refunds

Accounts suspended or terminated for AUP violations are not eligible for refunds of subscription fees or unused credits. Outstanding balances remain due immediately upon termination.

6.4 Repeat Violations

Users with repeated AUP violations may be permanently banned from the Service, and we may refuse future account creation requests.

7. Usage Limits and Resource Allocation

7.1 Fair Use

The Service is intended for legitimate legal workflow processing. CaseMark reserves the right to impose usage limits, rate limits, and resource allocation policies to ensure fair access for all users.

7.2 Excessive Use

Usage patterns that significantly exceed typical user behavior may be deemed excessive and subject to:

  • Rate limiting or throttling

  • Additional charges beyond standard pricing

  • Account suspension pending investigation

  • Migration to Enterprise pricing tiers

7.3 Storage Limits

While we provide generous storage for legal matters, we reserve the right to impose reasonable storage limits and may delete inactive matter data after appropriate notice.

8. Third-Party Services and AI Models

8.1 Third-Party AI Providers

The Service integrates multiple third-party AI providers (OpenAI, Anthropic, Google, xAI). Your use of these models through CaseMark is subject to:

  • This AUP

  • The respective provider's acceptable use policies

  • Additional restrictions imposed by AI providers

8.2 Model Availability

  • CaseMark does not guarantee availability of any specific AI model

  • Models may be added, removed, or modified without notice

  • Model performance and capabilities may vary

8.3 Integration Services

Third-party integrations (Stripe, AssemblyAI, etc.) are subject to their respective terms and acceptable use policies.

9. Data Protection and Privacy

9.1 Data Usage Rights

By using the Service, you grant CaseMark the right to:

  • Process your content to provide the Service

  • Use aggregated, anonymized usage data for analytics and improvement

  • Employ automated quality evaluation systems to assess workflow performance

  • Store and process content in accordance with our Privacy Policy

9.2 HIPAA Compliance

For matters containing protected health information (PHI):

  • You must enable HIPAA-compliant mode

  • Additional restrictions may apply to model selection and processing

  • You are responsible for properly configuring privacy settings

9.3 Data Retention

  • We retain data as necessary to provide the Service

  • Deleted matters may be retained in backups for up to 90 days

  • We may retain certain data as required by law or for legitimate business purposes

10. Intellectual Property Protection

10.1 CaseMark Intellectual Property

The Service, including all Easy Buttons, workflows, templates, prompts, user interface designs, algorithms, and proprietary methodologies, are protected by copyright, trademark, patent, trade secret, and other intellectual property laws.You may not:

  • Copy, replicate, or recreate CaseMark's workflows or methodologies

  • Extract or reverse engineer Easy Button prompts or instructions

  • Use CaseMark intellectual property to create competing services

  • Remove or obscure any proprietary notices or branding

10.2 User-Generated Content

You retain ownership of your input content and generated work product, subject to the limited license granted in our Terms of Service.Custom workflows and Easy Buttons you create remain your property, but CaseMark may:

  • Use anonymized versions for platform improvement

  • Feature exemplary workflows in marketing materials (with your permission)

  • Analyze usage patterns for quality assurance

11. API and Developer Access

If you access the Service via API or developer tools:

11.1 API Compliance

  • You must comply with all API documentation and usage guidelines

  • You may not exceed published rate limits or quotas

  • You must implement proper error handling and retry logic

  • You may not use the API to circumvent service limitations

11.2 Developer Responsibilities

  • You are responsible for applications built using CaseMark APIs

  • You must properly secure API credentials

  • You may not share or expose API keys

  • You must promptly update integrations when API changes occur

12. Reporting Violations

12.1 User Reporting

If you become aware of AUP violations, please report them to:

12.2 Response Time

We will investigate reported violations promptly, though we do not guarantee specific response times.

12.3 Confidentiality

We will handle reports confidentially to the extent permitted by law, but may need to share information with law enforcement or as required by legal process.

13. Disclaimers and Limitations

13.1 No Warranty

THE SERVICE IS PROVIDED "AS IS" WITHOUT WARRANTIES OF ANY KIND. CASEMARK DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT.

13.2 Service Availability

  • We do not guarantee uninterrupted or error-free service

  • The Service may be modified, suspended, or discontinued at any time

  • AI model availability and performance may vary

13.3 Content Accuracy

  • We do not warrant the accuracy, completeness, or reliability of AI-generated content

  • Users must independently verify all outputs

  • CaseMark is not liable for errors or omissions in generated content

13.4 Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASEMARK'S TOTAL LIABILITY FOR ANY CLAIMS RELATED TO THIS AUP SHALL NOT EXCEED THE AMOUNTS PAID BY YOU TO CASEMARK IN THE 12 MONTHS PRECEDING THE CLAIM.CASEMARK SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST DATA, OR BUSINESS INTERRUPTION.

14. Indemnification

You agree to indemnify, defend, and hold harmless CaseMark, its affiliates, officers, directors, employees, and agents from any claims, liabilities, damages, losses, and expenses (including reasonable attorneys' fees) arising from:

  • Your use or misuse of the Service

  • Your violation of this AUP

  • Your violation of any law or regulation

  • Your violation of any third-party rights

  • Content you submit, upload, or generate using the Service

  • Any professional misconduct or malpractice related to your use of the Service

This indemnification obligation survives termination of your account and continues indefinitely.

15. Modification of This Policy

15.1 Right to Modify

CaseMark reserves the right to modify this AUP at any time. Changes will be effective:

  • Immediately upon posting for material changes affecting security or legal compliance

  • 30 days after notice for other modifications

15.2 Notification

We will notify you of material changes via:

  • Email to your registered address

  • In-app notification

  • Notice on our website

15.3 Continued Use

Your continued use of the Service after the effective date constitutes acceptance of the modified AUP. If you do not agree to changes, you must discontinue use.

16. General Provisions

16.1 Severability

If any provision of this AUP is found unenforceable, the remaining provisions continue in full effect.

16.2 No Waiver

Failure to enforce any provision does not constitute a waiver of future enforcement.

16.3 Entire Agreement

This AUP, together with the Terms of Service and Privacy Policy, constitutes the entire agreement regarding acceptable use of the Service.

16.4 Governing Law

This AUP is governed by the laws of the State of Delaware, without regard to conflict of law principles.

16.5 Dispute Resolution

Disputes related to this AUP are subject to the dispute resolution provisions in our Terms of Service.

17. Contact Information

For questions about this Acceptable Use Policy, contact:CaseMark AI, Inc. Email: hello@casemark.com Website: https://casemark.com Support: support@casemark.com

By using CaseMark 2.0, you acknowledge that you have read, understood, and agree to be bound by this Acceptable Use Policy.