Terms of Service
Calm Intake, LLC d/b/a CaseHug
Effective Date: April 2, 2026
Last Updated: April 2, 2026
These Terms of Service ("Terms") constitute a legally binding agreement between you ("Subscriber," "you," or "your") and Calm Intake, LLC, a United States limited liability company doing business as CaseHug ("CaseHug," "Company," "we," "us," or "our"), governing your access to and use of the CaseHug platform and related services available at https://calmintake.com (collectively, the "Service").
PLEASE READ THESE TERMS CAREFULLY BEFORE USING THE SERVICE. BY CREATING AN ACCOUNT, ACCESSING, OR USING THE SERVICE, YOU ACKNOWLEDGE THAT YOU HAVE READ, UNDERSTOOD, AND AGREE TO BE BOUND BY THESE TERMS. IF YOU DO NOT AGREE, DO NOT USE THE SERVICE.
1. Definitions
"Authorized Users" means individuals authorized by Subscriber to access the Service under Subscriber's account, including attorneys, paralegals, staff, and other firm personnel.
"Client Data" means all data, documents, files, communications, and information submitted by or on behalf of Subscriber's clients through the Service, including intake forms, uploaded documents, e-signatures, and any information subject to attorney-client privilege.
"Firm Data" means Subscriber's account information, configuration settings, templates, workflows, and other data submitted by or generated for the Subscriber in connection with use of the Service, excluding Client Data.
"Platform Data" means aggregated, anonymized, and de-identified data derived from use of the Service that cannot reasonably be used to identify any individual, law firm, or client.
"Subscription Plan" means the specific tier of Service selected by Subscriber (Solo, Practice, or Firm), as described in Section 5.
2. Acceptance of Terms
2.1 Agreement to Terms
By creating an account, clicking "I Agree," or otherwise accessing or using the Service, you represent and warrant that: (a) you are at least 18 years of age; (b) you have the legal authority to enter into these Terms on behalf of yourself or the entity you represent; (c) you are a licensed attorney, an authorized representative of a law firm or legal services organization, or an individual authorized by such an entity to use the Service; and (d) your use of the Service will comply with all applicable laws and regulations.
2.2 Entity Authorization
If you are entering into these Terms on behalf of a law firm, legal organization, or other entity, you represent and warrant that you have the authority to bind that entity to these Terms, and "Subscriber" refers to that entity.
2.3 Additional Agreements
Certain features of the Service may be subject to additional terms, policies, or agreements, including our Privacy Policy, Business Associate Agreement ("BAA"), and Data Processing Agreement ("DPA"). Such additional terms are incorporated by reference into these Terms.
3. Description of Service
3.1 Overview
CaseHug is a software-as-a-service ("SaaS") platform that provides client intake automation, document collection, and electronic signature capabilities designed specifically for law firms and legal services organizations. The Service enables Subscribers to streamline the onboarding of new clients through customizable intake workflows, secure document management, and legally compliant e-signatures.
3.2 Technology Platform — Not Legal Services
CaseHug is a technology company. We do not provide legal services, legal advice, or legal representation. The Service is a tool designed to assist law firms in managing their intake processes. No attorney-client relationship exists between CaseHug and any Subscriber or any Subscriber's clients. Subscribers remain solely responsible for all legal advice, representation, and professional obligations owed to their clients.
3.3 Service Availability
We use commercially reasonable efforts to maintain Service availability but do not guarantee uninterrupted or error-free operation. We may perform scheduled maintenance, which we will endeavor to communicate in advance. We reserve the right to modify, update, or discontinue features of the Service with reasonable notice.
4. Account Registration and Responsibilities
4.1 Account Creation
To use the Service, you must create an account by providing accurate, complete, and current information, including your name, law firm name, email address, and such other information as we may reasonably require. You agree to update this information promptly if it changes.
4.2 Account Security
You are responsible for: (a) maintaining the confidentiality of your account credentials; (b) all activities that occur under your account; (c) promptly notifying us at legal@calmintake.com of any unauthorized use of your account or any other breach of security; and (d) ensuring that all Authorized Users comply with these Terms.
4.3 Authorized Users
Subscriber is responsible for the acts and omissions of all Authorized Users. Subscriber shall ensure that each Authorized User is aware of and complies with these Terms. Subscriber's Subscription Plan determines the maximum number of Authorized Users permitted.
4.4 Account Restrictions
You may not: (a) share account credentials with unauthorized individuals; (b) create multiple accounts to circumvent plan limitations; (c) allow any person who is not an Authorized User to access the Service through your account; or (d) use another Subscriber's account without permission.
5. Subscription Plans and Billing
5.1 Plans
The Service is offered under the following Subscription Plans:
| Plan | Monthly Price | Description |
| ------ | -------------- | ------------- |
| Solo | $79/month | Designed for solo practitioners |
| Practice | $189/month | Designed for small to mid-size practices |
| Firm | $459/month | Designed for larger firms with advanced needs |
Plan features, limitations, and included capabilities are described on our website and may be updated from time to time.
5.2 Annual Billing Discount
Subscribers who elect annual billing receive a 20% discount on the applicable monthly rate, billed as a single annual payment in advance.
5.3 Free Trial
New Subscribers may be eligible for a 14-day free trial of the Service. No credit card is required to begin a free trial. At the conclusion of the trial period, you must select and pay for a Subscription Plan to continue using the Service. If you do not subscribe, your access will be suspended, and your data will be retained for ninety (90) days, after which it may be deleted in accordance with our data retention policies.
5.4 Payment Processing
All payments are processed through Stripe, our third-party payment processor. By providing payment information, you authorize us to charge your designated payment method for all applicable fees. You agree to Stripe's terms of service as they relate to payment processing.
5.5 Billing Cycle
Monthly subscriptions are billed in advance on the same calendar day each month. Annual subscriptions are billed in advance on the anniversary of your subscription start date.
5.6 Price Changes
We reserve the right to change Subscription Plan pricing upon thirty (30) days' prior written notice. Price changes will take effect at the start of your next billing cycle following the notice period. If you do not agree to a price change, you may cancel your subscription before the new price takes effect.
5.7 Taxes
All fees are exclusive of applicable taxes. You are responsible for all sales, use, VAT, and other taxes associated with your subscription, excluding taxes based on CaseHug's net income.
5.8 Late Payment and Suspension
If payment fails or is not received within ten (10) days of the due date, we may suspend access to the Service until payment is received. Continued non-payment for thirty (30) days may result in termination of your account in accordance with Section 13.
6. Data Ownership and Processing
6.1 Subscriber Ownership of Data
Subscriber retains all right, title, and interest in and to all Firm Data and Client Data. CaseHug does not acquire any ownership interest in Subscriber's data by virtue of providing the Service.
6.2 CaseHug as Data Processor
With respect to Client Data, CaseHug acts solely as a data processor on behalf of the Subscriber. We process Client Data only as necessary to provide the Service and as instructed by the Subscriber, subject to applicable law.
6.3 Limited License to CaseHug
Subscriber grants CaseHug a limited, non-exclusive, non-transferable license to host, store, process, and display Firm Data and Client Data solely to the extent necessary to provide, maintain, and improve the Service.
6.4 Platform Data
CaseHug may generate and use Platform Data (aggregated, anonymized, de-identified data) for purposes including service improvement, analytics, benchmarking, and product development. Platform Data will never contain information that could reasonably identify any individual, client, or law firm.
6.5 Data Portability
Subscriber may export their data at any time during an active subscription through the Service's built-in export functionality. Upon termination, Subscriber has a ninety (90) day data export window as described in Section 13.
7. Attorney-Client Privilege and Confidentiality
7.1 Privilege Preservation
CaseHug acknowledges that Client Data may include information protected by attorney-client privilege, work product doctrine, or other legal protections. CaseHug's infrastructure and processes are designed to preserve these protections.
7.2 Access Restrictions
CaseHug personnel do not access Client Data in the ordinary course of business. Access to Client Data by CaseHug personnel occurs only: (a) with the Subscriber's express, documented consent; (b) for the purpose of providing technical support requested by the Subscriber; (c) as required by applicable law, regulation, or valid legal process; or (d) to the minimum extent necessary to address an imminent threat to the security or integrity of the Service.
7.3 No Attorney-Client Relationship
No attorney-client relationship exists between CaseHug and any Subscriber or any client of a Subscriber. CaseHug does not review, evaluate, or act upon Client Data for any legal purpose.
7.4 Compelled Disclosure
If CaseHug receives a subpoena, court order, or other legal process seeking disclosure of Client Data, we will: (a) promptly notify the affected Subscriber to the extent permitted by law; (b) cooperate with the Subscriber's efforts to challenge or limit the disclosure; and (c) disclose only the minimum data required by the legal process.
8. Acceptable Use Policy
8.1 Permitted Use
The Service is intended solely for use by law firms and legal services organizations for lawful client intake, document collection, and related legal practice management purposes.
8.2 Prohibited Conduct
You agree not to:
- (a) Use the Service for any purpose other than legitimate legal practice operations;
- (b) Upload, transmit, or store any content that is unlawful, fraudulent, harassing, defamatory, obscene, or otherwise objectionable;
- (c) Attempt to gain unauthorized access to any portion of the Service, other accounts, systems, or networks connected to the Service;
- (d) Interfere with or disrupt the integrity or performance of the Service;
- (e) Reverse engineer, decompile, disassemble, or attempt to derive the source code of the Service;
- (f) Use the Service to develop a competing product or service;
- (g) Use automated means (bots, scrapers, crawlers) to access the Service except through our published APIs;
- (h) Resell, sublicense, or redistribute the Service without our prior written consent;
- (i) Use the Service in violation of any applicable law, regulation, or professional rule of conduct;
- (j) Transmit viruses, malware, or other harmful code through the Service; or
- (k) Misrepresent your identity or authority to use the Service.
8.3 Enforcement
Violation of this Acceptable Use Policy may result in suspension or termination of your account, with or without prior notice, at our sole discretion.
9. Intellectual Property
9.1 CaseHug Intellectual Property
The Service, including its software, design, architecture, documentation, trademarks, logos, and all related intellectual property, is and remains the exclusive property of Calm Intake, LLC. These Terms do not grant Subscriber any right, title, or interest in the Service except the limited right to use the Service in accordance with these Terms.
9.2 Subscriber Intellectual Property
Subscriber retains all intellectual property rights in Firm Data, Client Data, and any templates, workflows, or content created by Subscriber using the Service.
9.3 Feedback
If Subscriber provides suggestions, feature requests, or other feedback regarding the Service ("Feedback"), CaseHug may use such Feedback without restriction or obligation to Subscriber.
10. Limitation of Liability
10.1 Disclaimer of Warranties
THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, CASEHUG DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.
CaseHug does not warrant that: (a) the Service will be uninterrupted, error-free, or secure; (b) defects will be corrected; (c) the Service will meet your specific requirements; or (d) the Service is free of viruses or other harmful components.
10.2 Limitation of Damages
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, IN NO EVENT SHALL CASEHUG, ITS OFFICERS, DIRECTORS, MEMBERS, EMPLOYEES, AGENTS, OR AFFILIATES BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS OF PROFITS, LOSS OF DATA, LOSS OF BUSINESS, LOSS OF GOODWILL, OR COST OF PROCUREMENT OF SUBSTITUTE SERVICES, ARISING OUT OF OR RELATED TO THESE TERMS OR THE USE OR INABILITY TO USE THE SERVICE, REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE), EVEN IF CASEHUG HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
10.3 Cap on Liability
CASEHUG'S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICE SHALL NOT EXCEED THE GREATER OF: (A) THE TOTAL FEES PAID BY SUBSCRIBER TO CASEHUG DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM; OR (B) ONE HUNDRED DOLLARS ($100).
10.4 Exceptions
The limitations in this Section 10 do not apply to: (a) CaseHug's obligations under Section 14 (HIPAA); (b) liability arising from CaseHug's gross negligence or willful misconduct; or (c) liability that cannot be limited by applicable law.
10.5 Basis of the Bargain
The limitations and exclusions in this Section 10 reflect the allocation of risk between the parties and are an essential element of the basis of the bargain between the parties. The Service would not be provided without these limitations.
11. Indemnification
11.1 Subscriber Indemnification
You agree to indemnify, defend, and hold harmless CaseHug, its officers, directors, members, employees, agents, and affiliates from and against any and all claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or relating to: (a) your use of the Service; (b) your breach of these Terms; (c) your violation of applicable law or professional rules of conduct; (d) any claim by a third party (including your clients) arising from your use of the Service; or (e) the content of Firm Data or Client Data uploaded by you or your Authorized Users.
11.2 CaseHug Indemnification
CaseHug agrees to indemnify, defend, and hold harmless Subscriber from and against any third-party claim that the Service, as provided by CaseHug, infringes a valid United States patent, copyright, or trademark, provided that Subscriber: (a) promptly notifies CaseHug of the claim; (b) grants CaseHug sole control of the defense and settlement; and (c) provides reasonable cooperation. This obligation does not apply to claims arising from Subscriber's modification of the Service, use of the Service in combination with third-party products, or use of the Service in a manner not authorized by these Terms.
12. Confidentiality
12.1 Confidential Information
Each party acknowledges that it may receive information from the other party that is designated as confidential or that reasonably should be understood to be confidential ("Confidential Information"). Confidential Information includes, but is not limited to, Client Data, business plans, technical data, pricing, and security configurations.
12.2 Obligations
The receiving party shall: (a) use Confidential Information only for the purposes of these Terms; (b) not disclose Confidential Information to third parties except as permitted by these Terms or with the disclosing party's written consent; and (c) protect Confidential Information with at least the same degree of care it uses to protect its own confidential information, but no less than reasonable care.
12.3 Exceptions
Confidential Information does not include information that: (a) is or becomes publicly available through no fault of the receiving party; (b) was known to the receiving party prior to disclosure; (c) is independently developed by the receiving party without use of the disclosing party's Confidential Information; or (d) is rightfully obtained from a third party without restriction.
13. Termination
13.1 Termination by Subscriber
Subscriber may terminate their subscription at any time through the account settings or by contacting us at legal@calmintake.com. Termination takes effect at the end of the current billing period. No refunds are provided for partial billing periods unless required by applicable law.
13.2 Termination by CaseHug
CaseHug may terminate or suspend Subscriber's account: (a) immediately, for violation of the Acceptable Use Policy or material breach of these Terms; (b) upon thirty (30) days' written notice for any other reason; or (c) immediately if required by law or to prevent harm to other users or the Service.
13.3 Data Export Window
Upon termination or cancellation for any reason, Subscriber shall have ninety (90) days to export all Firm Data and Client Data from the Service. CaseHug will maintain Subscriber's data in read-only mode during this period. After the ninety-day export window, CaseHug may permanently delete all Subscriber data in accordance with our data retention policies, unless a longer retention period is required by law or an active legal hold.
13.4 Survival
Sections 6 (Data Ownership), 7 (Attorney-Client Privilege), 9 (Intellectual Property), 10 (Limitation of Liability), 11 (Indemnification), 12 (Confidentiality), 15 (Dispute Resolution), and 16 (Governing Law) shall survive any termination or expiration of these Terms.
13.5 Effect of Termination
Upon termination: (a) all rights granted to Subscriber under these Terms immediately cease, except as provided in Section 13.3; (b) Subscriber shall cease all use of the Service; and (c) CaseHug's obligation to provide the Service terminates, except for the data export window.
14. HIPAA and Compliance Provisions
14.1 HIPAA Readiness
CaseHug's infrastructure is designed to support compliance with the Health Insurance Portability and Accountability Act of 1996 ("HIPAA"), as amended, including the HITECH Act and implementing regulations. CaseHug maintains administrative, physical, and technical safeguards appropriate for the protection of electronic protected health information ("ePHI").
14.2 Business Associate Agreement
A Business Associate Agreement ("BAA") is included with all Firm plan subscriptions and is available upon request for Practice plan subscriptions. If Subscriber's use of the Service involves ePHI, Subscriber must execute a BAA with CaseHug prior to transmitting ePHI through the Service. The BAA governs CaseHug's obligations with respect to ePHI and supplements these Terms.
14.3 Subscriber's Compliance Obligations
Subscriber is solely responsible for: (a) determining whether its use of the Service involves ePHI; (b) ensuring that a BAA is in place before transmitting ePHI; (c) complying with all applicable provisions of HIPAA and related regulations; and (d) configuring the Service in accordance with HIPAA requirements, including appropriate access controls and user permissions.
14.4 Security Measures
CaseHug implements the following security measures to support HIPAA compliance and the protection of all Subscriber data:
- Encryption at rest: AES-256 encryption for all stored data
- Encryption in transit: TLS 1.3 for all data transmission
- Access control: Row-level security ("RLS") enforced at the database level
- Data residency: All data stored exclusively in the United States (AWS us-east-1)
- Authentication: Multi-factor authentication available; session management and audit logging
14.5 SOC 2 Compliance
CaseHug is committed to achieving and maintaining SOC 2 Type II compliance and will make its most recent SOC 2 report available to Subscribers under NDA upon request.
14.6 Breach Notification
In the event of a security incident involving unauthorized access to Client Data or ePHI, CaseHug will: (a) notify the affected Subscriber without unreasonable delay and in no event later than required by applicable law; (b) provide information about the nature and scope of the incident; (c) take reasonable steps to mitigate the effects of the incident; and (d) cooperate with Subscriber in fulfilling any notification obligations under applicable law.
15. Dispute Resolution
15.1 Informal Resolution
Before initiating any formal dispute resolution, the parties agree to attempt in good faith to resolve any dispute arising out of or relating to these Terms through informal negotiation. Either party may initiate informal dispute resolution by sending written notice to the other party describing the dispute. The parties shall negotiate in good faith for a period of thirty (30) days from receipt of such notice.
15.2 Binding Arbitration
If the dispute is not resolved through informal negotiation, either party may submit the dispute to binding arbitration administered by the American Arbitration Association ("AAA") under its Commercial Arbitration Rules. The arbitration shall be conducted by a single arbitrator. The seat of arbitration shall be Charleston, South Carolina. The arbitrator's decision shall be final and binding, and judgment on the award may be entered in any court of competent jurisdiction.
15.3 Class Action Waiver
TO THE MAXIMUM EXTENT PERMITTED BY LAW, YOU AND CASEHUG AGREE THAT EACH PARTY MAY BRING CLAIMS AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS, COLLECTIVE, OR REPRESENTATIVE ACTION.
15.4 Exceptions
Notwithstanding the above, either party may seek injunctive or other equitable relief in any court of competent jurisdiction to prevent the actual or threatened infringement, misappropriation, or violation of intellectual property rights or Confidential Information.
15.5 Costs
Each party shall bear its own costs and attorneys' fees in connection with any dispute, unless the arbitrator determines that a party's claim or defense was frivolous, in which case the arbitrator may award reasonable attorneys' fees to the prevailing party.
16. Governing Law
These Terms shall be governed by and construed in accordance with the laws of the State of South Carolina, without regard to its conflict of laws provisions. To the extent that any legal proceeding is permitted under these Terms outside of arbitration, the parties consent to the exclusive jurisdiction of the state and federal courts located in Charleston County, South Carolina.
17. Changes to Terms
17.1 Modification
CaseHug reserves the right to modify these Terms at any time. We will provide notice of material changes by: (a) posting the updated Terms on our website with a revised "Last Updated" date; (b) sending notice to the email address associated with your account; or (c) providing in-app notification.
17.2 Acceptance of Changes
Material changes will take effect thirty (30) days after notice is provided. Your continued use of the Service after the effective date of the revised Terms constitutes acceptance of the changes. If you do not agree to the revised Terms, you must discontinue use of the Service and may terminate your subscription in accordance with Section 13.
18. General Provisions
18.1 Entire Agreement
These Terms, together with the Privacy Policy, any applicable BAA or DPA, and any order forms or other documents expressly incorporated by reference, constitute the entire agreement between you and CaseHug regarding the Service and supersede all prior agreements, representations, and understandings.
18.2 Severability
If any provision of these Terms is held to be invalid, illegal, or unenforceable, the remaining provisions shall continue in full force and effect. The invalid provision shall be modified to the minimum extent necessary to make it valid and enforceable while preserving the parties' original intent.
18.3 Waiver
The failure of either party to enforce any right or provision of these Terms shall not constitute a waiver of such right or provision. Any waiver must be in writing and signed by the waiving party.
18.4 Assignment
Subscriber may not assign or transfer these Terms or any rights hereunder without CaseHug's prior written consent. CaseHug may assign these Terms in connection with a merger, acquisition, reorganization, or sale of all or substantially all of its assets, provided the assignee agrees to be bound by these Terms.
18.5 Force Majeure
Neither party shall be liable for any delay or failure to perform its obligations (other than payment obligations) due to causes beyond its reasonable control, including natural disasters, acts of government, pandemic, war, terrorism, labor disputes, internet or telecommunications failures, or cyberattacks.
18.6 Notices
All notices under these Terms shall be in writing and sent to: (a) for CaseHug, legal@calmintake.com; (b) for Subscriber, the email address associated with the Subscriber's account.
18.7 Relationship of the Parties
The parties are independent contractors. Nothing in these Terms creates a partnership, joint venture, employment, agency, or fiduciary relationship between the parties.
18.8 Third-Party Beneficiaries
These Terms do not create any third-party beneficiary rights, except that CaseHug's affiliates, officers, directors, members, employees, and agents are intended third-party beneficiaries of Sections 10 and 11.
19. Contact Information
If you have any questions about these Terms, please contact us:
Calm Intake, LLC
Email: legal@calmintake.com
Website: https://calmintake.com
By using CaseHug, you acknowledge that you have read, understood, and agree to be bound by these Terms of Service.
Questions about these terms? Contact us at legal@calmintake.com