Terms of Service

1. Parties & Agreement

These Terms of Service ("Agreement") are between FirmEdge ("Company," "we," "us") and the law firm or individual ("Client," "you") subscribing to our services. By completing our onboarding form, making a payment, or using our platform, you agree to be bound by this Agreement.

2. Services

FirmEdge provides AI-powered administrative automation services for law firms, including but not limited to:

• AI receptionist and call handling (Alex)
• Document collection and follow-up automation
• Billing reminder automation
• Lead recovery and re-engagement
• Client satisfaction follow-ups
• Weekly pipeline and ROI reporting
• Morning briefings and court date reminders
• Google review and referral automation
• Welcome sequences for new clients
• Client reactivation campaigns

Specific features available depend on your subscription tier (Solo, Growth, or Firm).

3. Subscription & Payment

3.1 Fees

Services are billed monthly in advance. Current pricing:

• Solo: $199/month
• Growth: $399/month
• Firm: $799/month

3.2 Payment

Payments are processed securely via Stripe. By providing payment information, you authorize FirmEdge to charge your payment method on a recurring monthly basis.

3.3 Cancellation

You may cancel at any time. Cancellation takes effect at the end of the current billing period. No partial refunds are issued for unused portions of a billing period.

3.4 Price Changes

We will provide 30 days written notice of any price changes. Continued use after the effective date constitutes acceptance.

4. Data Ownership & Privacy

4.1 Your Data is Yours

You retain full ownership of all data you provide to FirmEdge, including client information, case data, and firm information ("Client Data"). FirmEdge does not claim any ownership rights over Client Data.

4.2 Our Use of Your Data

FirmEdge uses Client Data solely to provide the services you have subscribed to. We do not:

• Sell your data to third parties
• Use your data for advertising purposes
• Share your data with competitors
• Use your client data to train AI models without explicit written consent

4.3 Confidentiality

FirmEdge acknowledges that Client Data may include information protected by attorney-client privilege and attorney work product doctrine. We treat all Client Data as strictly confidential and maintain appropriate technical and organizational measures to protect it.

4.4 Data Retention

Upon termination of services, we will retain your data for 30 days to allow for export, then securely delete it upon request.

5. Security

FirmEdge implements industry-standard security measures including:

• Encrypted data transmission (HTTPS/TLS)
• Encrypted data storage
• Access controls and authentication
• Regular security monitoring
• Automated daily backups

In the event of a data breach affecting your Client Data, we will notify you within 72 hours of becoming aware of the breach.

6. Acceptable Use Policy

You agree not to use FirmEdge services to:

• Violate any applicable federal, state, or local law or regulation
• Send spam or unsolicited communications in violation of CAN-SPAM, TCPA, or similar laws
• Harass, abuse, or harm any person
• Infringe any intellectual property rights
• Attempt to gain unauthorized access to our systems or any third-party systems
• Conduct automated cold-calling or spam calling in violation of applicable law
• Collect information from callers for purposes other than legitimate legal intake
• Reverse engineer, decompile, or circumvent any security measures in our platform
• Resell, sublicense, or transfer access to FirmEdge services to any third party without written consent

FirmEdge reserves the right to suspend or terminate services immediately for violations of this Acceptable Use Policy, without refund.

6a. AI Output Disclaimer

FirmEdge AI outputs are generated by automated systems and are not reviewed by legal professionals. You acknowledge and agree that:

• Information conveyed by FirmEdge AI does not constitute legal advice, legal representation, or an attorney-client relationship between any caller and your firm or FirmEdge
• FirmEdge disclaims all liability for any decisions made by callers or Client based on AI-generated communications
• You are responsible for training your staff on the limitations of AI-generated intake and for reviewing all AI-captured lead information before acting on it
• AI systems may make errors, mishear information, or misclassify calls — you should have a process to verify critical information captured by the AI

6b. Non-Discrimination Policy

Client shall not configure or use FirmEdge services to screen, prioritize, route, or treat callers differently based on race, color, religion, sex, national origin, age, disability, sexual orientation, or any other characteristic protected by applicable federal, state, or local law. FirmEdge AI systems are designed and tested for neutrality. Client is solely responsible for ensuring that use of FirmEdge services complies with all applicable anti-discrimination laws, including the Fair Housing Act, Equal Credit Opportunity Act, and Title VI of the Civil Rights Act where applicable.

6c. No Training on Client Data

FirmEdge will never use Client Data, call recordings, call transcripts, or any information about your clients or callers to train AI models, improve AI models, or share with AI model providers for training purposes. This prohibition is absolute and survives termination of this Agreement. Our AI systems are powered by third-party foundation models (Anthropic Claude, etc.) which are accessed via API — your data flows through these APIs to generate responses but is not retained by those providers for training purposes under their enterprise API terms.

6d. SMS Communications & TCPA Compliance

FirmEdge sends SMS messages on your behalf to your clients and prospective clients via Twilio. The Telephone Consumer Protection Act (47 U.S.C. § 227) and FCC regulations impose strict requirements on text message campaigns. By enabling any SMS feature, you acknowledge and agree that:

• Your consent obligation. You are solely responsible for obtaining prior express written consent from each recipient before FirmEdge sends any SMS message on your behalf. For marketing or informational messages (billing reminders, review requests, reactivation campaigns), this means a signed or digitally submitted consent capturing the recipient's phone number, the specific message types they consent to receive, and disclosure that message and data rates may apply.
• Inbound intake calls are different. A caller who phones your firm's line and interacts with Alex is not thereby consenting to receive outbound SMS. You must obtain a separate, explicit SMS consent from that caller before enabling any follow-up text sequences for that caller.
• Opt-out handling is your responsibility. You are responsible for honoring opt-out requests (including STOP, UNSUBSCRIBE, CANCEL, END, and QUIT keywords) from SMS recipients. You must not direct FirmEdge to send further SMS to any recipient who has requested to opt out, and you must maintain a suppression list for opted-out numbers.
• 10DLC registration. Sending application-to-person (A2P) SMS in the United States requires brand and campaign registration under the 10DLC framework with The Campaign Registry (TCR). You are responsible for ensuring your messaging use case and content comply with 10DLC requirements. FirmEdge will cooperate with registration processes, but you bear responsibility for campaign compliance and the accuracy of any registration information submitted on your behalf.
• TCPA liability. Violations of TCPA carry statutory damages of $500 per message ($1,500 per willful violation) and are subject to class-action aggregation. FirmEdge is not liable for TCPA violations arising from your failure to obtain required consents, your direction to send messages to non-consenting recipients, or your failure to honor opt-out requests. As the party transmitting messages, FirmEdge may be named alongside you in third-party TCPA claims; FirmEdge's recourse in such cases is via the indemnification obligations in Section 9.

7. AI Receptionist & Call Recording Disclosure

Our AI receptionist ("Alex") is an automated system powered by artificial intelligence. Important legal obligations apply to your use of this feature. By activating the AI receptionist, you acknowledge and agree that:

• Call recording consent: Alex automatically discloses at the start of each call that the call may be recorded. However, you (the law firm) are solely responsible for ensuring compliance with all applicable federal and state call recording and wiretapping laws in your jurisdiction. Fourteen (14) US states require all-party consent for call recording, including California, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, Nevada, New Hampshire, Oregon, Pennsylvania, and Washington. It is your responsibility to verify your state's requirements before activating call recording features.
• AI disclosure: You are responsible for disclosing to your clients that calls may be answered by an AI system, as required by applicable state bar rules, ethics opinions, and the ABA Model Rules of Professional Conduct.
• No legal advice: Alex will not provide legal advice, quote fees, or make legal commitments under any circumstances. All such matters must be handled by licensed attorneys.
• Accuracy: FirmEdge is not responsible for the accuracy of information provided by callers to Alex, or for any actions taken based on that information.

Your indemnification obligations for failure to comply with call-recording laws and AI-disclosure requirements are addressed in Section 9.1(b).

7a. Service Level Agreement

Uptime Commitment: FirmEdge commits to 99% monthly uptime for the core platform (dashboard, automations, email delivery). Scheduled maintenance windows will be announced with at least 24 hours notice.

Service Credits: If monthly uptime falls below 99%, you are entitled to a prorated service credit applied to the following month's invoice:

• 95–99% uptime: 10% credit
• 90–95% uptime: 25% credit
• Below 90% uptime: 50% credit

Exclusions: Uptime credits do not apply to downtime caused by third-party providers (Vapi, SendGrid, Stripe, Anthropic), your own systems or internet connection, force majeure events, or scheduled maintenance.

Support Response Times: We respond to support emails at hello@firmedge.io within 1 business day for standard inquiries, and within 4 hours for critical service outages.

Credit Requests: Service credits must be requested within 30 days of the affected period.

8. Limitation of Liability

Disclaimer of Warranties: THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTY OF ANY KIND. FIRMEDGE EXPRESSLY DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. FIRMEDGE DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT ANY SPECIFIC RESULTS WILL BE ACHIEVED.

IN NO EVENT SHALL FIRMEDGE BE LIABLE FOR:

• INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, PUNITIVE, OR CONSEQUENTIAL DAMAGES OF ANY KIND
• LOSS OF REVENUE, PROFITS, DATA, GOODWILL, OR BUSINESS OPPORTUNITIES
• COST OF SUBSTITUTE SERVICES OR PROCUREMENT OF REPLACEMENT GOODS
• Service interruptions caused by third-party providers (Vapi, SendGrid, Stripe, Anthropic, Twilio, etc.)
• Actions or omissions of your clients or third parties
• Your failure to comply with applicable laws including call recording consent requirements

Some jurisdictions do not allow the exclusion or limitation of certain damages. In such jurisdictions, FirmEdge's liability is limited to the maximum extent permitted by applicable law.

9. Indemnification

9.1 Client's Indemnification of FirmEdge

You agree to indemnify, defend, and hold FirmEdge and its officers, directors, employees, and agents harmless from any third-party claims, damages, losses, and expenses (including reasonable attorneys' fees) arising from: (a) your use of our services in violation of these Terms or applicable law; (b) your failure to obtain required call-recording consents, SMS consents (including the separate explicit consent required under Section 6d for recipients who contacted your firm via inbound call), or AI-disclosure notices; (c) your clients' claims arising from AI-generated content where you directed the content or failed to implement the human-review processes described in these Terms; or (d) your infringement of any third-party intellectual property or privacy rights.

9.2 FirmEdge's Indemnification of Client

FirmEdge agrees to indemnify, defend, and hold you and your officers, directors, and employees harmless from any third-party claims, damages, losses, and expenses (including reasonable attorneys' fees) arising from: (a) FirmEdge's gross negligence or willful misconduct in providing the services; (b) FirmEdge's material breach of its confidentiality obligations under Section 4.3; or (c) infringement by the FirmEdge platform itself (excluding any Client-provided content or instructions) of any third-party intellectual property rights.

9.3 Indemnification Procedure

The indemnifying party's obligations under this Section are conditioned on the indemnified party: (a) promptly notifying the indemnifying party in writing of any claim; (b) giving the indemnifying party sole control of the defense and settlement of the claim, provided that no settlement may impose liability or obligations on the indemnified party without its prior written consent; and (c) providing reasonable cooperation at the indemnifying party's expense. Failure to provide prompt notice does not relieve the indemnifying party of its obligations except to the extent of actual prejudice caused by the delay.

10. Intellectual Property & Data Ownership

Your data belongs to you. Client owns all call recordings, call transcripts, intake data, and any other Client Data generated through FirmEdge services. FirmEdge retains only a limited license to store and process such data solely to provide the services described in this Agreement.

FirmEdge retains all rights to our platform, software, AI systems, workflows, and proprietary processes. You retain all rights to your firm name, brand, Client Data, and any work product generated for your clients. We grant you a limited, non-exclusive, non-transferable license to use our services during your subscription period.

Upon termination, FirmEdge will provide Client with an export of their data within 30 days upon request.

11. Third-Party Services

Our services integrate with third-party providers including Vapi (call handling), SendGrid (email), Stripe (payments), and Anthropic (AI). Each has their own terms and privacy policies. We are not responsible for the actions of these providers, though we carefully select partners who maintain high security standards.

12. Termination

Either party may terminate this agreement with 30 days written notice. FirmEdge may terminate immediately for material breach, non-payment, or illegal use of our services. Upon termination, access to services ceases at the end of the billing period.

13. Governing Law & Disputes

Governing Law: This Agreement is governed by the laws of the State of New Jersey, without regard to conflict of law principles.

Informal Resolution: Before initiating arbitration, the parties agree to attempt in good faith to resolve any dispute informally for at least 30 days through written notice to hello@firmedge.io.

Binding Arbitration: Any dispute not resolved informally shall be resolved by binding arbitration administered by the American Arbitration Association (AAA) under its Commercial Arbitration Rules. Arbitration shall be conducted in New Jersey (or remotely by mutual agreement). The arbitrator's decision shall be final and binding. Each party shall bear its own costs unless the arbitrator determines the claim was frivolous.

Class Action Waiver: YOU WAIVE ANY RIGHT TO BRING CLAIMS AS A CLASS, COLLECTIVE, OR REPRESENTATIVE ACTION. ALL CLAIMS MUST BE BROUGHT ON AN INDIVIDUAL BASIS ONLY.

Jury Trial Waiver: BOTH PARTIES WAIVE ANY RIGHT TO A JURY TRIAL FOR ANY DISPUTE ARISING UNDER THIS AGREEMENT.

Exception: Either party may seek emergency injunctive relief in a court of competent jurisdiction to prevent irreparable harm pending arbitration.

13a. Force Majeure

Neither party shall be liable for any delay or failure to perform its obligations under this Agreement to the extent caused by circumstances beyond that party's reasonable control, including but not limited to: acts of God, natural disasters, pandemic, war, terrorism, government actions, internet outages, third-party service failures (including Vapi, Anthropic, SendGrid, Stripe, or Twilio outages), labor disputes, or power failures ("Force Majeure Event").

The affected party shall provide prompt written notice and use reasonable efforts to resume performance. If a Force Majeure Event continues for more than 30 days, either party may terminate the Agreement without penalty with written notice.

13b. Payment Failure & Service Suspension

If a payment fails, FirmEdge will notify you by email and retry the payment after 3 business days. If payment remains outstanding after 7 days, FirmEdge may suspend access to services until payment is received. If payment remains outstanding after 30 days, FirmEdge may terminate the Agreement. Suspended accounts retain their data for 30 days; terminated accounts retain their data for the standard 30-day post-termination period. FirmEdge does not charge late fees but reserves the right to do so with 30 days notice.

13c. Entire Agreement

This Agreement, together with the Privacy Policy and Data Processing Agreement, constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous negotiations, representations, warranties, and agreements, whether oral or written. No modification of this Agreement is binding unless made in writing and signed by both parties.

13d. Severability

If any provision of this Agreement is found by a court of competent jurisdiction to be invalid, illegal, or unenforceable, that provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall continue in full force and effect.

13e. Waiver

Failure by either party to enforce any provision of this Agreement shall not constitute a waiver of that party's right to enforce such provision in the future.

13f. Assignment

Client may not assign this Agreement or any rights hereunder without FirmEdge's prior written consent. FirmEdge may assign this Agreement in connection with a merger, acquisition, or sale of substantially all of its assets, with 30 days written notice to Client. This Agreement shall be binding on and inure to the benefit of the parties' permitted successors and assigns.

14. Changes to Terms

We may update these terms with 30 days notice via email to your registered address. If you do not cancel your subscription within 30 days of receiving notice of material changes, your continued use of the services after the effective date constitutes acceptance of the updated terms. For non-material changes (such as corrections or clarifications), we may update the terms with 7 days notice.

15. Contact

For questions about these terms: hello@firmedge.io · firmedge.io