Terms of Service

Last updated: June 24, 2026 · See also our Privacy Policy

These Terms of Service (the “Terms”) govern your access to and use of Casewell, a software product that reads handwritten and scanned bankruptcy intake forms and produces a file that can be imported into Best Case bankruptcy software. By creating an account or using Casewell (the “Service”), you agree to these Terms. If you are using the Service on behalf of a law firm or other organization, you represent that you are authorized to bind that organization, and “you” refers to that organization.

1. Casewell is software, not a law firm

Casewell is a software tool. Casewell is not a law firm, does not practice law, and does not provide legal advice. Using the Service does not create an attorney-client relationship between you and Casewell, and nothing produced by the Service is a legal opinion or a recommendation about how to handle any case, client, or filing.

The Service assists firm staff with reading, reviewing, and exporting intake information. All legal judgment, advice to clients, and decisions about what to file remain with you and the licensed attorneys at your firm.

2. Accuracy and your duty to review

Casewell uses artificial intelligence and optical character recognition (OCR) to read handwritten and scanned forms. These technologies can and do make mistakes. They may misread a digit, a name, a dollar amount, a date, or a checkbox, and they may produce output that is incomplete or incorrect. The Service is a transcription and assistance tool. It is not a substitute for professional judgment or for careful human review.

Before you use any output from the Service for any purpose, and in particular before you file anything with a court, you must review and independently verify all output against the source documents. Bankruptcy petitions, schedules, and related filings are signed under penalty of perjury and remain entirely your and your attorneys’ responsibility. You are solely responsible for the accuracy, completeness, and legal sufficiency of anything your firm files, regardless of whether it was prepared with the help of the Service. You agree not to file or rely on Service output that has not been reviewed and verified by a qualified person at your firm.

3. Trademarks and non-affiliation

Best Case and Stretto are trademarks of their respective owners. Casewell is an independent product and is not affiliated with, sponsored by, or endorsed by Best Case, Stretto, or any of their affiliates. Any references in the Service or in these Terms to Best Case, Stretto, or other third-party products are nominative (descriptive) use made only to describe compatibility and interoperability. We do not claim any rights in those marks, and our use of them does not imply any partnership, affiliation, or approval. All other trademarks are the property of their respective owners.

4. Accounts and eligibility

To use the Service you must create an account and provide accurate account information. You are responsible for keeping your credentials confidential and for all activity that occurs under your account. You must notify us promptly if you believe your account has been accessed without authorization. You must be at least 18 years old and capable of forming a binding contract to use the Service. We may suspend or refuse accounts at our discretion, including where required to protect the Service or other users.

5. Your data and authorization to upload client information

The Service is designed for you to upload sensitive client information, including bankruptcy intake forms that may contain Social Security numbers, financial and debt information, and other personal data (“Client Data”). You retain all rights in your Client Data. By uploading Client Data, you represent and warrant that:

  • you have all necessary rights, authority, consents, and authorizations to upload that data to the Service and to have it processed as described in our Privacy Policy;
  • your use of the Service with that data complies with all laws and professional and ethical obligations that apply to you, including your duties of confidentiality to your clients; and
  • you are responsible, as between you and Casewell, for your relationship with your clients and for the handling of their data.

You grant Casewell a limited license to process your Client Data solely to provide and support the Service as described in these Terms and the Privacy Policy. We do not use your Client Data to train AI models, and we describe our short-retention and deletion practices for source documents in the Privacy Policy.

6. Acceptable use

You agree not to, and not to permit anyone to:

  • upload data you are not authorized to upload, or that infringes or violates the rights of others;
  • use the Service to violate any law or any court rule or professional obligation;
  • attempt to access accounts, data, or systems that are not yours;
  • reverse engineer, scrape, overload, probe, or interfere with the Service or its security, except to the extent this restriction is prohibited by law;
  • resell or provide the Service to third parties except as expressly permitted; or
  • use the Service to build a competing product or to misrepresent the output as attorney-reviewed when it is not.

7. Fees

Some features of the Service are paid. Fees, billing frequency, and any usage-based charges will be presented to you before you incur them. Unless stated otherwise, fees are non-refundable and exclusive of taxes, which are your responsibility. We may change pricing on a going-forward basis with reasonable notice. Payments are handled by a third-party payment processor as described in the Privacy Policy.

8. Intellectual property

The Service, including its software, design, and content (but excluding your Client Data and account data), is owned by Casewell and its licensors and is protected by intellectual property laws. We grant you a limited, non-exclusive, non-transferable, revocable right to use the Service in accordance with these Terms. We reserve all rights not expressly granted. If you send us feedback or suggestions, we may use them without restriction or obligation to you.

9. Disclaimer of warranties

The service is provided “as is” and “as available”, without warranties of any kind, whether express, implied, or statutory. To the fullest extent permitted by law, Casewell disclaims all warranties, including the implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement, and any warranties arising from course of dealing or usage of trade. Casewell does not warrant that the service will be uninterrupted, error-free, secure, or that any output (including any read, transcription, mapping, or exported file) will be accurate, complete, or suitable for filing. You assume full responsibility for reviewing and verifying all output before relying on it.

10. Limitation of liability

To the fullest extent permitted by law, Casewell and its owners, officers, employees, and suppliers will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, revenue, data, goodwill, or business, arising out of or related to the service or these terms, even if advised of the possibility of such damages. This includes, without limitation, any damages arising from errors or omissions in any output, from a filing made in reliance on output that was not independently reviewed and verified, or from any sanction, penalty, or liability relating to a court filing.

To the fullest extent permitted by law, the total aggregate liability of Casewell for all claims arising out of or related to the service or these terms will not exceed the greater of the amount you paid to Casewell for the service in the twelve (12) months before the event giving rise to the claim or one hundred U.S. dollars (US$100). Some jurisdictions do not allow certain limitations, so some of the above may not apply to you.

11. Indemnification

You agree to defend, indemnify, and hold harmless Casewell and its owners, officers, employees, and suppliers from and against any claims, damages, liabilities, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to: (a) your Client Data or your authority to upload it; (b) your use of the Service, including any filing made using Service output; (c) your violation of these Terms or any law; or (d) your violation of the rights of any third party, including your clients.

12. Term and termination

These Terms apply while you use the Service. You may stop using the Service and close your account at any time. We may suspend or terminate your access if you breach these Terms, if required by law, or to protect the Service or other users. On termination, your right to use the Service ends. We will handle any Client Data remaining on the Service in accordance with the retention and deletion practices in our Privacy Policy. Sections that by their nature should survive (including data ownership, disclaimers, limitation of liability, indemnification, and governing law) survive termination.

13. Governing law and disputes

These Terms are governed by the laws of the State of Delaware, without regard to its conflict-of-laws rules, and the exclusive venue for any dispute will be the state and federal courts located in Delaware, unless applicable law requires otherwise. The parties agree to attempt to resolve disputes informally before bringing a claim. Nothing in these Terms waives any rights that cannot be waived under applicable law.

14. Changes to these Terms

We may update these Terms from time to time. When we make material changes, we will update the “Last updated” date above and, where appropriate, provide additional notice. Your continued use of the Service after the changes take effect means you accept the updated Terms. If you do not agree, you should stop using the Service.

15. Contact

Questions about these Terms can be sent to [email protected].