Pre-launch draft — Lexboard is not yet operating as a legal entity. These documents are drafts under legal review and are not yet in effect or binding.
Legal
Last updated: July 2, 2026. By creating a Lexboard account or using the platform, you agree to these terms on behalf of your firm.
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These terms will form a binding agreement between the Lexboard operating entity (in formation) (“Lexboard,” “we,” “us”) and the law firm or business identified at signup (“Customer,” “you”). These terms take effect only upon entity formation and removal of the pre-launch notice shown above. Upon its incorporation, the Lexboard operating entity will adopt and ratify all pre-formation account registrations as of its date of incorporation. The individual creating the account represents that they have authority to bind the Customer.
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Lexboard is a software-as-a-service case-management platform. We provide access to the platform, hosting, security operations, and updates. We do not provide legal advice. We are not a law firm. Nothing in the platform constitutes a lawyer-client relationship between Customer and Lexboard.
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LexSign creates electronic signatures intended to be enforceable under the federal ESIGN Act (15 U.S.C. §7001 et seq.) and UETA as adopted by the states. Before signing, each signer receives and must affirmatively accept a versioned consumer disclosure covering the right to paper copies, the right to withdraw consent, and system requirements; the acceptance is recorded with timestamp, IP address, and browser identifier. Each executed envelope produces a tamper-evident certificate of completion containing the SHA-256 hash of the original document, the signer's consent record, and the complete event history.
Customer is solely responsible for (a) confirming that electronic signature is legally permitted for each document type and jurisdiction — certain documents are excluded from ESIGN/UETA (e.g., wills, codicils, testamentary trusts, and specified family-law and UCC records) and must not be routed through LexSign; (b) providing signers any additional legally required disclosures and honoring the paper-copy and consent-withdrawal requests that the disclosure directs to the firm (15 U.S.C. §7001(c)); and (c) retaining executed records. Lexboard provides the tooling and audit trail but does not warrant that any electronically signed document is valid, admissible, or enforceable in any particular proceeding.
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Ownership.Customer retains all right, title, and interest in data uploaded or generated through the platform (“Customer Data”). Lexboard receives no ownership.
License to operate. Customer grants Lexboard a limited, non-exclusive, worldwide license to host, process, transmit, copy, and display Customer Data solely as needed to provide and improve the platform.
Confidentiality.Lexboard treats Customer Data as confidential. We do not sell it. We do not share it with third parties except sub-processors listed in the privacy policy or as required by law. Each party will protect the other's non-public information disclosed under this agreement with at least reasonable care and use it only to perform under this agreement.
AI features. When Customer uses AI features (medical chronology, demand drafter, lien negotiator, case analyzer, and similar tools), relevant case content is transmitted to our AI sub-processors, identified on our Sub-processors page. AI requests are processed by Anthropic, PBC (generative features) and OpenAI (Whisper speech-to-text for call and voicemail transcription, and text embeddings) via their commercial APIs, which prohibit training on Customer content; the providers may retain API data for a limited period (typically up to 30 days) for abuse monitoring, after which it is deleted. Content submitted to AI features — including medical-record text — is transmitted as uploaded; Lexboard does not automatically redact names, identifiers, or other personal information before transmission, and Customer should not invoke AI features on material it may not disclose to a third-party processor. Firms using their own Anthropic API key are governed by their own agreement with Anthropic. Details: AI Transparency Notice.
Legal process.If Lexboard receives a subpoena, warrant, or other legal demand for Customer Data, Lexboard will (unless legally prohibited) promptly notify Customer before disclosure and provide reasonable cooperation, at Customer's expense, so Customer may seek a protective order or other remedy, including assertion of attorney-client privilege or work-product protection. Lexboard will disclose only the minimum data legally required and will not voluntarily produce Customer Data to any third party.
Health information. Lexboard is not a covered entity under HIPAA. In typical personal-injury engagements, the firm obtains medical records under a client-signed HIPAA authorization (45 CFR §164.508) rather than as a business associate of the disclosing provider. Lexboard applies safeguards consistent with the HIPAA Security Rule to health information stored in the platform. Lexboard does not currently offer a Business Associate Agreement (BAA); firms whose compliance obligations require a BAA should contact legal@lexboard.net about enterprise options before uploading the relevant records. Firms acting as a business associate of a covered entity must not upload PHI received in that capacity to the platform.
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Customer agrees not to:
4A
Sender responsibility.Customer is the sender of all calls, texts, and emails initiated through the platform. Customer warrants that it has obtained the level of consent required by applicable law — including prior express consent, and prior express written consent for any marketing message, under the TCPA and state mini-TCPA laws — from every recipient before messaging them through Lexboard, that it will maintain records of that consent, and that it will honor opt-out requests immediately. Lexboard may suppress sending to any number that has opted out. Customer will indemnify Lexboard against claims arising from communications sent at Customer's direction without required consent.
Call recording.Customer is solely responsible for complying with federal and state call-recording and wiretap laws, including obtaining all-party consent where required, before recording any call through a connected telephony provider. Lexboard recommends enabling the provider's automatic recording announcement. By enabling call transcription, Customer authorizes Lexboard to transmit recording audio to its speech-to-text sub-processor (see our Sub-processors page).
Email.Customer is the designated sender under CAN-SPAM for all email sent from its connected mailboxes or at its direction, and is responsible for accurate header and subject information and for honoring unsubscribe requests in any commercial email. Lexboard's own service and account emails are transactional messages from Lexboard.
Lexboard provides the tooling and audit trail but does not warrant the legal enforceability of any particular signed document or the lawfulness of any particular communication.
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Subscription. Customer purchases a seat quota. Two billing intervals: monthly at $150 per seat per month, billed monthly in advance, or annually at $125 per seat per month ($1,500 per seat per year), billed in a single up-front charge with a 12-month commitment. Adding seats mid-cycle is charged immediately as a prorated amount for the remainder of the current period (plus applicable tax), shown before confirmation; if the charge fails, the seats are not added. Reducing the quota takes effect at the start of the next billing period; no mid-cycle refund or credit is issued for reductions, and the quota cannot be reduced below the number of active or invited members. Removing a member frees a seat within the purchased quota but does not by itself reduce the billed quantity.
Volume. Volume discounts are available for firms with 25 or more seats — contact hello@lexboard.net. Discounted rates are applied to the subscription by Lexboard upon agreement and appear on subsequent invoices.
AI plans and usage. AI features are an optional paid subscription available in tiers published on the pricing page, billed on the same interval as seats and prorated on activation mid-cycle. Each tier includes a monthly generation allowance. If Customer enables overage billing, generations beyond the allowance are billed at the published per-generation rate; accrued overage may be invoiced mid-cycle once it crosses a posted threshold, and otherwise appears on the next invoice. Firm administrators may set a monthly overage spending cap; AI features pause when the cap is reached. Current AI pricing, allowances, and the overage rate are stated on the pricing page and in the in-app billing page; changes take effect on the next billing cycle with prior notice per Section 11.
Sales tax. Stripe Tax automatically calculates and collects sales tax on subscriptions where required by US state law. Tax appears as a separate line item on each invoice.
Trial. New firms receive 14 days of free access without entering payment details. On day 11 we email the admin a reminder to add a card. If no payment method is added by the end of day 14, the account moves to read-only, admins and members can sign in and view data but cannot create or modify records. If no payment method is added, Customer Data is thereafter retained and deleted per the retention schedule in the Cancellation paragraph below. The trial cannot be extended without contacting Lexboard.
Failed payment. Stripe automatically retries failed charges over 7–14 days. During retries, write access is blocked but read access remains. Customer receives escalating notifications: first failure → admin email; second failure → admin + managing partner email + in-app banner; third failure → final notice. After all retries fail, the firm moves to read-only, then access is suspended; Customer Data is thereafter retained and deleted per the retention schedule in the Cancellation paragraph below.
Refunds. Monthly subscriptions: cancel anytime, no refund of the current billing period, no further charges. Annual subscriptions: refunded pro-rata for unused full months minus the 17% annual-discount differential. Cancellation in the first 30 days of the first paid invoice (monthly or annual) is refundable in full, no questions asked. Refunds are issued to the original payment method within 10 business days.
Cancellation.Customer may cancel at any time from the billing page. On cancellation, firm administrators retain export access for 30 days; Customer Data may be exported using the platform's export tools or by written request to support. Customer Data is deleted from primary systems within 90 days of cancellation, except as required by law. Encrypted point-in-time-recovery backups age out automatically within 7 days of primary deletion (14 days where extended retention is enabled).
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The agreement starts on signup and renews each billing period. Either party may terminate for material breach with 30 days' written notice and an opportunity to cure. Lexboard may suspend access immediately for security incidents, illegal use, or unpaid invoices past the grace period.
On termination, the retention schedule in Section 5 (Cancellation) applies: firm administrators retain export access for 30 days, and Customer Data may be exported using the platform's export tools or by written request to support. Customer Data is deleted from primary systems within 90 days of cancellation, except as required by law. Encrypted point-in-time-recovery backups age out automatically within 7 days of primary deletion (14 days where extended retention is enabled).
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Lexboard warrants that the platform will substantially conform to the documentation. EXCEPT AS EXPRESSLY STATED, THE PLATFORM IS PROVIDED “AS IS” AND LEXBOARD DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE.
Lexboard is software, not a substitute for the lawyer's professional judgment. Customer remains solely responsible for legal advice given to its clients.
AI output. AI features generate content using statistical language models. Output may be inaccurate, incomplete, or fabricated notwithstanding safeguards. AI output is a drafting aid only, is not legal advice, and must be independently reviewed by a licensed attorney before any use with a client, court, or third party. LEXBOARD MAKES NO WARRANTY AS TO THE ACCURACY, COMPLETENESS, OR FITNESS OF AI OUTPUT, AND IS NOT LIABLE FOR ANY RELIANCE ON AI OUTPUT THAT HAS NOT BEEN INDEPENDENTLY VERIFIED BY CUSTOMER.
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EXCEPT AS SET OUT BELOW, EACH PARTY'S AGGREGATE LIABILITY UNDER THIS AGREEMENT IS LIMITED TO THE FEES PAID BY CUSTOMER IN THE 12 MONTHS PRECEDING THE CLAIM. FOR CLAIMS ARISING FROM A BREACH OF SECTION 3 (CONFIDENTIALITY), A BREACH OF THE DATA PROCESSING ADDENDUM, OR A BREACH OF THE SECURITY OF CUSTOMER DATA, LEXBOARD'S AGGREGATE LIABILITY IS LIMITED TO THE GREATER OF TWO TIMES (2×) THOSE FEES OR $100,000.
NEITHER PARTY IS LIABLE FOR INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL, OR PUNITIVE DAMAGES, OR FOR LOST PROFITS OR LOST DATA, EVEN IF ADVISED OF THE POSSIBILITY. NOTHING IN THIS SECTION LIMITS LIABILITY FOR A PARTY'S FRAUD OR WILLFUL MISCONDUCT, FOR CUSTOMER'S PAYMENT OBLIGATIONS, OR FOR A PARTY'S INDEMNIFICATION OBLIGATIONS UNDER SECTION 9.
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Lexboard will defend Customer against third-party claims that the platform infringes a US patent, copyright, or trademark, and indemnify Customer for damages awarded. Lexboard's obligation does not apply to claims arising from (i) combination of the platform with items not provided by Lexboard, (ii) Customer Data, (iii) modifications not made by Lexboard, or (iv) use in violation of this agreement or continued use after notice of a non-infringing alternative. If the platform is held, or in Lexboard's opinion is likely to be held, infringing, Lexboard may procure the right to continue providing it, modify or replace it to be non-infringing, or terminate the subscription and refund prepaid unused fees — Customer's exclusive remedy for infringement.
Customer will defend Lexboard against third-party claims arising from (i) Customer Data, including any claim that Customer lacked the rights or consents needed to upload or process it; (ii) communications Customer sends or directs through the platform (email, SMS, or portal), including claims under the TCPA and state analogs; (iii) Customer's HIPAA authorizations or the absence thereof; (iv) Customer's use of e-signature features or its provision of legal services; and (v) Customer's use of the platform in violation of Section 4 (Acceptable Use) — and indemnify Lexboard for damages awarded.
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These terms are governed by the laws of the State of Florida, excluding conflict-of-laws rules. Disputes go to state or federal court in Miami-Dade County, Florida, except that either party may seek injunctive relief in any court of competent jurisdiction.
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We may update these terms from time to time. Material changes are emailed to firm admins 30 days before they take effect. Continued use after the effective date constitutes acceptance.
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Dispute waivers. EACH PARTY WAIVES ITS RIGHT TO A JURY TRIAL AND TO PARTICIPATE IN A CLASS OR REPRESENTATIVE ACTION; DISPUTES PROCEED ONLY ON AN INDIVIDUAL BASIS.
Force majeure. Neither party is liable for delay or failure caused by events beyond its reasonable control (including internet, cloud-provider, or utility failures, war, or government action), except for payment obligations.
Third-party services.The platform interoperates with third-party services (including Gmail, Microsoft 365, RingCentral, and Google Calendar/Drive). Lexboard is not responsible for their availability or acts, and suspension or failure of Customer's third-party account or integration is not a failure of the platform.
Service levels. The platform is provided without a service-level guarantee unless a separate SLA is signed; scheduled maintenance is announced in advance where practicable.
Assignment.Neither party may assign this agreement without the other's consent, except either party may assign it in full to a successor in a merger, acquisition, or sale of substantially all assets; any other assignment is void.
Export controls; government use. Customer will not use the platform in violation of U.S. export-control or sanctions laws and represents that it is not on any restricted-party list. The platform is commercial computer software; government users receive only the rights granted in this agreement (FAR 12.212 / DFARS 227.7202).
Feedback; publicity. Customer grants Lexboard a perpetual license to use feedback without restriction. Lexboard may identify Customer as a customer unless Customer opts out in writing.
Entire agreement. This agreement, together with the DPA, the Acceptable Use Policy, and order details, is the entire agreement between the parties. If a provision is unenforceable, the remainder stands; non-enforcement is not a waiver. Notices to Customer go to the admin email on file; notices to Lexboard go to legal@lexboard.net. Sections 3, 5 (with respect to accrued fees), 7 through 10, and this Section 12 survive termination.
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hello@lexboard.net for general questions. legal@lexboard.net for contract or DPA negotiations.