Terms of Service

Agreement to Terms

By accessing or using MatterReady ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you disagree with any part of the terms, you may not access the Service.

Description of Service

MatterReady provides client intake and lead management software for law firms. The Service includes intake form hosting, lead qualification tools, conflict signal detection, and integration with practice management systems.

MatterReady does not provide legal advice. The Service is a software tool that helps law firms manage their intake process. All legal determinations, including conflict decisions, remain the responsibility of licensed attorneys at your firm.

Accounts

You are responsible for maintaining the security of your account and password. MatterReady cannot and will not be liable for any loss or damage from your failure to comply with this security obligation.

You are responsible for all activities that occur under your account. You must notify us immediately of any unauthorized use of your account.

Subscription and Payment

The Service is offered on a subscription basis. By subscribing, you agree to pay the applicable fees. Subscriptions automatically renew unless cancelled before the renewal date.

We offer a 30-day money-back guarantee for new subscribers. If you're not satisfied within the first 30 days, contact us for a full refund.

Fees are non-refundable after the 30-day guarantee period, except as required by law.

Data Ownership & Confidentiality

All data you submit to the Service ("Customer Content") remains your sole property. By using the Service, you grant MatterReady a non-exclusive, limited license to process Customer Content solely as necessary to provide and maintain the Service.

MatterReady may use aggregated and anonymized data — excluding any personally identifiable information — to improve the Service, develop new features, and generate benchmarks. This data cannot be used to identify any individual, client, or firm.

MatterReady treats all Customer Content as confidential. We will not disclose Customer Content to third parties except as required to provide the Service (see Subprocessors below), as directed by you, or as required by law. This confidentiality obligation survives for five (5) years following termination of your subscription.

Upon cancellation of your subscription, you have ninety (90) days to retrieve your data via the self-service export feature in admin settings. After this 90-day retrieval window, Customer Content is permanently deleted from our systems, including backups. You may request immediate deletion at any time by contacting privacy@matterready.io.

You are responsible for ensuring you have the right to submit any data to the Service, including client information collected through intake forms.

Artificial Intelligence

The Service includes AI-powered features such as chatbot intake, contact qualification scoring, billing intelligence, and an AI assistant for operational queries. These features use third-party AI providers (currently OpenAI) to process data on your behalf.

MatterReady does not use Customer Content to train AI models. Our AI subprocessors are contractually prohibited from using your data to train, improve, or fine-tune their models. Data sent to AI providers is used solely to generate responses for the requesting user and is not retained for model training purposes.

AI features only access data that the requesting user is already authorized to view based on their role and permissions within the Service. AI does not create new access pathways to data.

All AI-generated outputs — including qualification scores, billing anomaly flags, and assistant responses — are informational only and require human review. AI outputs do not constitute legal advice, and all legal determinations remain the responsibility of licensed attorneys at your firm.

MatterReady's data handling for AI features is designed to be consistent with attorneys' professional responsibility obligations, including duties of confidentiality and supervision of non-lawyer assistance under ABA Model Rules 1.6 and 5.3. For more detail, see our AI Principles page.

Acceptable Use

You agree not to use the Service to:

• Violate any laws or regulations
• Infringe on the rights of others
• Submit false or misleading information
• Interfere with the operation of the Service
• Attempt to gain unauthorized access to our systems
• Use the Service for any purpose other than law firm intake management

SMS Messaging Terms

MatterReady may send SMS text messages to users who provide a phone number and consent to receive messages. By opting in, you agree to receive the following types of messages:

• Phone number verification codes
• Security alerts (new login notifications, password changes, suspicious activity)
• Account notifications and status updates

Message Frequency

Message frequency varies based on account activity. Security alerts are sent only when triggered by events such as new logins or password changes. Verification codes are sent only when requested.

Costs

Message and data rates may apply. MatterReady does not charge for SMS messages, but your mobile carrier may apply standard messaging fees.

Opt-Out

You can opt out of SMS messages at any time by replying STOP to any message. After opting out, you will receive one final confirmation message and no further SMS messages will be sent.

Help

For help with SMS messages, reply HELP to any message or contact us at support@matterready.io.

Supported Carriers

Messages are sent via standard SMS and are supported by all major U.S. carriers. Carriers are not liable for delayed or undelivered messages.

For details on how consent is collected, including the opt-in flow and phone verification process, see our SMS Consent & Opt-In page.

Integrations

The Service may integrate with third-party services such as Clio, Google Calendar, and Google Analytics. Your use of these integrations is subject to the terms of service of those third parties.

We are not responsible for the availability or functionality of third-party services. Integration features may change based on third-party API availability.

Subprocessors

MatterReady uses the following subprocessors to deliver the Service. Each subprocessor is contractually bound to process data only as necessary for the stated purpose and in accordance with our data protection requirements.

We will notify subscribers of material changes to this subprocessor list via email at least thirty (30) days in advance.

Intellectual Property

The Service and its original content, features, and functionality are owned by MatterReady and are protected by copyright, trademark, and other intellectual property laws.

You may not copy, modify, distribute, sell, or lease any part of the Service without our prior written consent.

Disclaimer of Warranties

The Service is provided "as is" and "as available" without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

We do not warrant that the Service will be uninterrupted, secure, or error-free, or that defects will be corrected.

Limitation of Liability

To the maximum extent permitted by law, MatterReady shall not be liable for any indirect, incidental, special, consequential, or punitive damages, or any loss of profits or revenues, whether incurred directly or indirectly, or any loss of data, use, goodwill, or other intangible losses resulting from:

• Your use or inability to use the Service
• Any unauthorized access to or use of our servers
• Any interruption or cessation of transmission to or from the Service
• Any bugs, viruses, or other harmful code transmitted through the Service

Our total liability for any claims arising from the Service shall not exceed the amount you paid us in the twelve months preceding the claim.

Indemnification

You agree to indemnify and hold harmless MatterReady and its officers, directors, employees, and agents from any claims, damages, losses, liabilities, and expenses (including attorneys' fees) arising from your use of the Service or violation of these Terms.

Termination

We may terminate or suspend your account at any time for any reason, including if you breach these Terms. Upon termination, your right to use the Service will immediately cease.

You may cancel your subscription at any time through your account settings. Cancellation will take effect at the end of your current billing period.

Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, without regard to its conflict of law provisions.

Changes to Terms

We reserve the right to modify these Terms at any time. We will notify you of material changes by posting the new Terms on this page and updating the "Last updated" date. Your continued use of the Service after changes constitutes acceptance of the new Terms.

Contact Us

If you have questions about these Terms, please contact us at legal@matterready.io or through our contact page.