1. Acceptance of Terms
These Terms of Service (“Terms”) constitute a legally binding agreement between you (“you,” “your,” or “Subscriber”) and CaseBridge LLC (“CaseBridge,” “Company,” “we,” “us,” or “our”), a Georgia limited liability company with its principal place of business at 420 Technology Pkwy NW 300, Suite 150, Peachtree Corners, GA 30092.
By accessing or using the CaseBridge platform, website at https://www.casebridge.com (the “Site”), or any related services, including the CaseBridge Attorney Portal (collectively, the “Services”), you agree to be bound by these Terms. If you are accepting these Terms on behalf of an organization, you represent and warrant that you have the authority to bind that organization to these Terms.
If you do not agree to these Terms, you may not access or use the Services.
2. Description of Services
CaseBridge is a cloud-based practice management platform built exclusively for personal injury medical clinics. The Services enable Subscribers to manage patient leads, cases, scheduling, law firm partner relationships, medical records, treatment documentation, billing coordination, and related clinical and administrative workflows.
The Services include the following components:
CaseBridge Platform. The core application accessible at app.casebridge.ai, providing lead management, case management, scheduling, partner tracking, document management, task management, and reporting capabilities.
Attorney Portal. A separate, read-only web application accessible at portal.casebridge.ai that enables authorized law firm partners to view treatment status, appointment history, compliance data, and medical records for their own clients, as configured and controlled by the subscribing clinic.
Support Services. Customer support provided in accordance with the support level included in the Subscriber’s subscription package (Starter, Growth, or Enterprise).
CaseBridge reserves the right to modify, update, or discontinue any feature of the Services at any time. Material changes that reduce core functionality of a Subscriber’s subscribed package will be communicated with at least thirty (30) days’ prior written notice.
3. Account Registration and Security
To access the Services, you must register for an account and provide accurate, complete, and current information. You agree to update your account information promptly to keep it accurate.
You are responsible for maintaining the confidentiality of your account credentials, including your password and any multi-factor authentication methods. You are responsible for all activities that occur under your account, whether or not authorized by you.
You agree to notify CaseBridge immediately at [email protected] if you become aware of any unauthorized access to or use of your account.
CaseBridge reserves the right to suspend or terminate any account that we reasonably believe has been compromised or is being used in violation of these Terms.
4. Subscription Plans and Feature Entitlements
The Services are offered in three subscription tiers: Starter, Growth, and Enterprise. Each tier includes specific feature entitlements, user seat limits, and service levels as described in the applicable Order Form or as published on the CaseBridge website.
Feature entitlements are enforced at the platform level. Access to modules, integrations, automations, user seats, and other capabilities is determined by the Subscriber’s active subscription tier. Attempting to circumvent feature restrictions is a violation of these Terms.
The Attorney Portal is available to Subscribers on the Growth plan (limited to three law firm invitations) and Enterprise plan (unlimited law firm invitations). The Attorney Portal is not available on the Starter plan.
5. Fees and Payment
Subscriber agrees to pay all fees specified in the applicable Order Form or as published on the CaseBridge website for the selected subscription plan. All fees are quoted in U.S. dollars and are exclusive of applicable taxes, which are the Subscriber’s responsibility.
Unless otherwise specified, subscription fees are invoiced monthly in advance and due within thirty (30) days of the invoice date. Payment must be made by credit card, ACH transfer, or other payment method accepted by CaseBridge.
If Subscriber fails to make any payment when due, CaseBridge may: (a) charge interest at a rate of 1.5% per month (or the maximum rate permitted by law, whichever is less) on the overdue amount; and (b) suspend Subscriber’s access to the Services upon fifteen (15) days’ written notice if the overdue amount remains unpaid.
All fees paid are non-refundable except as expressly set forth in these Terms or the applicable Order Form.
CaseBridge reserves the right to adjust subscription fees upon renewal by providing at least sixty (60) days’ prior written notice before the start of the renewal term.
6. Term, Renewal, and Termination
6.1 Term and Renewal
The initial subscription term is specified in the applicable Order Form. Unless either Party provides written notice of non-renewal at least thirty (30) days before the end of the then-current term, the subscription shall automatically renew for successive periods equal to the initial term at the then-current pricing.
6.2 Termination for Cause
Either Party may terminate the subscription immediately upon written notice if the other Party: (a) materially breaches these Terms and fails to cure such breach within thirty (30) days of receiving written notice; or (b) becomes insolvent, files for bankruptcy, or ceases to operate in the ordinary course of business.
6.3 Termination by CaseBridge
CaseBridge may terminate or suspend access immediately without prior notice if: (a) Subscriber’s use of the Services poses a security risk to the platform or other customers; (b) Subscriber is in violation of applicable law; or (c) Subscriber’s account is more than sixty (60) days past due.
6.4 Effect of Termination
Upon termination or expiration: (a) Subscriber’s access to the Services will be deactivated; (b) CaseBridge will make Subscriber’s data available for export for thirty (30) days following the effective date of termination; and (c) after the thirty (30) day export period, CaseBridge may delete Subscriber’s data in accordance with its standard data retention policies, subject to any legal hold or regulatory retention requirement, including HIPAA.
Termination does not relieve Subscriber of the obligation to pay any fees accrued prior to the effective date of termination.
7. Authorized Users and Access
Subscriber may permit its employees, agents, and contractors (“Authorized Users”) to access the Services, subject to the user seat limits specified in the applicable subscription plan (up to 5 for Starter, up to 20 for Growth, unlimited for Enterprise).
Subscriber is responsible for ensuring that all Authorized Users comply with these Terms. Subscriber is liable for any breach of these Terms by its Authorized Users.
Subscriber shall not permit access to the Services by any individual who is not an Authorized User. Each Authorized User account is for a single individual and may not be shared.
8. Attorney Portal Terms
The CaseBridge Attorney Portal provides law firm partners with secure, read-only access to case and treatment information for their own clients, as configured and controlled by the subscribing clinic.
8.1 Portal User Access
Portal user accounts are created exclusively by the subscribing clinic’s administrator through the CaseBridge invitation workflow. There is no self-registration. Portal users must complete multi-factor authentication (MFA) setup and accept the Attorney Portal Terms of Use upon first login.
8.2 Data Isolation
Portal users may only access cases where the associated law firm matches their authenticated identity. Portal users cannot view cases belonging to other law firms, internal clinic notes, staff performance data, financial arrangements, or any data beyond what the subscribing clinic has explicitly made visible.
8.3 Document Access
Document availability in the Attorney Portal is controlled at the individual document level by the subscribing clinic. Documents must be explicitly marked as portal-visible by clinic staff before they appear in the portal. Document downloads are facilitated through time-limited presigned URLs that expire after fifteen (15) minutes.
8.4 Audit Logging
All portal activity, including logins, case views, document downloads, and records request submissions, is recorded in an immutable audit log. Portal users acknowledge and consent to this logging as a condition of access.
8.5 Portal User Obligations
Portal users agree to: (a) access only information for which they are authorized; (b) not attempt to access cases or data belonging to other law firms; (c) not share their login credentials with any other individual; (d) not use automated tools, scripts, or bots to access the portal; and (e) comply with all applicable laws, including HIPAA, regarding the handling of Protected Health Information accessed through the portal.
9. Acceptable Use Policy
You agree not to use the Services to:
(a) Violate any applicable law, regulation, or third-party right, including HIPAA, state privacy laws, and data protection regulations;
(b) Upload, transmit, or store any content that is unlawful, harmful, threatening, abusive, defamatory, or otherwise objectionable;
(c) Interfere with or disrupt the integrity or performance of the Services or the data contained therein;
(d) Attempt to gain unauthorized access to the Services, other accounts, computer systems, or networks connected to the Services;
(e) Use the Services to develop a competing product or service, or to benchmark the Services for competitive purposes;
(f) Reverse engineer, decompile, disassemble, or otherwise attempt to derive the source code of the Services;
(g) Sublicense, resell, time-share, or otherwise transfer access to the Services to any third party without CaseBridge’s prior written consent;
(h) Remove, alter, or obscure any proprietary notices, labels, or marks on the Services;
(i) Use the Services to send unsolicited communications, spam, or mass messages; or
(j) Use automated tools, bots, scrapers, or similar technology to access or collect data from the Services without CaseBridge’s prior written consent.
CaseBridge reserves the right to investigate and take appropriate action, including suspension or termination of access, against any Subscriber or user who violates this Acceptable Use Policy.
10. Data Ownership and Portability
As between the Parties, Subscriber retains all right, title, and interest in and to all data submitted to or generated within the Services by Subscriber and its Authorized Users (“Subscriber Data”). CaseBridge acquires no ownership rights in Subscriber Data.
Subscriber grants CaseBridge a limited, non-exclusive license to access, process, and store Subscriber Data solely for the purpose of providing the Services.
CaseBridge may use aggregated, de-identified data derived from Subscriber’s use of the Services for product improvement, benchmarking, and analytics purposes, provided such data cannot reasonably be used to identify Subscriber, any patient, or any individual.
Upon written request during the subscription term or during the thirty (30) day post-termination export window, CaseBridge will provide Subscriber with an export of Subscriber Data in a standard machine-readable format (CSV or JSON).
11. HIPAA Compliance
Subscriber acknowledges that the Services may be used to store and process Protected Health Information (PHI) as defined under HIPAA. With respect to PHI, CaseBridge acts as a Business Associate of the Subscriber.
Prior to submitting any PHI to the Services, the Parties shall execute a separate Business Associate Agreement (BAA). The BAA is incorporated by reference into these Terms. In the event of a conflict between the BAA and these Terms with respect to the handling of PHI, the terms of the BAA shall control.
Subscriber is responsible for: (a) determining what data constitutes PHI; (b) obtaining all necessary patient consents and authorizations; (c) ensuring that its use of the Services complies with HIPAA and all applicable state health privacy laws; and (d) configuring the Services in accordance with its own compliance obligations.
CaseBridge implements administrative, physical, and technical safeguards to protect PHI, including encryption in transit and at rest, role-based access controls, multi-factor authentication, and immutable audit logging. CaseBridge maintains a BAA with Amazon Web Services covering all HIPAA-eligible services used in the operation of the platform.
12. Intellectual Property
CaseBridge retains all right, title, and interest in and to the Services, including all software, technology, documentation, trademarks, trade names, logos, and intellectual property embodied therein. These Terms do not convey to Subscriber any ownership interest in the Services.
The CaseBridge name, logo, and all related product and service names, design marks, and slogans are trademarks of CaseBridge LLC. You may not use such marks without the prior written permission of CaseBridge. All other names, logos, product and service names, designs, and slogans that appear on the Services are the trademarks of their respective owners.
Subscriber may provide feedback, suggestions, or recommendations regarding the Services (“Feedback”). Subscriber grants CaseBridge a perpetual, irrevocable, royalty-free, worldwide license to use and incorporate such Feedback into the Services without restriction or obligation to Subscriber.
13. Warranties and Disclaimers
CaseBridge warrants that: (a) the Services will perform materially in accordance with its published documentation during the subscription term; (b) CaseBridge has the legal authority to enter into these Terms and provide the Services; and (c) the Services will be provided in a manner consistent with generally accepted industry standards.
If the Services fail to conform to the foregoing warranty, Subscriber’s sole remedy is for CaseBridge to use commercially reasonable efforts to correct the non-conformity. If CaseBridge is unable to correct the non-conformity within thirty (30) days, Subscriber may terminate the affected subscription and receive a pro-rata refund of prepaid fees for the unused portion of the subscription term.
EXCEPT AS EXPRESSLY SET FORTH IN THIS SECTION, THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” CASEBRIDGE DISCLAIMS ALL OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, AND NON-INFRINGEMENT. CASEBRIDGE DOES NOT WARRANT THAT THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, OR COMPLETELY SECURE, OR THAT ANY DEFECTS WILL BE CORRECTED.
CASEBRIDGE DOES NOT PROVIDE LEGAL, MEDICAL, OR COMPLIANCE ADVICE. THE SERVICES ARE TOOLS FOR PRACTICE MANAGEMENT AND DO NOT SUBSTITUTE FOR PROFESSIONAL LEGAL OR MEDICAL JUDGMENT. SUBSCRIBER IS SOLELY RESPONSIBLE FOR ENSURING THAT ITS USE OF THE SERVICES COMPLIES WITH ALL APPLICABLE LAWS AND REGULATIONS.
14. Limitation of Liability
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL CASEBRIDGE BE LIABLE TO SUBSCRIBER OR ANY THIRD PARTY FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING BUT NOT LIMITED TO LOST PROFITS, LOST REVENUE, LOSS OF DATA, LOSS OF BUSINESS OPPORTUNITY, OR COST OF SUBSTITUTE SERVICES, ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES, REGARDLESS OF THE THEORY OF LIABILITY (CONTRACT, TORT, STRICT LIABILITY, OR OTHERWISE), EVEN IF CASEBRIDGE HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
CASEBRIDGE’S TOTAL AGGREGATE LIABILITY ARISING OUT OF OR RELATED TO THESE TERMS OR THE SERVICES SHALL NOT EXCEED THE TOTAL FEES PAID BY SUBSCRIBER TO CASEBRIDGE DURING THE TWELVE (12) MONTHS IMMEDIATELY PRECEDING THE EVENT GIVING RISE TO THE CLAIM.
The limitations in this section shall not apply to: (a) CaseBridge’s indemnification obligations under Section 15; (b) CaseBridge’s breach of its confidentiality or data protection obligations; or (c) either Party’s willful misconduct or gross negligence.
15. Indemnification
CaseBridge shall indemnify, defend, and hold harmless Subscriber from and against any third-party claims, damages, losses, and reasonable expenses (including attorneys’ fees) arising from: (a) CaseBridge’s infringement of any third party’s intellectual property rights through the Services; or (b) CaseBridge’s gross negligence or willful misconduct in the provision of the Services.
Subscriber shall indemnify, defend, and hold harmless CaseBridge from and against any third-party claims, damages, losses, and reasonable expenses (including attorneys’ fees) arising from: (a) Subscriber’s use of the Services in violation of these Terms or applicable law; (b) Subscriber Data; (c) Subscriber’s failure to comply with HIPAA or other applicable privacy laws; or (d) Subscriber’s negligence or willful misconduct.
The indemnified Party shall: (a) provide prompt written notice of the claim; (b) grant the indemnifying Party sole control of the defense and settlement (provided the indemnifying Party shall not settle any claim that imposes obligations on the indemnified Party without consent); and (c) provide reasonable cooperation at the indemnifying Party’s expense.
16. Service Level and Availability
CaseBridge shall use commercially reasonable efforts to maintain platform availability of 99.9% uptime, measured monthly, excluding scheduled maintenance and force majeure events.
Scheduled maintenance will be performed during off-peak hours (weekends or between 12:00 AM and 6:00 AM Eastern Time) with at least forty-eight (48) hours’ advance notice.
In the event the Services fail to meet the uptime commitment, Subscriber may request a service credit equal to five percent (5%) of the monthly subscription fee for each full one percent (1%) below the 99.9% threshold, up to a maximum of twenty-five percent (25%) of the monthly fee. Service credits must be requested within thirty (30) days of the downtime event and are Subscriber’s sole remedy for downtime.
17. Confidentiality
Each Party agrees to hold in confidence all non-public information disclosed by the other Party in connection with these Terms (“Confidential Information”) and to use such information only for the purposes of performing under these Terms.
Confidential Information does not include information that: (a) is or becomes publicly available without breach of these Terms; (b) was known to the receiving Party prior to disclosure; (c) is independently developed without reference to the disclosing Party’s Confidential Information; or (d) is rightfully received from a third party without restriction.
The obligations of confidentiality shall survive for three (3) years following termination of these Terms, except with respect to PHI, which shall be governed by the BAA.
18. Force Majeure
Neither Party shall be liable for any failure or delay in performance caused by events beyond its reasonable control, including but not limited to natural disasters, acts of government, pandemics, epidemics, war, terrorism, cyberattacks, failures of third-party infrastructure or hosting providers, power outages, or Internet disruptions. The affected Party shall provide prompt notice and use commercially reasonable efforts to resume performance.
19. Governing Law and Dispute Resolution
These Terms shall be governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of law provisions.
Any dispute arising out of or related to these Terms shall first be submitted to good-faith negotiation between the Parties for a period of thirty (30) days. If the dispute is not resolved through negotiation, it shall be resolved exclusively in the state or federal courts located in Gwinnett County, Georgia, and each Party consents to the personal jurisdiction of such courts.
EACH PARTY HEREBY WAIVES ANY RIGHT TO A JURY TRIAL IN CONNECTION WITH ANY DISPUTE ARISING UNDER THESE TERMS.
20. Modifications to Terms
CaseBridge reserves the right to modify these Terms at any time. Material changes will be communicated to Subscribers via email or through the Services with at least thirty (30) days’ prior notice. Continued use of the Services after the effective date of any modification constitutes acceptance of the modified Terms.
If Subscriber does not agree to any material modification, Subscriber may terminate the subscription by providing written notice before the effective date of the modification. In such case, CaseBridge will provide a pro-rata refund of prepaid fees for the unused portion of the subscription term.
21. General Provisions
Entire Agreement. These Terms, together with all Order Forms, the BAA, and the Privacy Policy, constitute the entire agreement between the Parties with respect to the subject matter hereof and supersede all prior agreements, proposals, and communications.
Severability. If any provision of these Terms is held to be unenforceable, the remaining provisions shall continue in full force and effect.
Waiver. The failure of either Party to enforce any right under these Terms shall not constitute a waiver of that right.
Assignment. Neither Party may assign these Terms without the prior written consent of the other Party, except in connection with a merger, acquisition, or sale of all or substantially all of the assigning Party’s assets.
Notices. All notices under these Terms shall be in writing and delivered to the addresses specified in the Order Form or to such other address as a Party may designate in writing. Email notice is acceptable for routine communications; material notices (termination, breach, legal matters) must be sent by certified mail or overnight courier.
Independent Contractors. The Parties are independent contractors. Nothing in these Terms creates an employment, partnership, joint venture, or agency relationship.
Third-Party Beneficiaries. These Terms do not confer any rights or remedies upon any person or entity other than the Parties and their permitted successors and assigns.
Headings. Section headings are for reference purposes only and do not affect the interpretation of these Terms.
22. Contact Information
If you have questions about these Terms of Service, please contact us:
CaseBridge LLC
420 Technology Pkwy NW 300, Suite 150
Peachtree Corners, GA 30092
[email protected]
For security-related concerns: [email protected]
Last Updated: April 2026