Touchpoint Legal Terms of Service

Description of Services:

Touchpoint Legal ("Touchpoint," "we," "us," or "our") provides an AI-powered legal workflow management solution specifically designed for legal professionals. The Service enhances email-driven workflows by automatically converting emails, attachments, and associated metadata into structured, actionable workspaces to provide users information on work related to your legal matters. Additionally, Touchpoint offers:

• AI-Powered Email-to-Task: Automated extraction and structuring of key information from emails into clearly defined tasks and reminders, seamlessly integrated into your workflow.
• Third-Party Integrations: Integration capabilities with third-party applications including email platforms (such as Microsoft Outlook and Gmail) and calendar tools, enabling synchronization of deadlines, reminders, and key dates across platforms.

Access and Usage:

Access to and usage of the Service is strictly limited to licensed in-house legal teams, authorized personnel within law firms, and specifically invited external collaborators who have been expressly approved by you ("Authorized Users"). Each Authorized User must individually register for the Service and maintain a valid user account, adhering at all times to these Terms and any applicable policies and procedures set forth by Touchpoint.

You are responsible for ensuring that all Authorized Users comply with these Terms. Any unauthorized access, sharing, or redistribution of the Service or its outputs beyond your approved Authorized Users is strictly prohibited.

Services Description

Touchpoint is an AI-powered productivity and workflow management platform specifically built for legal professionals and legal teams. The Service intelligently transforms emails, attachments, and associated metadata into clearly structured, actionable tasks and reminders directly integrated into your matter management system. Key capabilities include automated email-to-task creation, human-in-the-loop content review, and seamless integration with third-party email and calendar applications to streamline legal workflow management.

Your Registration Obligations

To access and utilize the Service, you may be required to register for an account. By registering, you agree to provide and maintain true, accurate, current, and complete information about yourself and your organization as prompted by Touchpoint's registration forms. You acknowledge that registration data and certain other personal information are governed by our Privacy Policy (https://www.touchpoint.legal/privacy).

If you register on behalf of your employer or another entity ("Entity"), you represent and warrant that you have full legal authority to bind such Entity to these Terms. You are responsible for obtaining and maintaining all required consents from Authorized Users within your organization or Entity to allow Touchpoint to deliver the Service to you and your Authorized Users.

You acknowledge and agree that no individual under the age of 18 may use the Service without express approval from a parent or legal guardian, and no one under the age of 13 is permitted to use the Service under any circumstances.

Use of Google and Microsoft APIs

Touchpoint's integrations with third-party platforms (such as Gmail and Microsoft Outlook) leverage APIs provided by these platforms. Our use of information received via these APIs adheres strictly to the respective API services' user data policies, including Google's API Services User Data Policy (including Limited Use requirements) and Microsoft's applicable terms of use.

Security of Your Emails and Data

Touchpoint implements industry-standard technical and organizational measures designed to protect your data against accidental or unlawful destruction, loss, alteration, unauthorized disclosure, or access. These security measures are detailed further in our Privacy Policy and our internal data security documentation, available upon request.

You agree to:

• Immediately notify Touchpoint at team@touchpoint.legal if you become aware of or suspect a security breach or vulnerability involving your use of the Service.
• Acknowledge that Touchpoint is not responsible for electronic communications or content transmitted across third-party networks or services that we do not own or control. Touchpoint shall not be liable for losses or damages arising from your failure to comply with security notification requirements or from data transmissions occurring outside our controlled infrastructure.

Access to the Service; Equipment and Compatibility

You are solely responsible for obtaining and maintaining all equipment and ancillary services required to access and use the Service. Such equipment and services include, without limitation, computers, modems, servers, software, email services (such as Gmail or Microsoft Exchange), calendar services, networking infrastructure, operating systems, web servers, long-distance and local telephone services, and internet connectivity ("Equipment").

You must ensure your Equipment meets all compatibility requirements specified by Touchpoint's documentation and published guidelines. Touchpoint is not liable for performance issues or incompatibility due to your Equipment failing to comply with our specified technical requirements.

Should you detect any technical failure or issue related to the Service, you agree to notify us promptly at support@touchpoint.legal, so we can efficiently investigate and resolve such issues.

General Practices Regarding Use and Storage

You acknowledge that Touchpoint may establish and enforce general practices and limits concerning the use of the Service, including but not limited to data retention periods, maximum storage allocation per account, or maximum data processing limits. You agree that Touchpoint has no liability or responsibility for deletion or failure to store emails, documents, or other content provided to or processed by the Service beyond these established limits.

Touchpoint reserves the right, at our sole discretion, to suspend or terminate accounts that are inactive for an extended period of time, following reasonable notice.

Mobile Access

Certain aspects of the Service are accessible via mobile devices, including but not limited to:

• Viewing and interacting with tasks and reminders.
• Browsing the Service via a mobile browser.
• Accessing the Service via downloadable mobile applications.

When accessing the Service through a mobile device, standard wireless service carrier charges, data rates, and additional fees may apply. Additionally, downloading, installing, or using the Service on certain mobile devices or through certain carriers may be prohibited or restricted by your carrier, and not all mobile features may function with all carriers or devices. It is your responsibility to confirm compatibility with your mobile carrier and device.

Touchpoint's Software is made available primarily through integrations with third-party platforms, including but not limited to Gmail (via Chrome Extension) and Microsoft Outlook (via Office Add-ins or web add-ons) (“Distribution Platforms”). These platforms enable users to access Touchpoint's core functionality—such as turning emails into tasks, tracking legal matters, and collaborating across teams—within their existing email workflows.

You acknowledge and agree that:

• Your use of Touchpoint's extension or add-in is also subject to the terms of service, privacy policies, and acceptable use policies of the applicable email platform (e.g., Google, Microsoft).
• Touchpoint is solely responsible for the functionality and support of its Software, and these Terms govern your relationship with Touchpoint—not with Google, Microsoft, or any other third-party platform.
• Touchpoint's integrations may rely on APIs or services governed by third-party data policies (e.g., Google API Services User Data Policy or Microsoft Graph API terms), and Touchpoint's use of those APIs will comply with applicable platform requirements.
• Any breach of platform-specific rules (e.g., Gmail or Outlook terms) in your use of the Touchpoint extension is solely your responsibility, and Touchpoint disclaims liability arising from such misuse.

Touchpoint reserves the right to modify or suspend integrations with any Distribution Platform if necessary to maintain compliance, security, or service performance. If you use Touchpoint through a third-party platform, you are responsible for ensuring that your access and use of such platform is permitted and that your organization maintains any necessary licenses.

If you have questions or concerns about a specific integration, please contact team@touchpoint.legal.

User Content Transmitted Through the Service

You represent and warrant that you own or have obtained all rights necessary to transmit any content, documents, or materials ("User Content") through the Service. You grant Touchpoint a limited, non-exclusive, royalty-free license to ingest, process, analyze, and deliver User Content as required for providing the Service, including converting emails into tasks and reminders within your matter management system.

You acknowledge that "System Data"—aggregated, anonymized data about system performance, usage, and analytics—is owned by Touchpoint and does not include identifiable User Content such as email contents, subjects, senders, or recipients.

Touchpoint does not control the actions of recipients or other parties ("Recipients") with whom you share User Content, directly or indirectly. You release Touchpoint from any liability arising from actions or omissions by Recipients.

Feedback and Public User Content

Any feedback, suggestions, comments, or ideas ("Submissions") provided by you are considered non-confidential. Touchpoint may use, implement, or share these Submissions freely, without acknowledgment or compensation to you.

Any User Content made publicly accessible through the Service ("Public User Content") may be freely used or disseminated by Touchpoint without compensation or acknowledgment.

Content Preservation and Disclosure

You acknowledge and consent to Touchpoint preserving or disclosing User Content if required by law or in good-faith belief such action is necessary to:

• Comply with legal obligations, court orders, or government requests.
• Enforce these Terms of Service.
• Respond to claims that User Content infringes rights of third parties.
• Protect rights, property, safety, or security of Touchpoint, its users, or the public.

You acknowledge that technical processing and transmission of User Content by the Service may involve transmissions over various networks and necessary changes to adapt to technical requirements.

"Confidential Information" refers to any information exchanged between you and Touchpoint that is clearly marked, labeled, or otherwise identified as confidential, or that should reasonably be understood to be confidential given the nature of the information and the circumstances of its disclosure. Confidential Information does not include information that:

• (a) is publicly available through no action or fault of the receiving party;
• (b) was already lawfully known to the receiving party before disclosure without restrictions;
• (c) was disclosed to the receiving party without confidentiality obligations by a third party with the authority to do so; or
• (d) was independently developed by the receiving party without referencing the other party's Confidential Information.

Both you and Touchpoint agree to use Confidential Information only in connection with the services outlined in these Terms and will not disclose it to any third parties without the express written consent of the other party. Notwithstanding this, either party may disclose Confidential Information:

• (i) to employees, contractors, or representatives who require access and are legally obligated to maintain confidentiality; and
• (ii) if required by law, provided that the disclosing party is promptly notified in advance, given the opportunity to oppose the disclosure, and efforts are made to minimize any disclosure to the extent allowed by law.

Each party will exercise reasonable care to safeguard Confidential Information from unauthorized use, disclosure, or loss. In the event of an actual or threatened breach, the non-breaching party may seek immediate injunctive or other equitable relief, without waiving any other rights or remedies available to it.

Touchpoint Legal may provide you with access or links to third-party products, services, websites, or content ("Third Party Services"). Touchpoint does not control or endorse any Third Party Services. You acknowledge and agree that Touchpoint is not responsible or liable, directly or indirectly, for any damages, losses, or claims resulting from or connected to your interaction with Third Party Services. Your dealings with third parties encountered through Touchpoint's Service are solely between you and such third parties, and Touchpoint will not be responsible for any associated liabilities or claims.

Touchpoint may offer insights or information about individuals with whom you or your authorized users interact via email or other channels, such as professional roles, contact details, interaction history, or engagement patterns ("Personal Insights"). These insights rely on information provided by third parties or publicly available sources. Touchpoint does not warrant or guarantee the accuracy, reliability, or availability of Personal Insights and will not be liable for any loss or damage arising from reliance on such information. The provision of Personal Insights does not imply endorsement or verification. You understand and agree that other Touchpoint users may similarly receive Personal Insights related to you or your authorized users.

Additionally, Touchpoint may enable features that utilize tracking technologies (such as cookies or tracking pixels) to gather interaction data related to your email communications for generating Personal Insights. If you activate such features, you are solely responsible for obtaining all necessary consents and providing required disclosures to your recipients in compliance with applicable laws and regulations.

Indemnification by Touchpoint:

Touchpoint will defend you against third-party claims alleging that your use of the Touchpoint Service (as permitted by these Terms) infringes or misappropriates intellectual property rights, and indemnify you for damages finally awarded or agreed upon in settlement by Touchpoint. This obligation requires that you:

• (a) promptly notify Touchpoint of the claim;
• (b) grant Touchpoint exclusive control over defense and settlement negotiations; and
• (c) reasonably cooperate with Touchpoint's defense.

If continued use of the Service is threatened by infringement claims, Touchpoint may at its sole discretion either secure your right to continue using the Service, modify the Service to be non-infringing, or terminate your subscription with a pro-rata refund for unused periods. Touchpoint will have no liability for claims arising from unauthorized use, modifications made by you, User Content, or combination with third-party products.

Indemnification by You:

You agree to defend and indemnify Touchpoint from any third-party claims arising from:

• (a) unauthorized or improper use of the Service;
• (b) your breach of these Terms;
• (c) your User Content; or
• (d) use of the Service in violation of applicable laws or regulations.

Touchpoint agrees to promptly notify you of such claims, allow you exclusive control of defense and settlement, and provide reasonable cooperation.

Warranty by Touchpoint:

Touchpoint warrants that the Service, when used in accordance with documentation, will substantially conform to its published description during your subscription term ("Performance Warranty"). Touchpoint will make commercially reasonable efforts to remedy any breach reported by you within 30 days. If unresolved, either party may terminate the affected subscription, and Touchpoint will provide a pro-rata refund of prepaid fees for the terminated subscription. This remedy is your exclusive remedy for warranty claims.

Warranty by You:

You represent and warrant that you have sufficient rights and authority to provide your User Content to Touchpoint for use as described in these Terms.

Disclaimers:

EXCEPT AS EXPLICITLY PROVIDED ABOVE, THE TOUCHPOINT SERVICE IS OFFERED "AS IS" AND "AS AVAILABLE" WITHOUT ANY OTHER WARRANTIES, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT. TOUCHPOINT DOES NOT WARRANT THAT THE SERVICE WILL BE ERROR-FREE, SECURE, TIMELY, OR UNINTERRUPTED, NOR DOES TOUCHPOINT WARRANT THE RESULTS OBTAINED FROM THE SERVICE OR THE ACCURACY OF ANY INFORMATION PROVIDED BY THE SERVICE. THE SERVICE DOES NOT PROVIDE LEGAL ADVICE, AND ITS OUTPUT SHOULD NOT SUBSTITUTE FOR PROFESSIONAL LEGAL JUDGMENT.

EXCEPT FOR CLAIMS ARISING FROM INDEMNIFICATION OBLIGATIONS, BREACH OF CONFIDENTIALITY, OR OUTSTANDING FEES OWED, NEITHER PARTY WILL BE LIABLE FOR INDIRECT, CONSEQUENTIAL, SPECIAL, INCIDENTAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO THESE TERMS OR YOUR USE OF THE SERVICE, INCLUDING LOSS OF PROFITS, DATA, OR BUSINESS OPPORTUNITIES, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TOUCHPOINT'S MAXIMUM AGGREGATE LIABILITY UNDER THESE TERMS, WHETHER ARISING FROM CONTRACT, TORT, OR OTHERWISE, WILL BE LIMITED TO THE GREATER OF:

• (A) FEES PAID BY YOU TO TOUCHPOINT DURING THE 12 MONTHS IMMEDIATELY PRECEDING THE CLAIM; OR
• (B) $100 IF YOU ARE USING A FREE VERSION OF THE SERVICE.

SOME JURISDICTIONS DO NOT PERMIT LIMITATIONS OR EXCLUSIONS ON LIABILITY FOR CERTAIN DAMAGES; ACCORDINGLY, SOME OF THESE LIMITATIONS MAY NOT APPLY TO YOU.

Any dispute arising from these Terms or the Touchpoint Service must be resolved through binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules. Arbitration will occur individually, and class actions or collective arbitrations are explicitly prohibited. Claims must first be addressed through a written notice detailing the dispute. If unresolved after 60 days, either party may commence arbitration. Arbitration fees will be governed by AAA rules. Arbitration proceedings, findings, and awards will remain confidential.

Touchpoint may suspend or terminate your access to the Service for material breaches of these Terms or non-payment, after providing 30-day notice and an opportunity to cure. You may terminate your subscription upon material breaches by Touchpoint following a 30-day notice and cure period. Upon termination, provisions regarding payments, intellectual property rights, indemnification, limitations of liability, confidentiality, and arbitration will survive.

Touchpoint may modify these Terms by notifying you via email or through a login banner at least 14 days prior to such changes taking effect. Continued use of the Service after changes become effective constitutes your acceptance of revised Terms.