Terms of service
Effective Date: September 27, 2022
Updated at: May 08, 2026
Welcome to CaseChronology® (“we,” “us,” or “our”), accessible at https://www.casechronology.com (the “Website”). These Terms of Service (“Terms”) govern your access to and use of our Website, software, and services, including our secure portal for creating and managing case chronologies (collectively, the “Services”). The Services are designed for professionals and individuals including legal and medical professionals handling sensitive data. By accessing or using our Services, you agree to be bound by these Terms. If you do not agree, please do not use our Services.
Acceptance of Terms
By registering for an account, accessing, or using the Services, you confirm that you are at least 18 years old, have the legal capacity to enter into these Terms, and agree to comply with all applicable laws and regulations, including those governing the handling of sensitive data (e.g., HIPAA, GDPR). If you are using the Services on behalf of an organization, you represent that you have the authority to bind that organization to these Terms.
Services Description
CaseChronology® provides a secure portal for professionals and individuals including legal and medical professionals to manage sensitive case-related data through the following features: Analysis Filters for sorting and prioritizing case information; Dynamic Calendars for scheduling and tracking deadlines; Timelines for visualizing case events; Reports for generating detailed case summaries; Search functionality for locating documents and data; Duplicate Detection to identify redundant entries; AI Tools for automated data analysis and insights; and Collaboration Tools for secure team communication and document sharing. We reserve the right to modify, suspend, or discontinue any part of the Services at any time, with or without notice.
Account Registration
- Account Creation: To access the Services, you must create an account by providing accurate, complete, and up-to-date information, including any professional credentials required for verification.
- Account Security: You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account. Notify us immediately at contact@casechronology.com if you suspect unauthorized use of your account.
- Account Termination: We may suspend or terminate your account if you violate these Terms, misuse sensitive data, or engage in activities that harm the Services or other users.
Subscription and Payment
- Subscription Plans: Access to the Services may be available through various subscription plans, including tiered plans (e.g., basic, professional, enterprise), a freemium model with limited features, or trial periods. Details of each plan, including pricing, features, and limitations, are available on the Website. Freemium accounts may have restricted functionality and storage, while trial periods may provide temporary access to premium features without charge. We reserve the right to modify plan offerings or pricing with prior notice.
- Payment: For paid subscriptions, you agree to provide valid payment information and authorize us to charge applicable fees. Some subscriptions require immediate payment upon subscription activation, while others may allow up to 30 days for payment, as specified in the subscription information for your plan. Please refer to the subscription details in your plan for specific payment terms. Fees are billed in advance (e.g., monthly or annually, depending on the plan) and are non-refundable except as required by law or as specified in a trial period’s terms. You are responsible for any taxes or additional charges imposed by your payment provider.
- Cancellation: You may cancel your subscription at any time through your account settings. Cancellation will take effect at the end of the current billing cycle, and you will not be charged for subsequent periods. Freemium or trial accounts may be deactivated if not upgraded to a paid plan after the trial period or if inactive for an extended period, as specified on the Website.
- Data Retention Post-Cancellation: Upon cancellation of your account (whether paid, freemium, or trial), your User Content will be deleted within 30 days, subject to applicable law and our legal obligations (e.g., HIPAA retention requirements or legal holds). You are responsible for exporting your data before cancellation. We are not liable for any loss of data following cancellation.
User Conduct
You agree not to:
- Use the Services for any illegal or unauthorized purpose, including violating laws governing sensitive data (e.g., HIPAA, GDPR).
- Upload, share, or store content that is unlawful, defamatory, or infringes on intellectual property or privacy rights.
- Attempt to gain unauthorized access to the Services, other users’ accounts, or sensitive data.
- Introduce viruses, malware, or other harmful code to the Services.
- Interfere with or disrupt the operation of the Services.
User Content and Data Privacy
- Ownership and Privacy: You retain ownership of all data, documents, and materials you upload to the Services (“User Content”), including sensitive data such as protected health information (PHI) or personally identifiable information (PII). You have the right to privacy of your User Content, and we will not access, use, or disclose it except as permitted under these Terms, our Privacy Policy (https://www.casechronology.com/privacy-policy), our AI Policy (https://www.casechronology.com/ai-policy), or applicable law, including HIPAA where applicable.
- Authorized Access by CaseChronology®: You grant CaseChronology® authorized staff a limited, non-exclusive license to access and process User Content solely for functional purposes, such as account setup, technical support, system maintenance, or compliance with legal obligations. Such access will be conducted in accordance with our Privacy Policy, AI Policy, and applicable data protection laws, including any executed Business Associate Agreement (BAA) provided by you.
- Responsibility: You are solely responsible for the accuracy, legality, and appropriateness of your User Content, including ensuring compliance with laws governing sensitive data. If you are a covered entity under HIPAA, you are responsible for providing a BAA to us prior to importing PHI into the Services, as outlined in the Privacy, AI Policy, and Compliance section. We are not obligated to monitor User Content but may remove or restrict access to content that violates these Terms or applicable law.
- Data Security: We implement industry-standard technical and organizational measures to protect User Content. However, you acknowledge that no system is completely secure, and you are responsible for taking appropriate measures to safeguard your data.
Intellectual Property
- Our IP: The Services, including all software, designs, patents, trademarks (including the CaseChronology® mark), and content provided by us, are owned by CaseChronology® or our licensors and are protected by intellectual property laws. You may not copy, modify, distribute, or create derivative works of our intellectual property, including any patented technology, without permission.
- Feedback: If you provide feedback or suggestions about the Services, we may use them without restriction or compensation.
Privacy, AI Policy, and Compliance
Your use of the Services is subject to our Privacy Policy (https://www.casechronology.com/privacy-policy) and AI Policy (https://www.casechronology.com/ai-policy). The Privacy Policy details how we collect, use, store, and protect your personal information and User Content. The AI Policy explains how artificial intelligence tools are used within the Services, including any processing of User Content.
We comply with applicable data protection laws, including HIPAA for medical data and GDPR for EU residents, where applicable. If you are a covered entity under HIPAA and import protected health information (PHI) into the Services, you are responsible for providing a Business Associate Agreement (BAA) to us prior to such use. You must submit the BAA to contact@casechronology.com for review and execution. We will not be responsible for handling PHI without an executed BAA in place.
You are responsible for ensuring your use of the Services complies with all relevant legal and ethical obligations, including attorney-client privilege, medical confidentiality requirements, and any applicable professional standards (e.g., Florida Bar Rules).
Third-Party Links and Services
The Services may integrate with third-party tools or contain links to third-party websites. We are not responsible for the content, availability, security, or practices of these third parties, including their handling of sensitive data. Your use of third-party services is at your own risk and subject to their terms and policies.
Termination
- By You: You may stop using the Services and delete your account at any time through your account settings. Upon request, we will delete your User Content within 30 days, subject to applicable law and our data retention policies, as outlined in the Subscription and Payment section.
- By Us: We may suspend or terminate your access to the Services for violation of these Terms, non-payment, misuse of sensitive data, failure to provide a required BAA, or if we believe your use poses a risk to us or other users.
- Effect of Termination: Upon termination, your right to access the Services will cease, and we will delete your User Content within 30 days, subject to applicable law and our obligations under data protection regulations, including any BAA obligations.
Disclaimers
- The Services are provided “as is” and “as available” without warranties of any kind, express or implied, including warranties of merchantability, fitness for a particular purpose, or non-infringement.
- We do not guarantee that the Services will be uninterrupted, error-free, or secure, or that any defects will be corrected. You acknowledge that you are responsible for ensuring the Services meet your professional and legal requirements, including HIPAA compliance.
Limitation of Liability
To the fullest extent permitted by law, CaseChronology®, its affiliates, and their respective officers, directors, employees, and agents will not be liable for any indirect, incidental, special, consequential, or punitive damages, or for any loss of profits, data, or business opportunities, arising out of or related to your use of the Services, even if advised of the possibility of such damages. Our total liability to you will not exceed the amount you paid us in the 12 months preceding the claim.
Indemnification
You agree to indemnify, defend, and hold harmless CaseChronology® and its affiliates from any claims, liabilities, damages, or expenses (including reasonable attorneys’ fees) arising from your use of the Services, violation of these Terms, misuse of sensitive data, failure to provide a required BAA, or infringement of any third-party rights, including privacy or intellectual property rights.
Governing Law and Dispute Resolution
- Governing Law: These Terms are governed by the laws of the State of Florida, USA, without regard to its conflict of law principles.
- Dispute Resolution: Any disputes arising from these Terms or the Services will be resolved through binding arbitration in Tampa, Florida, under the rules of the American Arbitration Association. You waive your right to participate in class actions or class-wide arbitration. Notwithstanding the foregoing, disputes involving the unauthorized disclosure of sensitive data may be pursued in a court of competent jurisdiction in Florida.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our Services, legal requirements, or data handling practices. The “Last Updated” date indicates when this Privacy Policy was most recently revised.
If we make material changes, we will provide notice by posting the updated Privacy Policy on our website or, where appropriate, by notifying you through the Services or via email.
Your continued use of the Services after the effective date of the updated Privacy Policy constitutes your acknowledgment of the revised Privacy Policy.
Miscellaneous
- Entire Agreement: These Terms, together with the Privacy Policy, AI Policy, and any executed BAA, constitute the entire agreement between you and CaseChronology® regarding the Services.
- Severability: If any provision of these Terms is found to be invalid or unenforceable, the remaining provisions will remain in full force and effect.
- No Waiver: Our failure to enforce any right or provision of these Terms does not constitute a waiver of that right or provision.
- Assignment: You may not assign your rights or obligations under these Terms without our prior written consent. We may assign these Terms in connection with a merger, acquisition, or sale of assets.
Contact Us
If you have questions about these Terms or the Services, please contact us at:
CaseChronology®
309 State Street East, Suite 203
Oldsmar, FL 34677, USA
Email: contact@casechronology.com
Website: https://www.casechronology.com