Assist Mi Legal Trust Center

# Assist Mi Legal Terms of Service Version 1.0 Effective Date: ___________ ## 1. Agreement These Terms of Service ("Terms") govern access to and use of the Assist Mi Legal platform and related services (collectively, the "Services"). These Terms constitute a legally binding agreement between Assist Mi Legal ("Company," "we," "our," or "us") and the individual or organization accepting these Terms ("Customer," "you," or "your"). If you are accepting these Terms on behalf of an organization, you represent that you have authority to bind that organization. ## 2. Definitions Account A registered user account within the Services. Tenant An organization, law firm, legal practice, or business entity utilizing the Services. User Any individual authorized to access the Services under a Tenant. Client Data Any information, documents, communications, files, emails, metadata, or content submitted to the Services by Customer or its Users. AI Services Any artificial intelligence, machine learning, automation, drafting, classification, summarization, recommendation, or assistant functionality made available through the Services. Ava The AI assistant functionality provided by Assist Mi Legal. Connected Services Third-party platforms integrated with the Services, including but not limited to Microsoft 365, Google Workspace, QuickBooks, Clio, SharePoint, Dropbox, Box, Zoom, Teams, and similar services. ## 3. License Grant Subject to these Terms and payment of applicable fees, Company grants Customer a limited, non-exclusive, non-transferable, revocable license to access and use the Services during the applicable subscription term. No ownership rights are transferred under these Terms. All rights not expressly granted are reserved. ## 4. Subscription Plans The Services may be offered under various subscription plans, including: Standard Professional Enterprise Trial or Beta Programs Features, usage limits, integrations, and functionality may vary by subscription plan. Company may modify plan offerings from time to time. ## 5. Customer Responsibilities Customer is responsible for: Maintaining account security Managing user access Protecting credentials Ensuring authorized use Compliance with applicable laws Compliance with professional obligations Customer is responsible for all activity occurring under its accounts. ## 6. User Responsibilities Users agree not to: Violate applicable laws Interfere with platform operations Circumvent security controls Attempt unauthorized access Upload malicious software Use the Services for unlawful purposes Reverse engineer the Services except where prohibited by law ## 7. Client Data Ownership Customer retains all ownership rights in Client Data. Company does not acquire ownership of Client Data. Customer grants Company a limited right to process Client Data solely as necessary to: Provide Services Maintain Services Improve platform functionality Support integrations Deliver requested features Except as otherwise described in applicable agreements or law, Company will not sell Customer Client Data. ## 8. AI Services The Services include AI-powered functionality. Customer acknowledges: AI output may be inaccurate. AI output may be incomplete. AI output may require validation. AI output is not legal advice. Human review is required. Use of AI functionality is additionally governed by the Assist Mi Legal AI Use Policy. ## 9. Attorney Responsibility Nothing in the Services replaces the professional judgment of an attorney. Attorneys remain solely responsible for: Legal advice Legal strategy Client communications Court filings Ethical compliance Professional supervision The Services are intended to assist legal professionals and not replace them. ## 10. Email Assistant Services The Services may include email-based assistant functionality. Customer authorizes the platform to: Process emails Categorize communications Generate drafts Create tasks Organize matters Facilitate workflow automation Customer remains responsible for supervising use of these capabilities. Additional terms may apply to Email Assistant functionality. ## 11. Connected Services Customer may choose to connect third-party services. Company is not responsible for: Third-party availability Third-party outages Third-party policy changes Third-party security incidents Third-party data loss Customer's use of third-party services remains subject to those providers' terms. ## 12. Fees and Payment Customer agrees to pay all applicable subscription fees. Unless otherwise specified: Fees are billed in advance. Fees are non-refundable. Taxes are Customer's responsibility. Failure to pay may result in suspension. Company may change pricing upon reasonable notice. ## 13. Trial and Beta Services Company may offer trial, preview, or beta functionality. Beta services: May be incomplete May contain defects May change without notice May be discontinued Beta services are provided on an "as-is" basis. ## 14. Availability Company will use commercially reasonable efforts to maintain service availability. Company does not guarantee uninterrupted operation. Maintenance, upgrades, outages, security incidents, and third-party failures may impact availability. ## 15. Security Company will implement commercially reasonable administrative, technical, and organizational safeguards designed to protect Client Data. No security system is perfect. Customer acknowledges that internet-based services involve inherent risks. ## 16. Confidentiality Each party agrees to protect confidential information disclosed by the other party using reasonable care. Confidential information does not include information that: Is publicly available Was already known Is independently developed Is lawfully obtained from a third party ## 17. Intellectual Property Company retains all rights, title, and interest in: Services Software Documentation Workflows User interfaces Models Platform improvements No ownership rights are transferred to Customer. ## 18. Feedback Customer may provide suggestions, ideas, recommendations, or feedback. Company may use such feedback without restriction or compensation. ## 19. Disclaimer of Warranties THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE." TO THE MAXIMUM EXTENT PERMITTED BY LAW, COMPANY DISCLAIMS ALL WARRANTIES, INCLUDING: MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE NON-INFRINGEMENT ACCURACY RELIABILITY COMPANY DOES NOT WARRANT THAT THE SERVICES WILL BE ERROR FREE. ## 20. Limitation of Liability TO THE MAXIMUM EXTENT PERMITTED BY LAW: COMPANY SHALL NOT BE LIABLE FOR: INDIRECT DAMAGES INCIDENTAL DAMAGES SPECIAL DAMAGES CONSEQUENTIAL DAMAGES LOST PROFITS LOST REVENUE LOST BUSINESS OPPORTUNITIES COMPANY'S TOTAL LIABILITY ARISING FROM THE SERVICES SHALL NOT EXCEED THE FEES PAID BY CUSTOMER DURING THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM. ## 21. Indemnification Customer agrees to defend, indemnify, and hold harmless Company from claims arising from: Customer content Customer misuse Violation of law Violation of professional obligations Unauthorized use ## 22. Suspension Company may suspend access when reasonably necessary to: Protect the platform Address security concerns Prevent abuse Comply with legal obligations Enforce these Terms ## 23. Termination Either party may terminate access as permitted under the applicable subscription agreement. Upon termination: Access may be disabled. Data retention policies may apply. Certain obligations survive termination. ## 24. Governing Law These Terms shall be governed by the laws of the State of California without regard to conflict of law principles. ## 25. Dispute Resolution The parties agree to attempt good faith resolution of disputes prior to litigation. Any additional arbitration or venue requirements may be specified by Company. ## 26. Modifications Company may modify these Terms from time to time. Material changes will be communicated through reasonable means. Continued use of the Services constitutes acceptance of revised Terms. ## 27. Entire Agreement These Terms, together with any incorporated policies and agreements, constitute the entire agreement between the parties regarding the Services. ## 28. Acceptance By selecting "I Agree," creating an account, purchasing a subscription, or using the Services, Customer agrees to be bound by these Terms of Service.

# Assist Mi Legal Privacy Policy Version 1.0 Effective Date: ___________ ## 1. Introduction Assist Mi Legal ("Assist Mi Legal," "Company," "we," "our," or "us") respects your privacy and is committed to protecting information entrusted to us. This Privacy Policy describes how we collect, use, disclose, process, retain, and protect information when you access or use our websites, applications, services, integrations, communications, and related offerings (collectively, the "Services"). Please read this Privacy Policy carefully. ## 2. Scope This Privacy Policy applies to: Website visitors Trial users Subscribers Tenant administrators Attorneys Staff users Connected application users This Privacy Policy does not govern third-party services that may be connected to the platform. ## 3. Information We Collect Account Information We may collect: Name Email address Organization name Job title User role Authentication information Subscription Information We may collect: Subscription details Billing information Payment status Licensing information Payment card information may be processed by third-party payment providers. Assist Mi Legal does not store full payment card information unless explicitly stated. User Content Users may provide: Matter information Documents Notes Communications Emails Contacts Calendar information Tasks Billing entries Uploaded files This information is collectively referred to as "User Content." Connected Application Data When authorized by users, we may receive information from Connected Services, including: Email metadata Calendar events Contacts Documents Matter information Accounting information The information received depends upon permissions granted by the user. Technical Information We may collect: IP address Browser information Device information Operating system information Application logs Diagnostic information Usage Information We may collect information relating to: Features used Pages visited Workflow activity Search activity Configuration settings User interactions ## 4. How We Use Information We may use information to: Provide Services Authenticate users Process requests Operate workflows Deliver AI functionality Improve user experience Maintain security Prevent abuse Provide support Communicate with users Comply with legal obligations ## 5. AI Processing Assist Mi Legal includes AI-powered functionality. Information submitted to the platform may be processed to: Generate summaries Draft content Organize information Categorize communications Generate recommendations Support workflow automation AI-generated output may be reviewed by users and should not be treated as legal advice. Additional information regarding AI usage is described in the AI Use Policy. ## 6. Email Processing If Email Assistant functionality is enabled, information contained within emails may be processed to: Categorize communications Create matters Generate drafts Create tasks Support workflow automation Email processing is governed by applicable platform agreements. ## 7. Legal Basis for Processing Where applicable, we process information based upon: Contractual necessity Legitimate business interests User consent Compliance with legal obligations ## 8. Information Sharing We do not sell personal information. We may share information with: Service Providers Providers assisting with: Hosting Authentication Monitoring Payment processing Email delivery Infrastructure operations Customer support AI Providers Authorized AI service providers used to deliver platform functionality. Connected Services Systems connected by Customer authorization. Legal Requirements When required by law, regulation, court order, or legal process. Business Transactions In connection with mergers, acquisitions, financing events, reorganizations, or sale of assets. ## 9. Data Retention We retain information for as long as reasonably necessary to: Provide Services Comply with legal obligations Resolve disputes Enforce agreements Retention periods may vary based on: Subscription status Regulatory requirements Customer requests Operational needs ## 10. Security We implement commercially reasonable safeguards designed to protect information from unauthorized access, disclosure, alteration, and destruction. No method of transmission or storage is completely secure. Users are responsible for maintaining account security. ## 11. User Rights Subject to applicable law, users may have rights relating to: Access Correction Deletion Restriction Portability Objection to processing Requests may be submitted through available support channels. ## 12. California Privacy Rights California residents may possess additional privacy rights under applicable California law. Assist Mi Legal will respond to qualifying requests in accordance with applicable requirements. We do not sell personal information. ## 13. International Transfers Information may be processed in jurisdictions where Assist Mi Legal or its service providers operate. By using the Services, users acknowledge that information may be transferred and processed outside their state, province, or country of residence. ## 14. Cookies and Similar Technologies Our websites and applications may use: Cookies Session identifiers Authentication tokens Analytics technologies Similar technologies These technologies support functionality, security, performance, and analytics. ## 15. Children's Privacy The Services are intended for business and professional use. The Services are not directed toward children under 13 years of age. We do not knowingly collect personal information from children under 13. ## 16. Changes to this Policy We may update this Privacy Policy from time to time. Material changes will be communicated through reasonable means. Continued use of the Services after updates constitutes acknowledgment of the revised Privacy Policy. ## 17. Contact Information Questions regarding this Privacy Policy may be directed to: Privacy Officer Assist Mi Legal Email: [email protected] Address: ___________________________ ## 18. Acknowledgment By accessing or using the Services, you acknowledge that you have reviewed this Privacy Policy and understand how information may be collected, used, disclosed, and protected.

# Assist Mi Legal Third-Party Integration Terms Version 1.0 Effective Date: ___________ ## 1. Purpose These Third-Party Integration Terms ("Integration Terms") govern the use of external services connected to Assist Mi Legal. These terms supplement the: Terms of Service User Agreement AI Use Policy Email Assistant Terms By connecting a third-party service, Customer agrees to these Integration Terms. ## 2. Connected Services Assist Mi Legal may support integration with third-party platforms including, but not limited to: Microsoft 365 Google Workspace Outlook Gmail Microsoft Teams SharePoint OneDrive Google Drive Dropbox Box QuickBooks Clio Zoom RingCentral OpenPhone DocuSign Adobe Sign and future third-party services. These services are collectively referred to as "Connected Services." ## 3. Authorization By connecting a Connected Service, Customer authorizes Assist Mi Legal to: Access authorized data Synchronize authorized records Import information Export information Update information Create records Execute approved workflows within the scope of permissions granted by Customer. ## 4. User Responsibility Customer is responsible for: Reviewing requested permissions Understanding permission scopes Managing connected accounts Managing user access Revoking access when appropriate Customer should only connect services for which it possesses appropriate authority. ## 5. Permission Scopes Connected Services may provide access to: Email Calendars Contacts Documents Matters Billing records Financial records Communication records Assist Mi Legal accesses only information authorized by Customer and supported by the integration. ## 6. Synchronization Activities Connected Services may be used to: Import documents Export documents Synchronize contacts Synchronize calendar items Synchronize matters Synchronize billing records Publish updates Execute workflows Synchronization may be manual, scheduled, or event-driven. ## 7. Third-Party Terms Customer acknowledges that Connected Services are governed by separate agreements between Customer and the third-party provider. Customer remains responsible for complying with: Microsoft terms Google terms Clio terms QuickBooks terms Other applicable provider terms Nothing in this Agreement modifies Customer's obligations to those providers. ## 8. Third-Party Availability Assist Mi Legal does not control Connected Services. Company is not responsible for: Service outages API changes Permission changes Rate limits Provider restrictions Data access limitations Service discontinuations Third-party providers may change functionality without notice. ## 9. Data Accuracy Data synchronized through Connected Services may be: Delayed Incomplete Duplicated Modified Unavailable Customer is responsible for verifying information before relying upon it. ## 10. Connected Service Security Customer is responsible for: Securing connected accounts Managing credentials Managing administrator permissions Monitoring connected applications Compromise of a Connected Service may impact platform functionality. ## 11. Revocation of Access Customer may revoke integration access at any time through: Connected application settings Third-party provider settings Administrative controls Revocation may disable associated functionality. ## 12. Workflow Automation Connected Services may participate in automated workflows. Examples include: Matter creation Calendar synchronization Email processing Document publishing Billing activities Reporting Customer remains responsible for reviewing and approving workflow configurations. ## 13. AI-Assisted Processing Connected Service data may be used by platform features, including AI-powered functionality, to: Organize information Generate summaries Draft communications Suggest actions Create workflows Such use remains subject to the AI Use Policy. ## 14. Confidential Information Customer is responsible for determining whether information synchronized through Connected Services may appropriately be processed through the platform. Nothing in these Integration Terms constitutes legal advice regarding confidentiality, privilege, privacy obligations, or regulatory compliance. ## 15. Compliance Responsibilities Customer remains responsible for: Regulatory compliance Ethical obligations Privacy obligations Data retention requirements Recordkeeping obligations Assist Mi Legal does not guarantee compliance with any particular regulatory framework. ## 16. Suspension Assist Mi Legal may suspend or disable integrations when necessary to: Protect platform security Respond to abuse Comply with provider requirements Address technical issues ## 17. Limitation of Liability Assist Mi Legal is not responsible for damages arising from: Third-party outages API failures Synchronization failures Provider policy changes Provider security incidents Provider service interruptions Customer assumes responsibility for supervising integration usage. ## 18. Acceptance By connecting a third-party service, Customer acknowledges and agrees that: 1. Assist Mi Legal may access authorized data. 2. Synchronization activities may occur. 3. Third-party services are governed by separate agreements. 4. Third-party outages may impact functionality. 5. Customer remains responsible for reviewing synchronized information. 6. Customer remains responsible for compliance obligations. I have read and agree to the Assist Mi Legal Third-Party Integration Terms.

# Assist Mi Legal User Agreement Version 1.0 Effective Date: ___________ ## 1. Purpose This User Agreement governs your individual use of the Assist Mi Legal platform. By accessing or using the platform, you agree to comply with this User Agreement, the Terms of Service, the AI Use Policy, and any applicable organizational policies. If you are using the platform on behalf of an organization, both you and your organization are responsible for complying with applicable requirements. ## 2. Authorized Use You may access the platform only if: You have been authorized by your organization. Your account remains active. Your access has not been suspended or revoked. You may only use the platform for legitimate business, professional, or organizational purposes. ## 3. Account Security You are responsible for maintaining the confidentiality of your account credentials. You agree to: Use a strong password. Maintain control of your credentials. Use multi-factor authentication when available. Immediately report suspected unauthorized access. Log out of shared or public devices. You may not share your credentials with another individual. ## 4. Individual Responsibility You are responsible for all actions taken using your account. You may not: Allow others to impersonate you. Use another user's account. Circumvent access controls. Attempt unauthorized access to information. Share confidential information without authorization. ## 5. Confidential Information You may have access to: Client information Matter information Internal communications Documents Financial information Personnel information You agree to protect confidential information and use it only for authorized purposes. You may not disclose confidential information except as authorized by your organization or required by law. ## 6. Legal and Professional Obligations Users remain responsible for complying with: Applicable laws Court rules Professional obligations Ethical obligations Organizational policies Nothing within the platform relieves a user of professional responsibilities. ## 7. Attorney Responsibilities If you are an attorney, you remain solely responsible for: Legal advice Professional judgment Client representation Court filings Compliance with professional conduct rules Use of the platform does not transfer professional responsibility to Assist Mi Legal. ## 8. AI-Assisted Features The platform may provide AI-assisted functionality. You acknowledge that: AI output may contain errors. AI output may be incomplete. AI output requires human review. AI output is not legal advice. You agree not to rely solely on AI-generated content without appropriate review. ## 9. Email and Communications The platform may provide: Messaging tools Email tools Assistant mailboxes Drafting assistance You remain responsible for: Communications sent under your authority Recipient selection Content review Accuracy verification ## 10. Acceptable Use You agree not to use the platform to: Violate laws Harass others Upload malicious software Circumvent security controls Access unauthorized information Interfere with platform operations Abuse platform resources ## 11. Data Protection You agree to handle information in accordance with: Applicable privacy laws Organizational policies Client confidentiality requirements You should not upload information that you are not authorized to access, process, or disclose. ## 12. Audit and Monitoring The platform may maintain audit logs relating to: Login activity User actions Workflow activity System events You acknowledge that activity performed using the platform may be recorded for security, compliance, and operational purposes. ## 13. Suspension or Revocation Access may be suspended or terminated if: Your organization removes access. Your employment or relationship ends. Security concerns arise. This agreement is violated. Suspension may occur without prior notice when necessary to protect users, organizations, or the platform. ## 14. Organizational Policies Your organization may establish additional policies governing platform use. You are responsible for complying with those policies. ## 15. No Expectation of Personal Use Unless expressly authorized by your organization, the platform is intended for business and professional purposes. Users should not assume personal communications or personal content stored within the platform are private from authorized organizational administrators. ## 16. Reporting Security Issues Users agree to promptly report: Suspected account compromise Security incidents Unauthorized access Data exposure concerns to their organization and, where appropriate, Assist Mi Legal. ## 17. Changes Assist Mi Legal may update this User Agreement from time to time. Continued use of the platform following an update constitutes acceptance of the revised agreement. ## 18. Acceptance By accessing or using Assist Mi Legal, I acknowledge and agree that: 1. I am responsible for activity performed using my account. 2. I will protect confidential information. 3. I will comply with applicable laws and policies. 4. I will review AI-generated content before relying upon it. 5. I understand that attorneys remain responsible for professional judgment and legal advice. 6. I agree to comply with this User Agreement. I have read and agree to the Assist Mi Legal User Agreement.

# Assist Mi Legal AI Use Policy Version 1.0 Effective Date: ___________ ## 1. Purpose Assist Mi Legal provides artificial intelligence-powered features designed to assist attorneys, legal professionals, and support staff with administrative, organizational, communication, and productivity tasks. These features include, but are not limited to: Matter organization Email processing Draft generation Task creation Calendar assistance Time tracking assistance Document summarization Research assistance Workflow automation AI assistant interactions through chat, email, and other communication channels This AI Use Policy governs the use of all AI-powered functionality provided by Assist Mi Legal. ## 2. No Legal Advice Assist Mi Legal is a software platform and is not a law firm. Neither Assist Mi Legal nor its AI assistant, Ava, provides legal advice. All content generated by the platform is provided for informational and productivity purposes only. Users are solely responsible for determining whether any output is accurate, appropriate, complete, legally sufficient, ethically permissible, or suitable for a particular matter or client. ## 3. Attorney Responsibility Attorneys remain solely responsible for: Legal analysis Professional judgment Legal advice Court filings Client communications Compliance with applicable rules of professional conduct Compliance with court rules Compliance with applicable laws and regulations The use of AI assistance does not transfer or reduce any professional responsibility owed by an attorney to a client, court, regulator, opposing party, or third party. ## 4. Human Review Requirement Users must independently review all AI-generated output before relying upon it. Users should not assume that any output generated by the platform is: Accurate Complete Current Legally correct Suitable for filing Suitable for client delivery All AI-generated content should be treated as a draft requiring human review. ## 5. Hallucinations and Errors Artificial intelligence systems may generate information that is: Incorrect Incomplete Misleading Outdated Fabricated Unsupported by authority Users acknowledge that AI systems may produce statements, citations, facts, legal authorities, dates, quotations, case references, or conclusions that are inaccurate or entirely fictional. Users agree to independently verify all information before relying upon it. ## 6. Client Confidentiality Users remain responsible for determining whether information entered into the platform may appropriately be processed using Assist Mi Legal. Users are responsible for: Protecting confidential information Protecting privileged information Complying with professional obligations Obtaining any required client consent Evaluating the suitability of cloud-based processing Nothing in this policy constitutes legal advice regarding confidentiality obligations or attorney-client privilege. ## 7. AI Assistant Authorization By enabling Ava or other AI-powered assistants within Assist Mi Legal, the organization authorizes the platform to perform automated processing on its behalf, including: Categorizing communications Organizing matters Drafting responses Creating tasks Creating reminders Generating summaries Identifying requested actions Suggesting workflow activities Such automated processing is performed solely as a software service and does not replace human oversight. ## 8. Automated Communications Certain platform features may draft or facilitate communications on behalf of users. Users remain responsible for: Reviewing communications Verifying recipients Confirming content accuracy Ensuring appropriateness of transmission Users are responsible for configuring any review and approval workflows available within the platform. ## 9. Third-Party Services The platform may utilize third-party artificial intelligence models and service providers. Users acknowledge that: Third-party systems may be involved in processing requests. Service providers may change over time. Model outputs may vary. Availability may vary. Assist Mi Legal makes no guarantee regarding the performance of any specific model or provider. ## 10. Prohibited Reliance Users shall not rely exclusively upon AI-generated content when: Providing legal advice Preparing court filings Making legal determinations Advising clients on legal rights Determining litigation strategy Calculating legal deadlines Evaluating compliance obligations Independent professional review is required. ## 11. Limitation of Liability Assist Mi Legal does not warrant that AI-generated content will be: Accurate Error-free Complete Reliable Legally sufficient Users assume all responsibility for the review, validation, and use of AI-generated content. ## 12. Policy Updates Assist Mi Legal may modify this policy from time to time. Continued use of AI-powered functionality following an updated policy constitutes acceptance of the revised policy. ## 13. Acceptance By enabling or using AI-powered functionality within Assist Mi Legal, the user acknowledges and agrees that: 1. AI output may contain errors. 2. Human review is required. 3. Assist Mi Legal does not provide legal advice. 4. Attorneys remain responsible for professional judgment. 5. Users are responsible for protecting confidential and privileged information. 6. AI-generated content should be treated as draft material unless independently validated. I acknowledge that I have read and agree to the Assist Mi Legal AI Use Policy.

# Assist Mi Legal Attorney Ethical Use Addendum Version 1.0 Effective Date: ___________ ## 1. Purpose This Attorney Ethical Use Addendum ("Addendum") applies to licensed attorneys who access or use Assist Mi Legal. This Addendum supplements the: Terms of Service User Agreement AI Use Policy Email Assistant Terms This Addendum is intended to support attorneys in understanding their professional responsibilities when using technology-assisted legal services. Nothing in this Addendum constitutes legal advice regarding ethical obligations. Attorneys remain responsible for determining their obligations under applicable laws, court rules, ethics opinions, bar guidance, and rules of professional conduct. ## 2. Attorney Responsibility The attorney remains solely responsible for: Legal advice Legal conclusions Professional judgment Client representation Litigation strategy Court filings Legal research relied upon in representation Communications with clients Communications with courts Compliance with professional obligations Use of Assist Mi Legal does not transfer any professional responsibility to the platform or its providers. ## 3. Technology Competence Attorneys acknowledge that many jurisdictions require attorneys to maintain competence regarding the benefits and risks associated with relevant technology. Attorneys agree to exercise reasonable judgment regarding: Platform configuration Security settings User permissions Review workflows Data sharing practices AI-assisted workflows ## 4. Supervision Obligations Attorneys remain responsible for supervising work performed through the platform. This responsibility applies whether work is performed by: Attorneys Paralegals Legal assistants Interns Contractors Vendors AI-assisted systems Attorneys must exercise reasonable supervision over work product generated, organized, or assisted by the platform. ## 5. AI-Assisted Work Product AI-generated content should be treated as draft work product unless independently reviewed and validated. Attorneys agree to independently evaluate: Legal analysis Citations Authorities Conclusions Recommendations Draft pleadings Draft correspondence Attorneys should not assume that AI-generated content is accurate, complete, or current. ## 6. Verification of Authorities Attorneys are responsible for verifying: Case citations Statutory references Regulatory references Quotations Procedural requirements Filing requirements No attorney should rely upon AI-generated authorities without independent verification. ## 7. Confidentiality Attorneys remain responsible for safeguarding confidential information. Attorneys should evaluate whether use of the platform is appropriate based upon: Client expectations Applicable rules of professional conduct Court orders Protective orders Contractual obligations Confidentiality requirements Nothing in the platform guarantees preservation of privilege or confidentiality under every circumstance. ## 8. Attorney-Client Privilege Determinations regarding privilege are legal judgments. Assist Mi Legal does not determine: Whether privilege exists Whether privilege has been waived Whether disclosure is permissible Whether a communication is protected Attorneys remain solely responsible for making these determinations. ## 9. Client Communications Attorneys remain responsible for all client communications. This responsibility applies whether communications are: Written by the attorney Drafted by staff Drafted by AI systems Assisted by the platform Attorneys should ensure communications are reviewed as appropriate before transmission. ## 10. Court Filings Attorneys remain solely responsible for all filings submitted to courts, agencies, arbitrators, regulators, and tribunals. Attorneys agree to independently review all filings prior to submission. ## 11. Deadlines and Calendaring The platform may assist with: Scheduling Calendar management Deadline tracking Reminder generation Attorneys remain responsible for: Monitoring deadlines Calculating deadlines Meeting filing requirements Maintaining docket control The platform should not be relied upon as the sole mechanism for deadline management. ## 12. Delegation and Automation The platform may automate administrative activities. Attorneys remain responsible for determining whether automated workflows are appropriate for a particular matter, client, or circumstance. Automation does not eliminate supervisory responsibilities. ## 13. Matter Management The platform may: Create matters Categorize matters Associate documents Associate communications Recommend classifications Attorneys remain responsible for ensuring matter information is accurate. ## 14. Conflicts of Interest The platform may assist with organization and information management. Attorneys remain responsible for: Conflict checks Conflict analysis Conflict waivers Conflict management No platform feature should be treated as a substitute for attorney conflict review. ## 15. Reliance on Platform Output Platform-generated output should be considered advisory, administrative, and assistive in nature. Final decisions remain the responsibility of the attorney. ## 16. Jurisdictional Compliance Ethical requirements vary by jurisdiction. Attorneys are responsible for understanding and complying with: State bar requirements Local rules Court rules Regulatory obligations Ethics opinions Assist Mi Legal does not warrant compliance with any specific jurisdiction's requirements. ## 17. Professional Independence Nothing in the platform is intended to interfere with an attorney's independent professional judgment. All legal decisions remain under the control of the attorney. ## 18. Acceptance By using Assist Mi Legal, I acknowledge and agree that: 1. I remain responsible for professional judgment. 2. I remain responsible for client representation. 3. I remain responsible for protecting confidential information. 4. I remain responsible for supervising AI-assisted work. 5. I will independently verify legal authorities and legal conclusions. 6. I will not rely exclusively on AI-generated content. 7. I remain responsible for all legal advice, filings, and client communications. I have read and agree to the Assist Mi Legal Attorney Ethical Use Addendum.

# Assist Mi Legal Email Assistant Terms Version 1.0 Effective Date: ___________ ## 1. Purpose These Email Assistant Terms ("Email Terms") govern the use of email-based assistant functionality provided by Assist Mi Legal. These terms supplement the Assist Mi Legal Terms of Service and AI Use Policy. In the event of a conflict, the Terms of Service shall control unless otherwise specified. ## 2. Email Assistant Services Assist Mi Legal may provide one or more AI-powered email assistants, including Ava and other future assistant configurations. The Email Assistant Services may: Receive emails Analyze email content Categorize communications Associate communications with matters Create tasks Create reminders Generate summaries Draft responses Suggest actions Facilitate workflow automation Interact with Connected Services The Email Assistant Services are intended to assist users with productivity and workflow management. ## 3. Authorization By enabling Email Assistant Services, Customer authorizes Assist Mi Legal to process communications submitted to the platform or received through configured assistant mailboxes. Customer authorizes automated processing for purposes including: Communication analysis Matter organization Draft generation Workflow execution Request fulfillment Administrative assistance This authorization remains effective until disabled by Customer. ## 4. Assistant Mailboxes The platform may provide dedicated assistant mailboxes. Examples include: [email protected] assistant mailboxes created by Customer future assistant communication channels Messages received through assistant mailboxes may be processed automatically. ## 5. Communications Sent to the Assistant Customer acknowledges that messages sent to assistant mailboxes may be: Read by automated systems Processed by AI systems Categorized Indexed Associated with matters Used to generate drafts and workflows Users should exercise appropriate judgment when transmitting information. ## 6. Communications Sent by the Assistant The platform may: Draft messages Suggest messages Prepare responses Facilitate communications Customer remains solely responsible for: Reviewing communications Approving communications Determining recipients Determining legal appropriateness Determining factual accuracy No communication generated by the assistant should be assumed accurate without review. ## 7. Review Workflows The platform may provide approval workflows. Examples include: Draft review Approval queues Human review checkpoints Supervisor approval workflows Customer is responsible for configuring and utilizing review workflows appropriate to its operations. Assist Mi Legal does not guarantee that review workflows will be enabled or properly configured. ## 8. Automated Actions Customer may choose to enable functionality allowing the assistant to perform actions automatically. Examples include: Creating tasks Creating reminders Updating matters Organizing documents Scheduling activities Synchronizing systems Customer assumes responsibility for any automation settings selected. ## 9. Client Communications Customer remains solely responsible for all client communications. Nothing in the platform shall be construed as: Legal advice Professional judgment Client representation Attorney supervision The assistant is a software tool and not a legal professional. ## 10. Attorney-Client Privilege Assist Mi Legal is designed to support legal professionals. Customer acknowledges that: Privilege determinations are legal decisions. Confidentiality determinations are legal decisions. Ethical obligations remain the responsibility of attorneys. Assist Mi Legal does not provide legal advice regarding attorneyclient privilege, confidentiality, waiver, disclosure, or ethical obligations. Customer is solely responsible for determining whether use of the Services is appropriate for a particular matter or communication. ## 11. Matter Assignment The assistant may automatically: Create matters Suggest matters Assign communications to matters Associate contacts with matters Customer remains responsible for verifying all assignments. Matter associations generated by the assistant may contain errors. ## 12. Workflow Execution The assistant may attempt to fulfill requests identified within communications. Examples include: Creating tasks Scheduling reminders Generating documents Producing summaries Updating records Requested actions may be misunderstood, partially completed, incorrectly completed, or not completed. Users should independently verify all outcomes. ## 13. Connected Services Email Assistant Services may interact with Connected Services. Examples include: Microsoft 365 Google Workspace Clio QuickBooks SharePoint Document repositories Calendar systems Company is not responsible for failures originating from Connected Services. ## 14. Accuracy Disclaimer The assistant may: Misinterpret instructions Misidentify requests Misclassify matters Draft inaccurate responses Omit relevant information Customer acknowledges these limitations and agrees to independently review outputs. ## 15. Monitoring and Logging To provide Services, Company may maintain logs relating to: Email processing Workflow execution Assistant actions System activity Audit records Such records may be used for security, troubleshooting, compliance, and service improvement purposes. ## 16. Suspension Company may suspend Email Assistant functionality if necessary to: Protect system integrity Address abuse Respond to security concerns Comply with legal requirements ## 17. Limitation of Liability Email Assistant functionality is provided on an "as available" basis. Company makes no representation that: Messages will be processed correctly. Requests will be completed. Communications will be delivered. Drafts will be accurate. Deadlines will be identified. Matters will be classified correctly. Customer assumes responsibility for supervising all assistant activities. ## 18. Acceptance By enabling Email Assistant functionality, Customer acknowledges and agrees that: 1. The assistant is a software tool. 2. Human oversight is required. 3. Communications may be processed automatically. 4. Outputs may contain errors. 5. Customer remains responsible for all professional obligations. 6. Attorneys remain responsible for legal advice, filings, strategy, and client communications. Customer further authorizes Assist Mi Legal to operate configured assistant mailboxes and perform automated processing as described in these Email Assistant Terms.

# Assist Mi Legal Enterprise Master Services Agreement Version 1.0 Effective Date: ___________ This Master Services Agreement ("Agreement" or "MSA") is entered into between Assist Mi Legal ("Provider") and the customer identified in the applicable Order Form ("Customer"). This Agreement governs Customer's access to and use of the Services. ## 1. Scope This Agreement establishes the terms under which Provider will deliver software and related services to Customer. Services may include: Matter management Email management AI assistant services Document management Workflow automation Reporting Time tracking Billing support Integrations Related functionality Specific services purchased by Customer are identified in the applicable Order Form. ## 2. Order Forms Services are purchased through one or more Order Forms. Each Order Form shall specify: Subscription term Licensed users Service tier Pricing Included services Special terms Each executed Order Form becomes part of this Agreement. ## 3. License Grant Subject to compliance with this Agreement and payment of applicable fees, Provider grants Customer a limited, non-exclusive, non-transferable right to access and use the Services during the applicable subscription term. All rights not expressly granted are reserved. ## 4. Customer Data Customer retains ownership of Customer Data. Provider acquires no ownership rights in Customer Data. Customer grants Provider the limited rights necessary to: Host data Process data Deliver services Perform support Operate integrations Deliver AI-powered functionality ## 5. Acceptable Use Customer shall not: Violate applicable law Circumvent security controls Interfere with platform operations Reverse engineer the Services except as permitted by law Use the Services for unlawful purposes Customer is responsible for activity performed under its accounts. ## 6. Professional Responsibility Provider provides technology services only. Provider does not: Practice law Provide legal advice Establish attorney-client relationships Render professional legal opinions Attorneys remain responsible for all professional obligations. ## 7. AI Services Services may include AI-powered functionality. Customer acknowledges: AI output may be inaccurate. Human review is required. AI functionality does not replace professional judgment. AI functionality is additionally governed by the AI Use Policy. ## 8. Email Assistant Services Customer may enable Email Assistant functionality. Email Assistant functionality is governed by the Email Assistant Terms. Customer remains responsible for supervision of communications and workflows. ## 9. Security Provider shall maintain a security program designed to protect Customer Data. Security practices are described in the Security Addendum. Provider may modify security controls provided that overall security objectives are maintained. ## 10. Privacy and Data Processing Processing of Personal Data shall be governed by: This Agreement The Data Processing Addendum Applicable law The DPA is incorporated by reference into this Agreement. ## 11. Confidentiality Each party agrees to protect Confidential Information using reasonable care. Confidential Information shall be used only: To perform obligations To exercise rights under this Agreement Confidential Information excludes information that: Is publicly available Was already known Is independently developed Is lawfully received from another source ## 12. Fees and Payment Customer shall pay fees specified in applicable Order Forms. Unless otherwise stated: Fees are due in advance. Fees are non-refundable. Taxes are Customer's responsibility. Late payments may result in suspension. ## 13. Subscription Term Subscriptions continue for the period identified in the applicable Order Form. Renewal terms may be specified in the Order Form. ## 14. Support Provider shall provide support according to the support level associated with Customer's subscription. Support levels may be described in: Service descriptions Support exhibits Order Forms ## 15. Availability Provider will use commercially reasonable efforts to maintain availability of the Services. Provider does not guarantee uninterrupted operation. Maintenance, outages, third-party failures, and security events may affect availability. ## 16. Warranties Provider warrants that Services will be provided in a professional and workmanlike manner. Except as expressly stated, Services are provided "as-is." All implied warranties are disclaimed to the maximum extent permitted by law. ## 17. Intellectual Property Provider retains all ownership rights in: Software Documentation Workflows Interfaces Platform enhancements Service improvements Customer retains ownership of Customer Data. ## 18. Feedback Customer may provide feedback regarding the Services. Provider may use feedback without restriction or compensation. ## 19. Indemnification by Customer Customer shall defend and indemnify Provider against claims arising from: Customer Data Customer misuse Violation of law Violation of professional obligations ## 20. Indemnification by Provider Provider shall defend Customer against third-party claims alleging that the Services infringe valid intellectual property rights. Provider may: Modify Services Obtain rights Replace functionality to resolve such claims. ## 21. Limitation of Liability To the maximum extent permitted by law: Neither party shall be liable for: Indirect damages Consequential damages Special damages Lost profits Lost revenue Provider's aggregate liability shall not exceed fees paid by Customer during the twelve months preceding the claim. Certain limitations may not apply where prohibited by law. ## 22. Suspension Provider may suspend Services when reasonably necessary to: Protect security Prevent abuse Comply with legal obligations Address operational risks ## 23. Termination Either party may terminate this Agreement for material breach if the breach remains uncured following reasonable notice. Upon termination: Access may cease. Data export procedures may apply. Payment obligations survive where applicable. ## 24. Return and Deletion of Data Following termination, Customer may request export of Customer Data. Provider may delete Customer Data after a commercially reasonable retention period, subject to legal obligations. ## 25. Audit Rights Where required by applicable agreements, Provider may provide reasonable information regarding security and compliance practices. Audits shall be reasonable in scope and frequency. ## 26. Force Majeure Neither party shall be liable for failure to perform due to events beyond reasonable control, including: Natural disasters Internet failures Government actions Labor disruptions Utility interruptions ## 27. Governing Law This Agreement shall be governed by the laws of the State of California, excluding conflict of law principles, unless otherwise specified in an Order Form. ## 28. Dispute Resolution The parties agree to attempt good-faith resolution of disputes before pursuing litigation. Additional dispute resolution procedures may be specified in an Order Form. ## 29. Entire Agreement This Agreement, together with all incorporated exhibits and Order Forms, constitutes the entire agreement between the parties. ## 30. Order of Precedence In the event of conflict: 1. Executed Order Form 2. Master Services Agreement 3. Data Processing Addendum 4. Security Addendum 5. Email Assistant Terms 6. AI Use Policy 7. Other incorporated policies ## 31. Acceptance Execution of an Order Form or use of Enterprise Services constitutes acceptance of this Agreement.

# Assist Mi Legal Beta Program Agreement Version 1.0 Effective Date: ___________ ## 1. Purpose This Beta Program Agreement ("Agreement") governs participation in the Assist Mi Legal Beta Program. The Beta Program provides selected users with early access to prerelease software, experimental features, integrations, workflows, and services. Participation is voluntary. By enrolling in the Beta Program, Customer agrees to the terms of this Agreement. ## 2. Beta Services Beta Services may include: Pre-release functionality Experimental features Limited-release integrations Early-access workflows Prototype functionality Features not yet generally available Beta Services are intended for evaluation and feedback purposes. ## 3. No Production Warranty Beta Services may: Contain defects Operate incorrectly Produce inaccurate results Experience downtime Change without notice Be discontinued at any time Customer acknowledges that Beta Services may not perform as expected. ## 4. Availability Assist Mi Legal makes no commitment regarding: Uptime Availability Performance Support response times Feature stability Beta Services may be interrupted, modified, suspended, or discontinued at any time. ## 5. Feedback Customer agrees that feedback is an important component of the Beta Program. Feedback may include: Suggestions Feature requests Bug reports Workflow recommendations Product evaluations Customer grants Assist Mi Legal the right to use feedback for any lawful purpose without compensation. ## 6. Product Changes Assist Mi Legal may: Add features Remove features Modify functionality Change workflows Redesign interfaces Replace integrations without notice during the Beta Program. ## 7. Data Processing Assist Mi Legal will use commercially reasonable efforts to protect Customer data. However, Customer acknowledges that Beta Services may not include all safeguards planned for production releases. Customers should exercise appropriate judgment when uploading information. ## 8. AI Functionality Beta Services may include experimental AI-powered functionality. Such functionality may: Produce inaccurate results Generate incomplete outputs Misclassify information Misinterpret requests Customer agrees to independently review all outputs. ## 9. No Reliance Customer agrees not to rely solely upon Beta Services for: Legal advice Deadline calculations Court filings Client communications Compliance determinations Independent review remains required. ## 10. Support Assist Mi Legal may provide support during the Beta Program but is not obligated to provide any minimum level of support. Support priorities may change based on product needs. ## 11. Confidentiality Beta features, workflows, and unreleased functionality may constitute confidential information. Customer agrees not to publicly disclose non-public beta functionality without written permission from Assist Mi Legal. This restriction does not prohibit honest product feedback provided privately to Assist Mi Legal. ## 12. Intellectual Property All intellectual property rights relating to the Beta Services remain the property of Assist Mi Legal. Participation in the Beta Program does not transfer ownership rights. ## 13. Limitation of Liability Beta Services are provided strictly on an "as-is" and "as-available" basis. Assist Mi Legal makes no warranties regarding: Performance Reliability Accuracy Availability Suitability for any purpose To the maximum extent permitted by law, Assist Mi Legal shall not be liable for damages arising from participation in the Beta Program. ## 14. Termination Assist Mi Legal may terminate participation in the Beta Program at any time. Customer may discontinue participation at any time. Termination may result in: Loss of access Removal of beta features Migration to production services Data export requirements ## 15. Conversion to Paid Services Participation in the Beta Program does not guarantee: Continued free access Future pricing Availability of specific features Assist Mi Legal may offer discounted, promotional, or standard pricing when Beta Services conclude. ## 16. Acceptance By participating in the Assist Mi Legal Beta Program, Customer acknowledges and agrees that: 1. The platform is under active development. 2. Features may change or be removed. 3. Downtime may occur. 4. Outputs may be inaccurate. 5. Independent review is required. 6. No production-level service guarantees are provided. 7. Feedback may be used to improve the product. I have read and agree to the Assist Mi Legal Beta Program Agreement.

# Assist Mi Legal Data Processing Addendum Version 1.0 Effective Date: ___________ This Data Processing Addendum ("DPA") forms part of the Assist Mi Legal Terms of Service, Enterprise Agreement, or other governing agreement between Customer and Assist Mi Legal. This DPA applies whenever Assist Mi Legal processes Personal Data on behalf of Customer. ## 1. Definitions Customer The organization subscribing to the Services. Controller The entity that determines the purposes and means of processing Personal Data. Processor The entity processing Personal Data on behalf of a Controller. Personal Data Information relating to an identified or identifiable individual. Processing Any operation performed on Personal Data, including collection, storage, organization, retrieval, disclosure, transmission, deletion, or destruction. Subprocessor A third party engaged by Assist Mi Legal to support delivery of the Services. ## 2. Roles Customer acts as Controller of Personal Data submitted to the Services. Assist Mi Legal acts as Processor of such Personal Data. Assist Mi Legal will process Personal Data only: To provide the Services To comply with documented Customer instructions To satisfy legal obligations ## 3. Processing Activities Processing may include: Storage Retrieval Search Organization Workflow automation AI-assisted processing Reporting Synchronization Security monitoring Processing is limited to activities reasonably necessary to provide the Services. ## 4. Customer Instructions Customer instructs Assist Mi Legal to process Personal Data as necessary to: Deliver Services Maintain Services Support integrations Perform authorized workflows Deliver AI-powered functionality Additional documented instructions may be provided by Customer. ## 5. Confidentiality Assist Mi Legal shall ensure that personnel authorized to process Personal Data are subject to appropriate confidentiality obligations. ## 6. Security Measures Assist Mi Legal shall maintain commercially reasonable administrative, technical, and organizational safeguards designed to protect Personal Data. Examples may include: Access controls Authentication controls Encryption in transit Encryption at rest where applicable Audit logging Monitoring Backup procedures Security review processes No system can guarantee absolute security. ## 7. Subprocessors Customer authorizes Assist Mi Legal to engage Subprocessors as reasonably necessary to provide Services. Subprocessors may include providers supporting: Cloud hosting Authentication Email delivery Monitoring Infrastructure AI processing Customer support Assist Mi Legal shall maintain responsibility for Subprocessor compliance consistent with this DPA. ## 8. AI Service Providers Customer acknowledges that AI-powered functionality may utilize third-party AI providers. Such providers may process Customer data solely to provide requested functionality. Use of AI functionality remains subject to: Terms of Service AI Use Policy Applicable agreements ## 9. International Transfers Customer acknowledges that Personal Data may be processed in jurisdictions where Assist Mi Legal or its service providers operate. Assist Mi Legal shall take commercially reasonable measures to support lawful transfers where required. ## 10. Security Incidents Assist Mi Legal shall notify Customer without unreasonable delay upon becoming aware of a confirmed Security Incident affecting Personal Data processed on behalf of Customer. Notification may include: Nature of incident Categories of affected information Known impact Mitigation efforts Recommended actions Notification does not constitute an admission of fault or liability. ## 11. Assistance Where reasonably feasible, Assist Mi Legal will provide information necessary to assist Customer in responding to: Access requests Deletion requests Correction requests Applicable privacy obligations ## 12. Audits Customer may request reasonable information regarding Assist Mi Legal's security practices. Assist Mi Legal may satisfy such requests through: Security documentation Compliance reports Questionnaires Certifications Customer audits shall be reasonable in scope and frequency. ## 13. Data Retention Customer controls retention of Customer data subject to platform functionality and legal obligations. Assist Mi Legal may retain information: As required by law For security purposes For backup purposes For dispute resolution ## 14. Return and Deletion Upon termination of Services and subject to applicable legal requirements: Customer may request export of Customer data. Assist Mi Legal will delete or render inaccessible Customer data within a commercially reasonable period. Certain information may be retained as required by law or operational necessity. ## 15. Liability Liability arising under this DPA shall be governed by the liability provisions contained within the governing agreement. ## 16. Order of Precedence In the event of conflict: 1. Enterprise Agreement or MSA 2. This DPA 3. Terms of Service ## 17. Acceptance Execution of the governing agreement or continued use of Enterprise Services constitutes acceptance of this DPA.

# Assist Mi Legal Security Addendum Version 1.0 Effective Date: ___________ This Security Addendum describes the administrative, technical, and organizational safeguards used by Assist Mi Legal to support the security, confidentiality, integrity, and availability of customer information. This Security Addendum supplements the Terms of Service, Data Processing Addendum, and other applicable agreements. ## 1. Purpose Assist Mi Legal is committed to maintaining a security program designed to protect customer information from unauthorized access, disclosure, alteration, destruction, or misuse. Security controls may evolve over time as threats, technologies, and business requirements change. ## 2. Shared Responsibility Model Security is a shared responsibility between Assist Mi Legal and Customer. Assist Mi Legal Responsibilities Assist Mi Legal is responsible for: Platform security Infrastructure management Application security controls Tenant isolation Authentication controls Monitoring and logging Vendor management Incident response Customer Responsibilities Customer is responsible for: User management Permission management Device security Password management User training Data governance Workflow configuration Review processes ## 3. Hosting Environment Assist Mi Legal utilizes cloud infrastructure providers to operate the Services. Infrastructure may include: Cloud-hosted compute resources Managed databases Managed storage services Networking services Monitoring services Infrastructure providers are selected based on security, reliability, and operational requirements. ## 4. Data Segregation The platform is designed to logically segregate customer information between tenants. Controls are intended to prevent unauthorized access between: Organizations Workspaces Matters Users Tenant isolation controls are regularly reviewed as part of platform development and testing. ## 5. Authentication Access to the platform may be protected through: Username and password authentication Single Sign-On (SSO) Multi-Factor Authentication (MFA) Identity provider integrations Assist Mi Legal strongly recommends MFA for all users. Enterprise customers may require MFA enforcement. ## 6. Authorization and Access Control The platform utilizes role-based access controls designed to restrict access based on business need. Examples include: Administrator roles Attorney roles Staff roles Read-only roles Matter-specific permissions Access should be granted according to the principle of least privilege. ## 7. Matter-Level Security Assist Mi Legal supports controls intended to limit access to information based on matter assignment and authorization. Organizations are responsible for configuring permissions appropriate to their operational requirements. ## 8. Encryption Information may be protected using industry-standard encryption technologies. Data in Transit Communications between users and the platform are protected using encrypted transport protocols. Data at Rest Stored information may be protected through encryption technologies provided by infrastructure providers and platform services. ## 9. Audit Logging Assist Mi Legal maintains audit records relating to platform activity. Examples may include: Authentication events User actions Administrative actions Workflow execution Integration activity Assistant activity Audit records support: Security monitoring Compliance investigations Troubleshooting Operational review ## 10. Monitoring and Detection Assist Mi Legal maintains monitoring capabilities designed to identify: Service disruptions Operational issues Security anomalies Unauthorized access attempts Infrastructure concerns Monitoring technologies may evolve over time. ## 11. Vulnerability Management Assist Mi Legal employs practices intended to identify and address security weaknesses. Examples may include: Security reviews Dependency monitoring Patch management Vulnerability remediation Code review processes Remediation priorities may vary based on risk and operational considerations. ## 12. Application Security Security considerations are incorporated throughout the software development lifecycle. Practices may include: Code review Automated testing Dependency analysis Security-focused development practices Release validation procedures ## 13. Backups and Recovery Assist Mi Legal maintains backup and recovery procedures designed to support service restoration. Backup frequency, retention, and recovery procedures may vary based on operational requirements. No backup system guarantees prevention of all data loss scenarios. ## 14. Business Continuity Assist Mi Legal maintains operational procedures intended to support service continuity during adverse events. Business continuity plans may be updated periodically. ## 15. Incident Response Assist Mi Legal maintains procedures for responding to security incidents. Response activities may include: Investigation Containment Remediation Recovery Customer notification when appropriate ## 16. Security Incident Notification When Assist Mi Legal becomes aware of a confirmed security incident affecting customer information, notification will be provided without unreasonable delay and in accordance with applicable agreements and legal obligations. Notifications may include: Description of the incident Known impact Mitigation efforts Recommended actions ## 17. Personnel Security Personnel with access to customer information are granted access based on business need. Assist Mi Legal may utilize: Confidentiality obligations Security awareness training Access management procedures to support security objectives. ## 18. Vendor Management Assist Mi Legal may utilize third-party providers supporting: Hosting Authentication Email delivery Monitoring Artificial intelligence functionality Infrastructure operations Providers are selected and managed according to operational and security considerations. ## 19. AI Provider Governance Assist Mi Legal may utilize third-party AI providers to deliver AIpowered functionality. Assist Mi Legal seeks to: Limit data sharing to what is necessary Evaluate provider capabilities Monitor provider changes Review provider security practices AI-generated output remains subject to human review requirements. ## 20. Connected Applications The platform may integrate with external services. Customers remain responsible for: Reviewing permissions Managing connected accounts Configuring access appropriately Security of third-party platforms remains the responsibility of those providers. ## 21. Security Requests Enterprise customers may request reasonable security information. Assist Mi Legal may satisfy such requests through: Security documentation Questionnaires Compliance materials Architecture reviews Vendor assessments ## 22. Security Program Evolution Security controls may be modified as technology, threats, regulations, and platform capabilities evolve. Assist Mi Legal reserves the right to improve or replace controls while maintaining appropriate security objectives. ## 23. Contact Information Security inquiries may be directed to: [email protected] or other designated security contact channels. ## 24. Acknowledgment This Security Addendum describes Assist Mi Legal's security practices and forms part of the applicable customer agreement where incorporated by reference.

# Assist Mi Legal Responsible AI & AI Governance Statement Version 1.0 Effective Date: ___________ ## Our Philosophy Assist Mi Legal was built on a simple principle: Artificial intelligence should assist legal professionals, not replace them. Our goal is to reduce administrative burden, improve organization, and help attorneys spend more time practicing law. We believe that legal judgment, client advocacy, professional responsibility, and ethical decision-making remain human responsibilities. Artificial intelligence can help attorneys work more efficiently, but it should not replace professional judgment. ## Our AI Principles Assist Mi Legal operates according to the following principles. ## 1. Human Oversight AI should support human decision-making. Important legal decisions should remain under the control of legal professionals. Assist Mi Legal is designed so that attorneys and authorized users remain responsible for: Legal advice Client communications Court filings Legal analysis Litigation strategy Ethical obligations AI-generated content should be reviewed before reliance or distribution. ## 2. Attorney Responsibility The use of AI does not transfer professional responsibility. Attorneys remain responsible for: Compliance with professional rules Client representation Confidentiality obligations Professional judgment Supervising work product Assist Mi Legal is a technology platform and not a law firm. The platform does not provide legal advice. ## 3. Transparency We believe users should understand when AI is involved. Assist Mi Legal strives to make clear when: Content is AI-generated Recommendations are AI-generated Drafts are AI-generated Automated processing has occurred Users should not be surprised by AI activity occurring within the platform. ## 4. Human Review AI-generated content should be treated as draft material. Users should independently review: Draft communications Summaries Recommendations Legal authorities Research results Workflow outcomes AI output may contain errors and should be validated before use. ## 5. Responsible Automation Automation should increase productivity while preserving human control. Assist Mi Legal may automate administrative activities such as: Matter organization Task creation Email categorization Document organization Calendar support Workflow assistance Organizations remain responsible for determining which automation features are appropriate for their operations. ## 6. Privacy and Confidentiality Protecting customer information is a core design objective. Assist Mi Legal is designed to support legal professionals working with confidential information. We strive to: Limit access to authorized users Segregate tenant data Apply security controls Support confidentiality obligations Customers remain responsible for evaluating the suitability of the platform for their legal, ethical, regulatory, and contractual obligations. ## 7. AI Provider Governance Assist Mi Legal may utilize third-party AI providers to deliver AIpowered functionality. When evaluating providers, we consider factors such as: Reliability Security Privacy practices Performance Operational maturity Provider relationships may evolve as technology advances. ## 8. Data Minimization We seek to process only the information necessary to provide requested functionality. Examples include: Draft generation Summarization Categorization Workflow execution We strive to avoid unnecessary processing whenever reasonably possible. ## 9. Security AI functionality operates within our broader security program. Security measures may include: Authentication controls Access controls Encryption Monitoring Audit logging Tenant isolation Security practices continue to evolve as threats and technologies change. ## 10. Accuracy and Hallucinations AI systems can produce incorrect information. This may include: Incorrect facts Incorrect citations Incomplete summaries Misunderstood instructions Fabricated information Assist Mi Legal does not guarantee the accuracy of AI-generated output. Independent verification remains essential. ## 11. No Legal Advice Assist Mi Legal does not provide legal advice. Ava is not a lawyer. AI-generated content should not be interpreted as legal advice. Users remain responsible for determining whether information is accurate, appropriate, and legally sufficient. ## 12. Attorney-Client Privilege Questions involving privilege, confidentiality, waiver, and professional responsibility are legal determinations. Assist Mi Legal does not determine: Whether privilege exists Whether privilege has been waived Whether disclosure is appropriate Whether a communication is protected Users remain responsible for making these determinations. ## 13. Continuous Improvement We continuously evaluate: AI performance Safety mechanisms User feedback Security controls Workflow outcomes Feedback from customers plays an important role in improving the platform. ## 14. Customer Control Customers control: Which features are enabled Which integrations are connected Which users receive access Which workflows are automated Which permissions are granted Organizations remain in control of their deployment. ## 15. Responsible Innovation We believe innovation and responsibility should advance together. As Assist Mi Legal evolves, we intend to continue developing AI capabilities that: Respect professional obligations Support human oversight Improve productivity Preserve user control Promote transparency ## Our Commitment Assist Mi Legal was created to help legal professionals manage work more effectively, not to replace lawyers. We believe the future of legal technology is not attorney versus AI. It is attorneys empowered by well-designed AI tools operating under human supervision, professional judgment, and ethical responsibility. That principle guides how we build Assist Mi Legal today and how we intend to build it in the future.