Assist Mi Legal Terms of Service
Version starter-2026-06 · Effective June 17, 2026
tenant_ownerMaster terms governing Assist Mi Legal subscriptions, platform access, customer responsibilities, AI services, connected services, fees, warranties, and liability.
# 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 starter-2026-06 · Effective June 17, 2026
tenant_ownerPrivacy disclosure describing information collection, use, retention, connected application data, AI processing, security, and user rights.
# 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 starter-2026-06 · Effective June 17, 2026
tenant_ownerAuthorization and responsibility terms for connecting third-party services such as email, calendar, document, billing, and practice-management providers.
# 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 starter-2026-06 · Effective June 17, 2026
userIndividual user obligations for authorized platform use, account security, confidentiality, acceptable use, AI review, communications, and audit logging.
# 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 Email Assistant Terms
Version starter-2026-06 · Effective June 17, 2026
tenant_ownerTerms for enabling Ava and other assistant mailboxes to receive, analyze, categorize, summarize, draft, task, and automate email workflows under customer supervision.
# 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 Beta Program Agreement
Version starter-2026-06 · Effective June 17, 2026
tenant_ownerBeta participation terms covering pre-release services, product changes, feedback, confidentiality, AI output review, no production warranties, and conversion to paid services.
# 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.