Terms of Service

MatterLynx connects an authorized Clio practice-management account to supported AI assistants through controlled tools. MatterLynx may read information and carry out actions that an authorized user requests through those tools. Clio remains the system of record.

MatterLynx is currently a beta service. Features, limits, integrations, and availability may change, and we may suspend or end the beta at any time.

• You must be at least 18 and able to enter a binding agreement.
• You must provide accurate information and keep your account secure.
• You may connect only systems, firms, and data you are authorized to access.
• You are responsible for activity through your account and for managing access to your firm workspace.
• You must promptly remove access for people who leave your firm or no longer need it.
• Each user must connect their own Clio identity and may act only within their authorization.

MatterLynx is software, not a law firm, lawyer, accountant, records custodian, docketing service, or professional adviser. It does not provide legal advice or create an attorney-client relationship.

AI-generated content and tool results may be incomplete, delayed, or wrong. You must independently review all outputs and proposed actions. Your firm remains solely responsible for legal judgments, professional duties, client communications, conflicts checks, confidentiality, privilege, supervision, deadlines, filings, trust accounting, billing, and the accuracy of its records.

Do not use MatterLynx as the only calendar, deadline, filing, emergency, or malpractice-prevention system. Confirm every material fact, citation, date, recipient, amount, and change in the system of record.

You retain ownership of the data you provide or authorize MatterLynx to access. You grant MatterLynx and its service providers a limited right to process that data only as needed to provide, secure, support, troubleshoot, and administer the service, follow your instructions, and comply with law. MatterLynx does not use client or matter data to train AI models.

You confirm that you have all permissions and client consents required to connect your systems, process the data, and send relevant information to the AI assistant you select. You control which users and assistants may access your firm workspace and are responsible for the provider plan, privacy settings, and retention settings you choose.

MatterLynx treats practice data as confidential and uses reasonable administrative and technical safeguards appropriate to the service. Access is limited to operation, security, support, and legal needs, including access by service providers performing those functions. No safeguard is perfect, and MatterLynx does not guarantee that use of the service will preserve privilege or prevent every unauthorized access, loss, or error.

MatterLynx keeps different records for different periods. Temporary practice content, operational events, aggregate reports, and audit records do not share one retention period. The Privacy Policy describes the current schedules, deletion limits, and request process. Disconnecting or closing an account does not necessarily delete every security, billing, dispute, or legally required record.

MatterLynx depends on third-party services, including Clio, AI assistant providers, hosting, authentication, database, payment, and email providers. Their terms, privacy practices, availability, and security controls also apply to your use of those services. MatterLynx does not control third-party services and is not responsible for their acts, outages, data handling, or changes.

You may not:

• use MatterLynx unlawfully or to violate another person's rights;
• access data, accounts, matters, or systems without authorization;
• bypass confirmations, access controls, rate limits, or security measures;
• introduce malware or interfere with the service;
• probe or test security without written permission;
• resell or sublicense the service without written permission; or
• use automated output as a substitute for required professional judgment or human supervision.

You may provide feedback, which we may use without restriction or compensation. Beta access may be free. We will give notice before charging new fees, and any paid plan will be governed by the checkout terms presented at purchase.

You may stop using MatterLynx at any time. We may suspend or terminate access if you violate these Terms, create security or legal risk, fail to pay applicable fees, misuse an integration, or if continued operation is not practical. After termination, authorization tokens may be revoked and access to connected systems will stop. Data will be handled under the Privacy Policy. Provisions that should reasonably survive termination will survive.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, MATTERLYNX IS PROVIDED “AS IS” AND “AS AVAILABLE.” WE DISCLAIM ALL EXPRESS, IMPLIED, AND STATUTORY WARRANTIES, INCLUDING MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, SECURITY, AVAILABILITY, AND ERROR-FREE OPERATION. WE DO NOT GUARANTEE THAT OUTPUTS, ALERTS, DEADLINES, RECORDS, OR THIRD-PARTY DATA WILL BE COMPLETE, CURRENT, OR CORRECT.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, MATTERLYNX AND ITS OPERATORS, AFFILIATES, CONTRACTORS, AND PROVIDERS WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES; LOST PROFITS OR REVENUE; LOST OR CORRUPTED DATA; MISSED DEADLINES; MALPRACTICE CLAIMS; LOSS OF PRIVILEGE; OR THIRD-PARTY SERVICE FAILURES, EVEN IF ADVISED THAT SUCH DAMAGES ARE POSSIBLE.

To the maximum extent permitted by law, our total liability arising from or related to MatterLynx will not exceed the greater of $100 or the amount you paid MatterLynx during the 12 months before the event giving rise to the claim. Some jurisdictions do not allow certain exclusions or limits, so parts of this section may not apply to you.

To the extent permitted by law, you agree to defend, indemnify, and hold harmless MatterLynx and its operators, affiliates, contractors, and providers from third-party claims, losses, liabilities, and reasonable costs arising from your data, instructions, misuse of the service, lack of authority, violation of law, or breach of these Terms.

These Terms and the documents incorporated into them are the entire agreement about MatterLynx and replace prior discussions about the service. If one provision is unenforceable, the rest remain in effect. A failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; we may assign them as part of a reorganization, financing, sale, or transfer of the service.

Florida law governs these Terms without regard to conflict-of-law principles. Unless applicable law requires another forum, any dispute must be brought in the state or federal courts located in Broward County, Florida. An order form or other written agreement signed by both parties controls if it expressly conflicts with these Terms.

We may update these Terms as the service changes. If a change materially affects your rights, we will provide reasonable notice or require acceptance before continued use. The effective date above identifies the current version.

Questions about these Terms should be emailed to Joule Studios, LLC at julian@joulestudios.com.