Terms of Use
Purpose of Terms of Use
1. Definitions
2. Use of the Service
3. Your Obligations
4. Confidentiality and Privacy
5. Intellectual Property
6. Warranties and Acknowledgements
7. Limitation of Liability
8. Termination
9. Technical Support and Hosting
10. General
11. Trial Services Addendum
Terms of Use
Purpose of Terms of Use
These Terms of Use explain the legal terms that govern Your access to and use of the LegacyHQ service.
Please Note:
These Terms apply from the time LegacyHQ Inc., a Delaware corporation, provides You access to the Service, including any Trial Services. If You are using Trial Services, the Trial Services addendum also applies.
By registering for, accessing, or using the Service, You confirm that You have read and understood these Terms and that You have authority to accept them on behalf of the entity for which You use the Service.
1. Definitions
Agreement
These Terms of Use.
Authorized User
An individual authorized by You to access and use the Service on Your behalf.
Billing Section
The pricing, billing, and usage information made available by LegacyHQ within the Service, on the Website, or otherwise provided to You.
Confidential Information
Non-public information disclosed by one party to the other in connection with this Agreement, including Data, business information, security information, and product roadmaps, but excluding information that is publicly available without breach of this Agreement.
Customer
The law firm, law practice, wealth services business, financial advisory business, or other legal or financial business that registers for or uses the Service.
Data
All information, files, matter details, client information, and other content submitted to or processed through the Service by or for You.
Fees
All subscription, per-user, usage-based, token-based, and other amounts payable by You for the Service, excluding taxes unless stated otherwise.
LegacyHQ
LegacyHQ Inc., a Delaware corporation, the provider of the Service.
Output
Any text, draft, summary, workflow result, recommendation, or other material generated by or through the Service, including AI-enabled features.
Service
LegacyHQ’s software platform, including related websites, applications, APIs, and hosted services, as updated from time to time.
Trial Services
Any free trial, evaluation, beta, preview, promotional, or other no-charge access to the Service made available by LegacyHQ.
Usage Fees
Variable charges based on use of the Service, including token usage, API usage, storage, or other measured consumption described in the Billing Section.
Website
The websites, domains, and subdomains operated by LegacyHQ, including LegacyHQ.com.
You
The Customer and, where the context permits, its Authorized Users. “Your” has a corresponding meaning.
2. Use of the Service
Subject to this Agreement, LegacyHQ grants You a limited, non-exclusive, non-transferable, revocable right to access and use the Service for Your lawful business operations.
The Service is intended for use by law firms, law practices, wealth services businesses, financial advisory businesses, and their authorized personnel, and You are responsible for all activity under Your account.
2.1 Authorized Users
You decide who Your Authorized Users are and what level of access they have. You are responsible for all acts and omissions of Your Authorized Users in connection with the Service.
2.2 Permitted Use
You may use the Service only for lawful business purposes in connection with Your legal practice, wealth services business, financial advisory business, or other legal or financial business operations. You may not resell, sublicense, or provide the Service to unauthorized third parties.
2.3 Trial Services
LegacyHQ may offer Trial Services from time to time. Trial Services may be subject to feature limits, usage limits, account limits, or other conditions described in the Service or the Billing Section.
2.4 Service Changes
LegacyHQ may modify, suspend, or discontinue any part of the Service, including Trial Services and specific features, at any time, provided that material adverse changes to paid subscriptions will take effect on a prospective basis.
3. Your Obligations
3.1 Fees and Billing
You agree to pay the Fees described in the Billing Section. Fees may include recurring monthly subscription fees, per-user fees, and Usage Fees, including token-based fees. Unless otherwise stated, fixed subscription and per-user fees are billed in advance and Usage Fees are billed in arrears.
Your subscription renews automatically each month unless canceled in accordance with this Agreement. You authorize LegacyHQ and its payment processors to charge Your designated payment method for all Fees when due.
LegacyHQ may change Fees from time to time on a prospective basis. Updated pricing may be posted in the Billing Section or otherwise communicated to You by email or through the Service. Continued use of the Service after the effective date of a pricing change means You accept the updated Fees.
You are responsible for all applicable taxes, assessments, levies, or duties, excluding taxes based on LegacyHQ’s net income.
3.2 Usage Measurement
Usage will be measured by LegacyHQ’s systems using commercially reasonable methods. Usage information displayed in the Billing Section or included on an invoice will control unless You notify LegacyHQ of a good-faith billing dispute within 30 days after the invoice date.
You are responsible for keeping billing contacts, payment details, and account information current and accurate.
3.3 Security and Acceptable Use
You must maintain the security of Your accounts and credentials and must promptly notify LegacyHQ of any unauthorized access, suspected breach, misuse, or security incident affecting the Service or Your account.
When using the Service, You must not:
- access or use the Service in violation of law, professional rules, or third-party rights;
- share login credentials improperly or permit unauthorized users to access the Service;
- interfere with or disrupt the integrity, security, or performance of the Service;
- reverse engineer, decompile, scrape, benchmark for a competitive purpose, or attempt to discover source code or underlying models, except to the extent such restriction is prohibited by law;
- upload malware, unlawful content, infringing materials, or data that You do not have the right to use; or
- attempt to avoid, manipulate, or circumvent usage metering, billing, account limits, or other Service controls.
3.4 Required Rights and Consents
You are solely responsible for obtaining all rights, authorizations, notices, and consents necessary for LegacyHQ to process Data on Your behalf, including any consents needed from clients, personnel, or other third parties.
3.5 Review of Output
You are solely responsible for reviewing, validating, and approving all Output before using it, sharing it, relying on it, or incorporating it into legal or financial work product, client communications, filings, agreements, or advice.
4. Confidentiality and Privacy
4.1 Confidentiality
Each party will protect the other party’s Confidential Information using at least reasonable care and will use it only as needed to perform or receive the Service or otherwise exercise rights under this Agreement. Confidential Information may be disclosed only to personnel, contractors, advisors, and service providers who have a need to know and are bound by confidentiality obligations.
- These confidentiality obligations do not apply to information that is or becomes public through no fault of the receiving party;
- was lawfully known to the receiving party without restriction before disclosure;
- is lawfully received from a third party without restriction; or
- is independently developed without use of the disclosing party’s Confidential Information.
4.2 Privacy
You acknowledge that LegacyHQ may use subprocessors and infrastructure providers, including hosting, analytics, communications, payment, and AI service providers, to operate and support the Service. LegacyHQ’s collection and handling of personal information is also governed by its Privacy Policy.
4.3 Privacy Policy
LegacyHQ maintains a Privacy Policy on the Website that sets out the parties’ obligations in respect of personal information . You should read that policy and You will be taken to have accepted that policy when You accept these Terms.
5. Intellectual Property
5.1 LegacyHQ Ownership
LegacyHQ and its licensors retain all right, title, and interest in and to the Service, Website, software, models, documentation, branding, and related intellectual property. No rights are granted except as expressly set out in this Agreement.
5.2 Your Ownership of Data and Output
As between the parties, You retain all right, title, and interest in and to Your Data. Subject to applicable law and third-party rights, as between the parties, You also own Output generated specifically from Your Data and use of the Service.
5.3 License to Operate the Service
You grant LegacyHQ a non-exclusive, worldwide license to host, copy, process, transmit, display, modify, and otherwise use Data as necessary to provide, secure, maintain, support, improve, and enforce the Service and this Agreement.
5.4 Aggregated Usage Data
LegacyHQ may generate and use aggregated, de-identified, and anonymized usage data that does not identify You or any individual for analytics, security, operations, and service improvement.
5.5 Third-Party Integrations
If You use third-party integrations or services with the Service, LegacyHQ is not responsible for any act, omission, disclosure, modification, or deletion of Data caused by those third-party providers.
6. Warranties and Acknowledgements
6.1 Authority
You represent that You have the authority to enter into this Agreement on behalf of the Customer and to permit LegacyHQ to process Data in accordance with this Agreement.
6.2 Acknowledgements
You acknowledge that:
- the Service is provided for business use and is intended to assist legal and financial professionals, not replace their professional judgment;
- LegacyHQ is not a law firm or financial advisory firm and does not provide legal advice, financial advice, legal representation, financial advisory services, or legal services through the Service;
- LegacyHQ provides technology services only and does not provide legal, tax, investment, accounting, fiduciary, or other regulated professional advice or services;
- use of the Service does not create an attorney-client, advisor-client, or other fiduciary relationship between LegacyHQ and You or any of Your clients;
- AI-enabled features and Output may be inaccurate, incomplete, out of date, biased, or unsuitable for a particular matter or jurisdiction;
- You remain solely responsible for attorney supervision or financial advisor supervision, compliance with applicable professional and ethical obligations, and the final legal or financial work product used in Your practice; and
- the availability of the Internet, third-party systems, and AI providers may affect the performance or availability of the Service.
6.3 No Warranties
Except as expressly stated in this Agreement, the Service, Trial Services, and all Output are provided “as is” and “as available.” To the maximum extent permitted by law, LegacyHQ disclaims all implied warranties, including warranties of merchantability, fitness for a particular purpose, title, non-infringement, and that the Service will be uninterrupted, error-free, or fully secure.
6.4 Your Responsibility
You are solely responsible for determining whether the Service is suitable for Your practice, matters, workflows, retention obligations, confidentiality obligations, and legal, financial, or regulatory requirements.
7. Limitation of Liability
To the maximum extent permitted by law, neither party will be liable to the other for any indirect, incidental, consequential, special, punitive, or exemplary damages, or for any loss of profits, revenue, goodwill, use, or anticipated savings arising out of or related to the Service or this Agreement, even if advised of the possibility of those damages.
7.1 Excluded Damages
LegacyHQ’s total aggregate liability arising out of or relating to the Service, the Website, or this Agreement will not exceed $12,000.
7.2 Liability Cap
The exclusions and limitations in this section do not limit Your obligation to pay Fees due under this Agreement and do not apply to either party’s fraud, willful misconduct, or gross negligence to the extent such liability cannot be limited under applicable law.
8. Termination
8.1 Term
This Agreement begins when You first access or use the Service and continues until terminated. Paid subscriptions renew automatically on a monthly basis unless canceled before the next renewal date.
8.2 Customer Cancellation
You may cancel Your paid subscription through the Service or by written notice to support@legacyhq.com. Cancellation will take effect at the end of the current paid monthly billing period unless LegacyHQ agrees otherwise in writing.
8.3 No Refunds
Except as required by law, Fees are non-cancelable and non-refundable, including prepaid subscription fees, per-user fees, and Usage Fees already incurred.
8.4 Suspension or Termination
LegacyHQ may suspend or terminate the Service immediately or on notice if You fail to pay Fees, breach this Agreement, present a security or legal risk, misuse the Service, or become insolvent.
8.5 Effect of Termination
Upon termination, Your right to use the Service ends immediately, but all accrued rights and obligations survive, including payment obligations for amounts incurred before termination.
8.6 Data Export and Deletion
Following termination or expiration, LegacyHQ will make Your Data available for export for 30 days, unless it is legally prohibited or technically impracticable. After that period, LegacyHQ may delete Your Data on a commercially reasonable schedule, except to the extent retention is required by law.
9. Technical Support and Hosting
9.1 Support
LegacyHQ will provide commercially reasonable support for paying customers and Trial Services users.
9.2 Professional Services and Onboarding
LegacyHQ may provide onboarding, implementation, configuration, data migration, integration, training, or related advisory and support services in connection with the Service ("Professional Services"). Unless otherwise agreed in writing, Professional Services are limited to reasonable assistance associated with initial setup and adoption of the Service and may be subject to additional Fees.
Professional Services are provided on a reasonable-efforts basis. LegacyHQ does not guarantee the completeness, accuracy, formatting, classification, or fitness of migrated, imported, extracted, mapped, or configured data, and You remain solely responsible for reviewing, validating, and approving all migrated data, configurations, and related outputs before relying on them.
9.3 Hosting
The Service is hosted using third-party infrastructure and service providers, including cloud hosting providers selected by LegacyHQ from time to time.
9.4 Maintenance and Availability
LegacyHQ may perform maintenance, updates, repairs, and emergency changes that may temporarily affect availability. Unless LegacyHQ expressly agrees otherwise in writing, the Service is not subject to a specific service level agreement or uptime commitment.
10. General
10.1 Entire Agreement
This Agreement, together with the Privacy Policy and any ordering, signup, or Billing Section terms expressly incorporated into it, is the entire agreement between You and LegacyHQ regarding the Service.
10.2 Changes to Terms
LegacyHQ may update this Agreement from time to time by posting an updated version on the Website or within the Service. Material changes will take effect on a prospective basis. Your continued use of the Service after the effective date of an updated Agreement means You accept the updated terms.
10.3 No Assignment
Neither party may assign this Agreement without the other party’s prior written consent, except in connection with a merger, acquisition, corporate reorganization, or sale of substantially all of its assets.
10.4 Delays
Neither party is liable for delay or failure to perform caused by events beyond its reasonable control, except for payment obligations.
10.5 Governing Law and Jurisdiction
This Agreement is governed by the laws of the State of New York, without regard to conflict of laws principles. The state and federal courts located in Suffolk County, New York will have exclusive jurisdiction over disputes arising out of or relating to this Agreement.
10.6 Severability
If any provision of this Agreement is held unenforceable, the remaining provisions will remain in effect to the fullest extent permitted by law.
10.7 Notices
Notices under this Agreement must be in writing. Notices to LegacyHQ must be sent to support@legacyhq.com. Notices to You may be sent to the email address associated with Your account or through the Service.
11. Trial Services Addendum
This addendum applies to Trial Services. If there is any conflict between this addendum and the rest of this Agreement, this addendum controls for Trial Services.
- Trial Services may include feature restrictions, user limits, usage caps, or other limitations in LegacyHQ’s discretion.
- If You do not convert to a paid subscription, LegacyHQ may disable access to Trial Services and may delete associated Data on a commercially reasonable schedule.
Last Updated: March 16, 2026