Terms and conditions

1. Definitions

“Everra”, “we” or “us” means [legal entity name], [registered address], [company registration number]. “Customer” or “you” means the organisation that subscribes. “Authorised User” means an individual the Customer invites. “Customer Data” means all content submitted to the service, including matters, documents and client records. “Service” means the Everra platform and any deployment of it we provide.

2. The service

We grant the Customer a non-exclusive, non-transferable right to use the Service during the subscription term, for its own legal practice, within the seat bundle purchased.

The Service is practice management software. It does not provide legal advice, and no output of it is a substitute for professional judgement. Features that assist with drafting or citation checking are aids to review; responsibility for what is filed remains entirely with the Customer and the advocate on the record.

3. Accounts and access

• Access is by invitation. The Customer’s owner or administrator controls who is invited and at what role.
• Each Authorised User must have their own credentials. Shared logins are a breach of these terms.
• Two-factor authentication is required for owner and administrator roles and cannot be disabled for them.
• The Customer is responsible for acts and omissions of its Authorised Users, and must notify us promptly of any suspected compromise.
• Seats above the bundle are chargeable at the published per-seat rate.

4. Fees, billing and taxes

• Fees are those published at the time of purchase, or as set out in an order form or tender response.
• Prices are exclusive of GST and any other applicable taxes, which are charged in addition.
• Annual subscriptions are payable in advance and carry the published discount against monthly billing.
• A one-time installation fee covers custom domain and database provisioning and is non-refundable once provisioning has begun.
• Annual maintenance applies from the second year at the published percentage of the yearly package.
• Invoices are payable within [30] days. Overdue amounts may attract interest at [rate] and may lead to suspension after written notice.

5. Trial and termination

A 15-day trial is offered without payment details. When a trial ends without a plan being chosen, access is paused, not deleted.

• Either party may terminate for material breach not remedied within 30 days of written notice.
• The Customer may terminate at the end of a subscription term on [30] days’ notice.
• On termination, the Customer may export Customer Data for 90 days. After that it is deleted, subject to clause 6.
• Fees already paid are non-refundable except where we terminate without cause.

6. Your data and ours

Customer Data belongs to the Customer. We claim no ownership of it. We process it only to provide the Service, to comply with law, and — in aggregated and de-identified form that cannot identify any customer, matter or individual — to improve the Service.

We do not use Customer Data to train machine-learning models, and we do not sell it or disclose it to third parties for their own purposes.

Backups may persist for up to [35] days after deletion, after which they are overwritten in the ordinary cycle.

7. Data protection

In respect of personal data within Customer Data, the Customer is the Data Fiduciary (under the Digital Personal Data Protection Act 2023) and the Controller (under the UK and EU GDPR). Everra acts as Data Processor and processes personal data only on documented instructions.

• A Data Processing Addendum is available on request from privacy@everra-legal.com and forms part of these terms where the Customer requires one.
• Sub-processors are listed at [URL] and the Customer will be given notice of changes.
• Hosting region is [region]. Data residency within a specified jurisdiction is available on dedicated and on-premise deployments.
• We assist the Customer with data-principal and data-subject requests, and notify the Customer without undue delay of any personal data breach affecting its data.

8. Confidentiality and privilege

We recognise that Customer Data is likely to attract legal professional privilege. We treat all Customer Data as confidential, restrict access to personnel who need it to operate or support the Service, and will not access matter content except where necessary to resolve a fault the Customer has reported, or where compelled by law.

Where we are compelled to disclose Customer Data, we will, to the extent lawfully permitted, notify the Customer first so that it can seek protective relief.

9. Security

• Passwords are stored hashed; sessions are server-side and revocable.
• Documents are stored privately and streamed only to authorised readers.
• Access is separated by organisation and by practice group, enforced in the data layer.
• Every material action is written to an audit trail recording who acted and when.
• Data is encrypted in transit; storage encryption is provided by our infrastructure providers.

No system is immune from compromise. These measures reduce risk; they do not eliminate it.

10. Availability and support

We aim for [99.5]% monthly availability, excluding scheduled maintenance notified in advance and events outside our reasonable control. Support is provided by email at legal@everra-legal.com during [hours], with response targets by plan set out at [URL]. Where a written service level agreement is agreed, it prevails over this clause.

11. Intellectual property

The Service, and all software, design and documentation within it, remain our property. Templates supplied as standard starting points may be used, adapted and relied upon by the Customer in its practice without restriction. Feedback the Customer chooses to give may be used without obligation.

12. Acceptable use

The Customer will not:

• use the Service unlawfully, or to store material it has no right to hold;
• attempt to gain access to another organisation’s data, or to circumvent access controls;
• probe or load-test the Service without our written consent;
• resell or provide the Service to a third party except as co-counsel through the collaboration feature;
• reverse engineer the Service except to the extent that restriction is unenforceable by law.

13. Warranties and liability

We warrant that the Service will perform materially as described. Otherwise the Service is provided as is, and all implied warranties are excluded to the extent permitted by law.

Neither party excludes liability for death or personal injury caused by negligence, for fraud, or for anything else that cannot lawfully be excluded.

Subject to that, each party’s total liability in any twelve-month period is limited to the fees paid by the Customer in that period, and neither party is liable for indirect or consequential loss, loss of profit, or loss of anticipated savings.

We are not liable for a missed limitation period, filing deadline or hearing. The Service records dates the Customer enters and displays them; responsibility for meeting them rests with the Customer.

14. Governing law

For customers in India, these terms are governed by the laws of India and subject to the exclusive jurisdiction of the courts at [city]. For customers elsewhere, these terms are governed by the laws of [jurisdiction] and subject to the exclusive jurisdiction of its courts. Public-sector customers may require their own governing law and forum, which we will address in the relevant order form.

15. Changes to these terms

We may change these terms on 30 days’ notice by email to the Customer’s administrator. If a change is materially adverse, the Customer may terminate before it takes effect and receive a pro-rata refund of fees paid for the unused period. Continued use after the notice period is acceptance.

Questions about these terms: legal@everra-legal.com.