Terms of Service

1. Acceptance of Terms

By creating an account or using LedgerMatters ("Service"), you agree to be bound by these Terms of Service ("Terms"). If you are using the Service on behalf of a law firm or other organization, you represent that you have authority to bind that entity to these Terms.

2. Description of Service

LedgerMatters is a cloud-based legal practice management platform designed for solo attorneys and small law firms. The Service is a practice management tool and does not provide legal advice.

Features available today include client and matter management, intake and conflict-check tooling, time and expense tracking, billing and invoicing with online payments via Stripe, IOLTA trust accounting with three-way reconciliation, audit logging, legal calendaring with deadlines, and statute-of-limitations lookup tooling (SOL Guardian).

Features currently in beta — labeled BETA on our marketing site — include document and file management, AI-assisted drafting and case analysis, workflow automation, and the client portal. Beta features may change without notice and should be relied on only after they appear in the changelog as generally available. Online billing and the Solo subscription are described in Section 7 below.

3. Accounts and Registration

• You must provide accurate and complete information during registration and keep your account information current.
• You are responsible for maintaining the security of your account credentials.
• You are responsible for all activity that occurs under your account.
• You must notify us immediately at legal@ledgermatters.app if you suspect unauthorized access.

4. Data Ownership

You own your data. All client information, case files, documents, notes, billing records, and other content you upload or create on LedgerMatters ("Your Data") remains your property. We claim no ownership rights over Your Data.

You grant us a limited license to host, store, process, and transmit Your Data solely to operate and provide the Service.

5. Confidentiality and Privilege

We acknowledge that Your Data may include information protected by attorney-client privilege, work product doctrine, or other legal protections. We treat all Your Data as confidential and will not access, use, or disclose it except as necessary to provide the Service, as authorized by you, or as required by law.

6. AI Features Disclaimer

7. Subscription and Payment

Plans and pricing. LedgerMatters offers a Solo plan at $49 per month, billed monthly in advance. Pricing is shown in U.S. dollars and is subject to change with at least 30 days' notice for existing paid subscribers.

Free trial. New subscribers may start a 14-day free trial without providing a payment method. At the end of the trial, your subscription will be canceled automatically unless you have added a valid payment method in the billing portal.

Billing. When you start a paid subscription, you authorize us, through our payment processor Stripe, to charge your designated payment method on a recurring monthly basis at the plan price then in effect. Subscriptions renew automatically at the end of each billing period.

Cancellation. You may cancel your subscription at any time from Settings > Billing > Manage subscription. Cancellation takes effect at the end of the current billing period; you retain access until that date. We do not refund partial months, but you may continue using paid features through the end of any period you have already paid for.

Failed payments. If a charge fails, Stripe may automatically retry over the following days. If payment cannot be collected, your account will be downgraded to the free tier and paid features will be disabled. Your data is preserved for at least 30 days after downgrade.

Taxes. Prices are exclusive of any applicable sales, use, or value-added taxes, which may be added at checkout based on your billing address.

Direct billing questions to billing@ledgermatters.app.

8. Acceptable Use

You agree not to:

• Use the Service for any purpose that violates applicable law or professional ethics rules
• Attempt to gain unauthorized access to the Service or other users' accounts
• Transmit malware, viruses, or other malicious code
• Reverse engineer, decompile, or disassemble any part of the Service
• Resell, sublicense, or redistribute the Service

9. Trust Accounting Compliance

You acknowledge that:

• You are solely responsible for compliance with your jurisdiction's trust accounting rules.
• The trust accounting features are tools to assist compliance, not a substitute for professional oversight.
• You must independently verify all trust account balances and reconciliations.

10. Service Availability

We strive to maintain high availability but do not guarantee uninterrupted access. We are not liable for service interruptions due to circumstances beyond our reasonable control.

11. Data Export and Portability

You may export Your Data at any time in standard formats (CSV, PDF, JSON). Upon account termination, you will have 30 days to export Your Data before it is permanently deleted.

12. Limitation of Liability

To the maximum extent permitted by law, LedgerMatters's total liability is limited to the amount you paid for the Service in the 12 months preceding the claim. We are not liable for indirect, incidental, special, consequential, or punitive damages.

13. Indemnification

You agree to indemnify and hold harmless LedgerMatters from any claims, damages, losses, or expenses arising from your use of the Service or violation of these Terms.

14. Termination

Either party may terminate this agreement at any time. We may suspend or terminate your account if you violate these Terms. Upon termination, Sections 4, 5, 12, and 13 survive.

15. Governing Law

These Terms are governed by the laws of the State of California. Any disputes will be resolved through binding arbitration under the rules of the American Arbitration Association.

16. Changes to These Terms

We may update these Terms from time to time. We will notify you of material changes via email at least 30 days before they take effect.

17. Contact

For questions about these Terms, contact us at: