This End User License Agreement (this "Agreement") is a binding legal agreement between you, as an individual user ("you" or "User"), and Batesly, Inc., a Delaware corporation ("Batesly," "we," "us," or "our").
By creating an account, accessing, or using the Batesly platform and related services (collectively, the "Services"), you acknowledge that you have read, understood, and agree to be bound by this Agreement. If you do not agree, do not access or use the Services.
If you are using the Services on behalf of an organization (such as a law firm, company, or other entity), that organization has a separate Master Service Agreement ("MSA") with Batesly that governs the organizational relationship. This Agreement governs your individual use of the Services and supplements the MSA.
1. GRANT OF LICENSE
Subject to your compliance with this Agreement, Batesly grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Services for legitimate business purposes authorized by your organization. This license does not include the right to:
(a) Sublicense, sell, resell, transfer, assign, or distribute the Services or access thereto;
(b) Modify, adapt, translate, or create derivative works based on the Services;
(c) Reverse engineer, disassemble, decompile, or attempt to derive the source code of the Services;
(d) Access the Services to build a competitive product or service, or for benchmarking purposes;
(e) Copy any features, functions, graphics, or user interface elements of the Services;
(f) Use any automated means (bots, scrapers, crawlers) to access the Services without express written permission;
(g) Circumvent, disable, or interfere with security features or access controls.
The Services consist of the features that Batesly makes generally available and documents at batesly.io. All generally available features are included in every subscription tier — Batesly does not lock functionality behind higher tiers, and tiers differ only in how many users they cover. Your access to any particular feature depends on the permissions your organization grants you.
Batesly may add, modify, or improve the Services over time. New features that Batesly makes generally available are provided to all active subscribers at no additional charge, unless Batesly expressly identifies a feature as a separately priced offering when it is released. Roadmap items, previews, beta features, and statements about functionality that is not yet generally available are informational only, are not part of the Services, and are not commitments to deliver.
2. ACCOUNT RESPONSIBILITIES
2.1 Account Security
You are responsible for maintaining the confidentiality of your login credentials. You agree to: (a) create a strong, unique password; (b) enable multi-factor authentication if available and required by your organization; (c) never share your account credentials with any other person; (d) immediately notify Batesly of any unauthorized use of your account; and (e) log out of your account at the end of each session, especially when using shared or public devices.
2.2 Accurate Information
You agree to provide accurate and complete information when creating your account and to keep this information current.
2.3 Responsibility for Activity
You are solely responsible for all activity that occurs under your account, whether or not authorized by you. Batesly is not liable for any loss or damage arising from your failure to protect your account credentials or from unauthorized access to your account.
2.4 Organizational Policies
Your use of the Services is subject to any additional policies established by your organization. Your organization's administrators may monitor your activity, restrict your access, and enforce compliance with organizational policies.
3. ACCEPTABLE USE
You agree to use the Services only for lawful purposes and in accordance with this Agreement. You agree NOT to:
(a) Use the Services in any way that violates applicable federal, state, local, or international law or regulation;
(b) Use the Services in violation of any professional responsibility rules, ethical obligations, court rules, or court orders applicable to you or your organization;
(c) Upload, store, or transmit any content that you do not have the right to upload or that infringes any intellectual property right;
(d) Upload, store, or transmit any content that is unlawful, harmful, threatening, abusive, harassing, defamatory, obscene, or otherwise objectionable;
(e) Upload, store, or transmit any malware, viruses, worms, Trojan horses, or other malicious code;
(f) Attempt to gain unauthorized access to any part of the Services, other user accounts, or related systems or networks;
(g) Interfere with or disrupt the integrity, performance, or availability of the Services;
(h) Use the Services to store or process data in violation of applicable data protection, privacy, or security laws;
(i) Share or disclose information about the Services' security measures, vulnerabilities, or architecture to any third party;
(j) Access matters or documents from which you have been excluded by ethical walls or permission restrictions.
4. CONFIDENTIALITY AND PRIVILEGE
4.1 Confidential Information
You acknowledge that in the course of using the Services, you may have access to confidential information belonging to your organization, your organization's clients, and other users. You agree to maintain the confidentiality of all such information and to use it only as authorized by your organization and applicable law.
4.2 Attorney-Client Privilege and Work Product
Documents and information stored in the Services may be subject to attorney-client privilege, work product protection, or other legal protections. You agree to handle all such materials in accordance with your professional obligations and to take reasonable steps to preserve applicable privileges and protections. You acknowledge that improper handling of privileged materials may result in waiver of privilege.
4.3 Ethical Walls and Conflict Screens
If your organization has established ethical walls, conflict screens, or matter-level access restrictions within the Services, you agree to respect such restrictions and not attempt to access matters, documents, or information from which you have been excluded. Attempting to circumvent ethical walls may violate professional responsibility rules and may result in immediate termination of your access.
4.4 External Sharing
If you are granted the ability to share documents or information with external parties (such as clients, co-counsel, or opposing counsel), you are responsible for ensuring that such sharing is authorized by your organization and complies with applicable confidentiality obligations and court rules.
4.5 Batesly Confidential Information
You agree not to disclose any non-public information about the Services, including security measures, system architecture, or proprietary features, to any third party without Batesly's prior written consent.
5. DATA, DOCUMENTS, AND CONTENT
5.1 Your Content
You retain ownership of any documents, data, or other content you upload to the Services ("User Content"). By uploading User Content, you represent that you have the right to do so and that such content does not violate any third party's rights or this Agreement.
5.2 Organizational Data
You acknowledge that User Content uploaded through your account is typically owned by your organization and subject to your organization's policies and the MSA. Your organization and its administrators have the ability to access, monitor, modify, delete, and export data associated with your account.
5.3 Document Handling
You are responsible for proper handling of all documents within the Services, including: (a) applying appropriate sensitivity and privilege designations; (b) maintaining version control integrity; (c) using appropriate matter assignments; and (d) following your organization's document management policies.
5.4 Data Retention and Litigation Holds
Your organization controls data retention policies within the Services. If you become aware of a litigation hold, preservation obligation, or regulatory requirement affecting documents in the Services, you must immediately notify your organization's designated personnel and refrain from deleting or modifying affected documents.
5.5 Account Termination
Upon termination of your account or your organization's subscription, your access to User Content will cease. Your organization's MSA governs the retention, export, and deletion of organizational data.
6. AI-POWERED FEATURES
6.1 Optional AI Features
The Services may include artificial intelligence-powered features for document analysis, classification, privilege detection, relevance scoring, key date extraction, and other purposes ("AI Features"). Your organization controls whether AI Features are enabled at the organization, matter, or document level.
6.2 AI Recommendations Are Suggestions Only
AI FEATURES PROVIDE RECOMMENDATIONS, CLASSIFICATIONS, SCORES, AND ANALYSIS TO ASSIST YOUR WORK. AI OUTPUTS ARE NOT LEGAL ADVICE, ARE NOT GUARANTEED TO BE ACCURATE OR COMPLETE, AND DO NOT REPLACE PROFESSIONAL JUDGMENT. YOU ARE SOLELY RESPONSIBLE FOR REVIEWING, VERIFYING, AND MAKING FINAL DECISIONS REGARDING ALL AI-GENERATED OUTPUTS BEFORE RELYING ON THEM OR SHARING THEM WITH OTHERS.
6.3 Privilege Detection Limitations
AI-assisted privilege detection is provided as a workflow aid to flag documents for attorney review. AI privilege suggestions do not constitute privilege determinations. Attorneys are solely responsible for all privilege designations, privilege log entries, and ensuring appropriate privilege review before any document production.
6.4 No Training on Your Data
Documents processed by AI Features are not used to train, improve, or develop AI models. AI processing occurs via Anthropic Claude models hosted on Amazon Bedrock within our AWS environment, and our agreements contractually prohibit model training on your data. AI providers may retain data for up to 30 days for trust and safety monitoring purposes, after which it is deleted.
6.5 Logging and Auditability
All AI-assisted actions are logged for audit and oversight purposes, including the AI recommendation and any human override. Your organization's administrators may review AI usage logs. This logging supports the defensibility of AI-assisted workflows.
6.6 Your Responsibility
You are responsible for: (a) determining whether the use of AI Features on particular documents is appropriate given confidentiality, privilege, and ethics considerations; (b) following your organization's policies regarding AI usage; (c) verifying all AI outputs before reliance; and (d) properly supervising non-attorney personnel who use AI Features.
7. THIRD-PARTY INTEGRATIONS
7.1 Google Calendar Sync
If you connect your Google account, Batesly accesses Google Calendar only to provide the calendar sync you turn on, as described in our Privacy Policy. You can disconnect this integration at any time from Settings > Integrations, or by removing Batesly's access from your Google Account permissions.
7.2 Google API Services User Data Policy
Batesly's use and transfer of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
8. INTELLECTUAL PROPERTY
8.1 Batesly Ownership
The Services, including all software, algorithms, designs, text, graphics, logos, and other content provided by Batesly, are owned by Batesly or its licensors and are protected by intellectual property laws. This Agreement does not grant you any ownership rights in the Services.
8.2 Feedback
If you provide suggestions, ideas, enhancement requests, or other feedback about the Services, you grant Batesly a royalty-free, worldwide, perpetual, irrevocable license to use such feedback for any purpose without obligation to you.
8.3 Trademarks
"Batesly" and related logos are trademarks of Batesly, Inc. You may not use these trademarks without our prior written permission.
9. DISCLAIMERS
9.1 No Legal Advice
BATESLY IS A TECHNOLOGY COMPANY, NOT A LAW FIRM. THE SERVICES ARE SOFTWARE TOOLS AND DO NOT CONSTITUTE LEGAL ADVICE. BATESLY DOES NOT PROVIDE LEGAL SERVICES, AND NO ATTORNEY-CLIENT RELATIONSHIP IS CREATED BY YOUR USE OF THE SERVICES. YOU ARE SOLELY RESPONSIBLE FOR YOUR PROFESSIONAL OBLIGATIONS, ETHICAL DUTIES, AND LEGAL COMPLIANCE. AI FEATURES, PRIVILEGE DETECTION, DOCUMENT CLASSIFICATION, AND ALL OTHER FUNCTIONALITY ARE TOOLS TO ASSIST YOUR WORK, NOT REPLACEMENTS FOR PROFESSIONAL JUDGMENT.
9.2 As-Is Disclaimer
THE SERVICES ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED. TO THE FULLEST EXTENT PERMITTED BY LAW, BATESLY DISCLAIMS ALL WARRANTIES, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT.
9.3 No Guarantee of Accuracy
BATESLY DOES NOT WARRANT THAT: (A) THE SERVICES WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR FREE OF VIRUSES; (B) AI FEATURES WILL PRODUCE ACCURATE, COMPLETE, OR RELIABLE OUTPUTS; (C) DOCUMENT CLASSIFICATIONS, PRIVILEGE SUGGESTIONS, OR RELEVANCE SCORES WILL BE CORRECT; OR (D) SEARCH RESULTS WILL BE COMPREHENSIVE. YOU USE THE SERVICES AT YOUR OWN RISK AND ARE RESPONSIBLE FOR VERIFICATION.
9.4 Third-Party Services
The Services may integrate with third-party services (such as AI providers, OCR services, and cloud infrastructure). Batesly does not warrant and is not responsible for the performance, availability, or accuracy of third-party services.
10. LIMITATION OF LIABILITY
TO THE MAXIMUM EXTENT PERMITTED BY LAW:
(A) BATESLY SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, INCLUDING LOSS OF PROFITS, DATA, BUSINESS OPPORTUNITIES, CLIENTS, OR GOODWILL, REGARDLESS OF WHETHER SUCH DAMAGES WERE FORESEEABLE OR WHETHER BATESLY WAS ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
(B) BATESLY'S TOTAL LIABILITY TO YOU FOR ALL CLAIMS ARISING OUT OF OR RELATED TO THIS AGREEMENT OR YOUR USE OF THE SERVICES SHALL NOT EXCEED ONE HUNDRED DOLLARS ($100).
(C) BATESLY SHALL HAVE NO LIABILITY FOR ANY DECISIONS MADE OR ACTIONS TAKEN BY YOU IN RELIANCE ON AI FEATURE OUTPUTS, INCLUDING PRIVILEGE DETERMINATIONS, DOCUMENT CLASSIFICATIONS, RELEVANCE SCORES, OR PRODUCTION DECISIONS.
(D) BATESLY SHALL HAVE NO LIABILITY FOR MALPRACTICE CLAIMS, SANCTIONS, OR ADVERSE RULINGS ARISING FROM YOUR USE OF THE SERVICES.
(E) THESE LIMITATIONS APPLY REGARDLESS OF THE LEGAL THEORY ON WHICH THE CLAIM IS BASED.
Some jurisdictions do not allow the exclusion of certain warranties or limitations of liability. In such jurisdictions, the above limitations shall apply to the fullest extent permitted by law.
11. INDEMNIFICATION
You agree to indemnify, defend, and hold harmless Batesly, its affiliates, and their respective officers, directors, employees, and agents from and against any claims, damages, losses, liabilities, costs, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your use of the Services; (b) your violation of this Agreement; (c) your violation of any law, regulation, or professional responsibility rule; (d) your violation of any third party's rights; (e) any User Content you upload; (f) your reliance on AI Feature outputs; (g) any document productions you create using the Services; or (h) any claims by your clients, opposing parties, or courts arising from your use of the Services.
12. TERM AND TERMINATION
12.1 Term
This Agreement is effective when you first access or use the Services and continues until terminated.
12.2 Termination by You
You may stop using the Services at any time. To close your account, contact your organization's administrator or Batesly support.
12.3 Termination by Batesly or Your Organization
Batesly or your organization may suspend or terminate your access to the Services at any time, with or without cause, with or without notice. Your access will be terminated immediately if: (a) you violate this Agreement; (b) your organization's subscription ends; (c) your organization requests termination of your access; or (d) your employment or engagement with your organization ends.
12.4 Effect of Termination
Upon termination: (a) your right to use the Services immediately ceases; (b) you must cease all use of Batesly's trademarks and confidential information; (c) provisions that by their nature should survive will survive, including Sections 4, 8, 9, 10, 11, and 13.
13. GENERAL PROVISIONS
13.1 Governing Law
This Agreement shall be governed by the laws of the State of Washington, without regard to conflict of laws principles.
13.2 Dispute Resolution
Any dispute arising out of this Agreement shall be resolved exclusively in the state or federal courts located in King County, Washington.
13.3 Entire Agreement
This Agreement, together with your organization's MSA, constitutes the entire agreement between you and Batesly regarding your use of the Services.
13.4 Amendments
Batesly may modify this Agreement at any time by posting the revised version on our website or within the Services. Your continued use after such posting constitutes acceptance of the modified Agreement. We will provide at least thirty (30) days' notice of material changes.
13.5 Severability
If any provision is held invalid or unenforceable, the remaining provisions shall remain in full force and effect.
13.6 Waiver
Batesly's failure to enforce any right or provision shall not be deemed a waiver of such right or provision.
13.7 Assignment
You may not assign this Agreement without Batesly's prior written consent. Batesly may assign this Agreement without restriction.
13.8 Contact
Questions about this Agreement: legal@batesly.io
ACCEPTANCE
BY CLICKING "I AGREE," CREATING AN ACCOUNT, OR USING THE SERVICES, YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT, UNDERSTAND IT, AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS.
You further acknowledge that:
(a) The Services are software tools, not legal advice, and do not replace professional judgment;
(b) AI Features provide suggestions only and require human verification;
(c) You are responsible for privilege determinations, production decisions, and compliance with professional obligations;
(d) You will respect ethical walls and access restrictions established by your organization;
(e) Your organization's MSA governs the organizational relationship with Batesly.
If you do not agree to this Agreement, do not click "I Agree" and do not use the Services.