These Terms of Service (“Terms”) govern your access to and use of the website, platform, software, applications, services, free trials, pilot access, paid subscriptions, support services, and related offerings provided by Caseloom LLC (“Caseloom,” “we,” “us,” or “our”). 

Please read these Terms carefully. By accessing or using Caseloom, creating an account, joining a proceeding, uploading materials, participating in a meeting, using a free trial or pilot account, or purchasing a subscription, you agree to be bound by these Terms. 

If you do not agree to these Terms, do not use Caseloom. 

These Terms incorporate Caseloom’s Privacy Policy by reference. 

1. Description of Caseloom 

Caseloom is a software platform built for managing depositions. It combines case management, exhibit presentation, role-based access controls, annotation tools, archive downloads, and secure video proceedings into one platform designed for litigation teams. 

Caseloom may be used to schedule depositions, organize participants, upload and manage documents, present and mark exhibits, annotate exhibits, manage permissions, centralize deposition materials, and support remote or hybrid deposition workflows. 

Caseloom does not provide certified transcripts at the end of a proceeding. Caseloom does not provide legal advice. Caseloom does not provide internet service, participant devices, printed exhibit copies, or support for unsupported computer devices. 

2. Important Definitions 

“Account” means a Caseloom account assigned to a named individual User. 

“Administrator” means a User authorized to manage a Firm Group Account, create or remove Users, manage settings, assign roles, or administer proceedings. 

“Firm Group Account” means an account or workspace associated with a law firm, court reporting agency, in-house legal team, company, or other organization. 

“User” means a person with a Caseloom account, including a paid account holder or temporary complimentary account holder. A User is typically a lead counsel, co-counsel, firm administrator, administrative assistant, paralegal, IT person, or other person authorized to host, manage, or administer a meeting. 

“Participant” means a person invited to or attending a Proceeding without necessarily having a persistent Caseloom account. Participants may include witnesses, opposing counsel, co-counsel, observers, interpreters, court reporters, videographers, guests, or other invitees. 

“Role” means a permission set assigned for a particular meeting or Proceeding. Roles may include lead counsel, opposing counsel, co-counsel, witness, observer, interpreter, court reporter, videographer, guest, presenter, administrator, or support role. 

“Presenter” means a temporary function or permission assigned during a meeting that allows a person to reveal, present, sync, annotate, or otherwise manage certain exhibits. 

“Proceeding” means a deposition, remote deposition, hybrid deposition, hearing, arbitration, trial preparation session, or other litigation-related meeting or proceeding managed through Caseloom. 

“Customer Content” means all content uploaded, created, stored, transmitted, displayed, marked, annotated, downloaded, or otherwise processed through Caseloom, including case materials, documents, exhibits, annotations, stamps, transcripts, recordings, participant information, audit logs, archive bundles, and related materials. 

“Services” means the Caseloom website, Platform, software, application, support, training, free trial, pilot, subscription, and related services. 

3. Eligibility and Authority 

You may use Caseloom only if you are at least 18 years old and have the legal capacity to enter into these Terms. 

If you use Caseloom on behalf of a law firm, company, agency, client, organization, or other entity, you represent that you have authority to bind that entity to these Terms. 

If you invite Participants to a Proceeding, you are responsible for ensuring that such Participants are authorized to attend and that their participation complies with applicable law, court orders, protective orders, confidentiality obligations, and professional responsibilities. 

4. Accounts and Account Administration 

Accounts must be assigned to named individuals. Shared organization logins are not permitted unless Caseloom expressly authorizes them in writing. 

Users must provide accurate, current, and complete information and keep account information updated. 

Users are responsible for maintaining the confidentiality of usernames, passwords, authentication credentials, and access links. Users are responsible for all activity occurring under their accounts. 

Firm Group Account administrators may create, manage, suspend, or remove Users within their organization, subject to the applicable subscription, order, or agreement. 

Participants may join Proceedings through a meeting link or access code and may not be required to create a persistent Caseloom account. 

Caseloom may reject, suspend, or require changes to account information, usernames, access methods, or credentials where reasonably necessary for security, compliance, or platform integrity. 

5. User Roles and Permissions 

Caseloom allows different people to have different roles and permissions during a Proceeding. Depending on settings selected by Users, administrators, hosts, or presenters: 

• Lead counsel may be able to see, reveal, mark, remove, upload, download, sync to witness, annotate, pass or retrieve presenter control, pass or retrieve annotation control, admit or remove Participants, and end meetings. 

• Opposing counsel may be able to view revealed exhibits and, when granted presenter control, upload, reveal, mark, sync, annotate, and manage certain exhibits. 

• Co-counsel may be given similar functionality depending on the User or administrator’s configuration. 

• Witnesses may be able to view revealed exhibits and annotate exhibits when granted annotation access. 

• Observers, interpreters, videographers, court reporters, and guests may be able to view the witness screen or revealed exhibits depending on assigned permissions. 

• Administrators or Caseloom support personnel may access or control portions of a meeting when operationally necessary to support, troubleshoot, maintain, or secure the Proceeding. 

Users are responsible for assigning and verifying roles, permissions, presenter rights, annotation access, and admission decisions. Caseloom is not responsible for a User’s decision to admit, remove, reveal, disclose, assign, or misassign any person, role, document, exhibit, or permission. 

6. Limited License to Use Caseloom 

Subject to these Terms, Caseloom grants you a limited, non-exclusive, non-transferable, revocable license to access and use the Services for lawful business and legal proceeding management purposes. 

You may not: 

• Copy, reproduce, resell, sublicense, lease, distribute, or commercially exploit Caseloom without permission; 

• Reverse engineer, decompile, disassemble, or attempt to derive the source code of Caseloom; 

• Scrape, crawl, index, mine, or access Caseloom through bots or unauthorized automated means; 

• Interfere with or disrupt Caseloom or its infrastructure; 

• Bypass or attempt to bypass role-based access controls, authentication, or security measures; 

• Use Caseloom to develop or benchmark a competing product without written permission; 

• Use Caseloom in violation of law, court order, protective order, professional obligation, or these Terms. 

7. Customer Content Ownership and License 

You retain ownership of Customer Content that you upload, submit, create, or process through Caseloom. 

Caseloom does not claim ownership of customer case materials, exhibits, annotations, transcripts, recordings, or other Customer Content. 

You grant Caseloom a limited, non-exclusive, worldwide license to host, process, transmit, display, store, copy, back up, reproduce, format, archive, and otherwise use Customer Content only as necessary to provide, support, secure, maintain, troubleshoot, improve, and operate the Services; comply with law; enforce these Terms; or as otherwise authorized by you. 

You represent and warrant that you have all rights, permissions, authority, and legal basis necessary to upload, use, reveal, disclose, mark, annotate, transmit, or share Customer Content through Caseloom. 

8. Responsibility for Customer Content and Proceeding Conduct 

Users, not Caseloom, are responsible for: 

• Determining what documents or exhibits to upload; 

• Determining when and whether to reveal, mark, stamp, annotate, download, or share exhibits; 

• Determining who should be invited, admitted, removed, or given access to a Proceeding; 

• Determining whether materials are privileged, confidential, protected, sealed, redacted, restricted, or subject to a protective order; 

• Complying with court rules, local rules, evidentiary rules, procedural requirements, confidentiality obligations, protective orders, and professional responsibilities; 

• Ensuring that Participants have necessary authority, consent, and permissions to participate; 

• Determining whether any Proceeding, exhibit, recording, transcript, annotation, or output is admissible, appropriate, or legally compliant. 

Caseloom provides technology tools. Caseloom does not control litigation strategy, legal decision-making, exhibit strategy, witness examination, confidentiality designations, privilege determinations, or procedural compliance. 

9. Confidentiality 

Caseloom recognizes that Customer Content may include sensitive legal, business, personal, confidential, privileged, or protected information. 

Caseloom will use Customer Content only as necessary to provide, support, maintain, secure, troubleshoot, and operate the Services; comply with law; protect rights and security; or as authorized by the customer or applicable law. 

Caseloom personnel and contractors may access Customer Content when operationally necessary for support, troubleshooting, technical adjustments, maintenance, security, billing, compliance, or maintaining the smooth running of a deposition or legal proceeding. 

Users and Participants are responsible for protecting confidential information they access through Caseloom. Caseloom is not responsible for a User’s or Participant’s unauthorized disclosure, misuse, or mishandling of confidential information. 

10. Support Access 

Caseloom personnel may access User data, Participant data, account data, or Customer Content when operationally necessary, including to: 

• Provide customer support; 

• Troubleshoot technical issues; 

• Assist with virtual meeting environments; 

• Maintain platform performance; 

• Investigate security issues; 

• Respond to legal or compliance obligations; 

• Assist with proceeding setup, exhibit handling, or platform use. 

Caseloom support access is intended to support platform operation and is not legal advice or litigation strategy advice. 

11. Privacy 

Caseloom’s collection, use, disclosure, and protection of personal information is described in the Caseloom Privacy Policy. 

By using Caseloom, you acknowledge that you have read and understand the Privacy Policy. 

12. AI Features 

As of the Effective Date of these Terms, Caseloom does not use AI features in the Platform and does not use Customer Content to train AI models. 

If Caseloom introduces AI-assisted features in the future, such features may be subject to additional terms, notices, controls, or policies. 

Caseloom does not provide legal advice through AI or otherwise. If AI features are introduced, users will remain responsible for independently verifying all AI-generated or AI-assisted outputs. 

13. No Legal Advice; No Court Reporting or Transcript Guarantee 

Caseloom is not a law firm and does not provide legal advice. 

Caseloom does not provide certified transcripts at the end of a Proceeding. Caseloom does not replace counsel, court reporters, videographers, interpreters, litigation support professionals, or other service providers unless separately agreed in writing. 

Caseloom does not guarantee: 

• That any Proceeding, exhibit, annotation, recording, transcript, archive, download, or output will be admissible in court; 

• That use of Caseloom will satisfy any jurisdictional, procedural, evidentiary, ethical, professional, or court-specific requirement; 

• That opposing counsel, a court, arbitrator, tribunal, or other person will accept or not object to any Proceeding or material prepared using Caseloom; 

• Any litigation outcome, strategic advantage, or legal result. 

You are responsible for consulting qualified counsel and determining whether Caseloom is appropriate for your Proceeding and jurisdiction. 

14. Acceptable Use 

You agree not to: 

• Use Caseloom for unlawful, fraudulent, abusive, or unauthorized purposes; 

• Upload or share materials you have no right to use or disclose; 

• Upload malware, viruses, harmful code, or disruptive materials; 

• Harass, threaten, impersonate, defame, or abuse any person; 

• Invite unauthorized persons into a Proceeding; 

• Misuse witness, participant, presenter, annotation, or role settings; 

• Attempt to bypass access controls or view materials you are not authorized to view; 

• Share login credentials or access links with unauthorized persons; 

• Interfere with the security, integrity, or operation of Caseloom; 

• Use bots, scraping, unauthorized automation, or data mining; 

• Reverse engineer, decompile, or attempt to copy Caseloom’s software or interface; 

• Resell, sublicense, or commercially exploit the Services without permission; 

• Use Caseloom in a manner that violates applicable law, court orders, protective orders, professional obligations, or these Terms. 

Caseloom may suspend or terminate access for violations of this section. 

15. Free Trials, Complimentary Access, Paid Subscriptions, and Billing 

Caseloom may offer invite-only free trials, complimentary accounts, pilot access, promotional access, paid subscriptions, or custom subscription packages. 

Free trials and complimentary accounts are temporary and may be limited by time, features, storage, number of cases, number of meetings, number of Users, number of Participants, or other limits determined by Caseloom. 

Caseloom may modify, limit, suspend, or discontinue free trials or complimentary access at any time. 

Paid subscription terms, pricing, billing intervals, feature limits, usage rights, cancellation terms, and other commercial terms may be provided in an order form, invoice, subscription agreement, written proposal, or other written agreement between Caseloom and the customer. 

Unless otherwise stated in writing: 

• Fees are due as stated in the applicable invoice or order; 

• Customers are responsible for applicable taxes; 

• Caseloom may suspend access for non-payment; 

• Fees are non-refundable except as required by law or expressly agreed in writing. 

Caseloom may add or change paid features, subscription packages, or pricing in the future. 

16. Service Availability and Third-Party Services 

Caseloom uses technology infrastructure and may integrate with or rely on third-party services such as hosting providers, cloud providers, communications tools, video providers, analytics providers, authentication providers, payment processors, and email or SMS providers. 

Caseloom does not guarantee that the Services will be uninterrupted, error-free, secure, compatible with all devices, or available at all times. 

Video quality, audio quality, upload speed, download speed, file rendering, participant access, and other functionality may depend on internet connection, device settings, browser compatibility, file size, third-party systems, and other factors outside Caseloom’s control. 

Users are responsible for obtaining and maintaining their own internet access, devices, browsers, software, telecommunications services, and related equipment needed to use Caseloom. 

17. Large Files, Unsupported Devices, and Compatibility 

Caseloom may support multiple types of exhibits and documents, but not all files, devices, browsers, operating systems, or configurations may be supported. 

Caseloom does not provide technical support for unsupported devices. 

Users are responsible for testing unusual, large, complex, native, or highly formatted files before a live Proceeding. Caseloom may provide support or preflight assistance where available, but does not guarantee that every file will render, display, upload, download, or function as expected. 

18. Backups, Archives, Retention, and Deletion 

Caseloom may create technical copies, backups, temporary reproductions, archive bundles, and system records as needed to operate the Services. 

For complimentary accounts, Caseloom may retain account data for approximately 90 days unless otherwise agreed or required. 

For active paid subscribers, uploaded exhibits and case materials may be retained for as long as the account remains active, unless the customer deletes or requests deletion of such materials. 

Caseloom may retain certain records after account closure, suspension, or termination where necessary for legal, security, backup, audit, billing, fraud-prevention, or compliance purposes. 

Upon customer request, Caseloom will permanently delete copies, versions, and backups of customer case materials, subject to legal, technical, security, backup, and operational limitations. 

Customers are responsible for downloading or exporting any Customer Content they wish to retain before account closure, deletion, or expiration of any applicable retrieval period. 

19. Suspension and Termination 

Caseloom may suspend or terminate access to the Services if: 

• You violate these Terms; 

• You fail to pay amounts due; 

• Your use creates a security risk; 

• Your use may harm Caseloom, other users, or the Platform; 

• You misuse roles, permissions, or access controls; 

• Caseloom is required to do so by law; 

• Caseloom reasonably believes suspension is necessary to protect the Services. 

Users may cancel accounts in accordance with applicable account, subscription, or order terms. 

Upon termination, your right to use Caseloom ends. Certain provisions of these Terms will survive termination, including ownership, confidentiality, payment obligations, disclaimers, limitations of liability, indemnity, dispute resolution, and provisions that by their nature should survive. 

20. Intellectual Property 

Caseloom owns all rights, title, and interest in and to the Platform, software, website, designs, interfaces, workflows, documentation, trademarks, service marks, logos, and related technology, except for Customer Content. 

You may not copy, modify, distribute, create derivative works from, publicly display, resell, reverse engineer, or exploit Caseloom’s intellectual property without written permission. 

Any feedback, suggestions, ideas, or recommendations you provide may be used by Caseloom without restriction or compensation. 

21. Copyright and Takedown Process 

If you believe content available through Caseloom infringes your copyright or other rights, you may send a notice to Caseloom at [email protected] or [email protected]. 

Your notice should include: 

• Your name and contact information; 

• A description of the copyrighted work or other rights at issue; 

• A description of the allegedly infringing content; 

• The location of the content within Caseloom, if known; 

• A statement that you have a good-faith belief the use is not authorized; 

• A statement that the information in your notice is accurate; 

• Your physical or electronic signature. 

Caseloom may remove or disable access to content that it believes may infringe rights or violate these Terms. 

22. Disclaimers 

THE SERVICES ARE PROVIDED “AS IS” AND “AS AVAILABLE.” 

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASELOOM DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS, IMPLIED, STATUTORY, OR OTHERWISE, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, SECURITY, AND ERROR-FREE OPERATION. 

CASELOOM DOES NOT WARRANT THAT: 

• THE SERVICES WILL BE UNINTERRUPTED, TIMELY, SECURE, ERROR-FREE, OR LOSS-FREE; 

• CUSTOMER CONTENT WILL NEVER BE LOST, CORRUPTED, DISCLOSED, OR DAMAGED; 

• ANY FILE WILL UPLOAD, DISPLAY, RENDER, DOWNLOAD, OR FUNCTION PROPERLY; 

• ANY PROCEEDING OR MATERIAL CREATED OR MANAGED THROUGH CASELOOM WILL BE ADMISSIBLE OR ACCEPTED IN ANY COURT, ARBITRATION, OR PROCEEDING; 

• ANY USE OF CASELOOM WILL SATISFY LEGAL, ETHICAL, PROCEDURAL, EVIDENTIARY, PROFESSIONAL, OR JURISDICTIONAL REQUIREMENTS; 

• ANY PARTICULAR LITIGATION, BUSINESS, OR STRATEGIC OUTCOME WILL RESULT FROM USING CASELOOM. 

23. Limitation of Liability 

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASELOOM WILL NOT BE LIABLE FOR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, ENHANCED, OR PUNITIVE DAMAGES, INCLUDING LOST PROFITS, LOST REVENUE, LOST DATA, BUSINESS INTERRUPTION, LOSS OF GOODWILL, LOSS OF USE, COST OF SUBSTITUTE SERVICES, OR LITIGATION-RELATED LOSSES, EVEN IF CASELOOM HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. 

TO THE MAXIMUM EXTENT PERMITTED BY LAW, CASELOOM’S TOTAL LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATING TO THE SERVICES OR THESE TERMS WILL NOT EXCEED THE AMOUNTS PAID BY THE CUSTOMER TO CASELOOM FOR THE SERVICES IN THE SIX MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR ONE HUNDRED DOLLARS ($100) IF NO AMOUNTS WERE PAID. 

Some jurisdictions do not allow certain limitations of liability, so some limitations may not apply to you. 

24. Indemnification 

You agree to defend, indemnify, and hold harmless Caseloom and its officers, directors, employees, contractors, affiliates, agents, and representatives from and against any claims, damages, liabilities, losses, costs, and expenses, including reasonable attorneys’ fees, arising out of or relating to: 

• Your use or misuse of Caseloom; 

• Your Customer Content; 

• Your upload, disclosure, reveal, marking, annotation, or sharing of materials; 

• Your violation of these Terms; 

• Your violation of law, court order, protective order, confidentiality obligation, professional obligation, or third-party rights; 

• Your invitation or admission of unauthorized Participants; 

• Your misuse of roles, permissions, presenter controls, or access settings; 

• Your infringement or alleged infringement of intellectual property, privacy, confidentiality, or other rights; 

• Any claim related to your legal proceeding, litigation strategy, exhibit handling, or Participant conduct. 

25. Governing Law and Dispute Resolution 

These Terms are governed by the laws of the State of New Jersey, without regard to conflict-of-law principles. 

Before filing a legal claim, the parties agree to attempt in good faith to resolve disputes informally by providing written notice of the dispute and allowing a reasonable period for discussion. 

[Attorney Review Placeholder: Select final dispute framework.] 

Option A: If the dispute is not resolved informally, the parties agree to submit disputes to binding arbitration in New Jersey, except for claims that may be brought in small claims court or claims seeking injunctive relief. 

Option B: If the dispute is not resolved informally, the parties agree that disputes will be brought exclusively in the state or federal courts located in New Jersey. 

[Attorney Review Placeholder: Determine whether to include class action waiver, jury trial waiver, arbitration provider, venue, small-claims carveout, and injunctive relief carveout.] 

26. Communications and Notices 

Caseloom may provide notices by email, in-app notice, text/SMS, website posting, or other reasonable means. 

You consent to receive transactional, service-related, legal, security, billing, and operational communications from Caseloom. Marketing communications may be subject to opt-in and opt-out rights. 

Notices to Caseloom should be sent to: 

Caseloom LLC 

90 Woodbridge Center Drive, Ste 240 

Woodbridge, NJ 07095 

Legal Notices: [email protected] 

Support: [email protected] 

27. Changes to These Terms 

Caseloom may update these Terms from time to time. When we do, we will update the “Last Updated” date above. 

We may provide notice of material changes by email, in-app notice, website posting, or other reasonable means. 

Your continued use of Caseloom after updated Terms become effective means you accept the updated Terms. 

28. Miscellaneous 

These Terms, together with the Privacy Policy and any applicable order form, subscription agreement, invoice, or written agreement, constitute the agreement between you and Caseloom regarding the Services. 

If any provision of these Terms is found unenforceable, the remaining provisions will remain in effect. 

Caseloom’s failure to enforce a provision is not a waiver of its right to do so later. 

You may not assign these Terms without Caseloom’s written consent. Caseloom may assign these Terms in connection with a merger, acquisition, restructuring, sale of assets, or by operation of law. 

Caseloom is not liable for delay or failure caused by events beyond its reasonable control, including internet outages, third-party service failures, labor disputes, natural disasters, cyberattacks, war, terrorism, government action, or other force majeure events. 

There are no third-party beneficiaries to these Terms unless expressly stated. 

29. Contact 

If you have questions about these Terms, contact: 

Caseloom LLC 

90 Woodbridge Center Drive, Ste 240 

Woodbridge, NJ 07095 

Legal Notices: [email protected] 

Support: [email protected]