Last updated 6 September 2026
CasexAtlas is case management software for personal-injury law firms. These terms set out the obligations of each party. Section 5 addresses AI features and professional responsibility.
These terms are between XATLAS LLC, a New York limited liability company ("we", "us"), and the firm that holds a CasexAtlas account ("you", "your firm"). A person using CasexAtlas on behalf of a firm represents that they are authorized to accept these terms for that firm.
Where we have signed a separate agreement with your firm, that agreement controls to the extent it conflicts with these terms. Otherwise these terms, together with the privacy policy, constitute the entire agreement between the parties.
CasexAtlas is available by invitation. Accounts are created by us for a named firm. There is no public self-service registration. We may decline or withdraw access.
Your firm is responsible for its user accounts, including who holds an account, the role assigned to each account, and the removal of accounts for people who leave the firm. Credentials must not be shared.
CasexAtlas is in active development. Features change, and some capabilities are labeled beta in the interface. A capability labeled beta has not been verified to the standard of the rest of the product and may change or be withdrawn.
Where your firm's operations depend on a specific capability, confirm its status with us before relying on it.
Your firm owns the data it puts into CasexAtlas. We claim no ownership of that data. We do not sell it, share it with advertisers, or use it to train AI models.
Your firm grants us the permissions necessary to operate the service: to store, process, transmit and back up that data, and for our infrastructure providers to do the same. Those providers are named in the privacy policy.
A firm administrator may export your firm's records at any time, and your firm may request their deletion. The export covers cases and their treatments, negotiations, liens and parties, together with contacts, tasks, events, expenses, time entries, communications, leads and audit logs. Documents are included as their details rather than as the files themselves. Uploaded files are provided on request.
Where your firm sends us suggestions about the product, we may use them without obligation. This applies to feature suggestions only. It confers no right to your firm's data and does not override the confidentiality section below.
CasexAtlas can draft documents, summarize case files and suggest next steps.
AI output is not legal advice and is not a substitute for professional judgment. It may be wrong or incomplete. AI output must be reviewed by a qualified person before it is provided to a client, an adjuster or a court.
Your professional obligations are unchanged. Competence, supervision, confidentiality and candor remain your firm's. Use of this software does not transfer any of them to us. We do not practice law.
Deadlines, including statutes of limitation, remain your firm's responsibility. CasexAtlas displays dates entered by your firm and can send reminders. It must not be treated as the system of record for any deadline.
Use of AI features transmits case content to our AI provider. See the privacy policy, particularly where matters involve protected health information.
Do not use CasexAtlas to:
Security research requires prior notice to us and must not be conducted against another firm's data.
Your firm's data and matters are confidential to your firm. Our non-public information is confidential to us, including unreleased features, agreed pricing, and the specifics of our security arrangements.
Neither party will disclose the other's confidential information except to persons who require it to operate the service and who are bound to keep it confidential. The customary exceptions apply for information that is already public, independently developed, or lawfully received from a third party.
Where we are legally compelled to disclose your firm's data, we will notify your firm in advance so it may respond, unless notification is prohibited by law.
We will not identify your firm as a customer, or use its name or logo, without its written permission.
The controls we operate, including those we do not yet have, are described on the security page and in the privacy policy. We do not claim certifications we do not hold.
Where we become aware of a security breach affecting your firm's data, we will notify your account administrators without undue delay, and within the period required by applicable law. Notification will state what is known at the time, without waiting for a complete account, the steps we are taking, and the steps we recommend your firm take.
Your firm controls who holds an account and the role assigned to it. Compromise of a user's own credentials or device is not a breach of our systems, although we will assist your firm in responding. Each party will notify the other promptly.
Your firm's obligations to its clients and to its regulator remain its own. Notice to us does not constitute notice to them.
CasexAtlas can connect to third-party services at your firm's direction, including phone systems, calendar and email accounts, and e-signature providers. These connections are disabled unless your firm enables them.
Enabling a connection instructs us to exchange the relevant data with that provider. The provider's handling of that data is governed by your firm's agreement with them, not by these terms. We are not responsible for their availability or security, or for their use of data your firm directs us to send.
Where a provider changes or withdraws its interface, we may discontinue support for that integration. We will give account administrators reasonable notice where practicable.
We monitor CasexAtlas and will respond to outages as promptly as we reasonably can.
We do not offer an uptime guarantee or a contractual response time. Support is provided on a best-efforts basis during business hours. A firm requiring a committed service level should contact us before relying on one.
We may change, suspend or withdraw features. Where a change materially reduces functionality your firm relies on, we will give account administrators reasonable notice.
Pricing is agreed directly with your firm; there is no public price list or self-service signup. Once agreed, fees are paid by card through our billing provider or invoiced, as set out in writing, and your firm's account administrators can manage the payment method from the Billing page in the application. Fees, the billing period and any trial terms are as agreed in writing. Changes apply from the next billing period and are not retroactive.
Your firm may stop using CasexAtlas at any time. We may suspend or terminate access for non-payment, material breach of these terms, or where required by law.
Your firm should export its data before terminating. On termination we will provide a reasonable opportunity to export, then delete your firm's data subject to the limits described in the privacy policy.
CasexAtlas is provided "as is". To the fullest extent the law allows, we exclude implied warranties of merchantability, fitness for a particular purpose, and non-infringement.
We are not liable for indirect or consequential loss, lost profits, or lost business. Our total liability arising out of or relating to the service is limited to the fees your firm paid us in the twelve months before the claim arose.
Nothing here excludes liability that cannot lawfully be excluded, including for fraud or for death or personal injury caused by negligence.
We will defend your firm against a third-party claim that CasexAtlas, as provided by us, infringes that party's intellectual property, and will pay the resulting damages or settlement. We may modify the service, obtain the necessary rights, or terminate the agreement and refund fees covering the unused period.
Your firm will defend us against a third-party claim arising from your firm's data, use of the service in breach of these terms, or the legal services your firm provides to its clients. This includes a dispute between your firm and its client concerning the handling of a matter.
The party seeking indemnification must notify the other promptly, permit the other to control the defense, and cooperate. Neither party will settle in a manner that admits fault or imposes an obligation on the other without that party's consent.
These terms are governed by the laws of the State of New York, without regard to its conflict of laws rules. Any dispute will be brought exclusively in the state or federal courts located in New York, and both sides consent to that venue.
Notices to your firm are sent to the email addresses of its account administrators. Notices to us are sent to info@casexatlas.com. Your firm must keep its administrator addresses current; they are the channel for security incident notice.
If a provision is found unenforceable, the remainder stands. A failure to enforce a provision is not a waiver of it. Your firm may not transfer this agreement without our consent; we may transfer it as part of a merger or sale of the business. Neither party is liable for a failure caused by circumstances outside its reasonable control, which does not excuse payment of amounts owed.
The sections on ownership of firm data, confidentiality, warranties and liability, and indemnification survive termination of this agreement.
We may update these terms. Material changes will be notified to account administrators before they take effect.
Questions about this document? info@casexatlas.com