These terms are provided for reference. The authoritative, always-current version is at esolicitors.com/terms. In the event of any discrepancy, the version on that page takes precedence.
INTERNATIONAL CLIENT MASTER TERMS AND CONDITIONS
These Master Terms and Conditions (the "Terms") constitute a legally binding agreement between you (the "Client", "Buyer", "You", or "Your"), whether you are an individual or a company, partnership, or other legal entity and 'eSolicitors' which means Esol Corporation Limited with Company number 16927988 (the "Platform"). These Terms govern your use of the Platform's technology marketplace services when engaging legal professionals who are qualified in jurisdictions outside the United Kingdom and the United States of America.
How These Terms Work
Please read these Terms carefully before using the Platform. These Terms govern your access to and use of the Platform's marketplace services when engaging legal professionals who are qualified in jurisdictions outside the United Kingdom and the United States of America. These Terms are presented to you contextually based on your role and location when you visit esolicitors.com/terms. If you are not registered as a lawyer on the Platform, you will see the client terms. You indicate your acceptance of these Terms at multiple points during your use of the Platform, each of which constitutes binding acceptance of the full Terms: (a) when you register on the Platform as a client; (b) when you request a Scoping Call through the Platform (which binds you to the scoping, engagement, and payment provisions); and (c) when you purchase a template or digital product from the template store (which binds you to the template purchase, use, and disclaimer provisions). Each acceptance point confirms your agreement to the Terms as a whole, with particular relevance to the provisions applicable to that action.
By Registering, Requesting a Scoping Call, or Purchasing a Template, You Confirm That:
(a) You have read and understood these Terms in their entirety and agree to be bound by them.
(b) You are at least 18 years old, or the age of majority in your jurisdiction, whichever is higher. The Platform is not available to persons under the age of 18 and no person under 18 may use the Platform under any circumstances.
(c) You have the legal capacity to enter into contracts under the laws of England and Wales and the laws of your jurisdiction.
(d) If you are using the Platform on behalf of a business or other legal entity, you have the authority to bind that entity to these Terms.
(e) You understand and acknowledge that eSolicitors is a technology marketplace only. It does not provide legal advice or legal services of any kind. All legal advice is provided solely and exclusively by the lawyer you choose to instruct.
(f) You understand and acknowledge that eSolicitors is not regulated by, endorsed by, or affiliated with any legal regulatory authority in any jurisdiction. The Platform's existence, operation, or any listing on it does not constitute or imply any form of regulatory approval, endorsement, accreditation, or recommendation by any regulatory body.
(g) You understand that when you instruct a lawyer through the Platform, your contract for legal services is with that lawyer (and/or their firm), not with the Platform.
(h) You will provide truthful, accurate, and complete information to the Platform and to any lawyer you instruct through the Platform.
(i) You will comply with your obligations under these Terms, including those relating to source of funds, identity verification, cooperation with your lawyer's regulatory obligations, and the truthfulness warranty.
(j) You understand that your statutory rights under applicable consumer protection legislation in your jurisdiction are not affected by these Terms.
The Platform is a technology marketplace connecting clients with qualified legal professionals. Where concerns arise, the Platform's approach is to provide reasonable opportunity for resolution before taking any formal steps under these Terms.
CONTENTS
Part A General Terms and Marketplace Model (Clauses 1-5)
Part B Using the Platform (Clauses 6-9A)
Part C Important Notice: Lawyer Qualifications Outside the UK and US (Clauses 10-12)
Part D Your Relationship with Your Lawyer (Clauses 13-22)
Part E Your Obligations: Truth, Accuracy, and Good Faith (Clauses 23-27)
Part F Source of Funds, Identity, and Sanctions (Clauses 28-33)
Part G Fees and Payments (Clauses 34-42)
Part H Recording, AI, and Scoping Call (Clauses 43-48)
Part I Your Consumer Rights (Clauses 49-52)
Part J Documents, Confidentiality, and Privilege (Clauses 53-58)
Part K Complaints and Disputes (Clauses 59-67)
Part L Data Protection and Privacy (Clauses 68-72)
Part M Liability and Disclaimers (Clauses 73-82)
Part N Templates and Documents (Clauses 83-87)
Part O General Provisions (Clauses 88-105)
PART A GENERAL TERMS AND MARKETPLACE MODEL
1. Definitions and Interpretation
1.1 In these Terms, unless the context otherwise requires, the following definitions apply:
"AI Scope Script" means the written summary of your matter generated by the Platform's AI system from the recorded Scoping Call. The AI Scope Script is a technology output, not legal advice.
"Applicable Law" means all laws, statutes, regulations, and rules in force in the relevant jurisdiction.
"Buyer Protection Fee" means the fee charged by the Platform to the Client on each milestone payment for the Platform's escrow facilitation, payment security, dispute resolution infrastructure, and transaction protection.
"Client" means you, being the individual, company, partnership, or other legal entity instructing or proposing to instruct a Lawyer through the Platform.
"Client Care Letter" or "Engagement Letter" means the letter or document your Lawyer provides at the outset of the engagement setting out the terms on which they will act, the scope of work, costs information, and the complaints procedure.
"Client Money" means money held or received by a Lawyer on behalf of a client, howsoever described in the relevant jurisdiction.
"Confirmation Period" means the period following notification of service delivery during which you may confirm satisfactory delivery or raise a dispute. The period varies by your subscription tier.
"Connection Fee" or "Initial Consultation Connection Fee" means the fee charged by the Platform in consideration for facilitating the initial connection between a Client and a Lawyer.
"Delivery Jurisdiction" means the jurisdiction in which legal services are primarily delivered to you by your Lawyer.
"Disbursements" means third-party costs incurred by the Lawyer on your behalf (court fees, expert fees, translation fees, notarisation fees, etc.).
"eSolicitors" or "Platform" means Esol Corporation Limited with Company number 16927988, a technology company that operates the Platform. eSolicitors is not a law firm, not regulated by any bar association or law society, and does not provide legal services.
"Held Funds" means funds paid by you through the Platform that are held by Stripe pending release to the Lawyer.
"Home Jurisdiction" means the jurisdiction in which your Lawyer is primarily qualified to practise law.
"Lawyer" means any qualified legal professional registered and listed on the Platform who is authorised to practise law in their Home Jurisdiction. This includes solicitors, barristers, advocates, attorneys, notaries, and other legal professionals as recognised in the relevant jurisdiction.
"Legal Fees" means the fees charged by the Lawyer for legal services, as agreed between you and the Lawyer.
"Legal Professional" means any solicitor, barrister (including a public access barrister), advocate, attorney, notary, or other person authorised to provide legal services in their jurisdiction, who is registered and listed on the Platform. References in these Terms to "Lawyer or Legal Professional" or "Your Lawyer" include all categories of Legal Professional unless the context requires otherwise.
"Milestone Proposal" means the milestone-based costs proposal prepared by the Lawyer for your approval before work begins.
"Platform Fees" means all fees charged by the Platform for its technology services, separate from Legal Fees.
"Practising Certificate" means a current, valid authorisation issued by the Regulatory Authority of the Lawyer's jurisdiction authorising the Lawyer to practise law.
"Professional Indemnity Insurance" or "PII" means professional liability insurance maintained by a Lawyer.
"Regulatory Authority" means the bar association, law society, ministry of justice, or other body responsible for regulating legal professionals in the relevant jurisdiction.
"Sanctions" means any financial or trade sanctions imposed by the United Kingdom, United Nations, European Union, United States, or any other applicable authority.
"Scoping Call" means the initial consultation call between you and the Lawyer booked through the Platform.
"Stripe" means the third-party payment processor used by the Platform.
"Vulnerable Client" means a client who may need additional support due to age, disability, mental capacity, language barriers, financial situation, domestic abuse, immigration status, or other factors.
1.2 References to statutes include any amendments or replacements. Headings are for convenience only. "Include" and "including" are not limiting.
2. Platform Status and Regulatory Position
2.1 You acknowledge and agree that:
2.1.1 The Platform is a technology marketplace that facilitates introductions between Clients seeking legal services and legal professionals who provide those services.
2.1.2 The Platform does not provide legal advice.
2.1.3 The Platform does not provide legal services, whether reserved or unreserved.
2.1.4 The Platform is not a law firm, legal practice, association of legal professionals, or legal services provider.
2.1.5 The Platform is not regulated by, endorsed by, accredited by, affiliated with, or recommended by any bar association, law society, ministry of justice, or legal regulatory authority in any jurisdiction.
2.1.6 No listing on the Platform constitutes or implies any form of regulatory approval, endorsement, accreditation, quality assurance, or recommendation by any regulatory or professional body.
2.1.7 The Platform does not hold Client Money and does not operate a client trust account.
2.1.8 The Platform does not conduct Customer Due Diligence for AML purposes. CDD is solely the Lawyer's responsibility. However, the Platform may collect identity information and conduct sanctions and PEP screening for fraud prevention purposes.
2.1.9 The Platform does not supervise, control, review, approve, or endorse legal work performed by Lawyers.
2.1.10 No fiduciary relationship, relationship of trust and confidence, or special relationship of any kind exists between you and the Platform.
2.2 The Platform's role is limited to: (a) providing technology for Lawyers to list services; (b) enabling Clients to search for Lawyers; (c) facilitating introductions; (d) processing payments through Stripe; (e) providing communication tools; (f) generating AI Scope Scripts; and (g) facilitating complaints and disputes.
3. Nature of the Service
3.1 Legal services are provided directly by the Lawyer to the Client, not by the Platform. The contractual relationship for legal services is solely between you and the Lawyer. The Lawyer is solely responsible for all aspects of the legal services. The Platform does not review, approve, or endorse any legal advice. The Lawyer's own terms of business (including the Engagement Letter) apply. The decision to instruct a Lawyer is yours. All regulatory obligations owed to you are owed by the Lawyer, not the Platform.
4. No Agency Relationship
4.1 Nothing in these Terms creates any agency, partnership, joint venture, or employment relationship between the Platform and any Lawyer. The Platform is not an agent of any Lawyer, and no Lawyer is an agent of the Platform.
5. These Terms Do Not Constitute Legal Advice
5.1 These Terms are commercial contractual terms. They do not constitute legal advice, regulatory advice, tax advice, financial advice, or professional advice of any kind. The Platform is not a law firm and is not competent to provide legal advice. Nothing in these Terms should be construed as legal advice. If you are in any doubt about the meaning or effect of any provision, you must obtain independent legal advice before accepting these Terms.
6. Eligibility and Registration
6.1 To use the Platform, you must: (a) have the legal capacity to enter into contracts under the laws of your jurisdiction; (b) provide accurate information about yourself; and (c) accept these Terms.
6.2 If you are using the Platform on behalf of a business: (a) you confirm you have authority to bind that business; (b) the business will be bound by these Terms; and (c) references to "You" include the business.
7. Your Account
7.1 You may need to create an account to use certain Platform features.
7.2 You are responsible for: (a) keeping your account details and password secure and confidential; (b) all activity that occurs under your account; and (c) notifying the Platform immediately if you suspect unauthorised access.
7.3 The Platform reserves the right to suspend or close your account if it reasonably believes it has been compromised, is being used in breach of these Terms, or is being used for any unlawful purpose.
7A. Administrative Access for Compliance and Monitoring
7A.1 You acknowledge and agree that authorised Platform administrators may access Your account portal without requiring Your login credentials (email address or password) for the purposes of: (a) regulatory compliance monitoring; (b) fraud prevention and detection; (c) investigation of complaints or disputes; (d) verification of account activity and transaction integrity; (e) responding to lawful requests from law enforcement or regulatory authorities; and (f) ensuring the safety and security of the Platform and its users.
7A.2 Administrative access under this clause is subject to the following safeguards: (a) access is limited to authorised Platform personnel who have a legitimate operational need; (b) all administrative access events are recorded in the Platform's non-deletable audit log, including the identity of the administrator, the date and time of access, and the reason for access; (c) administrators may not modify Your login credentials, payment details, or personal data except where necessary to resolve a verified security incident or comply with a lawful request; and (d) the Platform implements appropriate technical and organisational measures to prevent unauthorised or excessive use of administrative access.
7A.3 Administrative access does not extend to the content of legally privileged communications between You and Your legal professional, except where required by law or where access is necessary for the technical operation of the Platform (such as dispute resolution where You have consented to Platform review). The Platform will not use information obtained through administrative access for any purpose other than the purposes specified in this clause.
7A.4 By using the Platform, You consent to administrative access as described in this clause. This access is a standard industry practice among technology platforms and is necessary for the Platform to fulfil its obligations under applicable law, including data protection, anti-money laundering, and consumer protection legislation.
8. How the Platform Works
8.1 The Platform allows you to: (a) search for Lawyers by practice area, jurisdiction, and other criteria; (b) view Lawyer profiles, qualifications, and services; (c) view and consider Lawyers' published pricing information; (d) contact Lawyers through the Platform; and (e) request consultations.
8.1A In addition to search results, the Platform uses an automated matching algorithm to suggest Lawyers based on the following main parameters: (a) practice area and sub-category relevance, (b) jurisdictional match, (c) experience level, (d) budget compatibility, (e) verification status, (f) client review ratings, and (g) availability. These parameters are weighted, and Lawyers with higher composite scores appear higher in the suggestions. The algorithm does not constitute a recommendation or endorsement by the Platform.
8.2 Lawyer profiles are created by the Lawyers themselves. The Platform conducts limited administrative checks where possible but does not verify all information contained in Lawyer profiles and does not assess or endorse the competence, quality, or suitability of any Lawyer.
8.3 To protect both parties during the matching process: (a) your full name is not immediately disclosed to the Lawyer; (b) once the Lawyer confirms willingness to act, the Platform releases your full name for a conflict check; (c) the Scoping Call link is activated after the Lawyer confirms no conflict; and (d) the Lawyer's full identity is disclosed after you pay the Connection Fee and the Lawyer places a card hold.
8.4 Search results are not recommendations. The order in which Lawyers appear is not an endorsement of their quality or suitability.
8.4A Your Lawyer is required to provide legal advice and legal services only in respect of the law of the jurisdiction(s) in which they are qualified and authorised to practise. If Your matter involves the law of a jurisdiction in which Your Lawyer or Legal Professional is not qualified, they must inform You and facilitate a referral to an appropriately qualified legal professional.
8.5 Where a Lawyer has paid for enhanced visibility or a promoted listing, this is clearly identified in search results.
8B. Booking Requests
8B.1 Where a Lawyer has no available consultation time slots, You may submit a booking request through the Platform specifying up to five (5) preferred dates, a time preference (morning, afternoon, evening, or any), and an optional message of up to 500 characters.
8B.2 A booking request expires automatically if the Lawyer does not respond within seven (7) days of submission.
8B.3 You may have no more than three (3) pending booking requests per Lawyer at any time.
8B.4 Submitting a booking request does not create any obligation on the Lawyer to accept it or on the Platform to ensure the Lawyer responds. No lawyer-client relationship is created by submitting a booking request.
8B.5 If the Lawyer proposes an alternative date and time, You will be notified through the Platform. If You accept the proposed time, the Initial Consultation Connection Fee becomes payable (or a consultation credit is consumed) at the point of acceptance, and a consultation is booked in accordance with clause 9A.
8B.6 You may cancel a pending or proposed booking request at any time before acceptance. No fee is charged for a cancelled booking request.
8C. Project Posting and Bidding Marketplace
8C.1 The Platform offers a project posting feature that allows You to describe Your legal need and invite Lawyers or Legal Professionals to submit competitive proposals (bids). This is an alternative to booking a consultation directly. The project posting feature is a marketplace facility only. The Platform does not provide legal advice through the project posting feature and does not assess the legal merit or accuracy of any project description.
8C.2 To post a project, You must: (a) be a registered Client with an account in good standing; (b) describe Your legal need accurately and in good faith; (c) set a budget that reflects Your genuine willingness to pay (minimum one hundred pounds (or equivalent) for fixed or range budgets, or fifteen pounds per hour for hourly rates); (d) select a relevant practice area; and (e) not include any content that is illegal, discriminatory, defamatory, or that seeks assistance with unlawful activity.
8C.3 You must not include highly sensitive personal information (such as names of parties, financial details, or confidential documents) in the project description. Project descriptions are visible to all registered Lawyers or Legal Professionals on the Platform. You should share sensitive details only through the private messaging function after shortlisting a Lawyer or Legal Professional.
8C.4 The Platform automatically screens project descriptions for prohibited content including contact details, discriminatory language, and references to illegal activity. The Platform may suspend or remove any project that violates these Terms without prior notice. Posting a project does not guarantee that any Lawyer or Legal Professional will submit a bid.
8C.5 Projects expire automatically after thirty (30) days if no bid is accepted. The Platform may extend or close projects at its discretion.
8C.6 When You accept a bid, a twenty-four (24) hour cooling-off period begins. During this period: (a) You may reverse Your acceptance (the bid reverts to shortlisted and the project re-opens); (b) other bids remain active and are not rejected until the cooling-off period expires; and (c) no payment is required. You may reverse Your acceptance at any time during this twenty-four (24) hour period for any reason. This bid acceptance review period is a Platform-provided right and is separate from and additional to any statutory cancellation rights You may have under consumer protection law.
8C.7 After the cooling-off period expires: (a) all other pending bids are automatically rejected; (b) You have seventy-two (72) hours to complete the escrow payment through Stripe; and (c) if payment is not made within seventy-two (72) hours, the acceptance is automatically voided and the project re-opens. Once payment is made, the accepted bid converts to an active order with milestone-based fund release on the same terms as an order arising from a Scoping Call.
8C.8 Bids do not constitute legal advice. A bid represents a proposed scope of work and fee for professional services. The Lawyer or Legal Professional who submitted the bid is not Your Lawyer or Legal Professional until an order is created following payment. lawyer-client relationship is created by submitting, reviewing, shortlisting, or messaging about a bid.
8C.9 Bid messages exchanged between You and a Lawyer or Legal Professional through the Platform form part of the engagement record. Both parties are informed that all bid messages may be reviewed by Platform administrators during dispute resolution. The Platform stores bid messages subject to the data retention periods set out in clause 65C.
8C.10 Documents attached to a project are stored in encrypted private storage with time-limited access. Attachments are accessible only to You, to Lawyers or Legal Professionals who have submitted a bid on Your project, and to Platform administrators. Attachments are subject to the Platform's data retention policy and are deleted in accordance with clause 65C.
8C.11 You must not use the project posting feature to exchange contact details with a Lawyer or Legal Professional before an order is created. The Platform scans project descriptions, bids, and messages for contact information patterns. Accounts may be suspended for circumvention attempts.
PART B USING THE PLATFORM
9. Credibility Badges
9.1 The Platform assigns Credibility Badges to Lawyers. These badges indicate: (a) the Platform has conducted an administrative check of the Lawyer's registration status; and (b) the Lawyer's subscription tier. Credibility Badges do not indicate: (i) quality of services; (ii) level of competence, experience, or expertise; (iii) any endorsement by the Platform, any Regulatory Authority, or any other body; or (iv) likely outcome of any matter. You should not select a Lawyer based solely on their Credibility Badge.
9A. Client Subscription Tiers
9A.1 The Platform offers Client subscription tiers: (a) Free/Explorer: no monthly charge, standard rates; (b) Standard/Protected: includes consultation credits, reduced Buyer Protection Fee rates, extended dispute window, priority handling; (c) Premium/Concierge: includes additional credits, lowest rates, extended dispute window, priority handling, dedicated case adviser, lawyer matching service. Your choice of tier is voluntary. You may change or cancel at any time.
9A.2 Consultation credits are allocated monthly and do not roll over. Subscriptions auto-renew unless cancelled. You may cancel at any time through account settings. The Platform does not charge cancellation fees.
9B. Purpose and Limitations of the Scoping Call
9B.1 The Scoping Call is your opportunity to explain the scope and nature of your legal matter so that your Lawyer can understand your needs and prepare a Milestone Proposal. The Scoping Call is not a legal consultation. It is not an opportunity to obtain legal advice, whether formally or informally, without entering into a paid engagement. Your Lawyer will not provide substantive legal advice during the Scoping Call. The purpose is to identify the scope of work, not to perform the work.
9B.2 During the Scoping Call, your Lawyer will: (a) listen to you describe your matter; (b) ask questions to understand the scope and complexity; (c) assess whether they are competent to handle the matter; (d) check for conflicts of interest; and (e) assess whether you may need additional support. Your Lawyer will not: advise you on the merits of your case, tell you what steps to take, or give a legal opinion on the likely outcome.
9B.3 If you need substantive legal advice, you will receive it after the engagement is formalised - that is, after you have approved the Milestone Proposal and your Lawyer has issued an Engagement Letter. The Scoping Call is a preliminary step only. During the Scoping Call, you have the status of a potential client only. The Scoping Call does not create a retainer or a lawyer-client relationship. No lawyer-client relationship is formed until you approve the Milestone Proposal. If you ask your Lawyer for substantive legal advice during the Scoping Call, they will redirect you to the engagement process - detailed advice can only be provided once the engagement is formalised.
9B.4 Clients who book Scoping Calls solely for the purpose of obtaining free or low-cost legal advice without any genuine intention to proceed with a paid engagement are misusing the Platform. The Platform reserves the right to restrict or terminate the accounts of Clients who repeatedly book Scoping Calls without proceeding to engagement.
10. The Platform Does Not Validate International Qualifications
10.1 Where your Lawyer is qualified in a jurisdiction outside the United Kingdom and the United States of America, the following applies:
(a) The Platform does not validate, verify, or accredit the qualifications of Lawyers qualified outside the UK and US. Legal regulatory frameworks, bar admission systems, and practitioner registers vary enormously between jurisdictions worldwide. Many jurisdictions do not maintain publicly accessible online registers that the Platform can check. The Platform does not have the ability to independently verify legal qualifications in every jurisdiction.
(b) The Platform may conduct limited administrative checks (such as reviewing publicly available register information where such registers exist and are accessible) and will actively monitor Lawyer activity on the Platform (including reviewing Client feedback, analysing engagement patterns, investigating complaints, and periodically requesting updated evidence of qualification).
(c) Each Lawyer registered on the Platform has provided the Platform with a comprehensive warranty that they are duly qualified, admitted, and authorised to practise law in the jurisdiction(s) they claim. The Lawyer has warranted that they hold a current Practising Certificate, that they are in good standing with the relevant Regulatory Authority, that they have completed all academic and professional requirements for admission, and that they will comply with all Applicable Regulatory Requirements of their jurisdiction and will only provide legal advice in respect of the law of jurisdiction(s) in which they are qualified.
(d) Each Lawyer has agreed to provide evidence of their qualifications (including certified copies of Practising Certificates, certificates of good standing, and academic qualifications) to the Platform upon request.
(e) Each Lawyer has confirmed that they must not register on the Platform if they are not qualified to practise law in the jurisdiction they claim. Each Lawyer has given the Platform a comprehensive, uncapped indemnity under English law covering all claims arising from their legal services, including claims arising from misrepresentation of qualifications. This indemnity survives termination of the Lawyer's account indefinitely.
(f) The Platform will actively monitor international Lawyers' activity, including systematic review of Client feedback, analysis of engagement patterns, periodic requests for updated evidence of qualification, investigation of any allegation of false credentials, immediate suspension and reporting where concerns are identified, and cooperation with Regulatory Authorities in any jurisdiction.
(g) However, the Platform's monitoring does not constitute a guarantee that any Lawyer is qualified, and the Platform cannot guarantee the authenticity of documents provided by Lawyers. The responsibility for ensuring a Lawyer is qualified ultimately rests with the Lawyer (through the warranties they give) and with you (through independent verification where possible).
11. Your Responsibility to Verify Your Lawyer's Credentials
11.1 You are strongly encouraged to verify your Lawyer's qualifications independently. Steps you can take include:
(a) Ask your Lawyer for a copy of their current Practising Certificate or equivalent authorisation document.
(b) Contact the Regulatory Authority in your Lawyer's claimed jurisdiction of qualification to confirm their admission and current status.
(c) Check the public register maintained by the Regulatory Authority (where one exists online). Many jurisdictions maintain searchable online registers of admitted practitioners.
(d) Ask your Lawyer about their disciplinary history.
(e) Ask your Lawyer whether they hold Professional Indemnity Insurance and for details of their cover.
(f) Request the contact details of the Regulatory Authority from the Platform if you are unsure how to verify.
(g) If your Lawyer claims specialist accreditation or certification, ask for evidence from the issuing body.
11.2 If you are unable to verify your Lawyer's credentials independently (for example, because the Regulatory Authority in your Lawyer's jurisdiction does not maintain a public register, or because the register is not accessible online or in a language you understand), you should exercise additional caution and may wish to: (a) seek independent legal advice before instructing the Lawyer; (b) ask the Lawyer to provide additional evidence of qualification; (c) request that the Platform conduct additional checks; or (d) consider instructing a Lawyer whose qualifications you can independently verify.
11.3 If at any time you have concerns about whether your Lawyer is properly qualified, you should: (a) raise these concerns with the Platform immediately; (b) consider seeking independent legal advice from a Lawyer whose qualifications you have independently verified; and (c) consider pausing or terminating the engagement until your concerns are resolved.
12. What the Platform's Monitoring Does and Does Not Mean
12.1 The Platform's active monitoring of international Lawyers does not constitute: (a) a guarantee that any Lawyer is qualified; (b) an endorsement of any Lawyer's competence, quality, or suitability; (c) a verification of any Lawyer's regulatory standing; (d) an assumption of liability by the Platform for any Lawyer's qualifications, conduct, or legal services; or (e) a substitute for your own independent verification.
12.2 The Platform's monitoring does include: (a) systematic review of Client feedback and complaints; (b) analysis of engagement patterns and jurisdictional claims; (c) periodic requests for updated evidence of qualification; (d) investigation of allegations of false credentials; (e) immediate suspension and reporting where concerns are identified; and (f) cooperation with Regulatory Authorities in any jurisdiction.
13. The Direct Client-Lawyer Relationship
13.1 When you instruct a Lawyer through the Platform, you are entering into a contract directly with that Lawyer. The Platform is not a party to that contract and has no liability under it.
14. How Your Engagement Begins: Scoping Call, AI Summary, and Milestone Approval
This section explains the steps you will go through before a Lawyer starts work on your matter. The process is designed to ensure you receive clear costs information and have the opportunity to approve the scope and price before any work begins.
14.1 Before a Scoping Call can be scheduled, you must complete a pre-call information form providing: (a) your full name, email address, and telephone number; (b) the type of matter; (c) a brief description of your matter; (d) the names of any other parties involved; (e) any urgency or time constraints; and (f) how you heard about the Platform.
14.1A A Lawyer may also create and send You a quotation (scope proposal) without a prior video consultation, including via a shareable link. If You receive a quotation via a shareable link, You must sign in to the Platform and claim the quotation before it becomes binding. An accepted quotation creates an order on the same terms as one arising from a Scoping Call.
14.2 Your engagement follows these steps: (a) you pay the Initial Consultation Connection Fee to the Platform; (b) you select a time slot and book a Scoping Call; (c) the Scoping Call is recorded (with your consent) and the Platform's AI system generates the AI Scope Script; (d) the Lawyer reviews the AI Scope Script and prepares a Milestone Proposal; (e) you review and approve the Milestone Proposal; (f) the Lawyer issues an Engagement Letter and the retainer is formed. No retainer exists and no work begins until you have approved the Milestone Proposal.
14.3 The Scoping Call is your opportunity to explain your matter and for the Lawyer to understand your needs. During the call, the Lawyer will assess competence, identify conflicts, assess vulnerability, and ask preliminary questions. The Scoping Call does not create a lawyer-client relationship. Until you approve a Milestone Proposal, you have the status of a potential client only.
14.3A The Scoping Call has a maximum duration of thirty (30) minutes, enforced automatically by the Platform. Either party may end the call earlier.
14.3B During the Scoping Call, Your Lawyer has access to AI-assisted tools including a live transcript of the conversation and suggested questions relevant to Your practice area. These tools are provided to help the Lawyer or Legal Professional assess Your matter more thoroughly. You do not have access to these tools during the call.
14.3Cand the Scoping Call transcript is deleted in accordance with the Platform's data retention policy. Once both parties have clicked "proceed": (a) You and Your Lawyer or Legal Professional are committed to continuing the engagement exclusively through the Platform; (b) the Platform will share Your Lawyer's or Legal Professional's full contact details (including business email, telephone number, and office address) with You for the purposes of the engagement letter and ongoing communication; (c) the Platform will share Your full contact details with Your Lawyer or Legal Professional for the same purpose; (d) You must not use the contact details shared through this process to engage Your Lawyer or Legal Professional outside the Platform for this matter; and (e) contact details are shared at this point because Your Lawyer or Legal Professional is required by their regulator to include their contact information in the engagement letter, and You are entitled to know who is acting for You. Before both parties click "proceed", no contact details beyond those visible on the Platform profile are shared. A cooling-off period of six (6) hours applies after both parties click "proceed" and before contact details are released. During the cooling-off period, either party may withdraw without penalty by clicking "withdraw" on the Platform. If either party withdraws during the cooling-off period, no contact details are shared, no Milestone Proposal deadline applies, and You may request a re-match with a different Lawyer.
14.3D Where You have downloaded, accessed, used, or acted upon deliverables from a completed milestone (including but not limited to legal documents, advice memoranda, or draft agreements), Your dispute rights for that milestone are limited to claims relating to the quality, accuracy, or completeness of the deliverables and do not extend to a general refusal to pay for work received. The Platform may use download timestamps, access logs, and other platform data as evidence in determining whether deliverables have been accessed for the purposes of this clause.
14.4 The AI Scope Script is generated by the Platform's technology, not by the Lawyer. It is an administrative summary, not legal advice. It may contain errors. Your Lawyer is required to review it for accuracy. You have the right to refuse AI involvement.
14.4A During the generation of the AI Scope Script, the Platform's AI system automatically scans the consultation transcript for three categories of compliance concern: (a) domestic abuse indicators, (b) anti-money laundering concerns, and (c) potential conflicts of interest. This is automated detection only and does not constitute a legal assessment. Where concerns are detected, the AI Scope Script is placed in a compliance hold and the Lawyer or Legal Professional must acknowledge each concern before the AI Scope Script can be released to You. The Lawyer or Legal Professional retains sole professional judgement in all cases.
14.4B The Platform owns all intellectual property in the AI system, templates, and processes used to generate AI Scope Scripts. The content of Your AI Scope Script is licensed to You and to Your Lawyer or Legal Professional for the sole purpose of the engagement. Neither You nor the Lawyer or Legal Professional may commercially exploit or redistribute the AI Scope Script independently of the engagement to which it relates.
14.5 The Milestone Proposal must set out: (a) each stage of your matter; (b) the work at each stage; (c) the fee for each stage; (d) likely Disbursements; (e) applicable taxes; (f) circumstances in which costs may change; (g) the estimated total cost; (h) the jurisdiction(s) whose law the Lawyer will advise on; and (i) any limitations on scope.
14.5A Your Lawyer may propose any of the following fee arrangements through the Milestone Proposal. All arrangements operate within the Platform's three-line Stripe payment architecture, which means your Legal Fees and Disbursements flow directly to your Lawyer (the Platform receives nothing from these payments) and the Platform's own fee is charged separately: (a) fixed fee - a single agreed price for the whole matter or for each stage; (b) staged or phased fee - the matter is broken into phases, each with its own fee and milestone; (c) capped fee - a maximum fee is agreed and you pay the actual amount incurred up to the cap; (d) project-based or flat fee - a single price for a defined deliverable; (e) transaction-based fee - fees tied to each stage of a transaction (such as signing, exchange, closing, completion); (f) success or completion fee - standard fees for ongoing work plus an additional fee payable only if a defined outcome is achieved; (g) per-session fee - each mediation, arbitration, or collaborative session is billed separately; (h) hourly rate - estimated hours multiplied by the agreed rate, with scope change approval required if hours will exceed the estimate; (i) replenishing retainer - an upfront deposit held by Stripe, drawn down as work is performed, with top-up requests when the balance is low; (j) monthly retainer - a flat monthly fee for ongoing advisory services, recurring each month; (k) blended rate - a single hourly rate for the whole team rather than individual rates; (l) value-based fee - the fee is linked to the value delivered (such as tax saved), with the final amount adjusted once the outcome is known; (m) hybrid arrangement - a reduced hourly rate for ongoing work combined with a success fee on outcome; (n) percentage-based fee - the fee is a percentage of a value determined at conclusion (such as estate value); (o) conditional fee arrangement or no win no fee (where available in your Lawyer's jurisdiction) - you pay no Legal Fees unless your case succeeds; (p) contingency fee (where available in your Lawyer's jurisdiction) - the fee is a percentage of your recovery; (q) damages-based agreement (where available in your Lawyer's jurisdiction) - the fee is a percentage of damages recovered; (r) third-party litigation funding - a specialist funder pays the Lawyer's fees during the case in exchange for a share of the recovery, and you pay nothing out of pocket; (s) insurance defence - your insurer appoints and pays the Lawyer directly; (t) Legal Aid or publicly funded matters - payment flows from the public funding body directly to the Lawyer; (u) court-appointed - the court sets the fee and payment comes from court or government funds; (v) pro bono - the Lawyer provides services free of charge; (w) fee-shifting - where the losing party pays costs under a court order or statute, this is handled by the court and is separate from the Platform's payment mechanism; (x) donor or foundation-funded - a nonprofit or legal defence fund pays the Lawyer and you pay nothing; and (y) annual incident response retainer - an annual prepaid fee for data breach or crisis readiness services. Your Lawyer must explain in the Milestone Proposal how the chosen fee arrangement works with the Platform's payment mechanism.
14.5B Your Lawyer may also offer volume-based or portfolio pricing: if you instruct the same Lawyer on multiple matters, a discounted rate structure may apply across all your matters, with each matter having its own milestone at the agreed portfolio rate.
14.6 If you do not agree with the Milestone Proposal, you may: (a) ask the Lawyer to revise it; (b) decline and instruct a different Lawyer; or (c) leave the Platform. You are under no obligation to approve.
14.7 If the scope changes after approval, the Lawyer must prepare a revised Milestone Proposal and obtain your approval before incurring additional fees.
14A. The AI Scope Script: What You Need to Know
14A.1 The AI Scope Script is generated automatically by the Platform's AI technology from the Scoping Call recording. Important things to understand: (a) the AI Scope Script is not legal advice; (b) it is a technology-generated administrative summary; (c) it may contain errors, omissions, or misinterpretations; (d) your Lawyer is required to review it for accuracy before using it; (e) if the AI Scope Script does not accurately reflect your matter, tell your Lawyer immediately; (f) the AI Scope Script is not a binding document; (g) the binding document is the Milestone Proposal (which your Lawyer prepares using the AI Scope Script as a starting point, combined with their own professional judgment).
14A.2 You have the right to refuse AI involvement entirely. If you refuse, the Lawyer will take manual notes during the Scoping Call and prepare the Milestone Proposal without AI assistance. Your right to refuse AI does not affect the quality of service you should receive.
14B. Understanding the Milestone Proposal
14B.1 The Milestone Proposal is the key document that defines what your Lawyer will do and what it will cost. Before you approve it, make sure you understand: (a) exactly what work will be done at each stage; (b) the fee for each stage and the total estimated cost; (c) what is included and what is not included in each fee; (d) what additional costs (Disbursements) you may need to pay; (e) when and how you will need to make payments; (f) the circumstances in which costs may increase; (g) what happens if the scope changes; (h) the jurisdiction(s) whose law your Lawyer will advise on; and (i) any limitations on the scope of advice.
14B.2 If you do not understand any aspect of the Milestone Proposal, ask your Lawyer to explain it. Do not approve a Milestone Proposal you do not understand. You are under no obligation to approve. You may ask for revisions, you may instruct a different Lawyer, or you may leave the Platform.
14C. Client Identity Protection During Matching
14C.1 To protect your identity during the matching process: (a) your full name is not immediately disclosed to the Lawyer - the Lawyer initially sees only your first name and surname initial; (b) once the Lawyer confirms willingness to act, the Platform releases your full name for a conflict check; (c) the Scoping Call link is activated only after the Lawyer confirms no conflict exists; (d) the Lawyer's full identity is disclosed to you after you pay the Connection Fee and the Lawyer places a card hold. This process protects both parties during the matching stage.
15. What to Expect from Your Lawyer
15.1 Your Lawyer is required by the professional conduct rules of their jurisdiction to: (a) act competently; (b) act in your best interests; (c) act honestly and with integrity; (d) keep your information confidential; (e) communicate with you regularly and clearly; (f) act diligently; (g) be transparent about costs; (h) deliver the work agreed; (i) identify and manage conflicts of interest; and (j) treat you with courtesy and respect.
15A. Ongoing Communication: What to Expect
15A.1 During your engagement, you can expect your Lawyer to: (a) respond to your messages through the Platform within two (2) Business Days; (b) provide progress updates against milestones at least monthly (or more frequently if agreed); (c) notify you promptly of any adverse developments; (d) explain developments in a way you can understand; (e) inform you of any decisions you need to make; and (f) keep you informed of costs as the matter progresses.
15A.2 If your Lawyer is not communicating adequately, you should: (a) send a message through the Platform reminding them of the issue; (b) if no response, raise it as a complaint through the Platform; (c) you may also contact the Regulatory Authority in your Lawyer's jurisdiction.
16. What Your Lawyer Must Tell You
16.1 Before work begins, your Lawyer must provide you with: (a) an Engagement Letter; (b) clear costs information; (c) their regulatory status, Regulatory Authority, and registration details; (d) the jurisdiction(s) in which they are qualified and whose law they will advise on; (e) whether they hold Professional Indemnity Insurance; (f) any limitations on their practice rights; (g) their complaints procedure and the relevant Regulatory Authority's contact details; (h) any fee-sharing arrangement with the Platform; (i) how your data will be used; and (j) any conditions on their Practising Certificate.
PART C IMPORTANT NOTICE: LAWYER QUALIFICATIONS OUTSIDE THE UK AND US
17. Jurisdictional Limitations
17.1 Your Lawyer must only provide legal advice in respect of the law of the jurisdiction(s) in which they are qualified. If your matter requires advice on the law of a different jurisdiction, your Lawyer should refer you to a qualified professional in that jurisdiction or advise you to seek local advice.
17.2 If your Lawyer advises on matters outside the scope of their qualification, the Lawyer does so in breach of the Lawyer Terms. You should report any concerns to the Platform immediately.
17A. Cross-Border Matters
17A.1 If your matter has cross-border elements (for example, it involves parties in multiple jurisdictions, property in a different jurisdiction, or a transaction that crosses borders): (a) your Lawyer may only advise on the law of the jurisdiction(s) in which they are qualified; (b) your Lawyer should clearly identify which aspects of the matter they can advise on and which require advice from a Lawyer qualified in another jurisdiction; (c) your Lawyer may refer you to a second Lawyer through the Platform for the aspects outside their qualification; (d) if you instruct multiple Lawyers, each Lawyer has a separate engagement with you and charges separate fees; and (e) you should ensure that the scope of each Lawyer's work does not overlap or leave gaps.
17B. Absolute Jurisdictional Limitation: What This Means for You
17B.1 Your Lawyer must only provide legal advice on the law of the jurisdiction(s) in which they hold a current, valid qualification. A Lawyer who is qualified in one jurisdiction must not advise you on the law of a different jurisdiction in which they are not qualified. This restriction applies regardless of how similar the laws of the two jurisdictions may be, regardless of the Lawyer's personal familiarity with the other jurisdiction's law, and regardless of any request by you for the Lawyer to do so.
17B.2 If your matter requires advice on the law of a jurisdiction in which your Lawyer is not qualified, your Lawyer must: (a) tell you clearly that they cannot advise on the law of that jurisdiction; (b) refer you to a qualified lawyer (either through the Platform or independently); or (c) with your consent, engage co-counsel who is qualified in that jurisdiction (at your cost). Your Lawyer must not give you even informal or preliminary advice on the law of a jurisdiction in which they are not qualified.
17B.3 If at any time you believe your Lawyer has given you advice on the law of a jurisdiction in which they are not qualified, or has given you the impression that they are qualified in a jurisdiction they are not, you should: (a) stop relying on the advice immediately; (b) seek independent advice from a Lawyer who is qualified in the relevant jurisdiction; (c) report the matter to the Platform; and (d) consider filing a complaint with the Regulatory Authority in your Lawyer's jurisdiction.
17B.4 Advice given by a Lawyer on the law of a jurisdiction in which they are not qualified may be: (a) wrong, incomplete, or misleading; (b) uninsured (the Lawyer's Professional Indemnity Insurance may not cover advice on the law of a jurisdiction in which they are not qualified); (c) unenforceable; and (d) a criminal offence (the unauthorised practice of law is a criminal offence in many jurisdictions). Advising outside their jurisdiction is a fundamental breach of the Lawyer Terms and will result in immediate suspension and potential permanent termination.
17C. Your Lawyer Must Not Mislead You
17C.1 Your Lawyer must not mislead you about: (a) the jurisdiction(s) in which they are qualified; (b) what they can and cannot advise on; (c) their experience, expertise, or qualifications; (d) the fees, costs, or likely total expense of your matter; (e) the likely outcome or prospects of success; (f) who will perform the work; (g) whether AI tools have been used; (h) whether they hold Professional Indemnity Insurance; (i) the protections available to you; or (j) any other matter that would be important to your decision to instruct them.
17C.2 If you discover that your Lawyer has misled you about any of the matters in clause 17C.1, you may: (a) terminate the engagement immediately; (b) raise a complaint through the Platform; (c) file a complaint with the Regulatory Authority; (d) seek a refund of fees paid; and (e) bring court proceedings if you have suffered loss.
18. Types of Legal Professionals
18.1 The Platform includes various types of legal professionals (solicitors, barristers, advocates, attorneys, notaries, and others), each with different regulatory status and practice rights. Your Lawyer should explain their regulatory status and what protections are available to you before you instruct them.
18B. Anti-Circumvention: Your Obligations
18B.1 You must not attempt to circumvent the Platform's payment mechanism or commercial arrangements. In particular, you must not: (a) agree to pay your Lawyer directly (outside the Platform) for services that were introduced through the Platform; (b) suggest, encourage, or facilitate moving an engagement that originated through the Platform to a direct arrangement outside the Platform for the purpose of avoiding Platform Fees; (c) ask your Lawyer to reduce the fees recorded on the Platform while paying a higher amount outside the Platform (artificially reducing recorded fees); (d) provide or exchange personal contact details with your Lawyer before the Milestone Proposal is approved for the purpose of moving the engagement off the Platform; or (e) agree to make direct payment to your Lawyer outside the Platform in order to avoid Platform Fees.
18B.2 Where you are introduced to a Lawyer through the Platform for any matter, and you subsequently wish to engage the same Lawyer on any separate, additional, new, or unrelated legal matter (whether or not related to the original matter), you must do so through the Platform. This obligation applies for a period of thirty (30) days from the date of the original introduction. You must not instruct a Platform-introduced Lawyer on any new matter outside the Platform during this period, and the Lawyer is prohibited under the Lawyer Terms from accepting such instructions outside the Platform. If you wish to instruct the same Lawyer on a new matter, you must book a new Scoping Call through the Platform and follow the standard engagement process.
18B.3 This provision exists because the Platform incurs significant costs in operating the marketplace, developing the technology, and facilitating the introduction. If Clients and Lawyers were able to move engagements and new matters outside the Platform after the initial introduction, the Platform's commercial model would not be sustainable.
18B.4 After the thirty-day period has expired, you are free to instruct the Lawyer directly for new matters without using the Platform.
18B.5 Any breach of this clause is a material breach of these Terms and may result in suspension or termination of your account.
19. Practice Models
19.1 Lawyers on the Platform practise in various structures (sole practitioners, law firms, of counsel, freelance, virtual/remote). The risks, insurance, and liability differ. Your Lawyer should explain their practice model. The Platform displays self-reported practice structure on profiles but does not verify or guarantee financial stability.
20. Engagement Models
20.1 Lawyers may offer: (a) full-scope representation; (b) limited scope (unbundled) representation; (c) task-based engagements; or (d) subscription/retainer services. The Milestone Proposal specifies the scope.
PART D YOUR RELATIONSHIP WITH YOUR LAWYER
21. Verifying Your Lawyer's Credentials
21.1 You are strongly encouraged to verify your Lawyer's credentials independently. See Part C (clauses 10-12) for detailed guidance on verification steps and what the Platform's monitoring does and does not mean.
22. Vulnerable Clients
22.1 If you need additional support due to age, disability, mental capacity, language barriers, financial difficulty, domestic abuse, immigration status, or any other factor, your Lawyer is required to make reasonable adjustments. You may also contact the Platform for help finding a Lawyer who can meet your needs.
23. Truthfulness Warranty
23.1 You warrant that all information provided by you to the Platform and to any Lawyer is and will be true, accurate, complete, and not misleading. This warranty applies to: (a) registration information; (b) information about your legal matter; (c) information provided to your Lawyer; (d) source of funds declarations; (e) identity documents; (f) information relevant to sanctions and PEP screening; (g) information about third-party funding; and (h) any other information provided in connection with the Platform.
23.2 This is a continuing obligation. You must notify the Platform and your Lawyer promptly of any material changes.
24. Accurate Information
24.1 You must provide accurate information when creating your account, describing your matter, communicating with Lawyers, providing documents, and making declarations. You must not impersonate any person, create multiple accounts, provide false documents, withhold material information, or use the Platform for unlawful purposes.
25. Cooperation
25.1 You agree to cooperate with your Lawyer and the Platform by: (a) responding to requests promptly; (b) providing documents; (c) attending meetings; (d) informing your Lawyer of changes; (e) following reasonable advice; and (f) not obstructing your Lawyer's ability to act.
26. Prohibited Conduct
26.1 You must not use the Platform: (a) for any unlawful purpose including money laundering, fraud, or sanctions evasion; (b) to facilitate or conceal proceeds of crime; (c) to obtain legal services to further criminal activity; (d) to harass or abuse any Lawyer or Platform staff; (e) to make vexatious complaints; (f) to interfere with the Platform; or (g) in any manner that breaches Applicable Law.
26.2 Identity fraud and impersonation are criminal offences. The Platform will report suspected impersonation to law enforcement and will permanently ban any person whose account is terminated for impersonation or identity fraud.
27. Consequences of Breach
27.1 If you breach your obligations, the Platform may suspend or terminate your account, your Lawyer may terminate your instructions, you may face criminal liability, and you may be liable under the indemnity provisions.
PART E YOUR OBLIGATIONS: TRUTH, ACCURACY, AND GOOD FAITH
29. Your Identity and Source of Funds
28.1 Your Lawyer may be legally required by the AML laws of their jurisdiction to understand the source and origin of funds used to pay for legal services. The Platform facilitates your declaration but does not verify it.
29.1 You must declare whether funds are your own or provided by a third party, and must cooperate with your Lawyer's identity verification and due diligence requirements.
30.1 You warrant that: (a) you are not subject to sanctions in any jurisdiction; (b) you are not acting on behalf of a sanctioned person; and (c) you will notify your Lawyer immediately if your status changes.
31.1 If you are a politically exposed person (PEP), you should disclose this to your Lawyer.
32.1 If any funds derive from cryptocurrency or digital assets, you must declare this to your Lawyer.
33.1 Making false or misleading declarations may result in your Lawyer terminating your retainer, account suspension, reporting to authorities, and criminal liability.
PART F SOURCE OF FUNDS, IDENTITY, AND SANCTIONS
33. How Fees Work on the Platform
34.1 The Platform's fees are fixed amounts determined by the complexity tier of your matter. Platform fees are never calculated as a percentage of your legal fees. The fee schedule is published on the Platform's pricing page.
34A. Understanding Platform Fees
34A.1 Platform Fees are charges by the Platform for its technology services. They are separate from your Lawyer's Legal Fees. It is important that you understand the distinction: (a) Platform Fees pay for the Platform's technology, including the marketplace, matching algorithm, video conferencing, AI Scope Script generation, Stripe-facilitated payment escrow, dispute resolution infrastructure, and compliance tools. Platform Fees are paid to the Platform. (b) Legal Fees pay for the legal advice and legal services provided by your Lawyer. Legal Fees are paid to your Lawyer. The Platform does not set, negotiate, or control Legal Fees. (c) Disbursements are third-party costs incurred by your Lawyer on your behalf (such as court fees, expert fees, and translation fees). Disbursements are processed through Stripe directly to your Lawyer, who passes them on to the third party.
34B. Your Obligation to Pay Platform Fees
34B.1 By using the Platform and accepting these Terms, you unconditionally accept and agree to pay the applicable Client-side Platform Fees (including the Initial Consultation Connection Fee, AI Consultation Fee, Compliance Verification Fee, and Buyer Protection Fee) as set out in the fee schedule published on the Platform. By accepting these Terms, you accept the principle that Platform Fees will be payable if your matter proceeds. The Connection Fee is payable when you book a Scoping Call. All other Platform Fees (per-milestone service fees) are contractually confirmed as owed to the Platform once the scope and fees are agreed across milestones (i.e., once you approve the Milestone Proposal). From that point, those fees are automatically deducted and the Platform considers them earned and due. Once the fee-triggering event has occurred, the Platform Fees are deemed earned by the Platform.
34B.2 Platform Fees are payable regardless of: (a) the outcome of your matter; (b) any dispute between you and your Lawyer; (c) whether you are satisfied with the services; or (d) whether the matter is subsequently terminated. You must not withhold, dispute, or set off Platform Fees against any other claim (except where the Platform's refund policy applies, for example if the Lawyer fails to attend the Scoping Call).
35.1 Initial Consultation Connection Fee: payable at the point of booking. This is a fee for the Platform's technology service, not for legal advice. It is separate from Legal Fees.
36.1 Legal Fees are agreed between you and your Lawyer and are payable to the Lawyer, not to the Platform. The Platform has no involvement in setting, negotiating, or collecting Legal Fees. Your Lawyer receives 100% of your Legal Fees with no deduction by the Platform.
37.1 Platform Service Fees charged to you include: (a) AI Consultation Fee; (b) Compliance Verification Fee; and (c) Buyer Protection Fee (a fixed fee per milestone determined by the milestone value band). All fees are disclosed before payment.
38.1 When you pay for legal services, Stripe holds funds as Held Funds. These belong to you until released. Held Funds are released to the Lawyer when: (a) the Lawyer marks a milestone as complete; (b) you confirm satisfactory delivery or the Confirmation Period expires; and (c) no dispute has been raised.
38.2 The Confirmation Period varies by subscription tier: 14 days (Free/Explorer), 21 days (Standard), 30 days (Premium). During the Confirmation Period, you may confirm delivery or raise a dispute. If you do neither, you are deemed to have accepted.
38A. Understanding Held Funds
38A.1 When you make a payment for legal services through the Platform, your money is held by Stripe (a regulated payment institution) as Held Funds. Important things to understand: (a) Held Funds belong to you until they are released to the Lawyer; (b) Held Funds are held by Stripe, not by the Platform and not by your Lawyer; (c) Held Funds are released when the Lawyer marks a milestone as complete and either you confirm satisfactory delivery or the Confirmation Period expires without a dispute; (d) if you raise a dispute during the Confirmation Period, the Held Funds remain frozen pending resolution; (e) the Platform does not deduct any amount from Held Funds; (f) your Lawyer receives 100% of your Legal Fees (minus Stripe's payment processing fee); and (g) the Platform's fees are charged separately to your payment method, not deducted from Held Funds.
38B. Confirmation Period: Your Rights
38B.1 The Confirmation Period is your opportunity to review the completed work and decide whether you are satisfied. During the Confirmation Period, you may: (a) confirm satisfactory delivery (which releases the Held Funds to the Lawyer); (b) raise a dispute (which freezes the Held Funds pending resolution); or (c) do nothing (in which case the Held Funds are automatically released when the Confirmation Period expires). The length of the Confirmation Period depends on your subscription tier: 14 days (Free/Explorer), 21 days (Standard), 30 days (Premium).
38B.2 If you intend to raise a dispute, you must do so during the Confirmation Period. Once the Confirmation Period expires and Held Funds are released, recovery of fees becomes a matter between you and the Lawyer directly. However, release of funds does not prevent you from using any other complaint route, including the Regulatory Authority.
38C. Payment: How It Appears on Your Statement
38C.1 When you make a payment for legal services through the Platform, your bank or card statement will show your Lawyer's name (or your Lawyer's firm name), not the Platform's name. This is because your Legal Fees flow directly to your Lawyer - the Platform does not sit between you and your Lawyer on the payment flow. The Platform's own fees (such as the Connection Fee and Buyer Protection Fee) appear separately on your statement under the Platform's name.
38C.2 The Platform sends you a reminder notification on the fifth (5th) Business Day of the Confirmation Period. If you do not confirm satisfactory delivery or raise a dispute within the Confirmation Period, you are deemed to have accepted the services and Held Funds are released automatically to your Lawyer.
39.1 The Platform's three-line payment architecture ensures complete separation: Line 1 (Legal Fees) flows directly to the Lawyer with no Platform deduction. Line 2 (Disbursements) flows directly to the Lawyer. Line 3 (Platform Fees) is a separate charge. This ensures the full amount of your Legal Fees reaches your Lawyer.
40.1 Payments are processed by Stripe. The Platform does not hold your money. Your Held Funds are protected by Stripe's regulatory status.
41.1 If you are entitled to a refund of Legal Fees, this is the responsibility of the Lawyer. If Held Funds have not been released, the Platform may return them through Stripe. If already released, recovery is between you and the Lawyer.
41F. Disbursement and Client Money Terms
41F.1 Before the first disbursement payment is processed on Your matter, the Platform will ask You to confirm that You understand and accept the following: (a) disbursement payments are processed as separate Stripe transactions directly to Your Lawyer or Legal Professional and are separate from Legal Fee payments; (b) the Platform does not hold, manage, control, or have access to disbursement funds at any point - once a disbursement payment is processed through Stripe, the funds go directly to Your Lawyer or Legal Professional's account; (c) Your Lawyer or Legal Professional is solely responsible for paying the relevant third party (such as the court, an expert, or a search provider) out of the disbursement funds received; (d) each disbursement item has its own approval flow, and You will be asked to approve each disbursement before payment is taken; (e) VAT treatment varies by disbursement category (some disbursements attract VAT, some are VAT-exempt, and some are outside the scope of VAT), and the applicable VAT position will be shown for each item; (f) Your Lawyer or Legal Professional is required to provide receipts or evidence of payment for each disbursement incurred on Your behalf; and (g) if You have a dispute about a disbursement, this is between You and Your Lawyer or Legal Professional, and the Platform's dispute resolution process is available to assist.
41F.2 Where Your Lawyer or Legal Professional is required by their regulatory obligations to hold Client Money in a regulated client account (for example, completion funds in a conveyancing transaction, settlement funds in litigation, or money held on account of future costs), You acknowledge and agree that: (a) the obligation to hold Client Money in a regulated client account sits entirely with Your Lawyer or Legal Professional (and, where applicable, their firm); (b) the Platform has no visibility of, access to, or control over any client account maintained by Your Lawyer or Legal Professional or their firm; (c) the Platform does not monitor, audit, reconcile, or verify the contents of any client account; (d) the Platform is not responsible for, and accepts no liability in respect of, any failure by Your Lawyer or Legal Professional to comply with their client account obligations; (e) if You have concerns about how Your Client Money is being held, Your first step should be to raise this directly with Your Lawyer or Legal Professional, and if You are not satisfied, You may complain to their regulatory body; and (f) the Platform's escrow mechanism (Held Funds processed through Stripe) is a technology service and is not a client account within the meaning of any professional regulation.
41F.3 The Platform processes disbursement payments through the same three-line Stripe payment architecture as Legal Fee payments. Line 1 processes Legal Fees as a direct charge to Your Lawyer or Legal Professional's Stripe Connected Account with no Platform deduction. Line 2 processes Disbursements as a separate direct charge to the same Connected Account with no Platform deduction. Line 3 is the Platform Fee, which is invoiced separately to Your Lawyer or Legal Professional's own payment method and is entirely independent of any payment You make. At no point does the Platform receive, hold, deduct from, or have access to any money flowing from You to Your Lawyer or Legal Professional for Legal Fees or Disbursements.
42.1 You are responsible for all taxes arising from your use of the Platform in accordance with the laws of your jurisdiction.
PART G FEES AND PAYMENTS
42. Recording Consent and AI Processing
43.1 Both parties are notified at the start that the Scoping Call is recorded. The recording is processed by the Platform's AI system to generate the AI Scope Script. You may refuse recording, in which case the Lawyer takes manual notes.
44.1 Recording consent laws vary by jurisdiction. The Platform applies the stricter standard where you and your Lawyer are in different jurisdictions.
45.1 During the Scoping Call, you may share highly sensitive personal information. You should consider carefully what you share. If your matter involves criminal conduct, domestic abuse, or safeguarding concerns, your Lawyer has professional duties regarding your safety.
46.1 Recordings are retained for thirty (30) days after the conclusion of the matter and then securely deleted. You may request a copy or early deletion.
47.1 AI Features Are Not Legal Advice. The Platform's AI outputs are technology-generated administrative tools only. AI can make mistakes. Your Lawyer is required to review all AI outputs before using them. Your Lawyer is professionally responsible for AI-assisted work as though produced without AI. The Platform accepts no liability for AI errors.
47.2 The Platform accepts no liability for any failure, interruption, or degradation of the Scoping Call recording or AI transcription process, including (a) technical failures in the recording infrastructure (such as audio quality issues, dropped connections, bandwidth limitations, or server outages), (b) partial or incomplete recordings caused by network interruptions, device malfunctions, or environmental factors, (c) the AI system failing to generate an AI Scope Script at all (in which case the Lawyer will proceed using manual notes), or (d) delays in the generation or delivery of the AI Scope Script. The recording and AI transcription service is provided on an "as available" basis. Where a failure occurs, your Lawyer retains professional responsibility for properly scoping your matter whether or not an AI Scope Script was generated.
47.3 The quality, completeness, and accuracy of the AI Scope Script depend in part on the quality, completeness, and clarity of the information you provide during the Scoping Call. You acknowledge that: (a) if you speak unclearly, provide incomplete information, or fail to mention material facts, the AI Scope Script may not accurately reflect your matter; (b) if there is a language barrier, significant background noise, or poor audio quality on your end, the AI transcription may be less accurate; (c) the AI system cannot capture information you do not provide; and (d) it is your responsibility to review the AI Scope Script (or the Milestone Proposal) and raise with your Lawyer any errors, omissions, or matters not captured. The Platform accepts no liability for inaccuracy resulting from the quality of information you provided.
48.1 The Scoping Call is a video call. You may keep your camera off. The Platform does not use facial recognition or analyse expressions.
50. Consumer Protection
49.1 If you are an individual acting for purposes wholly or mainly outside your trade, business, or profession, you may be a consumer under the laws of your jurisdiction and may have additional protections. Nothing in these Terms affects your statutory consumer rights.
50.1 The consumer protection laws applicable to your engagement with your Lawyer are the consumer protection laws of the Delivery Jurisdiction and/or your jurisdiction of residence.
51.1 Your Lawyer is required by the professional conduct rules and consumer protection laws of their jurisdiction to provide services with reasonable care and skill, within a reasonable time, and for a reasonable charge.
52.1 Nothing in these Terms excludes, restricts, or modifies any non-waivable right or remedy you have under applicable consumer protection law.
PART H RECORDING, AI, AND SCOPING CALL
53. Confidentiality and Privilege
53.1 Your Lawyer is required by the professional conduct rules of their jurisdiction to keep your information confidential. This duty continues indefinitely after the engagement ends.
54.1 Communications between you and your Lawyer for the purpose of giving or receiving legal advice are intended to be protected by legal professional privilege (or the equivalent in your Lawyer's jurisdiction). This is one of the most important protections available to you. You should be aware that: (a) privilege belongs to you, the client; (b) you can waive privilege but should take advice first; (c) sharing privileged communications with third parties may destroy privilege; and (d) privilege does not protect communications made for the purpose of furthering a crime or fraud.
55.1 You retain ownership of all documents you upload. The Platform does not claim ownership.
56.1 Your Lawyer must retain your file for the period required by the rules of their jurisdiction. The Platform's document workspace is not a substitute for your Lawyer's own file retention.
57.1 The Platform maintains an immutable audit log of transactions and compliance events for seven (7) years from matter closure.
58.1 The Platform provides a document workspace. In multi-Lawyer matters, a Shared Zone (accessible to you) and a Private Zone (not accessible to you) protect confidentiality of each Lawyer's independent advice.
53A. Continuing Duty of Confidentiality
53A.1 Your Lawyer's duty of confidentiality to you continues indefinitely after your engagement ends - your Lawyer's duty of confidentiality continues without time limit. Your Lawyer must not use or disclose your confidential information for any purpose other than the purpose for which you provided it, unless you give informed consent or disclosure is required by law.
PART I YOUR CONSUMER RIGHTS
57. How to Complain
59.1 If you are unhappy with the legal services provided by your Lawyer, you have the right to complain. This right cannot be excluded, restricted, or waived.
59A. Making a Complaint: Step-by-Step Guide
59A.1 If you are unhappy with your Lawyer's services, you have several options. The following is a step-by-step guide:
60.1 Your complaint routes include: (a) complain to your Lawyer under their internal procedure; (b) raise a dispute through the Platform during the Confirmation Period (which instructs Stripe to hold funds pending resolution); (c) file a complaint with the Regulatory Authority in your Lawyer's Home Jurisdiction or the Delivery Jurisdiction; and (d) bring court proceedings for professional negligence or breach of contract.
61.1 When you raise a dispute through the Platform: (a) the Platform notifies your Lawyer; (b) facilitates communication; (c) does not take sides, adjudicate, or determine liability; and (d) informs you of your right to escalate.
62.1 Target dispute handling response times vary by subscription tier: 72 hours (Free), 48 hours (Standard), 24 hours (Premium). These are targets, not guarantees.
62A. Client Subscription Tier Dispute Features
62A.1 Your subscription tier affects your dispute experience: (a) Free/Explorer: standard dispute handling; (b) Standard/Protected: priority dispute handling with 48-hour response target, extended Confirmation Period (21 days); (c) Premium/Concierge: priority dispute handling with 24-hour response target, extended Confirmation Period (30 days), escalation to Platform Director, dedicated case adviser.
63.1 If you are on the Premium tier, you may request escalation to a Platform Director.
64.1 The Platform will assist you in identifying the correct Regulatory Authority for filing a complaint in your Lawyer's jurisdiction.
64A. Making a Regulatory Complaint: What to Expect
64A.1 The process for making a regulatory complaint varies by jurisdiction. In general: (a) you submit a written complaint to the Regulatory Authority; (b) the Regulatory Authority assesses the complaint; (c) if the complaint is within their jurisdiction, they investigate; (d) the investigation may include requesting your Lawyer's response, reviewing documents, and interviewing witnesses; (e) the Regulatory Authority may take disciplinary action (ranging from a warning to disbarment/striking off); (f) in some jurisdictions, the Regulatory Authority can order compensation; (g) the process can take several months to over a year; and (h) the outcome is communicated to you in writing. The Platform will cooperate with any Regulatory Authority investigation.
65.1 If your Lawyer has been dishonest or has misappropriated client funds, you may be eligible for reimbursement from a client protection fund or compensation fund maintained by the relevant Regulatory Authority (where such a fund exists).
65A.1 The Platform uses the following categories of third-party data processor: (a) database and authentication; (b) payment processing; (c) video infrastructure (call data deleted within twenty-four hours); (d) speech-to-text transcription (raw audio not retained); (e) AI processing (inputs not used for model training); (f) transactional email; (g) automation; (h) fact verification (verifiable claims only, no personal data transmitted); and (i) semantic search and embedding. Each operates under a binding data processing agreement. A list of processors is available on request.
65B.1 The Platform uses cookies and third-party scripts in four categories: (a) essential (always active); (b) functional (can be disabled); (c) analytics (can be disabled); and (d) marketing (can be disabled).
65B.2 No non-essential cookies are loaded until You have explicitly consented. You may manage preferences at any time via the cookie settings in the Platform's footer.
65C.1 The Platform retains personal data for the following periods: (a) consultation transcripts and AI Scope Scripts: thirty (30) days (automatically deleted); (b) messages: retained indefinitely (legal audit and dispute evidence); (c) financial records: seven (7) years; (d) identity verification documents: until expiry plus ninety (90) days; (e) analytics events: ninety (90) days (configurable); (f) scope reports: retained indefinitely (part of the order record); (g) compliance flags: retained indefinitely; (h) consent records: retained for the duration of the Platform's operation; (i) audit log entries: retained permanently and cannot be deleted (Article 17(3)(b) and (e) UK GDPR); (j) account data: retained until deletion requested, subject to legal obligations; (k) Plan My Case session data (including action plans, detected practice areas, and feedback): ninety (90) days for anonymous sessions (automatically deleted), retained indefinitely for registered users; and (l) documents uploaded to Plan My Case: ninety (90) days (automatically deleted), accessible only via time-limited signed URLs.(j) account data: retained until deletion requested, subject to legal obligations; (k) Plan My Case session data (including action plans, detected practice areas, extracted document text, AI-generated document summaries, and feedback): ninety (90) days for anonymous sessions (automatically deleted), retained indefinitely for registered users (including extracted document content and AI-generated document summaries, which are retained as part of the session record beyond the ninety (90) day file deletion period); and (l) documents uploaded to Plan My Case: ninety (90) days (automatically deleted), accessible only via time-limited signed URLs. You may delete Your account or individual Plan My Case plans at any time via the self-service deletion options in Your account settings or portal. Upon deletion, all associated Plan My Case session records (including plans, extracted text, summaries, and question-and-answer data), all uploaded files still in storage, and all recommendation records linked to Your sessions are permanently removed.
65C.2 Where the Platform is required by law to retain personal data beyond the periods stated above, the Platform will retain the minimum data necessary for the minimum period required.
66.1 If your complaint is about the Platform's service (not about your Lawyer), contact the Platform. The Platform will acknowledge within five (5) Business Days and aim to resolve within twenty (20) Business Days.
67.1 Release of funds does not prevent you from using any complaint route, filing a regulatory complaint, bringing court proceedings, or claiming under your Lawyer's PII.
Step 1: Raise it with your Lawyer. In the first instance, raise your concern directly with your Lawyer through the Platform messaging system. Many issues can be resolved through direct communication. Give your Lawyer a reasonable opportunity to address your concern (we suggest at least ten (10) Business Days).
Step 2: Use the Platform's dispute process. If direct communication does not resolve the issue, or if the issue relates to a payment (and the Confirmation Period has not expired), raise a dispute through the Platform. The Platform will notify your Lawyer, facilitate communication, and inform you of your rights. The Platform does not adjudicate or determine liability.
Step 3: Complain to the Regulatory Authority. If you are not satisfied with your Lawyer's response or the Platform's dispute process, you may file a formal complaint with the Regulatory Authority in your Lawyer's jurisdiction. The Regulatory Authority has the power to investigate, discipline, and (in some jurisdictions) order compensation. The Platform will assist you in identifying the correct Regulatory Authority and provide contact details.
Step 4: Seek a client protection fund (where available). If your Lawyer has been dishonest, stolen money, or failed to account for funds, some jurisdictions maintain a client compensation fund or client protection fund. The Platform will assist you in identifying whether such a fund exists in your Lawyer's jurisdiction.
Step 5: Court proceedings. You may bring court proceedings against your Lawyer for professional negligence, breach of contract, or other civil claims. You should seek independent legal advice before commencing proceedings.
PART J DOCUMENTS, CONFIDENTIALITY, AND PRIVILEGE
68. Your Data Protection Rights
68.1 The Platform processes your personal data in accordance with its Privacy Notice and applicable data protection laws, including (where applicable) the UK GDPR, the EU GDPR, and equivalent national legislation.
69.1 The Platform processes your data as an independent controller. Your Lawyer processes your data as a separate independent controller. The Platform and the Lawyer are not joint controllers.
70.1 Where applicable privacy law grants you specific rights (access, deletion, correction, portability, objection), the Platform will honour those rights.
71.1 If the Platform becomes aware of a data breach, it will notify you and the relevant supervisory authority as required by applicable law.
72.1 You may manage your privacy choices through account settings, including marketing preferences, profile visibility, data sharing, and account deletion.
72A.1 Certain pricing models offered by Lawyers on the Platform involve payment arranged directly between You and the Lawyer, outside the Platform. For these arrangements: (a) no payment is processed through the Platform; (b) the Platform does not hold funds in escrow; (c) the buyer protection fee does not apply; (d) fee disputes are between You and the Lawyer; and (e) the Platform tracks milestones for project management purposes only.
72A.2 Where a Lawyer offers a pricing model involving external payment, the Lawyer is required by their regulator to provide You with full costs information before You agree to the arrangement.
72A.3 In exceptional circumstances, the Platform reserves the right to instruct Stripe to release Held Funds at its reasonable discretion. The Platform will notify both parties before taking such action.
72A.4 The Platform supports multiple milestone types with distinct payment implications: (a) standard (held by Stripe until confirmed); (b) conditional (tied to an event); (c) recurring (periodic); (d) retainer drawdown; (e) hourly block; (f) percentage-of-value; (g) immediate release (no escrow protection); (h) instalment; and (i) scope-only (no payment through Platform). Immediate release milestones do not benefit from escrow protection.
72B.1 The Platform provides a feature called Plan My Case, which generates AI-powered action plans based on a user's description of a legal situation. Plan My Case is available before a user accepts these Terms and before any engagement with a Lawyer begins. Clauses 72B.2 to 72B.12 apply only if You used Plan My Case prior to booking a consultation through the Platform. If You did not use Plan My Case, these clauses do not apply to You.
72B.2 If You used Plan My Case, You acknowledge that it provides general legal information only. It does not provide legal advice, case assessments, outcome predictions, or recommendations specific to Your individual circumstances. No lawyer-client relationship was created between You and any Lawyer or Legal Professional as a result of Your use of Plan My Case. You should not act or refrain from acting on the basis of a Plan My Case action plan without first obtaining independent legal advice from a qualified Lawyer.
72B.3 Where You booked a consultation through the Platform from a Plan My Case action plan, the following information from Your Plan My Case session is shared with Your matched Lawyer or Legal Professional through the Platform's booking system: (a) the practice area(s) detected from Your situation description; (b) the type of Lawyer recommended by the action plan; (c) the jurisdiction identified for Your matter; (d) any urgency indicators identified by the action plan; and (e) any compliance flags detected during Your Plan My Case session (including, where applicable, indicators of domestic abuse or other safeguarding concerns). This information is shared to enable Your Lawyer to prepare for the Scoping Call and to trigger any required compliance procedures. Your original situation description and any documents You uploaded to Plan My Case are not shared with Your matched Lawyer. Where You book a consultation through the Platform from a Plan My Case action plan, You may optionally choose to share Your saved Plan My Case report with Your matched Lawyer or Legal Professional. Sharing is initiated by You during the booking process through an optional attachment dropdown; no Plan My Case data is shared automatically. If You choose to share, the following information is provided to Your matched Lawyer or Legal Professional: (a) the action plan summary; (b) the practice area(s) detected from Your situation description; (c) the complexity assessment; (d) the estimated cost ranges; (e) the recommended action steps; and (f) Your original situation description. You may also choose whether to include AI-generated summaries of any documents You uploaded during the Plan My Case session by ticking or unticking the document sharing option during booking. Your raw uploaded documents are never shared with Your matched Lawyer; only AI-generated summaries are shared, and only where You have expressly opted to include them. If You do not attach a Plan My Case report during booking, no Plan My Case data is shared with Your matched Lawyer.
72B.4 If You used Plan My Case, You acknowledge that Your situation description and any answers to clarifying questions were processed by the Platform's AI processing provider. A separate fact verification provider was used to verify factual claims (such as government fees, filing deadlines, and statutory thresholds) contained in Your action plan. The fact verification provider received only extracted factual claims and did not receive Your situation description, personal details, or uploaded documents. This separation is a data minimisation measure under applicable data protection law. By accepting these Terms, You confirm that You understand and accept this processing.
72B.5 If You received a Plan My Case action plan, any estimated costs shown in that plan are indicative only. Government fees and statutory thresholds marked as verified were checked against official sources at the time of plan generation but may have changed. Lawyer fee estimates are approximate ranges drawn from the Platform's knowledge base and do not represent a quotation from any Lawyer. The Milestone Proposal provided by Your matched Lawyer following the Scoping Call supersedes all cost estimates in Your Plan My Case action plan.
72B.6 If You uploaded documents to Plan My Case, You acknowledge that: (a) You gave explicit consent to AI processing of those documents at the point of upload; (b) the documents are stored in encrypted private storage (AES-256 at rest) and are accessible only via time-limited signed URLs; (c) the documents are automatically deleted ninety (90) days after upload; (d) the Platform's AI provider processed extracted text from the documents to generate Your action plan but did not retain the document content after processing; and (e) the Platform's fact verification provider did not receive any uploaded document content. Uploaded documents are not transferred to Your matched Lawyer through the Platform. If Your Lawyer requires copies of these documents, You must provide them directly. If You uploaded documents to Plan My Case, You acknowledge that: (a) You gave explicit consent to AI processing of those documents at the point of upload; (b) the documents are stored in the Platform's encrypted private storage infrastructure and are accessible only via time-limited signed URLs; (c) the documents are automatically deleted ninety (90) days after upload; (d) the Platform's AI provider processed extracted text from the documents to generate Your action plan but did not retain the document content after processing; (e) the Platform's fact verification provider did not receive any uploaded document content; (f) after uploading, the Platform produces a structured summary of each document (including document type, parties, dates, amounts, key terms, and jurisdiction) which You review and confirm before the Platform generates Your action plan; (g) if a document cannot be read (for example, a scanned image or corrupted file), the Platform will inform You and ask You to describe the document instead; and (h) You may remove individual documents from a plan at any time, or delete an entire plan from Your portal, which triggers immediate deletion of the associated documents from storage and all related records from the database; You do not need to wait for the ninety (90) day automatic deletion. Uploaded documents are not transferred to Your matched Lawyer through the Platform. If Your Lawyer requires copies of these documents, You must provide them directly.
72B.7 If the Platform's automated keyword detection identified an emergency or safeguarding concern during Your Plan My Case session (such as domestic abuse, mental health crisis, housing emergency, or arrest), this information is carried forward to the consultation booking system when You book a Scoping Call from Your action plan. Your matched Lawyer or Legal Professional will be informed that a compliance flag has been raised so that they can take appropriate steps in accordance with their regulatory obligations.72B.8 Where You booked a consultation through the Platform from a Plan My Case action plan, the applicable fee is determined by the applicable fee schedule at the point of booking, not at the point of plan generation.72B.9 If You used Plan My Case, nothing in Your action plan binds Your matched Lawyer or Legal Professional. Your Lawyer is required to conduct their own independent assessment of Your matter and is not obliged to follow, adopt, or agree with any step, cost estimate, or recommendation contained in Your action plan. The Scoping Call and any subsequent Milestone Proposal represent the start of the professional engagement and supersede the Plan My Case action plan in all respects.
72B.10 Plan My Case action plans are provided on an "as is" and "as available" basis without any warranty, whether express or implied, as to accuracy, completeness, currency, fitness for a particular purpose, or suitability for Your specific circumstances. The Platform does not warrant that any information in a Plan My Case action plan is correct, current, or complete, including government fees, filing deadlines, statutory thresholds, or Lawyer fee estimates, even where such information is marked as verified. The Platform accepts no liability, under any circumstances or under any legal theory (whether in contract, tort, negligence, strict liability, or otherwise), for any loss, damage, cost, expense, or consequence of any kind arising from Your use of, reliance on, or inability to use Plan My Case or any action plan generated by it. This exclusion applies whether or not the Platform was advised of the possibility of such loss. Nothing in this clause excludes or limits the Platform's liability for death or personal injury caused by its negligence, for fraud or fraudulent misrepresentation, or for any other liability that cannot be excluded or limited by applicable law.
72B.11 All intellectual property in the Plan My Case feature, including the underlying knowledge base, pricing data, practice area taxonomy, AI prompts, scoring algorithms, and verification methodology, is and remains the exclusive property of the Platform. If You received a Plan My Case action plan, the Platform grants You a limited, non-exclusive, non-transferable, revocable licence to use that action plan for Your own personal, non-commercial purposes in connection with Your legal matter only. You must not: (a) redistribute, publish, share, or make available any action plan (in whole or in part) to any third party, except to a Lawyer You have instructed in connection with the matter; (b) use Plan My Case to systematically generate action plans for the purpose of extracting, compiling, or reproducing the Platform's knowledge base data, fee benchmarks, or regulatory information; (c) use any action plan for commercial purposes, including selling, licensing, or incorporating plan content into any product or service; or (d) present any action plan to any person as legal advice or as a substitute for independent legal advice. The Platform reserves the right to suspend or terminate Your access to Plan My Case if it reasonably believes You are using the feature in breach of this clause.
72B.12 If You used Plan My Case, You are solely responsible for any decision You make, or any action You take or refrain from taking, on the basis of a Plan My Case action plan. If You share, forward, or otherwise make available any Plan My Case action plan to a third party (whether or not in breach of clause 72B.11), You indemnify and hold harmless the Platform, its officers, directors, employees, and agents against all claims, losses, damages, costs, and expenses (including reasonable legal fees) arising from or in connection with that third party's use of or reliance on the action plan. This indemnity is without monetary limit and survives termination of these Terms.
68A. How Your Data Is Used
68A.1 The Platform collects and processes the following personal data about you: (a) registration data (name, email, telephone, address); (b) identity verification data (photographic ID, biometric matching data); (c) matter data (descriptions, documents, communications); (d) payment data (card details processed by Stripe, transaction history); (e) usage data (how you use the Platform, features accessed, search queries); (f) device and technical data (IP address, browser, device type); (g) communication data (messages through the Platform, support communications); and (h) feedback data (reviews, ratings, complaints).
68A.2 Your data is used for the following purposes: (a) operating the Platform and providing the service; (b) matching you with Lawyers; (c) processing payments; (d) generating AI Scope Scripts; (e) facilitating disputes; (f) fraud prevention and security; (g) compliance with legal obligations; (h) improving the Platform; (i) marketing communications (where you have consented); and (j) anonymised analytics and research.
PART K COMPLAINTS AND DISPUTES
69A. Your Data Protection Rights
69A.1 Depending on the data protection law applicable in your jurisdiction, you may have the following rights: (a) Right of access: to obtain a copy of your personal data held by the Platform; (b) Right to rectification: to have inaccurate data corrected; (c) Right to erasure: to have your data deleted in certain circumstances (also known as the 'right to be forgotten'); (d) Right to restriction: to restrict the processing of your data in certain circumstances; (e) Right to data portability: to receive your data in a commonly used format; (f) Right to object: to object to processing based on legitimate interests or for direct marketing; (g) Right to withdraw consent: to withdraw consent where processing is based on consent; and (h) Right to complain: to lodge a complaint with a supervisory authority.
PART L DATA PROTECTION AND PRIVACY
73. Platform Limitations
73.1 The Platform does not guarantee: (a) the quality or outcome of any legal services; (b) the accuracy of Lawyer profiles; (c) that any Lawyer is suitable for your matter; (d) that the Platform will be available without interruption; (e) that all information is up to date; or (f) that any Lawyer qualified outside the UK and US is properly qualified, competent, or authorised.
73A. Understanding Platform Liability
73A.1 It is important that you understand the limits of the Platform's role and liability: (a) The Platform is a marketplace, not a law firm. The Platform's role is limited to technology services: matching, scheduling, payment processing, and dispute facilitation. The Platform does not provide legal services. (b) Legal services are provided by your Lawyer, not the Platform. Your Lawyer is responsible for the quality, accuracy, and timeliness of legal services. (c) The Platform does not validate international qualifications. While the Platform monitors Lawyer activity, it cannot guarantee that every Lawyer is properly qualified (see Part C). (d) Your Lawyer has given the Platform an uncapped indemnity. Every Lawyer has agreed to comprehensive, uncapped indemnity provisions under English law covering all claims arising from their legal services. This means that if your Lawyer's conduct causes a loss, the Lawyer (not the Platform) bears the financial responsibility. (e) Your primary remedies are against your Lawyer. These include the Platform's dispute process, a complaint to the Regulatory Authority, a claim on the client protection fund (where available), and court proceedings.
74. Platform's Liability
74.1 The Platform does not exclude liability for: (a) death or personal injury caused by negligence; (b) fraud or fraudulent misrepresentation; or (c) any other matter that cannot be excluded by law.
74.2 The Platform is not liable for: (a) the quality, outcome, or suitability of legal services; (b) any advice given by a Lawyer; (c) any act or omission of a Lawyer; (d) indirect, consequential, or special losses; (e) loss of profit, revenue, or business; (f) any loss arising from your failure to verify your Lawyer's qualifications; (g) any loss arising from a Lawyer's misrepresentation of qualifications; or (h) any document or work product prepared by a Lawyer.
74.3 The Platform's total aggregate liability to you is limited to the total Platform Fees paid by you in the thirty (30) days preceding the claim.
74.3A The Platform's liability under these Terms is limited exclusively to the functionality, availability, and performance of the Platform's technology services (including the marketplace, matching algorithm, video conferencing infrastructure, AI Scope Script generation, Stripe payment facilitation, and dispute resolution workflow). The Platform is not liable, under any circumstances or under any legal theory (whether in contract, tort, negligence, strict liability, or otherwise), for: (a) the conduct, acts, omissions, negligence, fraud, misconduct, or regulatory non-compliance of any Lawyer or Legal Professional, or Client; (b) the quality, accuracy, completeness, legality, suitability, or outcome of any legal services provided by any Lawyer or Legal Professional; (c) any advice given or not given by any Lawyer or Legal Professional; (d) any document or work product prepared by any Lawyer or Legal Professional; (e) the handling, safeguarding, or misappropriation of Client Money by any Lawyer or Legal Professional; (f) any failure by any Lawyer or Legal Professional to comply with their regulatory obligations, professional conduct rules, or insurance requirements; or (g) any act or omission of any Client, including the provision of false information, misuse of the Platform, or failure to verify a legal professional's credentials. The Platform's role is that of a technology intermediary. It does not supervise, direct, control, or monitor the delivery of legal services.
75. Lawyer's Liability and Indemnity
75.1 Your Lawyer is responsible for the legal services they provide. Every Lawyer has given the Platform a comprehensive, uncapped indemnity under English law covering professional negligence, regulatory breaches, fee disputes, qualification misrepresentation, and all other matters. If a Lawyer's conduct causes a problem, the Lawyer (not the Platform) bears the financial responsibility.
75.2 Your remedies against your Lawyer include: (a) the Platform's dispute process; (b) a complaint to the Regulatory Authority; (c) a claim on the applicable client protection fund (where available); and (d) a civil claim.
75A. Your Lawyer's Professional Indemnity Insurance
75A.1 Professional Indemnity Insurance provides financial protection if your Lawyer is negligent. Important things to know: (a) in many jurisdictions, lawyers are required to carry PII as a condition of practising; (b) your Lawyer should disclose whether they hold PII before the engagement begins; (c) if your Lawyer does not hold PII, you may be unprotected if the Lawyer is negligent and cannot pay a judgment; (d) the Platform strongly encourages all Lawyers to carry adequate PII but does not require it as a condition of listing (because requirements vary by jurisdiction); (e) if PII is important to you, ask your Lawyer for the name of their insurer, the policy number, and the coverage amount before instructing them; and (f) the Platform displays self-reported insurance information on Lawyer profiles but does not verify it.
76. Your Indemnity
76.1 You agree to indemnify the Platform against all losses arising from: (a) breach of these Terms; (b) false or misleading information; (c) unlawful use; (d) third-party claims; (e) failure to cooperate with your Lawyer's obligations; (f) breach of the truthfulness warranty; and (g) use of templates without professional advice.
76.2 This indemnity does not apply to losses arising from the Platform's own negligence, fraud, or breach.
76A. Your Indemnity: What It Means
76A.1 The indemnity you give to the Platform under clause 76 means that if the Platform suffers a loss because of something you did wrong (for example, you provided false information, you used the Platform for an unlawful purpose, or you breached these Terms), you agree to compensate the Platform for that loss. This is a standard commercial provision. It does not apply to losses caused by the Platform's own negligence, fraud, or breach of these Terms.
77. No Fiduciary Duty
71G.1 The Platform tracks the version of these Terms and will prompt You to re-accept when a new version is published. Re-acceptance is required before continued use. The Platform will provide reasonable notice of material changes.
71H.1 The Platform may enable, disable, or modify features for operational, compliance, security, or technical reasons at any time. Where a material change affects a paid subscription feature, the Platform will provide reasonable notice.
71H.2 Certain Platform features are subject to limits that vary by subscription tier. Current limits are on the Platform's pricing page. The Platform may modify limits with reasonable notice.
71I.1 If Your account or a Lawyer's account is suspended or terminated while active orders exist: (a) active orders continue for a reasonable wind-down period; (b) Held Funds (held by Stripe) for completed milestones are released; (c) Held Funds (held by Stripe) for incomplete milestones are refunded; (d) the Platform may, with Your consent, assign Your matter to another Lawyer; and (e) pending items expire after fourteen (14) days.
71J.1 The Platform maintains a permanent, non-deletable audit log of all significant actions on the Platform. Entries cannot be edited or deleted by any person, including administrators. This constitutes a lawful restriction on the right to erasure under Article 17(3)(b) and (e) of the UK GDPR.
77.1 No fiduciary relationship exists between you and the Platform. The Platform is a commercial counterparty providing technology services. Your fiduciary relationship is with your Lawyer.
78. Force Majeure
78.1 Neither party liable for failure or delay caused by circumstances beyond reasonable control.
79. Seek Professional Advice
79.1 If you are unsure how to use, apply, or interpret any template, document, tool, feature, or information on the Platform, seek the advice of a qualified legal professional. The Platform accepts no liability for your failure to seek professional advice.
80. AI Agent and Cyber Protection
80.1 Any person accessing the Platform by means of an unauthorised AI agent or automated bot shall jointly and severally indemnify the Platform, all Lawyers, and all Clients. The Platform shall not bear liability for cyber fraud, AI-generated fraud, deepfake fraud, or any illegal activity by bad faith actors.
83. Templates and Platform Documents
83.0A Templates and other documents listed on the Platform may be reviewed by the Platform's administrators before publication. Any such review is for compliance with the Platform's listing standards only (including format, completeness of mandatory fields, and prohibited content screening). It does not constitute a review of the legal accuracy, completeness, or suitability of any template for any particular purpose or jurisdiction. The Lawyer who created the template warrants its accuracy and fitness for purpose. The Platform disclaims all liability for the content of templates created by Lawyers. You are advised to have any purchased template reviewed by a qualified legal professional before relying on it.
83.1 The Platform may make available document templates, guides, and checklists. These are general informational documents, not legal advice. They may not reflect the law of your jurisdiction. If unsure, engage a qualified legal professional.
83A. Platform Recommendation: Engage a Lawyer Before Purchasing a Template
83A.1 The Platform always recommends that, before purchasing any template, you first engage with a lawyer through the Platform to obtain tailored legal advice that is specific to your individual circumstances. A lawyer can assess your legal position, identify the documents you actually need, advise you on the risks and options available to you, and provide advice that takes into account the specific facts of your situation and the law of your jurisdiction. Purchasing a template without first obtaining legal advice means you are relying on a general-purpose document that has not been reviewed, adapted, or approved by a qualified legal professional for your particular needs.
83A.2 All templates sold through the Platform, whether created by the Platform or by individual lawyers, are provided in a simplified and shortened form. They are designed as general-purpose starting points and are not tailored to any individual legal scenario, transaction, dispute, jurisdiction, or set of circumstances. Templates do not contain the full range of clauses, protections, schedules, or provisions that a lawyer would include in a document drafted specifically for your situation. A template may omit important provisions, may include provisions that are not appropriate for your situation, or may not comply with the law of your jurisdiction.
83A.3 You acknowledge and agree that purchasing a template does not resolve your legal problem, complete your legal transaction, or provide you with legal advice. A template is a document only. The resolution of any legal matter requires professional legal advice from a qualified lawyer who understands the specific facts of your case and the law of the relevant jurisdiction.
83A.4 If you purchase a template without first obtaining legal advice and subsequently engage a lawyer (whether through the Platform or otherwise), you acknowledge and accept that: (a) the lawyer may determine that the template is not suitable for your legal scenario and may recommend that it is not used; (b) the lawyer may prefer to use their own template or bespoke document drafted specifically for your matter, and is under no obligation to use the template you purchased; (c) the lawyer may advise that extensive amendments are required, making it more cost-effective to have drafted a bespoke document from the outset; and (d) you accept this risk when purchasing a template without first obtaining legal advice.
83A.5 You are hereby put on notice that individual lawyers registered on the Platform may sell their own templates and legal documents through the Platform's marketplace ("Lawyer Products"). These Lawyer Products may offer content that is more detailed, more jurisdiction-specific, or more closely tailored to particular legal scenarios than the Platform's own templates. Before purchasing a Platform template, you may wish to evaluate whether a Lawyer Product would better serve your individual needs.
83A.6 The Platform's recommended order of engagement is: (a) first, engage a lawyer through the Platform for tailored legal advice; (b) second, if your lawyer advises that a template is appropriate, discuss which template is suitable; (c) third, only purchase a template if you are satisfied it is suitable for your circumstances. If you purchase a template without first engaging a lawyer, you do so at your own risk.
83A.7 By purchasing any template, you confirm that: (a) you understand all templates are general-purpose documents in simplified and shortened form, not tailored to your circumstances; (b) purchasing a template does not resolve your legal problem; (c) the Platform recommends engaging a lawyer first; (d) if you subsequently engage a lawyer, they may choose not to use your purchased template; (e) you are aware that lawyers on the Platform sell their own templates which may be more suitable; and (f) you accept all risks of purchasing a template without professional legal advice.
84.1 Templates are sold through three channels: (a) Platform sells to Clients (Platform Templates); (b) Platform sells to Lawyers (Professional Templates); (c) Lawyers sell to Clients (Lawyer Products). In all cases, no template constitutes legal advice. Laws vary significantly between jurisdictions. The Platform excludes all liability.
85.1 Before purchasing any template, read the risk warnings carefully. Templates may be unsuitable, out of date, contain errors, or not work in your jurisdiction. The cost of professional advice to check a template is far less than the cost of problems caused by incorrect use.
86.1 You indemnify the Platform against all claims arising from your use of any template. Each Lawyer who sells templates through the Platform has warranted that they are the original creator and intellectual property owner of each template, and has given the Platform and all Clients an uncapped indemnity against all third-party intellectual property infringement claims.
87.1 Templates are licensed for personal use and may not be redistributed.
PART M LIABILITY AND DISCLAIMERS
88. Changes to These Terms
88.1 The Platform may update these Terms. Changes will be communicated by email and through the Platform. Updated Terms apply to new transactions only unless required for critical regulatory reasons.
PART N TEMPLATES AND DOCUMENTS
89. Term and Termination
89.1 These Terms apply from your first Scoping Call request and continue until terminated. You may close your account at any time. The Platform may terminate or suspend for breach, compromise, unlawful use, or other cause.
89A. Refunds
89A.1 If you are entitled to a refund of Legal Fees (whether through your Lawyer's complaints procedure, a decision of the Regulatory Authority, or court proceedings), the refund is the responsibility of your Lawyer, not the Platform.
89A.2 If Held Funds for the relevant milestone have not yet been released to the Lawyer, the Platform may return them to you through Stripe. If Held Funds have already been released, recovery of fees is a matter between you and the Lawyer directly. The Platform will cooperate with any reasonable request from you or a Regulatory Authority to facilitate recovery.
89A.3 Refunds of Platform Fees (such as the Connection Fee) are subject to the Platform's refund policy. Platform Fees are non-refundable once the relevant service has been provided, except: (a) where the Lawyer fails to attend the Scoping Call (in which case the Connection Fee will be refunded in full); (b) where the Platform has charged a fee in error; or (c) where a refund is required by applicable consumer protection law (including any applicable cancellation or cooling-off rights).
89A.4 Where you have a right to cancel under applicable consumer protection law, you may exercise that right by contacting the Platform within the applicable cancellation period. The Platform will process the cancellation and any refund due within fourteen (14) days.
89B. Survival of Provisions
89B.1 The following provisions survive the termination or expiry of these Terms and continue to bind the parties: (a) the Platform's disclaimers (Part M); (b) your indemnity obligations; (c) the Lawyer's indemnity obligations (as described in clause 75); (d) the governing law and jurisdiction clause; (e) the confidentiality and privilege provisions; (f) the data protection provisions; (g) the intellectual property provisions; (h) any provision that by its nature is intended to survive termination; and (i) any accrued rights or obligations.
89C. No Class Actions and No Class Arbitration
89C.1 Any dispute between you and the Platform must be brought on an individual basis only. You waive any right to participate in a class, collective, representative, or consolidated action against the Platform. You may not bring, join, or participate in any class arbitration, class action, or collective proceeding.
89C.2 This clause does not affect your statutory consumer rights, your right to file a complaint with the Regulatory Authority, or your right to bring individual court proceedings.
89D. No Oral Modifications
89D.1 These Terms may only be varied, amended, supplemented, or modified in writing. No oral agreement, representation, statement, or course of dealing shall operate to vary these Terms. The Platform's continued operation of the service does not constitute a waiver of any right.
89E. Intellectual Property, Copyright, and Content Takedown
89E.1 All intellectual property rights in the Platform (including the website, mobile application, software, algorithms, trade marks, logos, and design) belong to Esol Corporation Limited or its licensors. You may not copy, reproduce, modify, distribute, or create derivative works from any part of the Platform without express written permission.
89E.2 You retain ownership of all content you upload (including documents and communications). By uploading content, you grant the Platform a non-exclusive licence to use, store, and display the content for the purpose of operating the Platform.
89E.3 If you believe that content on the Platform infringes your intellectual property rights, you may submit a written takedown notice to the Platform. The Platform will investigate and, where appropriate, remove or disable access to infringing material.
89F. Alternative Dispute Resolution and Mediation
89F.1 Before commencing court proceedings against the Platform (except where urgent relief is sought), you must first: (a) notify the Platform in writing; (b) allow sixty (60) days for resolution; and (c) if unresolved, attempt mediation in good faith. If mediation does not resolve the dispute within thirty (30) days, either party may commence court proceedings. This does not prevent you from seeking urgent relief or from filing a complaint with the Regulatory Authority at any time.
89G. Anti-Spam
89G.1 You must not use the Platform to send unsolicited bulk communications, spam, or misleading messages to Lawyers or other users. The Platform's messaging system is for legitimate communications relating to your legal matter.
89H. Government and Public Body Use
89H.1 If you are a government department, public body, or state-owned entity, the Platform's standard Terms apply unless you have entered into a separate Enterprise Agreement. You must ensure your use of the Platform complies with any applicable procurement and transparency requirements.
89I. Platform Accessibility
89I.1 The Platform is committed to making its technology accessible. If you experience an accessibility barrier, contact the Platform. The Platform will use reasonable efforts to address the issue and provide alternative access where practicable.
89I.2 Your Lawyer must make reasonable adjustments to ensure their services are accessible to you if you have a disability. If you need additional support, inform your Lawyer and the Platform at the outset.
90. Intellectual Property
90.1 All intellectual property in the Platform belongs to the Platform or its licensors.
91. Notices
91.1 Notices by email to the registered address.
92. Entire Agreement
92.1 These Terms, together with the Privacy Notice, constitute the entire agreement.
93. Severability
93.1 Invalid provisions do not affect remaining provisions.
94. Waiver
94.1 Failure to enforce any provision does not constitute a waiver.
95. Assignment
95.1 You may not assign without consent. The Platform may assign to any successor.
96. Third Party Rights
96.1 No third party rights except that Lawyers may enforce the truthfulness warranty and indemnity provisions.
97. Governing Law and Jurisdiction
97.1 These Terms are governed by the laws of England and Wales. The courts of England and Wales have exclusive jurisdiction over disputes between you and the Platform. Your Lawyer's professional obligations are governed by the laws of the Delivery Jurisdiction. Your consumer rights under the laws of your jurisdiction are not affected.
98. No Fiduciary Duty
98.1 No fiduciary relationship exists between you and the Platform.
99. These Terms Do Not Constitute Legal Advice
99.1 These Terms are commercial contractual terms. They do not constitute legal advice. If in doubt, obtain independent legal advice.
100. Cookies and Website Use
100.1 The Platform uses cookies in accordance with its Cookie Policy. You must comply with the acceptable use policy.
PART O GENERAL PROVISIONS
101. Identity Fraud
101.1 The Platform treats identity fraud as criminal conduct. Any person using another's identity will be permanently banned and reported to authorities.
102. Data Backup
102.1 The Platform maintains regular encrypted backups. You are advised to retain your own copies.
103. Payment Card Security
103.1 Payment card data is processed by Stripe (PCI-DSS Level 1 certified) and is not stored on the Platform's servers.
104. Authorised Representatives
104.1 If registering on behalf of an organisation, the person accepting these Terms must have authority to bind the organisation.