International Lawyer Terms & Conditions

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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 LAWYER MASTER TERMS AND CONDITIONS

For Qualified Legal Professionals Practising Outside the United Kingdom and the United States of America

These International Lawyer Master Terms and Conditions (the "Lawyer Terms") constitute a legally binding agreement between you (the "Lawyer", "Legal Professional", "Seller", "You", or "Your") and 'eSolicitors' which means Esol Corporation Limited with Company number 16927988 (the "Platform"). These Terms govern your listing on, participation in, and use of the Platform's technology marketplace services in all jurisdictions outside the United Kingdom and the United States of America.

How These Terms Work

Please read these Terms carefully before listing your services on the Platform. These Terms govern your participation in the Platform as a legal services provider practising 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. 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 qualified legal professional; (b) when you accept a Scoping Call from a Client through the Platform (which binds you to the scoping, engagement, and client care provisions); and (c) when you upload a template or digital product to the marketplace for sale (which binds you to the marketplace listing, intellectual property, and template liability 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, Accepting a Scoping Call, or Listing a Template, You Confirm That:

(a) You are a qualified legal professional, duly admitted, licensed, registered, or otherwise authorised to practise law in your Home Jurisdiction under the laws and regulations of that jurisdiction.

(b) You hold a current, valid, and unrestricted Practising Certificate, licence, registration, or equivalent authorisation issued by the relevant Regulatory Authority in your jurisdiction.

(c) You have completed all academic, professional, and vocational requirements for admission to the legal profession in your Home Jurisdiction, including any required examinations, supervised practice, professional apprenticeship, articles of clerkship, or other practical training requirement, or equivalent practical legal training.

(d) You will only provide legal advice and legal services in respect of the law of the jurisdiction(s) in which you are qualified and authorised to practise, and you will not advise on the law of any jurisdiction in which you do not hold a current and valid qualification.

(e) You are able to evidence and demonstrate your qualifications, admission, regulatory registration, and good standing to the Platform upon request, and you consent to the Platform verifying this information with the relevant Regulatory Authority where possible.

(f) You understand that the Platform does not validate, verify, or accredit your qualifications, admission status, or regulatory standing in any jurisdiction outside the United Kingdom and the United States of America, but the Platform will actively monitor your activity on the Platform.

(g) You will act in full accordance with the legal, statutory, regulatory, and professional conduct requirements of every jurisdiction in which you are qualified and in which you deliver legal services to Clients through the Platform.

(h) You understand that the Platform is a technology marketplace, not a law firm, and does not direct, supervise, review, or control your legal work (see clause 2 for the Platform's full regulatory status declaration).

(i) You understand that your relationship with each Client is a direct lawyer-client relationship. The Platform is not a party to that relationship.

(j) You are solely responsible for the quality, accuracy, completeness, timeliness, and regulatory compliance of all legal services you provide to Clients through the Platform.

(k) You must not register on the Platform if you are not qualified to practise law in the jurisdiction you claim, and you must not falsify, fabricate, exaggerate, or misrepresent your qualifications, expertise, experience, or authorisation in any way.

(l) You will maintain adequate professional indemnity insurance (or equivalent) covering all legal services delivered to Clients through the Platform, or will disclose to each Client that you do not carry such insurance, in compliance with the requirements of your Home Jurisdiction.

(m) You will indemnify the Platform in accordance with 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 Qualification Warranty, Registration, and Evidence of Qualification (Clauses 6-12)

Part C Your Profile, Listing, and Subscription (Clauses 13-18C)

Part D Practice Models, Entity Requirements, and Permitted Activities (Clauses 19-25)

Part E Pre-Engagement, Conflicts, and Matter Opening (Clauses 26-32B)

Part F Engagement Process: Scoping Call, AI Scope Script, and Milestone Proposal (Clauses 33-38)

Part G Client Relationships and Care (Clauses 39-46)

Part H AML/KYC Compliance and Sanctions (Clauses 47-55)

Part I Consumer Protection Compliance (Clauses 56-58)

Part J Fees, Payment Processing, and Platform Fee Structure (Clauses 59-73)

Part K Professional Quality Standards, Complaints, and Right to Object (Clauses 74-80)

Part L Content, Advertising, and Publicity (Clauses 81-84)

Part M AI Use, Disclosure, and Declaration (Clauses 85-92)

Part N Platform Documents and Templates (Clauses 93-97)

Part O Client Money and Funds Management (Clauses 98-104)

Part P Confidentiality, Data Protection, and Information Security (Clauses 105-113)

Part Q File Sharing and Document Exchange (Clauses 114-118)

Part R Compliance Audit and Readiness (Clauses 119-124)

Part S Technology and Software Infrastructure (Clauses 125-128)

Part T Indemnity and Liability (Clauses 129-140)

Part U Vulnerable Clients, Equality, Diversity, and Accessibility (Clauses 141-145)

Part V General Provisions (Clauses 146-165)

Part W Compliance Warranties and Confirmations (Clauses 166-180)

Acceptance of Terms

PART A GENERAL TERMS AND MARKETPLACE MODEL

1. Definitions and Interpretation

1.1 In these Lawyer Terms, unless the context otherwise requires, capitalised terms have the following meanings:

"AI Scope Script" means the AI-generated written summary produced by the Platform from the recorded Scoping Call, which forms the basis of the Milestone Proposal. The AI Scope Script is a technology output generated by the Platform's automated systems. It does not constitute legal advice, legal analysis, or the practice of law. It is an administrative summary provided to the Lawyer solely to assist the Lawyer in preparing the Milestone Proposal using the Lawyer's own professional judgment.

"Applicable Regulatory Requirements" means all laws, statutes, regulations, rules, codes of professional conduct, ethical standards, practice directions, and requirements imposed by the Regulatory Authority of the jurisdiction in which the Lawyer is qualified and/or in which the Lawyer delivers legal services, as amended from time to time. This includes (without limitation) rules governing admission, practising certificates, professional conduct, client money, conflicts of interest, confidentiality, fees, advertising, complaints, continuing professional development, professional indemnity insurance, and supervision.

"Beneficial Owner" means an individual who ultimately owns or controls more than twenty-five per cent (25%) of the shares, voting rights, or ownership interests in a legal entity, or who otherwise exercises control over the management of the entity, within the meaning of applicable anti-money laundering legislation in the relevant jurisdiction.

"Business Day" means any day other than a Saturday, Sunday, or public holiday in England and Wales on which clearing banks in the City of London are open for general commercial business.

"Client" means the individual, company, partnership, limited liability company, trust, or other legal entity engaging or proposing to engage you through the Platform. References to the Client include both natural persons and legal entities.

"Client Care Letter" or "Engagement Letter" means the letter or document you provide to the Client at the outset of the engagement setting out the terms on which you will act, the scope of work, fee arrangements, the complaints procedure, and all disclosures required by the Applicable Regulatory Requirements of the Delivery Jurisdiction.

"Client Money" or "Client Funds" means money held or received by a Lawyer on behalf of a client, or money held or received by a Lawyer as a trustee, howsoever described in the Applicable Regulatory Requirements of the relevant jurisdiction (including, without limitation, client account funds, trust account funds, escrow funds, and third-party funds).

"Client Terms" means the International Client Master Terms and Conditions published by the Platform, which govern the relationship between the Platform and Clients engaging legal professionals outside the United Kingdom and the United States of America.

"Compliance Verification Fee" means the fee charged by the Platform per matter for identity verification, regulatory status checks, and compliance infrastructure.

"Confirmation Period" means the period after the Lawyer marks a milestone as complete during which the Client may review the work and raise a dispute, as set out in the Client Terms. The Confirmation Period varies by the Client's subscription tier.

"Connection Fee" or "Initial Consultation Connection Fee" means the fee paid by the Client to the Platform at the point of booking a Scoping Call, in consideration for the Platform's matching and scheduling technology.

"Continuing Professional Development" or "CPD" or "CLE" means the ongoing professional education, training, and competence requirements imposed by the Regulatory Authority of the Lawyer's Home Jurisdiction and/or Delivery Jurisdiction.

"Credibility Badges" means the trust indicators displayed on your Lawyer Profile based on verified credentials, client reviews, and Platform performance metrics. Credibility Badges are informational indicators only and do not constitute endorsements, recommendations, or guarantees by the Platform.

"Delivery Jurisdiction" means the jurisdiction in which legal services are primarily delivered to the Client. For litigation, this is typically the jurisdiction in which the court or tribunal sits. For transactional work, this is typically the jurisdiction in which the transaction has its primary effect. For advisory work, this is typically the jurisdiction where the Client is located when receiving the advice, unless the advice relates to the law of a specific other jurisdiction.

"Disbursements" means third-party costs and expenses incurred by you on behalf of the Client in connection with a matter (such as court filing fees, process server fees, expert witness fees, translation fees, notarisation fees, apostille fees, registration fees, search fees, and similar charges).

"Dual Qualified Lawyer" means a Lawyer holding practising qualifications in two or more jurisdictions.

"eSolicitors" 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, law society, or legal regulatory authority in any jurisdiction, and does not provide legal services or legal advice.

"Held Funds" means Client payments held by Stripe on behalf of the Client pending release to you upon completion of a milestone or expiry of the Confirmation Period. Held Funds are held by Stripe (a regulated payment institution), not by the Platform.

"Home Jurisdiction" means the jurisdiction in which the Lawyer is primarily qualified, admitted, licensed, or registered to practise law.

"Indemnified Parties" or "Platform Indemnified Parties" means the Platform and its parent company (Esol Corporation Limited), and their respective directors, officers, employees, agents, affiliates, successors, and assigns.

"Insolvency Event" means the presentation of a petition for winding up or administration, the making of a winding-up or administration order, the appointment of a receiver, administrator, or liquidator, the passing of a resolution for voluntary winding up (other than for a solvent amalgamation or reconstruction), entering into a voluntary arrangement with creditors, or any analogous event under the laws of any jurisdiction.

"Lawyer Account" means your registered account on the Platform through which you manage your profile, accept client engagements, conduct Scoping Calls, submit Milestone Proposals, receive payments, and manage your Platform subscription.

"Lawyer Profile" means your publicly visible listing on the Platform, including your name, jurisdictions of qualification, Regulatory Authority details, practice areas, experience, fee information, Credibility Badges, reviews, and any other information you choose to display.

"Lawyer-Side Platform Fees" means the fees charged by the Platform to you for the Platform's technology services, including the Platform Usage Fee, Technology and AI Fee, Seller Protection Fee, and Compliance and Audit Fee, as published on the Platform's pricing page.

"Legal Fees" means the fees charged by you for legal services, as agreed between you and the Client in the Milestone Proposal or Engagement Letter.

"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.

"Milestone Proposal" means the written scope of work, fee estimate, and payment schedule prepared by you and submitted to the Client through the Platform for approval before work begins. The Milestone Proposal must comply with the fee rules of the Delivery Jurisdiction.

"Platform" means eSolicitors, operated by Esol Corporation Limited (UK Company Number 16927988), being the technology marketplace at www.esolicitors.com, including the website, mobile application, and all associated tools, features, and services.

"Platform Documents" means templates, checklists, guidance notes, and other materials provided by or through the Platform. Platform Documents are provided for general guidance and convenience only and do not constitute legal, regulatory, compliance, or financial advice.

"Platform Fees" means collectively all fees charged by the Platform, including Client-side fees (Connection Fee, AI Consultation Fee, Compliance Verification Fee, Buyer Protection Fee) and Lawyer-Side Platform Fees.

"Practising Certificate" means a current, valid practising certificate, licence, registration, authorisation, warrant, or equivalent credential issued by the Regulatory Authority of the Lawyer's Home Jurisdiction or Delivery Jurisdiction, authorising the Lawyer to practise law. This includes (without limitation) practising certificates, bar admissions, professional licences, judicial authorisations, certificates of enrolment, and any other instrument by which a person is authorised to practise law in the relevant jurisdiction.

"Professional Indemnity Insurance" or "PII" means professional liability insurance, malpractice insurance, errors and omissions insurance, or equivalent insurance maintained by a Lawyer covering claims arising from the provision of legal services.

"Regulatory Authority" means the bar association, law society, bar council, ministry of justice, judicial authority, legal services board, or other governmental or professional body responsible for the regulation, licensing, admission, discipline, and oversight of legal professionals in the relevant jurisdiction. Where a jurisdiction has multiple regulatory bodies for different categories of legal professional, the Regulatory Authority means the body that regulates the specific category of legal professional to which the Lawyer belongs.

"Sanctions" means any financial or trade sanctions imposed, administered, or enforced by the United Nations Security Council, the European Union, or any national or regional sanctions authority applicable in the Lawyer's Home Jurisdiction or the Delivery Jurisdiction.

"Scoping Call" means the initial recorded video or telephone consultation between you and the Client, conducted through the Platform, during which the matter is discussed and the scope of work is identified.

"Stripe" means the third-party payment processor used by the Platform for processing payments, including Stripe Payments UK Ltd and its subsidiaries and affiliates.

"Vulnerable Client" means a client who may need additional support due to age, disability, mental capacity, language barriers, financial situation, bereavement, domestic abuse, immigration status, or other factors, as recognised by the Applicable Regulatory Requirements of the relevant jurisdiction and by international standards of access to justice.

1.2 References to statutes, regulations, or rules include any amendments, re-enactments, or replacements in force from time to time in the relevant jurisdiction.

1.3 Headings are for convenience only. Words in the singular include the plural and vice versa. "Include" and "including" are not limiting. References to clauses and Parts are to clauses of, and Parts of, these Lawyer Terms.

1.4 Where these Terms refer to obligations under the Applicable Regulatory Requirements of a jurisdiction, such references are to the obligations as they exist and are interpreted in that jurisdiction from time to time, and are included for the purpose of defining the parties' contractual obligations. They do not constitute the Platform's interpretation or advice on the meaning of those obligations.

2. Platform Status and Regulatory Position

2.1 The Platform is a technology marketplace that facilitates connections between licensed legal professionals and members of the public seeking legal services. The Platform makes the following express declarations, which you acknowledge and accept by registering on the Platform:

2.1.1 The Platform is not a law firm. The Platform is not licensed to practise law in any jurisdiction. The Platform does not hold itself out as a law firm, lawyer, advocate, solicitor, barrister, attorney, notary, legal counsel, or provider of legal services.

2.1.2 The Platform is not regulated by, endorsed by, accredited by, affiliated with, or recommended by any bar association, law society, bar council, ministry of justice, judicial authority, legal services board, or any other legal, regulatory, supervisory, or professional body in any jurisdiction worldwide.

2.1.3 No listing on the Platform, no verification conducted by the Platform, no payment processed through the Platform, no Platform Document, and no other feature or function of the Platform constitutes or implies any form of regulatory approval, endorsement, accreditation, quality assurance, or recommendation by any regulatory or professional body.

2.1.4 eSolicitors does not provide legal advice or legal services of any kind, whether reserved, unreserved, or otherwise, and is not competent to do so. All legal advice and legal services available through the Platform are provided solely and exclusively by the individual legal professional instructed by the Client.

2.1.5 The Lawyer is solely responsible for the quality, accuracy, competence, timeliness, and regulatory compliance of all legal advice given and legal services provided. The Platform has no supervisory, quality assurance, or compliance monitoring function in respect of legal services, save for the active monitoring of Lawyer activity described in clause 11.

2.1.6 The Lawyer must not represent, state, or imply to any Client, third party, or regulatory body that (a) eSolicitors provides legal advice or legal services, (b) eSolicitors is regulated by or endorsed by any regulatory body in any jurisdiction, (c) listing on the Platform constitutes any form of quality mark or endorsement, or (d) the Platform has any responsibility for legal advice or legal services. Any such misrepresentation is a material breach of these Terms.

2.1.7 The Platform does not hold Client Money and does not operate a client trust account, client account, escrow account, or equivalent in any jurisdiction.

2.1.8 The Platform does not conduct Customer Due Diligence (CDD) for the purposes of any anti-money laundering legislation in any jurisdiction. CDD is solely the Lawyer's responsibility where required by the Applicable Regulatory Requirements. However, the Platform may collect identity information (including photographic identification) and conduct sanctions and PEP screening at the point of card entry for fraud prevention and Platform integrity purposes. You consent to the Platform sharing this information with the matched Lawyer to assist with the Lawyer's own compliance obligations.

2.1.9 The Platform does not supervise, control, review, approve, or endorse legal work performed by Lawyers. The Platform does not endorse, recommend, or vouch for any Lawyer listed on the Platform. The quality and appropriateness of legal advice is the Lawyer's responsibility.

2.1.10 The Platform does not verify that a Lawyer holds Professional Indemnity Insurance adequate for any particular matter. The Platform may display self-reported insurance information on Lawyer profiles. The Lawyer is solely responsible for maintaining adequate insurance and for making any disclosures required by the Applicable Regulatory Requirements.

2.2 You are not an employee, agent, partner, joint venturer, franchisee, or representative of the Platform. You are an independent professional who has chosen to list your services on the Platform's marketplace. Nothing in these Terms creates an employment, agency, partnership, or franchise relationship between you and the Platform. The Platform does not direct, supervise, or control your legal work. You retain full professional independence and are solely responsible for your compliance with the Applicable Regulatory Requirements of your Home Jurisdiction and every Delivery Jurisdiction.

2.3 The Platform does not guarantee you any minimum number of clients, engagements, revenue, or referrals. Listing on the Platform does not entitle you to any particular volume of work. Client matching is driven by the Platform's algorithms, client preferences, and availability, and the Platform makes no representation about the commercial viability of your listing.

3. Scope of These Terms

3.1 These Lawyer Terms apply exclusively to legal professionals who are qualified and practising in jurisdictions outside the United Kingdom and the United States of America. These Terms are designed to be globally applicable across all legal traditions, including common law jurisdictions, civil law jurisdictions, mixed legal systems, religious law systems, and customary law systems.

3.2 If you hold dual or multiple qualifications that include a qualification from a jurisdiction outside the United Kingdom and the United States, these Lawyer Terms apply to all legal services you deliver under your non-UK and non-US qualification(s) through the Platform.

3.3 Where a provision of these Terms is inapplicable or unenforceable in your jurisdiction, that provision shall be read down or severed to the minimum extent necessary, and the remaining provisions continue in full force.

3A. Nature of the Service

3A.1 The Lawyer acknowledges and agrees that: (a) legal services and legal advice are provided by the Lawyer directly to the Client, not by the Platform; (b) the Platform's role is limited to operating the technology marketplace and facilitating the connection between Lawyers and Clients; (c) the Platform does not intervene in, supervise, manage, control, or review the Lawyer's delivery of legal services; (d) the quality, accuracy, competence, and timeliness of legal services are the Lawyer's sole responsibility; (e) the Platform's provision of technology features (including the AI Scope Script, matching algorithm, document workspace, payment processing, scheduling tools, and compliance checklists) does not make the Platform a provider of legal services or a participant in the Lawyer's practice; (f) the Platform's publication of Lawyer profiles, credibility badges, subscription tiers, and reviews does not constitute a recommendation, endorsement, or quality assurance of any Lawyer; and (g) the Platform's facilitation of payment processing through Stripe does not make the Platform a party to the financial relationship between the Lawyer and the Client.

3A.2 For the avoidance of doubt, the Platform's operation of the marketplace, its provision of technology tools, its facilitation of the engagement process, its processing of payments, and its operation of the compliance monitoring system do not constitute: (a) the practice of law in any jurisdiction; (b) the provision of legal advice; (c) the operation of a law firm, legal practice, or alternative business structure; (d) the operation of a claims management service; (e) the provision of regulated financial services; (f) the provision of insurance or insurance intermediation; or (g) the provision of any regulated activity. The Platform has designed its operations to comply with applicable law in each jurisdiction in which it operates.

3A.3 The Platform confirms that its own methods of acquiring and attracting Clients are ethical and compliant with applicable advertising and marketing laws. The Platform does not engage in direct solicitation of clients on behalf of specific Lawyers, does not cold-call or cold-email individuals on behalf of Lawyers, and does not use deceptive or misleading marketing practices. The Platform's marketing activity promotes the Platform as a marketplace and does not promote specific Lawyers or guarantee specific outcomes.

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.

4.2 The Platform is not an agent of any Lawyer, and no Lawyer is an agent of the Platform.

4.3 The Platform's role is limited to: (a) providing a technology platform for Lawyers to list their services; (b) enabling Clients to search for and identify Lawyers; (c) facilitating initial introductions between Clients and Lawyers; (d) processing payments for Platform services through Stripe; (e) providing communication tools for Clients and Lawyers to interact; (f) generating AI Scope Scripts from Scoping Call recordings; (g) facilitating complaints and disputes between Clients and Lawyers; and (h) providing administrative tools including scheduling, video conferencing, document workspace, and compliance logging.

4A. Unregulated Marketplace Model

4A.1 The Platform operates as an unregulated technology marketplace. The Platform is not regulated by any legal professional body, bar association, law society, or legal services regulator in any jurisdiction. The Platform does not hold a licence to practise law, does not carry Professional Indemnity Insurance for legal services, and is not authorised to conduct regulated legal activities.

4A.2 Because the Platform is not a regulated legal services provider: (a) the Platform has no supervisory responsibility for the Lawyer's compliance with professional conduct rules; (b) the Platform has no responsibility for the Lawyer's training, competence, or continuing professional development; (c) the Platform has no obligation to report the Lawyer's conduct to any Regulatory Authority (although the Platform may do so at its discretion where it has concerns); (d) the Platform does not conduct fitness-to-practise assessments; and (e) the Platform does not operate a compensation fund, client protection fund, or guarantee fund. Clients are informed of this in the Client Terms.

4A.3 The Lawyer must make the following mandatory disclosures to every Client before the engagement begins (in the Engagement Letter or at the commencement of the Scoping Call): (a) that the Lawyer was connected with the Client through the Platform; (b) that the Platform is not a law firm, is not regulated, and does not provide legal advice; (c) the Lawyer's own regulatory status and the identity of their Regulatory Authority; (d) the Lawyer's own Professional Indemnity Insurance position; (e) whether the Client has access to any professional compensation fund or client protection scheme through the Lawyer's Regulatory Authority; (f) the Lawyer's complaints procedure and the contact details of the relevant Regulatory Authority; and (g) the nature of the financial relationship between the Lawyer and the Platform (including the existence of Platform Fees).

5A. Prohibition on Unlawful Use of the Platform

5A.1 You must not use the Platform for any unlawful purpose. Without limiting the generality of the foregoing, you must not use the Platform to: (a) facilitate or conceal the proceeds of crime; (b) evade sanctions, whether imposed by the United Kingdom , the European Union, the United Nations Security Council, the United States , or any other applicable authority; (c) launder money or facilitate money laundering by any person; (d) facilitate terrorism or terrorist financing; (e) facilitate tax evasion or the facilitation of tax evasion; (f) facilitate fraud, bribery, or corruption; (g) facilitate human trafficking, modern slavery, or exploitation; (h) facilitate the circumvention of any applicable law, regulation, or court order; (i) provide legal services while unqualified, suspended, disbarred, or otherwise not authorised to practise law; (j) impersonate any person or create a false identity; (k) harvest, scrape, or collect personal data from the Platform for any purpose not authorised by these Terms; (l) interfere with or disrupt the Platform's systems, infrastructure, or security; (m) upload malicious software, viruses, worms, trojans, or any other harmful code; (n) engage in any conduct that is likely to bring the Platform into disrepute; or (o) assist any third party in doing any of the above.

5A.2 If the Platform reasonably suspects that you are using or have used the Platform for any unlawful purpose, the Platform may: (a) immediately suspend your account without notice; (b) report the matter to the relevant law enforcement authority, Regulatory Authority, financial intelligence unit, or sanctions authority; (c) preserve all account data for disclosure to authorities; (d) freeze any Held Funds pending investigation; and (e) terminate your account permanently.

5B. Anti-Bribery and Anti-Corruption Compliance

5B.1 You must comply with all applicable anti-bribery and anti-corruption laws, as applicable in your jurisdiction.

5B.2 You must not: (a) offer, promise, give, authorise, solicit, or accept any bribe, kickback, or corrupt payment in connection with your use of the Platform; (b) make any facilitation payment; (c) offer or give any gift, hospitality, or entertainment to any person with the intention of improperly influencing that person; or (d) engage in any conduct that would constitute a bribery offence under applicable law.

5B.3 You must have adequate anti-bribery and anti-corruption procedures in place within your practice, proportionate to the bribery risks you face.

5C. Economic Crime and Corporate Transparency

5C.1 You must comply with all economic crime legislation applicable in your jurisdiction, including (where applicable) legislation relating to: (a) failure to prevent bribery; (b) failure to prevent the facilitation of tax evasion; (c) failure to prevent fraud; (d) corporate criminal liability for economic crimes; (e) beneficial ownership transparency requirements; and (f) trust registration requirements.

5C.2 Where your jurisdiction has enacted legislation equivalent to comprehensive economic crime, anti-money laundering, or corporate transparency legislation in any jurisdiction, you must comply with all obligations applicable to legal professionals under that legislation.

5D. Anti-Bribery and Anti-Corruption

5D.1 You must comply with all applicable anti-bribery and anti-corruption laws in your jurisdiction and every jurisdiction in which you deliver legal services. You must not: (a) offer, promise, give, request, agree to receive, or accept any bribe, kickback, inducement, or improper payment; (b) make facilitation payments; (c) use the Platform to launder the proceeds of bribery or corruption; or (d) engage in any conduct that would constitute an offence under applicable anti-bribery legislation. You must maintain adequate procedures to prevent bribery by any person associated with your practice.

5D.2 You must promptly report to the Platform any suspected bribery, corruption, or improper payment involving a Client, matter, or third party connected with a matter conducted through the Platform.

5E. Economic Crime and Transparency

5E.1 Where your jurisdiction has enacted comprehensive economic crime, anti-money laundering, or corporate transparency legislation, you must comply with all obligations applicable to legal professionals under that legislation, including any obligations to report, to maintain records, to conduct due diligence, and to implement policies and procedures. The Platform does not provide compliance advice on economic crime legislation and you must obtain independent compliance advice where required.

5F. Non-Qualified Persons: Ineligibility

5F.1 The Platform is restricted to qualified legal professionals who satisfy the eligibility requirements in clause 6. Non-qualified persons may not register on the Platform or offer legal services through the Platform. Without limiting the generality of the foregoing: (a) law students who have not completed all requirements for admission may not register (even if they hold a provisional or limited licence); (b) persons who formerly held a Practising Credential but whose credential has lapsed, expired, or been revoked may not register; (c) persons who hold qualifications in a related field (such as accounting, tax advisory, or compliance consulting) but do not hold a Practising Credential issued by a legal professional Regulatory Authority may not register; and (d) legal executives, paralegals, law clerks, legal assistants, and other persons who are not qualified lawyers (or their jurisdictional equivalent) may not register, unless they hold a Practising Credential that authorises them to provide legal services independently.

5F.2 Where a non-qualified person attempts to register, the Platform rejects the registration. Where the Platform identifies or reasonably suspects that a registered Lawyer does not in fact satisfy the eligibility requirements, the Platform may immediately suspend the Lawyer's account pending investigation.

5. Overarching Platform Disclaimer

5.1 For the avoidance of any doubt and without limiting any other provision of these Terms, the Lawyer acknowledges and agrees that:

5.1.1 eSolicitors (Esol Corporation Limited) is a technology company that operates an online marketplace. It is not a law firm, not a legal practice, not an alternative business structure, not a claims management company, and not a referral service.

5.1.2 eSolicitors does not provide legal advice or legal services of any kind, whether reserved or unreserved, and is not competent to do so.

5.1.3 These Terms are commercial contractual terms governing the relationship between the Lawyer and the Platform. They do not constitute legal advice, regulatory advice, compliance advice, tax advice, or financial advice. The Platform is not competent to provide legal advice. Nothing in these Terms should be construed as legal advice or as a recommendation to take or refrain from taking any particular course of action.

5.1.4 These Terms contain references to legislation, regulations, regulatory rules, professional conduct standards, and legal concepts from various jurisdictions. These references are included for the purpose of defining the parties' contractual obligations and do not constitute the Platform's interpretation, application, or advice on the meaning, effect, or application of those provisions to the Lawyer's specific circumstances.

5.1.5 The Lawyer is a qualified legal professional and is solely responsible for understanding the legal, regulatory, and professional implications of these Terms as they apply to the Lawyer's own practice, regulatory status, firm structure, client base, and specific circumstances. If the Lawyer is in any doubt about (a) the meaning or effect of any provision of these Terms, (b) the regulatory implications of practising through the Platform under the Applicable Regulatory Requirements of any jurisdiction, (c) the Lawyer's obligations under the professional conduct rules of any jurisdiction in connection with the Platform, (d) the tax treatment of Platform Fees or any other aspect of the Lawyer's participation in the Platform, or (e) any other matter arising from or connected with these Terms, the Lawyer must obtain independent legal advice from a qualified professional who understands the Lawyer's specific situation before accepting these Terms or continuing to use the Platform.

5.1.6 The Platform accepts no liability for any loss, damage, regulatory action, fine, penalty, or other consequence arising from the Lawyer's failure to obtain independent legal advice on the meaning, effect, or application of these Terms to the Lawyer's specific circumstances.

5.1.7 No fiduciary relationship, relationship of trust and confidence, or special relationship of any kind exists or is created between the Platform and the Lawyer. The Platform owes the Lawyer no fiduciary duty, no duty of loyalty, no duty of care beyond the express obligations set out in these Terms, and no advisory duty of any kind. The Platform is a commercial counterparty providing technology marketplace services on arm's-length commercial terms.

PART B QUALIFICATION WARRANTY, REGISTRATION, AND EVIDENCE OF QUALIFICATION

6. Fundamental Qualification Warranty

6.1 You represent, warrant, and covenant to the Platform that, at the time of creating your Lawyer Account and at all times while your account remains active:

(a) You are a qualified legal professional, duly admitted, licensed, registered, or otherwise authorised to practise law in your Home Jurisdiction under the laws and regulations of that jurisdiction.

(b) You hold a current, valid, and unrestricted Practising Certificate (or equivalent authorisation) issued by the Regulatory Authority of your Home Jurisdiction.

(c) You have completed all academic, professional, and vocational requirements for admission to the legal profession in your Home Jurisdiction, including any required university degrees, professional examinations, supervised practice, professional apprenticeship, articles of clerkship, or other practical training requirement, or equivalent practical legal training.

(d) You are in good standing with the Regulatory Authority of your Home Jurisdiction and with the Regulatory Authority of every jurisdiction in which you claim to be qualified.

(e) You have not been struck off, disbarred, suspended, placed on inactive status, removed from the roll of practitioners, or subjected to any form of disciplinary sanction (whether public or private) that would prevent or restrict you from practising law in any jurisdiction, except as disclosed in writing to the Platform at the time of registration or promptly upon the occurrence of any such event.

(f) You are not currently the subject of any pending disciplinary investigation, complaint, charge, or proceeding in any jurisdiction, except as disclosed in writing to the Platform.

(g) There are no conditions, restrictions, or limitations on your licence to practise law in any jurisdiction you list on your profile, except as disclosed in writing to the Platform.

(h) You have not been convicted of a criminal offence involving dishonesty, fraud, violence, or moral turpitude in any jurisdiction, except as disclosed in writing to the Platform.

(i) All information you have provided to the Platform regarding your qualifications, admissions, bar numbers, registration details, regulatory standing, disciplinary history, professional credentials, and professional experience is true, accurate, and complete.

(j) You will notify the Platform in writing within forty-eight (48) hours of: (i) any change in your qualification or admission status in any jurisdiction; (ii) any disciplinary complaint, investigation, charge, or proceeding being initiated against you in any jurisdiction; (iii) any criminal conviction or guilty plea in any jurisdiction; (iv) any malpractice, negligence, or professional liability claim or lawsuit being filed against you; (v) any restriction, condition, or limitation being placed on your licence or Practising Certificate; (vi) any change to your Professional Indemnity Insurance; or (vii) any other event that would make any of the representations in this clause untrue.

6.2 These warranties are fundamental terms of these Lawyer Terms. The Platform has entered into these Terms in reliance on your warranties. If any warranty in clause 6.1 is or becomes untrue, incomplete, or misleading:

(a) The Platform may immediately suspend or terminate your account without notice or liability.

(b) The Platform may notify affected Clients that your qualification status has changed and may assist those Clients in engaging alternative legal representation.

(c) The Platform may notify the applicable Regulatory Authority in your Home Jurisdiction and any Delivery Jurisdiction.

(d) The Platform may report the matter to law enforcement authorities in any relevant jurisdiction.

(e) The Platform may preserve all account data, communications, IP addresses, device identifiers, payment records, and audit logs for disclosure to authorities.

(f) The Platform may pursue all available civil remedies, including recovery of any fees obtained by you and compensation for reputational damage to the Platform.

(g) The Platform may exercise its rights under the indemnity provisions in Part T of these Terms.

6.3 The qualification warranty in clause 6.1 applies equally to all practice models. Whether you are a sole practitioner, a partner or employee of a law firm, of counsel, a consultant, a contract or freelance lawyer, or practising in any other capacity, you must personally hold a current and valid Practising Certificate and must comply with this clause 6.

6.4 The Platform verifies your qualification status at registration and periodically thereafter where publicly available register information allows. However, the Platform acknowledges that not all Regulatory Authorities maintain publicly accessible online registers, and verification capabilities vary significantly by jurisdiction. Where the Platform is unable to verify your qualification status through publicly available sources, the Platform will rely on the evidence of qualification you provide under clause 8 and on the qualification warranties you give under clause 6. The Platform's verification (where it is able to conduct verification) is an administrative check only. It does not constitute an endorsement of your competence, integrity, or suitability.

6D. White-Labelling Prohibition

6D.1 The Lawyer must not white-label, rebrand, or present the Platform's technology, features, tools, or services as the Lawyer's own proprietary technology. The Lawyer must not: (a) remove or obscure the Platform's branding from any Platform feature or tool; (b) represent to Clients that the Platform's technology (including the AI Scope Script, video conferencing, document workspace, or payment infrastructure) is the Lawyer's own technology; or (c) create the impression that the Platform is a department, division, or subsidiary of the Lawyer's firm. The Platform's branding and intellectual property belong to the Platform.

7. Registration and Verification

7.1 To list on the Platform, you must: (a) create a Lawyer Account; (b) provide your full legal name as it appears on your Practising Certificate or bar register; (c) provide your Regulatory Authority registration number, bar number, roll number, or equivalent identifier; (d) identify your Home Jurisdiction and all jurisdictions in which you are qualified; (e) consent to the Platform conducting such verification checks as it is able to perform; (f) provide a valid government-issued photographic identification document; (g) provide your professional contact information (address, email, telephone); (h) set up a Stripe account for receiving Client payments; (i) set up a separate payment method (card or bank account) for paying Lawyer-Side Platform Fees through Stripe Billing; and (j) complete the Platform's compliance declaration.

7A. Administrative Access for Compliance and Monitoring

7A.1 You acknowledge and agree that authorised Platform administrators may access Your Lawyer Account portal without requiring Your login credentials (email address or password) for the purposes of: (a) regulatory compliance monitoring and audit; (b) fraud prevention and detection, including identity verification and impersonation checks; (c) investigation of complaints, disputes, or quality concerns; (d) verification of account activity, transaction integrity, and milestone delivery; (e) responding to lawful requests from law enforcement, regulatory authorities, or professional bodies; (f) ensuring the safety and security of the Platform and its users; and (g) monitoring compliance with these Terms.

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 Clients, except where required by law or where access is necessary for the technical operation of the Platform (such as dispute resolution). The Platform will not use information obtained through administrative access for any purpose other than the purposes specified in this clause. Nothing in this clause affects Your obligations of confidentiality to Your Clients under the Applicable Regulatory Requirements of your jurisdiction.

7A.4 By listing on 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, consumer protection, and platform integrity legislation.

7.2 The Platform may verify your qualification status by checking publicly available registers maintained by Regulatory Authorities. However, the Platform acknowledges that not all Regulatory Authorities maintain publicly accessible online registers. Where the Platform cannot verify through public sources, it relies on your warranties and evidence.

7.3 If you practise through a law firm entity (including a partnership, limited liability partnership, professional corporation, professional limited liability company, or any other entity structure recognised in your jurisdiction), you warrant that the entity is properly formed, registered, and in good standing under the laws of the jurisdiction(s) in which it operates, and that the entity complies with any entity registration requirements imposed by the Regulatory Authority of that jurisdiction.

7A. Identity Verification, Anti-Impersonation, and Matter Integrity

7A.1 The Platform uses a multi-layered identity verification process at registration to protect the integrity of the marketplace:

7A.2 The Platform uses the following measures to protect matter integrity: (a) each matter is assigned a unique Platform reference number; (b) all communications, documents, and payments are logged against the matter reference; (c) the Platform maintains an immutable audit log for each matter; (d) the audit log records all key events including Scoping Call recording, AI Scope Script generation, Milestone Proposal submission, Client approval, milestone completion notifications, dispute events, and payment events; and (e) the audit log is retained for seven (7) years from matter closure.

7B. Lawyer Profile Content and Advertising Accuracy

7B.1 Your Lawyer Profile is your public listing on the Platform. It must comply with the advertising rules of your Home Jurisdiction and every Delivery Jurisdiction. You are solely responsible for ensuring compliance. The Platform does not review profiles for compliance with jurisdiction-specific advertising rules, but reserves the right to remove content that it believes may be false, misleading, or likely to expose the Platform to regulatory risk.

7B.2 Your profile must include, at minimum: (a) your full legal name as it appears on your Practising Certificate; (b) your Home Jurisdiction; (c) all jurisdictions in which you hold a current qualification; (d) the name and contact details of your Regulatory Authority in each jurisdiction; (e) your registration number or bar number in each jurisdiction; (f) your principal professional address (at minimum, city and jurisdiction); (g) your practice areas; (h) your years of qualification; (i) the languages in which you can provide legal services; (j) your fee model (fixed fee, hourly rate, capped fee, or other); (k) indicative fee ranges; (l) whether you hold Professional Indemnity Insurance; and (m) your practice model (sole practitioner, law firm, of counsel, freelance, etc.).

7B.3 Your profile must not include: (a) false, misleading, or deceptive statements; (b) guarantees or implications of specific outcomes; (c) unsubstantiated claims of specialisation or expertise; (d) testimonials presented in a manner that violates your jurisdiction's advertising rules; (e) comparative claims about other Lawyers unless substantiated and permitted by your advertising rules; (f) any statement that the Platform endorses, recommends, or guarantees your services; (g) any statement that your listing on the Platform constitutes any form of quality mark; (h) any claim about the number of cases won, settlements obtained, or damages recovered, unless (i) the claim is truthful, (ii) the claim is permitted by your advertising rules, and (iii) the claim includes appropriate disclaimers; (i) stock photographs presented as photographs of you; or (j) artificial intelligence-generated photographs presented as photographs of you.

7C. Lawyer Content Ownership, Licence, and Use

7C.1 You retain ownership of all content you upload to the Platform, including profile descriptions, articles, blog posts, and template documents.

7C.2 By uploading content to the Platform, you grant the Platform a non-exclusive, worldwide, royalty-free, sublicensable licence to use, reproduce, display, distribute, and make available your content for the purpose of operating and promoting the Platform and its services. This licence continues for as long as the content remains on the Platform and for a reasonable period thereafter for archival and record-keeping purposes.

7C.3 You warrant that all content you upload: (a) is your original work or you have the necessary rights and licences to upload and share it; (b) does not infringe any third party's intellectual property rights, privacy rights, or other legal rights; (c) does not contain any confidential information belonging to any Client or former client; (d) does not violate any law or regulation; and (e) does not contain any malware, viruses, or harmful code.

7D. Identity Verification Process

7D.1 The Lawyer must register on the Platform in their own name, using their own genuine identity documents, and from their own device. The Lawyer warrants that: (a) all identity information provided is true, accurate, current, and complete; (b) the identity documents submitted are genuine, unaltered, and belong to the Lawyer; (c) the photograph on the identity document is a true likeness of the Lawyer; (d) the Lawyer has not previously been refused registration on the Platform or had an account terminated; and (e) no other person is permitted to use the Lawyer's account.

7D.2 The Platform's identity verification process includes: (a) government-issued photographic identification (passport, national identity card, or driving licence); (b) verification of the Lawyer's Regulatory Authority registration number against publicly available registers (where available); (c) verification of the Lawyer's email address through a confirmation process; (d) live video identity verification (where required by the Platform's risk assessment); and (e) such additional verification steps as the Platform may require from time to time.

7D.3 Impersonation of a qualified legal professional is a criminal offence in most jurisdictions worldwide. Any attempt to register on the Platform using a false identity, another person's identity, another person's regulatory credentials, fabricated credentials, or any form of false or misleading identity information will result in: (a) immediate rejection of the registration or termination of the account; (b) permanent ban from the Platform; (c) preservation of all account data for law enforcement purposes; (d) referral to the relevant Regulatory Authority; and (e) referral to law enforcement. The Platform will cooperate fully with any criminal investigation arising from identity fraud.

8. Evidence of Qualification

8.1 At registration and upon request at any time thereafter, you must provide the Platform with satisfactory evidence of your qualification and good standing, which must include:

(a) A certified copy of your current Practising Certificate, licence, registration document, or equivalent authorisation, issued by the Regulatory Authority of your Home Jurisdiction.

(b) A certificate of good standing (also known as a certificate of enrolment, certificate of status, certificate of registration, certificat de coutume, or equivalent document) issued by the Regulatory Authority of your Home Jurisdiction, dated within the preceding three (3) months.

(c) Evidence of your academic legal qualifications, which may include certified copies of your law degree, bar examination results, professional qualification certificates, or equivalent documentation.

(d) Your Regulatory Authority registration number, bar number, roll number, membership number, or equivalent identifier.

(e) A valid government-issued photographic identification document (passport, national identity card, or equivalent).

(f) Where available, a link to or printout from the public register maintained by your Regulatory Authority confirming your admission and current status.

(g) Evidence of current Professional Indemnity Insurance covering legal services delivered through the Platform, including the name of the insurer, policy number, and coverage amount (or a declaration that you do not carry such insurance, where this is permitted in your jurisdiction).

(h) Evidence of any specialist accreditations, certifications, or authorisations you claim on your profile.

8.2 All documents must be provided in English or accompanied by a certified English translation. The Platform reserves the right to require documents to be notarised, apostilled, or otherwise authenticated as the Platform may reasonably require.

8.3 The Platform reserves the right to request updated evidence of qualification at any time and without notice. Failure to provide satisfactory evidence within fourteen (14) days of a request is grounds for immediate suspension of your account.

8.4 The Platform may, at its sole discretion, require you to participate in a live video identity verification call to confirm your identity against your registration documents.

8A. Evidence of Qualification: Audit Cycle

8A.1 The Platform does not require the Lawyer to submit original qualification documents at the point of registration. Instead, qualification evidence is obtained through a risk-based audit cycle. The Platform may, at any time and at its sole discretion, request that you provide evidence of your qualifications. You must respond to such requests within fourteen (14) days. Evidence may include: (a) a certified copy of your Practising Credential, issued within the preceding six (6) months; (b) a certificate of good standing from your Regulatory Authority, issued within the preceding three (3) months; (c) a government-issued photographic identity document; (d) your regulatory registration number; (e) a printout or screenshot from your Regulatory Authority's public register showing your current status; (f) a sworn affidavit or statutory declaration confirming your qualifications (where electronic verification is not available); (g) an official English translation (by a certified translator) of any document that is not in English; (h) live video identity verification; and (i) any other evidence the Platform reasonably requests.

8A.2 The audit cycle is triggered by: (a) random selection (the Platform randomly selects a proportion of registered Lawyers for audit each quarter); (b) complaint trigger (where a Client or third party raises a concern about a Lawyer's qualifications); (c) anomaly trigger (where the Platform's monitoring systems detect unusual patterns in a Lawyer's engagement activity); (d) annual self-assessment (the annual compliance self-assessment in clause 123); and (e) risk-based selection (the Platform may select Lawyers for audit based on practice area, matter volume, jurisdiction, or other risk factors).

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 solicitor-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.

9. Platform Does Not Validate International Qualifications

9.1 The Platform does not validate, verify, or accredit the qualifications of legal professionals qualified outside the United Kingdom and the United States of America. You acknowledge and agree that:

(a) The Platform does not have the ability to independently verify legal qualifications in every jurisdiction worldwide. Legal regulatory frameworks, bar admission systems, and practitioner registers vary enormously between jurisdictions, and many jurisdictions do not maintain publicly accessible registers that the Platform can check.

(b) The Platform's collection and review of evidence of qualification under clause 8 is an administrative process, not a professional or regulatory verification. The Platform is not a Regulatory Authority and does not have the expertise or authority to assess whether a document is genuine, current, or sufficient to authorise the practice of law in any jurisdiction.

(c) The Platform relies on the qualification warranties you give under clause 6 and the evidence you provide under clause 8. If either is false, incomplete, or misleading, the full consequences set out in these Terms apply.

(d) The Platform's display of your qualification information on your profile does not constitute verification, endorsement, or approval of your qualifications.

(e) Clients are informed in the Client Terms that the Platform does not validate international qualifications and are encouraged to verify your credentials independently.

10. Prohibition on Falsification, Misrepresentation, and Impersonation

10.1 You must not register on the Platform if you are not qualified to practise law in the jurisdiction you claim. This prohibition is absolute and admits of no exception. You must not:

(a) Register using qualifications, credentials, bar numbers, registration details, or Practising Certificates that do not belong to you or that are not current and valid.

(b) Falsify, fabricate, forge, alter, exaggerate, or misrepresent your qualifications, specialisations, experience, expertise, or authorisation in any way.

(c) Claim to be qualified or admitted in a jurisdiction in which you are not currently admitted or authorised to practise.

(d) Hold yourself out as having expertise, specialisation, or competence in a practice area in which you are not competent or authorised.

(e) Register using another person's identity, name, credentials, photographs, or professional qualifications.

(f) Allow any other person to use your account, credentials, or Practising Certificate to provide legal services through the Platform.

(g) Create a fictitious professional identity using fabricated regulatory credentials.

(h) Represent that you hold a Practising Certificate when you do not, or that your Practising Certificate is unrestricted when it is subject to conditions.

(i) Misrepresent the scope of legal activities you are authorised to perform in your jurisdiction.

10.2 Any breach of clause 10.1 is a fundamental breach of these Terms and will result in: (a) immediate and permanent termination of your account without prior notice; (b) immediate notification to the relevant Regulatory Authority; (c) immediate notification to law enforcement; (d) notification to any affected Client; (e) preservation of all account data for authorities; (f) pursuit of all available civil remedies; and (g) a permanent and irrevocable ban from the Platform.

10.3 Impersonation of a qualified legal professional is a criminal offence in most jurisdictions worldwide. The Platform will cooperate fully with any criminal investigation, regulatory inquiry, or disciplinary proceeding arising from falsification or misrepresentation.

10.4 You indemnify the Platform Indemnified Parties against all losses arising from any breach of this clause 10. This indemnity is without monetary limit and survives termination indefinitely.

Law Firm Plans

10A.6 The Platform offers multi-seat firm plans. Where You subscribe to a firm plan: (a) invited members inherit the corresponding subscription tier; (b) members do not need individual subscriptions; (c) the firm administrator may invite and remove members; (d) if the firm subscription is cancelled, all members are reset to the free tier; (e) active orders continue during any transition; and (f) changes are recorded in the audit log.

10A.7 Firm plans at applicable tiers may include white-label branding. Where active, the Platform displays a visible notice that the service is powered by the Platform. Clients using a white-labelled version remain subject to these Terms.

11. Platform Monitoring

11.1 Notwithstanding that the Platform does not validate qualifications under clause 9, the Platform will actively monitor the activity of all international legal professionals on the Platform. Such monitoring may include:

(a) Systematic review of Client feedback, ratings, reviews, and complaints, with particular attention to complaints relating to competence, qualification, or jurisdictional overreach.

(b) Analysis of engagement patterns, matter types, jurisdictional coverage, and practice area claims to identify potential inconsistencies or concerns.

(c) Review of profile content for accuracy, consistency with registration information, and compliance with these Terms.

(d) Periodic and random requests for updated evidence of qualification, Practising Certificates, certificates of good standing, and Professional Indemnity Insurance.

(e) Investigation of any allegation (from any source) that a Lawyer is unqualified, falsely representing credentials, or practising outside scope.

(f) Proactive outreach to Regulatory Authorities to verify qualification information where concerns arise.

(g) Use of technology tools, including automated screening and pattern recognition, to identify anomalies.

(h) Cooperation with Regulatory Authorities, law enforcement, and other platforms to share information about suspected fraudulent practitioners.

11.2 If the Platform identifies or reasonably suspects any issue with a Lawyer's qualification or conduct, the Platform may take the actions set out in clauses 6.2 and 10.2.

11.3 The Platform's monitoring does not constitute a guarantee, endorsement, verification, or assumption of liability.

11A. Platform Monitoring: International Lawyers

11A.1 Because the Platform does not validate the qualifications of Lawyers qualified outside the United Kingdom and the United States of America at the point of registration, the Platform operates an active monitoring programme for international Lawyers. Monitoring activities include: (a) review of Client feedback and complaints for any indication that a Lawyer may be unqualified, practising outside scope, or misrepresenting credentials; (b) periodic review of engagement patterns for anomalies (such as a Lawyer accepting matters in practice areas inconsistent with their stated qualifications, or accepting matters in jurisdictions other than their stated jurisdiction of qualification); (c) periodic requests for evidence of current qualification (the audit cycle described in clause 8A); (d) automated cross-referencing of Lawyer profile information against publicly available regulatory registers (where such registers are accessible online); (e) investigation of any allegation (from any source) that a Lawyer is unqualified, falsely representing credentials, or practising outside the scope of their qualification; and (f) cooperation with Regulatory Authorities that contact the Platform with inquiries about a Lawyer's registration.

11A.2 If the Platform's monitoring identifies a concern about a Lawyer's qualifications or conduct, the Platform may: (a) request evidence of qualification under the audit cycle; (b) suspend the Lawyer's profile pending investigation; (c) restrict the Lawyer's ability to accept new matters; (d) report the concern to the relevant Regulatory Authority; and (e) take such other action as it considers appropriate. The Platform will inform the Lawyer of the concern (unless doing so would prejudice an investigation or regulatory inquiry) and give the Lawyer a reasonable opportunity to respond.

12. Dual and Multiple Qualifications

12.1 Where you are a Dual Qualified Lawyer, you warrant: (a) current Practising Certificates in all claimed jurisdictions; (b) good standing with all relevant Regulatory Authorities; (c) that you will only advise on the law of jurisdictions in which you hold a current qualification; (d) that you will notify the Platform within seven (7) days of any qualification lapse; and (e) compliance with the professional conduct rules of each jurisdiction.

12.2 Where you deliver legal services under a qualification from one jurisdiction to a Client in a different jurisdiction, you must comply with any applicable rules on cross-border legal practice, foreign lawyer registration, or temporary practice authorisation.:

(a) Identity Document Verification: You must provide a valid government-issued photographic identification document. The Platform uses automated document verification technology to check the document for authenticity indicators. The Platform may also require a secondary identification document.

(b) Facial Biometric Matching: The Platform may use facial recognition technology to match your live photograph against the photograph on your identification document. This process is automated and the biometric data is not retained after verification.

(c) Regulatory Register Cross-Check: Where publicly available online registers exist, the Platform cross-checks your claimed registration number, name, and jurisdiction against the register. Where no register is available, you must provide documentary evidence under clause 8.

(d) Ongoing Monitoring: The Platform conducts periodic re-verification of qualification status at intervals determined by the Platform, using publicly available information where possible and requesting updated documentary evidence where not.

(e) Anomaly Detection: The Platform uses automated pattern detection to identify potential impersonation attempts, including analysis of IP addresses, device fingerprints, registration patterns, and document consistency.

PART C YOUR PROFILE, LISTING, AND SUBSCRIPTION

13. Profile Content and Advertising

13.1 You are solely responsible for the content of your Lawyer Profile, including the accuracy and completeness of biographical information, qualifications, experience, practice area descriptions, fee information, specialisations, and media. All profile content must comply with the rules governing lawyer advertising in your Home Jurisdiction and every Delivery Jurisdiction.

13.2 You must not include false, misleading, deceptive, or unsubstantiated claims. You must not: (a) claim a specialisation you do not hold; (b) state or imply Platform endorsement; (c) misuse testimonials; (d) provide misleading fee information; (e) misuse Platform branding; (f) guarantee outcomes; or (g) use a firm name implying a larger organisation than exists.

13.3 Your profile must include at minimum: (a) full legal name; (b) Home Jurisdiction; (c) all jurisdictions of qualification; (d) Regulatory Authority and registration number; (e) principal office address; and (f) practice areas.

14. Subscription Tiers

14.1 The Platform offers the following subscription tiers for Lawyers:

(a) Starter (Free): zero monthly subscription. Limited matters per month. Limited service listings. Standard profile visibility. Monthly payout schedule. Core compliance templates. Per-matter fees at the Starter rate (comprising Platform Usage Fee, Technology and AI Fee, Seller Protection Fee, and Compliance and Audit Fee). Limited bid credits.

(b) Professional (paid monthly or annual subscription): increased matters per month. Higher matter complexity cap. Increased service listings. Enhanced profile visibility. Weekly payout schedule. Verified badge. Full template library. CPD tracker. Conflict of interest checker. Article publishing. Lawyer Network access. Individual and business clients. Accounts integration. Per-matter fees at the Professional rate (lower than Starter). Bid credits included; additional at the Professional rate.

(c) Elite (paid monthly or annual subscription): unlimited matters. No matter complexity cap. Unlimited service listings. Maximum profile visibility plus featured placement. Daily payout schedule. Elite Member badge. Full template library plus premium packs. Template marketplace (upload and sell templates). Custom branding on client documents. Virtual office listing. Platform interview feature. Dedicated account manager. Continuity plan. Questionnaire builder. Custom AI question sets. Multi-client time tracking. Finance API integrations. Per-matter fees at the Elite rate (lowest rate). Unlimited bid credits.

14.2 All per-matter fees are fixed amounts. Subscription fees auto-renew unless cancelled. You may cancel at any time. The Platform may update fees with thirty (30) days' notice.

15. Subscription Features Detail

15.1 Service listings: up to 3 (Starter), 15 (Professional), or unlimited (Elite). Profile visibility: higher tiers receive greater search visibility. Project notifications: Starter 24-hour delay; Professional within 1 hour; Elite instant. Bid credits vary by tier. Payout schedules: monthly (Starter), weekly (Professional), daily (Elite). Active matter limits: 5/month (Starter), 20/month (Professional), unlimited (Elite).

16. AI Scoping Engine Features

16.1 The AI Scoping Engine generates a scope report after each Scoping Call. Starter: basic summary. Professional: full AI-generated pricing intelligence, workflow suggestions, scope tracker, confidence score, version history. Elite: everything in Professional plus custom AI question sets.

17. Non-Exclusivity

17.1 Your listing is non-exclusive. You are free to list elsewhere, accept clients through other channels, and maintain your own marketing. The only restriction is the anti-circumvention provision in clause 37.6.

18. Credibility Badges, Reviews, and Background

18.1 Credibility Badges are informational indicators only, not endorsements. You must not represent them as endorsements.

18.2 Clients may leave reviews. You must not solicit, incentivise, fabricate, or suppress reviews.

18.3 You consent to the Platform checking publicly available disciplinary records. The Platform may decline to list Lawyers with significant disciplinary history.

18A. Insurance Verification

18A.1 You may upload proof of Professional Indemnity Insurance. The Platform does not verify insurance certificates. You are responsible for keeping information current.

18A.2 Where your jurisdiction requires PII, you must maintain it. Where disclosure is required, you must disclose before the engagement begins. The Platform strongly encourages all Lawyers to carry adequate PII.

18B. Template and Digital Product Marketplace

18B.1 You may upload legal templates, forms, and digital products to the Platform's template marketplace for sale. You receive the revenue share published on the Platform; the Platform retains a commission.

18B.2 No template constitutes legal advice. Every template is a general-purpose document. You are solely responsible for accuracy, completeness, legal validity, keeping templates up to date, clearly stating jurisdiction(s), date of last review, and including appropriate disclaimers.

18B.3 Templates must prominently display: (a) not legal advice; (b) seek independent professional advice; (c) jurisdiction(s) designed for; (d) date of last review; and (e) warning that laws vary by jurisdiction.

18C. Template Marketplace - Three Sales Channels

18C.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.

The Platform operates three distinct template sales channels:

Channel A Platform sells templates to Clients. Platform Client Templates are general-purpose informational documents, not legal advice. The Platform is the seller. The Platform excludes all liability.

Channel B Platform sells templates to Lawyers. Platform Professional Templates are practice tools. You must independently review, verify, adapt, and take full professional responsibility before using them with Clients.

Channel C Lawyers sell templates to Clients. Lawyer Products are your products. The Platform facilitates the sale but is not the seller, does not review or endorse, and is not a party to the sale. You are solely responsible. You indemnify the Platform against all claims. This indemnity is uncapped and survives termination.

Common Regardless of channel: (a) no template is legal advice; (b) purchasers must engage a qualified lawyer if unsure; (c) templates carry inherent risks including jurisdictional invalidity; (d) the Platform excludes all liability.

PART D PRACTICE MODELS, ENTITY REQUIREMENTS, AND PERMITTED ACTIVITIES

19. Practice Models Supported

19.1 The Platform supports the following practice models, which vary by jurisdiction:

(a) Sole practitioners operating independently without partners or associates.

(b) Law firms (partnerships, limited liability partnerships, professional corporations, or equivalent entity structures recognised in the jurisdiction).

(c) Of counsel or consultant lawyers who have a continuing relationship with a firm but are not partners, associates, or shareholders.

(d) Freelance or independent lawyers practising outside a traditional firm structure (where permitted by the jurisdiction).

(e) Contract or temporary lawyers working on specific matters under supervision.

(f) Virtual or remote practitioners practising without a physical office in a particular jurisdiction (where permitted).

(g) Barristers, advocates, or counsel practising at the independent bar (in jurisdictions that maintain a split profession).

(h) Notaries (in jurisdictions where notarial practice is a separate regulated profession).

19.2 The qualification warranty, indemnity, and all other obligations under these Terms apply equally to all practice models.

20. Law Firm and Entity Requirements

20.1 If you practise through a law firm entity, you warrant that: (a) the entity is properly formed, registered, and in good standing; (b) the entity complies with entity registration requirements of the Regulatory Authority; (c) the entity's name complies with naming rules; and (d) you will notify the Platform if the entity's registration lapses.

20A. Employment Status Confirmation

20A.1 For the avoidance of doubt, you are not an employee of the Platform. You are an independent professional who has chosen to list your services on the Platform's marketplace. Nothing in these Terms creates an employment relationship, a worker relationship, or any relationship of subordination between you and the Platform. The Platform does not control the manner, method, or hours of your work. You are responsible for your own tax, social security, and employment law obligations in your jurisdiction.

20A.2 Where the employment status rules of your jurisdiction (including any rules equivalent to IR35, off-payroll working rules, or worker classification rules) may apply to the relationship between you and the Platform, you must satisfy yourself that the arrangement is correctly classified under the laws of your jurisdiction and must take independent advice if in doubt. The Platform makes no representation about the employment status classification in any jurisdiction.

21. Authorised Users Within a Firm

21.1 If your law firm registers on the Platform, each individual lawyer must be separately registered and must individually satisfy the qualification warranty in clause 6. The firm is responsible for ensuring each authorised user is properly qualified.

22. Freelance and Independent Lawyers

22.1 Where you practise as a freelance or independent lawyer (outside a traditional firm structure), you warrant: (a) your jurisdiction permits this practice model; (b) you hold individual PII; (c) you have your own AML/compliance procedures; (d) you have disclosed any Client Money restrictions to Clients; and (e) you comply with all regulatory requirements for independent practice.

23. Split Profession Jurisdictions

23.1 In jurisdictions that maintain a split legal profession (where different categories of legal professional have distinct regulatory status and practice rights), you must: (a) clearly identify which branch of the profession you belong to; (b) only provide services within your authorised scope; (c) disclose any limitations on your practice rights to Clients; and (d) comply with the specific regulatory framework applicable to your branch of the profession.

24. Supervision and Delegation

24.1 If you supervise other lawyers, trainees, or non-lawyer staff, you must: (a) comply with the supervision requirements of your jurisdiction; (b) ensure supervised persons comply with professional conduct rules; (c) take responsibility for supervised work; (d) disclose to Clients where work is performed by supervised persons; and (e) ensure non-lawyers do not perform work that constitutes the practice of law in the relevant jurisdiction.

25. Permitted Activities and Restrictions

25.1 You must only perform legal activities that you are authorised to perform in the relevant jurisdiction. The scope of permitted activities varies significantly by jurisdiction and by the type of legal professional. You must not: (a) perform regulated or restricted legal activities (such as court representation, property transfers, notarial acts, or other activities restricted to authorised persons in the relevant jurisdiction) unless authorised; (b) hold yourself out as authorised to perform activities beyond your scope; or (c) accept engagements that require authorisations you do not hold.

PART E PRE-ENGAGEMENT, CONFLICTS, AND MATTER OPENING

26. Mandatory Pre-Engagement Checks

26.1 Before accepting any engagement through the Platform, you must complete the following pre-engagement checks: (a) conflict of interest check; (b) competence and capacity assessment; (c) preliminary AML assessment (where required by your jurisdiction); (d) vulnerable client assessment; (e) jurisdictional competence confirmation (that you are qualified to advise on the law of the Delivery Jurisdiction); and (f) insurance check (that your PII covers the type of work).

26A. Competence Assessment

26A.1 The competence assessment required by clause 26 is not a mere formality. It is a substantive professional obligation. Before accepting any engagement, you must honestly and rigorously assess: (a) whether you have sufficient knowledge of the substantive law applicable to the matter; (b) whether you have sufficient experience in the type of work involved; (c) whether you have the skill and preparation reasonably necessary to achieve the client's objectives; (d) whether you have adequate resources (time, staff, technology, expert access) to handle the matter competently; (e) whether the matter involves any novel or complex issues that require specialist expertise you may not possess; (f) whether the matter involves cross-border elements that require knowledge of foreign law or procedures; (g) whether the matter is within the jurisdictional scope of your qualification; and (h) whether accepting the matter would create any conflict of interest.

26A.2 If you determine that you lack the competence to handle the matter, you must: (a) decline the engagement; (b) explain to the Client why you are declining; (c) where possible, suggest an alternative Lawyer through the Platform's cross-referral mechanism; and (d) if the matter is urgent and no alternative is immediately available, provide limited advice to protect the Client's interests while seeking to transfer the matter.

26A.3 If you determine that you can achieve competence through reasonable preparation and study, you may accept the engagement provided: (a) you can achieve competence before the Client's interests are prejudiced; (b) the additional preparation time will not adversely affect the Client; and (c) you disclose to the Client that you are developing competence in the relevant area.

26B. Competence Assessment: Substantive Requirements

26B.1 The competence assessment required before accepting any engagement is not a mere formality. It is a substantive professional obligation. Before accepting any engagement, you must honestly and rigorously assess: (a) whether you have sufficient knowledge of the substantive law applicable to the Client's matter in the Delivery Jurisdiction; (b) whether you have experience handling matters of this type and complexity; (c) whether you have the procedural knowledge required (including court procedures, filing requirements, limitation periods, and administrative processes specific to the Delivery Jurisdiction); (d) whether you have the specialist expertise required (for example, matters involving technical, scientific, financial, or industry-specific issues may require specialist knowledge beyond general legal competence); (e) whether you have the language skills required to advise in the language of the Client and the language of the Delivery Jurisdiction's legal system; (f) whether you have the supervisory capacity to oversee any delegation of work; and (g) whether you have sufficient time, resources, and support staff to deliver the engagement to the required standard within the required timeframes.

26B.2 Where you identify that you are competent in the substantive law but lack specialist expertise in a particular aspect, you must: (a) decline the engagement entirely; or (b) with the Client's informed consent, engage co-counsel or a specialist who has the required expertise, at the Client's cost and with full disclosure; or (c) with the Client's informed consent, accept the engagement on the basis that you will acquire the necessary expertise through research and study, provided this is feasible within the timeframes required and does not compromise the quality of service. You must not accept an engagement where you cannot achieve competence within the required timeframe.

26B.3 Where a matter involves multiple jurisdictions and you are only competent to advise on the law of one jurisdiction, you must clearly identify the scope limitation in the Milestone Proposal and Engagement Letter, and facilitate the Client obtaining qualified advice for the other jurisdictions.

27. Conflicts of Interest

27.1 You must conduct a conflict check in accordance with the professional conduct rules of your jurisdiction before accepting any engagement. The Platform provides the Client's name and adverse party information to facilitate your check, but you are solely responsible for maintaining your own conflicts database and conducting thorough checks.

27.2 If a conflict is identified that cannot be waived with informed written client consent under the applicable rules, you must decline the engagement immediately. If a conflict arises during the engagement, you must inform the Client and the Platform and, if unresolvable, withdraw.

27.3 If you practise in a firm, you must implement and maintain a conflicts management system including: (a) a centralised database; (b) screening procedures; (c) update procedures; and (d) information barriers where necessary. The Platform does not maintain your conflicts database.

27A. Conflicts of Interest:

27A.1 Before accepting any engagement, you must conduct a thorough conflict check. The scope of the conflict check must include: (a) checking the Client's name (and all known aliases) against your firm's conflict database, client records, and current and former client lists; (b) checking all other parties to the Client's matter (including opposing parties, co-parties, witnesses, experts, and any other relevant persons) against your records; (c) identifying any own-interest conflict (where your personal interests, financial interests, or business relationships conflict with the duty owed to the Client, including any interest arising from the Platform's fee arrangements); (d) identifying any client conflict (where the duty to act in the best interests of one client conflicts with the duty owed to another client); and (e) documenting the outcome of the conflict check, including the searches conducted, the date, and the conclusion reached.

27A.2 If a conflict exists and no exception applies under the Applicable Regulatory Requirements of your jurisdiction, you must decline the engagement and record the reason. Where informed consent to a conflict is permitted under the Applicable Regulatory Requirements and you seek the Client's consent, the consent must be: (a) given by the Client on the basis of full and frank disclosure of the nature of the conflict; (b) given in writing; (c) given voluntarily and without pressure; and (d) documented in the Client's file. Where a conflict becomes apparent after the engagement has commenced, you must immediately assess whether you can continue to act and, if not, withdraw in accordance with the Applicable Regulatory Requirements.

27A.3 If you discover a conflict of interest after the Scoping Call has taken place (whether before or after clicking "proceed"), you must immediately: (a) decline to proceed through the Platform; (b) notify the Platform that the matter cannot proceed due to a conflict; and (c) inform the Client that you are unable to act without disclosing confidential information about the nature of the conflict (unless disclosure is required or permitted by the Applicable Regulatory Requirements). The Client will be offered an alternative Lawyer match and your pre-authorisation card hold will be released.

27A.4 Where the Client is a Law Firm instructing you on behalf of its own client, you must conduct a conflict check against both the Law Firm and the underlying client. Where the Client is a corporate entity, you must consider whether any of the entity's directors, beneficial owners, or connected persons give rise to a conflict.

28. Competence and Capacity Assessment

28.1 Before accepting any engagement, you must honestly assess whether you have the legal knowledge, skill, and preparation reasonably necessary for the representation. If the matter involves a practice area or jurisdiction with which you are not fully familiar, you must either: (a) acquire the necessary competence through study; (b) associate with a competent colleague (with Client consent); (c) engage co-counsel through the Platform; or (d) decline the engagement.

28A. Capacity Assessment

28A.1 In addition to assessing competence, before accepting any engagement you must assess your capacity, including: (a) your current caseload and available time; (b) available staff and resources; (c) urgent deadlines or limitation periods that may apply to the Client's matter; (d) competing commitments; and (e) whether you can provide a competent and timely service given your existing workload. Where you identify any limitation period or court deadline that is imminent, you must inform the Client immediately and, if you cannot act in time, assist the Client in finding alternative representation.

28B. Limitation Periods and Urgent Deadlines

28B.1 During the pre-engagement assessment, you must identify whether any limitation period, court deadline, filing deadline, or other time-critical obligation applies to the Client's matter. Where a limitation period is imminent (within three months or such shorter period as is critical in the circumstances), you must: (a) immediately inform the Client of the deadline and the consequences of missing it; (b) if you are able to act, take all necessary steps to preserve the Client's position (including issuing protective proceedings if necessary); (c) if you are not able to act within the required timeframe, decline the engagement and assist the Client in finding alternative representation urgently; and (d) document the limitation period assessment in the Client's file. Failure to identify a limitation period that results in the Client losing their right of action is likely to constitute professional negligence.

29. Vulnerable Client Assessment

29.1 You must assess whether the Client may need additional support due to age, disability, mental capacity, language barriers, financial difficulty, domestic abuse, immigration status, or other factors. Where vulnerability is identified, you must make reasonable adjustments to communication, pacing, and engagement structure in compliance with the Applicable Regulatory Requirements and any applicable equality and accessibility legislation.

30. Matter Opening Checklist

30.1 Before commencing work on any matter, you must ensure: (a) conflict check completed and clear; (b) competence confirmed; (c) Client identity verified (where required by AML rules); (d) Engagement Letter issued; (e) fee arrangements agreed and documented; (f) PII coverage confirmed; (g) jurisdictional scope confirmed; (h) any mandatory disclosures made to the Client; and (i) the matter recorded on the Platform.

30A. Engagement Checklist: Platform Requirements

30A.1 The Platform provides an engagement checklist that you must complete before commencing work. The checklist requires you to confirm: (a) Conflict check completed and clear - you have run the Client's name and the names of all known parties against your conflicts database and no conflict exists (or any conflict has been properly managed with informed consent); (b) Competence confirmed - you have the legal knowledge, skill, and preparation reasonably necessary for the matter; (c) Jurisdictional scope confirmed - you are qualified to advise on the law of the Delivery Jurisdiction and the matter falls within the scope of your authorisation; (d) Client identity verified - where required by your AML obligations, you have verified the Client's identity and conducted CDD; (e) Source of funds assessed - where required by your AML obligations, you have assessed and are satisfied with the source of funds; (f) Sanctions and PEP screening completed - you have screened the Client against applicable sanctions lists and PEP databases; (g) PII coverage confirmed - your Professional Indemnity Insurance covers the type of work and the matter value; (h) Engagement Letter issued - you have provided the Client with an Engagement Letter complying with clause 39 and with the Applicable Regulatory Requirements; (i) Fee arrangements agreed - the Milestone Proposal has been approved by the Client; (j) Vulnerable Client assessment completed - you have assessed whether the Client may need additional support; (k) Data protection obligations met - you have provided the Client with a privacy notice and met your data protection obligations; and (l) Complaints procedure disclosed - you have informed the Client of your complaints procedure and the Regulatory Authority's contact details.

30B. Engagement Checklist: Additional Risk Factors

30B.1 In addition to the standard checklist, you must assess the following risk factors: (a) Political exposure - whether the Client, any beneficial owner, or any connected party is a politically exposed person; (b) High-risk jurisdiction - whether the matter involves a jurisdiction identified as high-risk by FATF, your Regulatory Authority, or any applicable sanctions regime; (c) Complex corporate structures - whether the matter involves complex, opaque, or multi-layered corporate or trust structures; (d) Cash or cryptocurrency - whether the matter involves significant cash transactions, cryptocurrency, or digital assets; (e) Property transactions - whether the matter involves the purchase, sale, transfer, or development of real property (which is commonly identified as high-risk for money laundering); (f) Trust and company formation - whether the matter involves the formation, management, or administration of companies, trusts, or similar legal arrangements; and (g) Urgency and pressure - whether the Client is exerting unusual pressure for speed or secrecy.

30C. Absolute Jurisdictional Limitation on Legal Advice

30C.1 This clause is a fundamental term of these Lawyer Terms. It applies without exception and no waiver is available.

30C.2 You must only provide legal advice and legal services on the law of the jurisdiction(s) in which you hold a current, valid Practising Credential and are authorised by the relevant Regulatory Authority to practise. You must not advise on the law of any jurisdiction in which you do not hold a current, valid Practising Credential, regardless of: (a) any familiarity you may have with the law of that jurisdiction through study, research, or personal experience; (b) any request by the Client to advise on that jurisdiction's law; (c) any commercial pressure or competitive incentive; (d) any similarity between the laws of your Home Jurisdiction and the other jurisdiction; (e) any prior experience you may have had practising in that jurisdiction before your qualification lapsed or was withdrawn; or (f) any assertion that the advice is "general" or "informal" rather than formal legal advice.

30C.3 A Lawyer qualified in one jurisdiction must not: (a) advise a Client on the law of a different jurisdiction in which the Lawyer is not qualified, even if the Client is located in that jurisdiction; (b) advise a Client on the law of a different jurisdiction on the basis that the two jurisdictions share a common legal tradition, similar statutes, or related case law; (c) hold themselves out (whether expressly or by implication) as being qualified or competent to advise on the law of a jurisdiction in which they do not hold a current Practising Credential; (d) draft legal documents governed by the law of a jurisdiction in which the Lawyer is not qualified, unless the document is expressly governed by the law of a jurisdiction in which the Lawyer is qualified and the Lawyer makes this clear to the Client; (e) provide any advice, opinion, or guidance on the legal rights, obligations, procedures, or remedies available under the law of a jurisdiction in which the Lawyer is not qualified; (f) represent a Client before any court, tribunal, regulatory body, or administrative authority in a jurisdiction in which the Lawyer is not admitted or authorised to appear; or (g) conduct any form of legal work (including research, drafting, negotiation, or advisory work) that constitutes the practice of law in a jurisdiction in which the Lawyer is not qualified, even if the work is performed remotely from the Lawyer's Home Jurisdiction.

30C.4 If a Client's matter requires advice on the law of a jurisdiction in which you are not qualified, you must: (a) immediately and clearly inform the Client that you are not qualified to advise on the law of that jurisdiction; (b) explain the jurisdictional limitation to the Client in terms the Client can understand; (c) not provide any substantive advice on the law of that jurisdiction, even on a preliminary or informal basis; (d) either (i) refer the Client through the Platform's cross-referral mechanism to a Lawyer who is qualified in the relevant jurisdiction, (ii) advise the Client to seek independent qualified local advice, or (iii) if the Client consents, engage co-counsel who is qualified in the relevant jurisdiction (at the Client's cost, with full disclosure); and (e) document the jurisdictional limitation and the referral in the Client's file.

30C.5 Where a matter has cross-border elements involving multiple jurisdictions, you must: (a) clearly identify in the Milestone Proposal and Engagement Letter which jurisdiction(s) you will advise on and which you will not; (b) expressly state any limitations on the scope of your advice arising from jurisdictional boundaries; (c) ensure the Client understands which aspects of their matter you can and cannot advise on; (d) where the Client requires advice on the law of a jurisdiction in which you are not qualified, facilitate a referral or co-counsel arrangement in accordance with clause 30C.4; and (e) not give the Client the impression (whether expressly or by omission) that your advice covers jurisdictions in which you are not qualified.

30C.6 Breach of this clause 30C is a fundamental breach of these Terms. Advising on the law of a jurisdiction in which you are not qualified: (a) may constitute the unauthorised practice of law in that jurisdiction (which is a criminal offence in many jurisdictions); (b) may expose the Client to reliance on incorrect or incomplete advice, with potentially serious consequences including financial loss, loss of legal rights, missed limitation periods, or adverse legal outcomes; (c) may result in any advice given being unenforceable, uninsured, or excluded from your Professional Indemnity Insurance coverage; (d) will result in the Platform taking the actions set out in clause 10.2, including immediate suspension, notification to the Regulatory Authority, and notification to law enforcement; and (e) triggers the uncapped indemnity obligations in clause 129 and the specific qualification misrepresentation indemnity in clause 130.

30C.7 The Platform will actively monitor for potential jurisdictional overreach as part of its monitoring activity under clause 11, including by: (a) reviewing matter descriptions and Milestone Proposals for jurisdictional scope claims; (b) comparing the jurisdictions claimed in Milestone Proposals against the Lawyer's registered jurisdictions of qualification; (c) investigating any Client complaint or feedback suggesting that a Lawyer has advised on the law of a jurisdiction in which they are not qualified; and (d) where concerns are identified, requesting the Lawyer to confirm their jurisdictional scope and, if necessary, suspending the Lawyer's account pending investigation.

30D. Prohibition on Misleading Clients About Qualifications, Scope, and Jurisdiction

30D.1 You must not mislead any Client (whether expressly or by omission, implication, or failure to correct a misunderstanding) about: (a) the jurisdiction(s) in which you are qualified to practise; (b) the scope of legal services you are authorised to provide; (c) your regulatory status, Regulatory Authority, or registration details; (d) the nature or extent of your qualifications, experience, or expertise; (e) whether your advice covers the law of a particular jurisdiction; (f) the protections available to the Client (including whether you hold Professional Indemnity Insurance, whether a client compensation fund is available, and whether an ombudsman or regulatory complaints procedure is accessible); (g) the fees, costs, or likely total expense of the matter; (h) the likely outcome, duration, or prospects of success of the matter; (i) who will perform the work (you personally, a colleague, a supervised trainee, or AI-assisted); (j) whether AI tools have been used in the preparation of advice or documents; or (k) your relationship with the Platform (you must not suggest that the Platform endorses your services, that listing on the Platform constitutes a quality mark, or that the Platform has any responsibility for the legal services you provide).

30D.2 Where a Client appears to misunderstand any of the matters in clause 30D.1, you must take reasonable steps to correct the misunderstanding promptly and clearly. A failure to correct a known misunderstanding is treated as equivalent to actively creating the misunderstanding.

30D.3 You must not, by act or omission, create a false impression about: (a) your ability to handle a matter; (b) the speed at which you can deliver; (c) the complexity of a matter (whether to inflate fees or to trivialise the work); (d) the existence or status of any specialist accreditation; (e) the existence or adequacy of your Professional Indemnity Insurance; or (f) any other matter that would be material to a reasonable Client's decision to instruct you.

30D.4 Any breach of clauses 30D.1 to 30D.3 is a material breach of these Terms. The Platform may take the actions set out in clause 6.2 and clause 10.2. The Client has the right to terminate the engagement immediately and to recover all fees paid.

30E. Matter Opening Checklist: Platform Requirements

30E.1 In addition to the pre-engagement checks required by the Applicable Regulatory Requirements, the Platform requires you to confirm the following through the Platform's Matter Opening Checklist before commencing Substantive Work: (a) Client identification and verification completed; (b) conflict check completed and no conflict identified (or conflict managed with informed consent); (c) competence and capacity assessment completed; (d) preliminary AML risk assessment completed; (e) vulnerability assessment completed; (f) Client categorised as consumer or business; (g) resources and supervision arrangements confirmed; (h) data protection obligations confirmed (including provision of privacy notice); (i) Scoping Call completed; (j) AI Scope Script reviewed and verified; (k) Client has approved the Milestone Proposal; and (l) Engagement Letter issued. The Platform technically prevents the Lawyer from marking a milestone as "in progress" until the Matter Opening Checklist has been completed.

30F. Engagement Checklist: Additional Risk Factors

30F.1 In addition to the standard Matter Opening Checklist, the Platform requires you to assess and record the following risk factors for each matter: (a) whether the matter involves cross-border elements requiring advice from Lawyers in multiple jurisdictions; (b) whether the matter involves a vulnerable Client requiring additional support; (c) whether the matter involves politically exposed persons or high-risk AML categories; (d) whether the matter involves public figures, media interest, or sensitive reputational issues; (e) whether the matter involves significant Client Money; (f) whether the matter involves urgent or emergency time pressures; (g) whether the matter involves ongoing or potential litigation; (h) whether the Client has instructed other Lawyers on the same matter; and (i) whether there are any other factors that may require enhanced procedures, supervision, or risk management.

31. Conditional Fee Arrangements

31.1 Where the Applicable Regulatory Requirements of your jurisdiction permit conditional fee arrangements, contingency fees, damages-based agreements, or success fee arrangements, you must: (a) comply with all regulatory requirements for such arrangements; (b) document the arrangement in writing; (c) explain the arrangement clearly to the Client; (d) disclose any cap on recoverable fees; and (e) ensure the arrangement does not conflict with these Terms.

31A. Conditional and Contingency Fee Arrangements

31A.1 Where you propose to act under a conditional fee arrangement, contingency fee arrangement, damages-based agreement, success fee arrangement, or any other outcome-based fee structure, you must: (a) comply with all specific regulatory requirements applicable to such arrangements in the Delivery Jurisdiction (which may include mandatory written agreements, caps on success fees, client information requirements, and cooling-off periods); (b) ensure the Client fully understands the fee arrangement before signing, including the Client's liability for costs in all foreseeable scenarios; (c) ensure the Client has the opportunity to obtain independent advice before entering into the arrangement; (d) record the arrangement in writing and provide the Client with a copy; (e) not use the conditional or contingency fee arrangement as a basis for providing a lower quality of service; and (f) comply with any prohibitions on conditional or contingency fees in specific types of matter (criminal matters, family matters, or other categories where such arrangements may be prohibited or restricted in the Delivery Jurisdiction).

32. Pre-Engagement Documentation

32.1 Before work begins, you must provide the Client with an Engagement Letter or Client Care Letter that complies with clause 39 and with the Applicable Regulatory Requirements of your jurisdiction.

32A. Referral to Another Lawyer

32A.1 Where the Client's matter requires expertise in a practice area or jurisdiction that you do not cover, you may: (a) refer the Client to a second Lawyer through the Platform (creating a separate engagement); (b) engage co-counsel (with Client consent); or (c) refer the Client to a Lawyer outside the Platform, but only where no suitable alternative Lawyer is available on the Platform and the Lawyer has first submitted a referral request through the Platform confirming that no suitable on-Platform alternative exists. The Platform reserves the right to propose an alternative on-Platform Lawyer before approving an off-platform referral. Any fee division must comply with the fee division rules of your jurisdiction.

32B. Cross-Border Practice

32B.1 Where you deliver legal services under a qualification from one jurisdiction to a Client in a different jurisdiction, you must comply with any applicable rules on cross-border legal practice, foreign lawyer registration, or temporary practice authorisation in the Delivery Jurisdiction. The regulatory treatment of cross-border practice varies significantly between jurisdictions.

PART F ENGAGEMENT PROCESS: SCOPING CALL, AI SCOPE SCRIPT, AND MILESTONE PROPOSAL

33. The Scoping Call

33.1 When a Client books a Scoping Call with you through the Platform, you must: (a) within twenty-four (24) hours, accept or decline (failure to respond results in automatic rematch); (b) conduct a conflict check; (c) confirm no conflict or decline; (d) confirm competence in the practice area and jurisdiction; and (e) conduct the Scoping Call at the scheduled time.

33.2 During the Scoping Call, you must: (a) explain the legal services you can provide; (b) ensure the Client understands you (not the Platform) provide legal services; (c) disclose you were connected through eSolicitors; (d) identify yourself, your firm, and your jurisdiction(s) of qualification; (e) disclose your PII status; (f) follow the Platform's on-screen checklist; (g) explain jurisdictional limitations on your advice; (h) assess Client vulnerability; (i) comply with recording consent requirements; and (j) cover sufficient ground for a meaningful AI Scope Script.

33.3 You must not during the Scoping Call: (a) guarantee any outcome; (b) make promises about timing you cannot keep; (c) disparage other Lawyers, the Platform, or the Client's previous representation; (d) provide detailed legal advice before the engagement is formalised; or (e) discuss fees in a way that could constitute a binding agreement before the Milestone Proposal.

33A. Scoping Call: Platform On-Screen Checklist

33A.1 During each Scoping Call, you are presented with the Platform's on-screen checklist of mandatory discussion points. You must cover each point during the call. The checklist requires you to: (a) introduce yourself by your full professional name; (b) state the jurisdiction(s) in which you are qualified; (c) identify your Regulatory Authority and registration number; (d) confirm that you (not the Platform) will be providing legal services; (e) explain that the Platform is a technology marketplace, not a law firm; (f) confirm that the call is being recorded and that the Client consents; (g) explain that the recording will be used to generate an AI Scope Script; (h) explain that the AI Scope Script is an administrative summary, not legal advice; (i) state whether you hold Professional Indemnity Insurance; (j) identify any limitations on the scope of your advice (including jurisdictional limitations); (k) ask whether the Client needs additional support due to any vulnerability factor; (l) explain the Milestone Proposal process and that no work begins until approved; (m) explain how fees will be structured; (n) explain your complaints procedure; (o) provide the contact details of the relevant Regulatory Authority; and (p) invite the Client to ask questions.

33B. Scoping Call On-Screen Checklist

33B.1 During each Scoping Call, you are presented with the Platform's on-screen checklist of mandatory discussion points. You must cover each point during the call. The checklist requires you to: (a) introduce yourself by your full professional name; (b) state the jurisdiction(s) in which you are qualified; (c) identify your Regulatory Authority and registration details; (d) confirm that you (not the Platform) will be providing legal services; (e) explain that the Platform is a technology marketplace, not a law firm; (f) confirm that the call is being recorded and that the Client consents; (g) explain that the recording will be used to generate an AI Scope Script; (h) explain that the AI Scope Script is an administrative summary, not legal advice; (i) state whether you hold Professional Indemnity Insurance; (j) identify any limitations on the scope of your advice (including jurisdictional limitations); (k) ask whether the Client needs additional support due to any vulnerability factor; (l) explain the Milestone Proposal process and that no work begins until approved; (m) explain how fees will be structured; (n) explain your complaints procedure; (o) provide the contact details of the relevant Regulatory Authority; and (p) invite the Client to ask questions.

33C. Purpose and Limitations of the Scoping Call

33C.1 The Scoping Call exists solely for the purpose of understanding the scope and nature of the Client's legal matter. It is not an opportunity for the Client to obtain legal advice, whether formally or informally, without entering into a paid engagement. During the Scoping Call, the Lawyer must: (a) assess the scope, nature, and complexity of the Client's matter; (b) assess their own competence and capacity to handle the matter; (c) conduct a preliminary conflict check; (d) identify any vulnerability factors; and (e) gather sufficient information to prepare a meaningful Milestone Proposal.

33C.2 The Scoping Call is not a legal consultation. The Lawyer must not: (a) provide substantive legal advice during the Scoping Call; (b) give a legal opinion on the merits, prospects of success, or likely outcome of the Client's matter; (c) advise the Client on specific steps to take or avoid; (d) draft, review, or advise on specific documents; (e) provide advice that renders a paid engagement unnecessary; or (f) treat the Scoping Call as a substitute for a formal retainer. The purpose of the Scoping Call is to identify the scope of work, not to perform the work.

33C.3 During the Scoping Call, the Client has the status of a potential client only. The Scoping Call does not create a retainer. No retainer exists. No duty of care arises (except to the extent imposed by the Applicable Regulatory Requirements of the Lawyer's jurisdiction). The Scoping Call does not create a lawyer-client relationship. The lawyer-client relationship is formed only when the Client approves the Milestone Proposal and the Lawyer issues an Engagement Letter.

33C.4 If the Client attempts to obtain substantive legal advice during the Scoping Call (for example, by asking the Lawyer to assess the merits of a claim, to advise on whether to accept a settlement, or to explain the legal position in detail), the Lawyer must politely redirect the Client to the engagement process. The Lawyer should explain that detailed legal advice can only be provided once the engagement is formalised and that the purpose of the Scoping Call is to understand the scope of work so that a Milestone Proposal can be prepared.

33C.5 The Platform has designed the Scoping Call as a scoping tool, not a free or low-cost legal advice service. Clients who book Scoping Calls solely for the purpose of obtaining free legal advice without any genuine intention to proceed with a paid engagement are misusing the Platform. Repeated misuse may result in the Client's account being restricted or terminated.

34. Recording Consent

34.1 You acknowledge and consent to the recording of all Scoping Calls. You are responsible for: (a) ensuring the Client is informed before recording begins; (b) confirming Client consent; (c) complying with the recording consent laws of both your jurisdiction and the Client's jurisdiction (the stricter standard applies); and (d) pausing or stopping recording if consent is withdrawn.

34.2 Recording consent laws vary significantly by jurisdiction. Some jurisdictions require all-party consent; others require only one-party consent. You must be aware of the law in both jurisdictions and must comply with the stricter standard.

34A. Legal Professional Privilege and the Scoping Call

34A.1 You should be aware that legal professional privilege (or the equivalent protection in your jurisdiction) may or may not attach to the Scoping Call. The privileged nature of communications during the Scoping Call depends on the law of the relevant jurisdiction. In many jurisdictions, privilege attaches only where: (a) there is a lawyer-client relationship (which may not exist until the Milestone Proposal is approved); (b) the communication is made for the purpose of seeking or providing legal advice; and (c) the communication is confidential. The recording and AI processing of the call by the Platform's systems may affect the privileged status of the communication in some jurisdictions.

34A.2 You must: (a) be aware of the privilege rules in your jurisdiction and the Client's jurisdiction; (b) advise the Client (in general terms) about the scope and limitations of privilege during the Scoping Call; (c) where privilege may not apply to the recorded call, advise the Client to limit the sensitive information shared during the call and to provide detailed sensitive information only after the engagement is formalised; and (d) consider whether any waiver of privilege may arise from the recording and AI processing of the call.

34B. Lawful Recording and Data Protection by Design

34B.1 The Platform records Scoping Calls with the knowledge and consent of both parties (the Lawyer and the Client). The Lawyer is responsible for ensuring that the recording complies with the recording consent laws of both the Lawyer's jurisdiction and the Client's jurisdiction. Where these jurisdictions differ, the stricter standard applies. The Platform does not intercept or record any communication without the knowledge of the parties. Where the Client or the Lawyer withdraws consent to recording, recording ceases immediately.

34B.2 In accordance with applicable data protection principles, the Platform has designed the Scoping Call and AI Scope Script system to: (a) collect only the personal data that is necessary for the stated purpose (data minimisation); (b) process personal data only for the specific purposes disclosed to the parties; (c) apply encryption and access controls from the point of collection; (d) limit retention to thirty (30) days (with automatic secure deletion); (e) restrict access to the minimum number of authorised persons; and (f) provide data subjects with clear information and effective rights.

35. AI Scope Script

35.1 The AI Scope Script is generated by the Platform's AI system from the Scoping Call recording. It is a technology-generated administrative summary, not a legal document. You must: (a) review it for accuracy; (b) correct any errors or omissions; (c) not treat it as legal advice; and (d) use your own professional judgment in preparing the Milestone Proposal.

35.2 Where the Scoping Call recording fails (in whole or in part), or where the AI system fails to generate an AI Scope Script or generates an incomplete or materially inaccurate AI Scope Script, you must still properly scope the Client's matter using manual notes taken during the call, your own recollection, and (if necessary) a follow-up call or written communication with the Client. Your obligation to prepare an accurate Milestone Proposal is not reduced, excused, or delayed by any failure or limitation of the Platform's recording or AI technology. The Platform accepts no liability for any failure of the recording or AI transcription infrastructure, and you indemnify the Platform against any claim by a Client arising from your failure to properly scope a matter in circumstances where the AI Scope Script was unavailable, incomplete, or inaccurate.

35.3 You acknowledge that the quality, completeness, and accuracy of the AI Scope Script depend in part on the quality, completeness, and clarity of the information the Client provides during the Scoping Call. You must not rely solely on the AI Scope Script as a record of the Client's instructions. You have a professional duty to: (a) actively probe for relevant information during the Scoping Call; (b) identify matters the Client may have overlooked; (c) take your own contemporaneous notes as a safeguard against AI transcription errors; and (d) cross-check the AI Scope Script against your own notes before preparing the Milestone Proposal. Where the Client's input was unclear, incomplete, or ambiguous, you must seek clarification before finalising the Milestone Proposal.

35.4 You indemnify the Platform against any loss, claim, damage, cost, or expense arising from: (a) your failure to review, verify, or correct the AI Scope Script before relying on it; (b) your failure to properly scope the Client's matter when the AI Scope Script was unavailable, incomplete, or inaccurate; (c) your failure to take your own contemporaneous notes during the Scoping Call; (d) your failure to seek clarification from the Client where instructions were unclear; or (e) any claim by the Client that the Milestone Proposal did not accurately reflect the matters discussed during the Scoping Call. This indemnity is uncapped and in addition to your general indemnity obligations.

35A. AI Is Not a Substitute for Professional Legal Review

35A.1 This clause is a fundamental term of these Lawyer Terms. No AI functionality provided by or through the Platform constitutes legal advice, a legal opinion, a professional assessment, or a substitute for independent professional judgment. Every AI output is a technology-generated administrative tool only.

35A.2 You must treat every AI output as a draft requiring mandatory specialist expert review before any reliance, use, transmission to a Client, filing with a court or tribunal, or incorporation into any advice, document, or work product. You must: (a) read and critically evaluate every AI output in its entirety; (b) independently verify all factual statements, legal propositions, case citations, and statutory references against primary authoritative sources; (c) correct all errors, omissions, inaccuracies, hallucinations, and misleading statements; (d) apply your own professional judgment; and (e) take full professional responsibility for any AI output you use, as though you had drafted it from scratch.

35A.3 The Platform accepts no liability for any loss arising from your failure to review AI outputs, errors in AI outputs, your reliance on AI outputs without verification, or your failure to disclose AI use to the Client.

35B. Sensitive Data, Special Category Data, and Criminal Offence Data in Scoping Calls

35B.1 During Scoping Calls, Clients may disclose sensitive personal information including: (a) health information (physical or mental health conditions, disabilities, medical history); (b) criminal offence data (convictions, allegations, pending investigations); (c) information about domestic abuse or violence; (d) information about sexual orientation or gender identity; (e) racial or ethnic origin; (f) religious or philosophical beliefs; (g) trade union membership; (h) genetic or biometric data; (i) financial information including debts, bankruptcy, and insolvency; (j) immigration status; and (k) information about children or other dependants.

35B.2 Under applicable data protection laws (including the EU GDPR and equivalent national legislation), special category personal data and criminal offence data are subject to heightened protections. You must ensure that your processing of such data has a lawful basis and that appropriate safeguards are in place. The Platform processes such data only as necessary for the technical operation of the Scoping Call service (recording, storage, AI Scope Script generation) and implements appropriate technical and organisational security measures.

35B.3 You must: (a) handle all sensitive information with the highest level of care and confidentiality; (b) ensure your data processing has a lawful basis under applicable data protection law; (c) advise the Client to limit sensitive disclosures during the recorded Scoping Call where appropriate; (d) ensure that detailed sensitive information is obtained through secure, non-recorded channels where necessary; and (e) comply with any mandatory reporting obligations that may be triggered by information disclosed during the call (such as safeguarding obligations relating to children or vulnerable adults).

35C. Video Consultations, Visual Data, and AI Processing

35C.1 The Scoping Call is a video consultation. During the Scoping Call, the audio is streamed in real time to the Platform's transcription provider for the sole purpose of generating a text transcript. Neither the video stream nor the audio stream is recorded or stored by the Platform. The video infrastructure provider automatically deletes all call data within twenty-four (24) hours of the call ending. Only the resulting text transcript is stored by the Platform.

35C.2 The Client has the right to participate in the Scoping Call with their camera off (audio only). If the Client chooses audio only, only the audio stream is processed for transcription. The Lawyer must not require the Client to enable their camera as a condition of proceeding with the Scoping Call.

35C.3 The Platform's AI system processes the audio stream solely for the purpose of transcription and AI Scope Script generation. The Platform does not: (a) use facial recognition technology to identify or verify the identity of the Client or the Lawyer from the video stream; (b) conduct facial analysis, emotion detection, sentiment analysis, or any other biometric analysis of the video feed; (c) extract still images or facial data from the video stream for any purpose other than the live consultation itself; or (d) use the video data for AI model training, product improvement, or any purpose other than the stated processing purpose. Any future introduction of facial recognition, emotion detection, or biometric analysis would require separate, specific, informed consent and a fresh Data Protection Impact Assessment.

35C.4 Where the Platform's video consultation tool includes a screen-sharing feature, any content shared via screen sharing is visible to the other participant during the live call. The Lawyer must advise the Client before screen sharing commences that shared content will be visible to the other participant, and must ensure that neither party inadvertently shares confidential material visible on their screen.

36. The Milestone Proposal

36.1 After the Scoping Call, you have twenty-four (24) hours to prepare and submit a Milestone Proposal. If you do not submit within twenty-four hours, the matter is offered to an alternative Lawyer. The Milestone Proposal must set out: (a) each stage; (b) 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 you will advise on; (i) any limitations on scope; and (j) the engagement model (full scope, limited scope, task-based, or retainer).

36.1B Where the Lawyer and the Client agree during or after the Scoping Call to work together on the matter (whether by the Lawyer clicking "proceed" on the Platform, by verbal agreement during the call, or by any other indication of mutual intent to proceed), the Lawyer must submit the Milestone Proposal through the Platform. The Lawyer must not: (a) agree during the Scoping Call to provide services to the Client and then fail to submit a Milestone Proposal through the Platform; (b) use information obtained during the Scoping Call to engage the Client directly outside the Platform; (c) suggest to the Client that the matter could proceed more quickly, cheaply, or conveniently outside the Platform; or (d) provide the Client with contact details during or immediately after the Scoping Call for the purpose of continuing the engagement outside the Platform. Contact details (including the Lawyer's business email address, office telephone number, and office address, and the Client's full contact details) are shared by the Platform only after both parties have clicked "proceed" on the Platform following the Scoping Call. This sharing is for the purpose of regulatory compliance (including the engagement letter) and the proper conduct of the matter through the Platform. Before both parties click "proceed", no contact details beyond those visible on the Lawyer's Platform profile are shared with either party. If the Lawyer determines after the Scoping Call that they cannot act (for example, due to a conflict of interest, a competence issue, or a regulatory restriction), the Lawyer must decline through the Platform within forty-eight (48) hours and must not accept instructions from the Client outside the Platform for the same or a related matter. A failure to submit a Milestone Proposal through the Platform after agreeing to work with the Client is a material breach of these Terms and may be treated as circumvention under the anti-circumvention provisions.

36.1BA Notwithstanding the foregoing, once both parties have clicked "proceed" on the Platform, a cooling-off period of six (6) hours applies before contact details are released and before the Milestone Proposal deadline begins to run. 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: (a) no contact details are shared; (b) the Lawyer is not required to submit a Milestone Proposal; (c) the Client may request a re-match with a different Lawyer; and (d) neither party incurs any liability to the other or to the Platform. The cooling-off period is intended to allow the Lawyer to conduct a proper conflict check and the Client to reconsider before the engagement becomes binding. Upon expiry of the cooling-off period without withdrawal, contact details are released and the twenty-four (24) hour Milestone Proposal deadline in clause 36.1 begins to run.

36.1A The Platform supports the following fee structures through the milestone builder, each operating within the three-line Stripe payment architecture (Line 1: Legal Fees processed as a direct charge on your Connected Account with no Platform deduction; Line 2: Disbursements processed as a separate direct charge with no Platform deduction; Line 3: Platform Fee invoiced separately to your own payment method via Stripe Billing). You must ensure that the fee structure you select complies with the Applicable Regulatory Requirements of your Home Jurisdiction and every Delivery Jurisdiction: (a) fixed fee - a single agreed price per milestone; (b) staged or phased fee - multiple milestones, each with a fixed fee per phase; (c) capped fee - each milestone has a maximum fee; (d) project-based or flat fee - a single price for a defined deliverable; (e) transaction-based fee - each transaction stage is a separate milestone; (f) success or completion fee - standard milestones plus a final conditional milestone payable on a defined outcome; (g) per-session fee - each mediation, arbitration, or collaborative session is a separate milestone; (h) hourly billing - milestones set as estimated time blocks (hours multiplied by rate), with scope change approval required if hours will exceed the estimate; (i) hourly with replenishing retainer - an initial retainer held by Stripe, drawn down as work is performed, with automatic replenishment when the balance falls below a threshold; (j) monthly retainer - a recurring monthly milestone at an agreed flat fee for ongoing advisory services; (k) blended rate - a single hourly rate for the team, applied to time-block milestones; (l) value-based fee - the fee is linked to the value delivered, with the final milestone adjusted once the actual value is quantified; (m) hybrid arrangement - reduced hourly milestones for ongoing work plus a conditional success milestone; (n) percentage-based fee - the fee is a percentage of a value determined at conclusion (such as estate value), with the final milestone adjusted accordingly; (o) conditional fee arrangement or no win no fee (where permitted by your jurisdiction) - the Platform tracks milestones for scope but no Client Legal Fee payment is collected until the outcome; (p) contingency fee (where permitted by your jurisdiction) - the fee is a percentage of recovery, with payment deferred to outcome; (q) damages-based agreement (where permitted by your jurisdiction) - the fee is a percentage of damages recovered, subject to any applicable caps; (r) third-party litigation funding (where available in your jurisdiction) - milestones track scope but payment flows from the funder to you outside Stripe; (s) insurance defence at insurer-approved rates - milestones track time records but the insurer pays you directly outside Stripe; (t) Legal Aid or publicly funded matters - milestones track scope but payment flows from the public funding body directly to you; (u) court-appointed or statutory rate work - milestones track scope and time records but payment flows from the court or government; (v) pro bono - milestones track scope and deliverables but no payment is collected and no Platform Fee is triggered; (w) fee-shifting (where applicable in your jurisdiction) - the Lawyer-Client fee arrangement is processed through milestones as normal, and costs recovered from the opposing party are a separate matter outside the Platform; (x) donor or foundation-funded matters - milestones track scope but payment flows from the funding organisation to you outside Stripe; and (y) annual incident response retainer - an annual prepaid milestone for breach readiness, with incident work beyond the retainer scope billed through additional milestones. You must clearly explain to the Client in the Milestone Proposal and Engagement Letter how the chosen billing model interacts with the Platform's payment mechanism and must comply with the fee rules of every jurisdiction in which you deliver services.

36.1C The Platform also supports volume-based or portfolio pricing: where you agree a discounted fee structure across a portfolio of matters from the same Client, each individual matter has its own milestone at the portfolio rate. You must ensure any portfolio pricing arrangement complies with the Applicable Regulatory Requirements of your jurisdiction.

36.1D Where the matter is of exceptional complexity (including multi-party litigation, cross-border transactions, matters requiring specialist opinion, or matters involving multiple areas of law), you may request an extension of the twenty-four (24) hour deadline in clause 36.1 through the Platform. Each extension request must include a brief explanation of why additional time is needed, which will be visible to the Client. The Client is notified and must approve or decline the extension request through the Platform. Extensions are not unilateral. You may request up to three (3) extensions per matter, subject to a maximum of ten (10) days in aggregate across all extensions. If the Client declines an extension request, or if you fail to submit the Milestone Proposal within the current deadline (as extended), the matter is offered to an alternative Lawyer.

36.1E Each milestone in the Milestone Proposal must include a target delivery date set by the Lawyer. Where the Lawyer fails to deliver a milestone by the target delivery date, the Platform will notify the Client, and the Client may: (a) grant an extension (the Lawyer may request up to five (5) extensions per milestone, subject to a maximum of fourteen (14) days in aggregate across all extensions for that milestone); (b) raise a dispute through the Platform; or (c) cancel the milestone and receive a full refund from the Held Funds attributable to that milestone.

36.1EA The Lawyer may request a delivery extension before the target delivery date by submitting an extension request through the Platform. Each extension request must include a brief explanation of why additional time is needed. The Client is notified and must approve or decline the extension request. The Lawyer may request up to five (5) delivery extensions per milestone, subject to a maximum of fourteen (14) days in aggregate across all extensions for that milestone.

36.1EB Where the Lawyer misses a milestone delivery date without having requested an extension before the deadline, the Platform will apply an automatic late delivery flag visible to the Client. The late delivery flag will display on the Lawyer's dashboard and in the Client's matter view. The Client retains the options set out in clause 36.1E(a), (b), and (c).

36.1EC Where the Lawyer accumulates three (3) or more missed delivery deadlines (without approved extensions) across any matters on the Platform, the Platform may reduce the Lawyer's visibility in search results and matching algorithms, and may display a reliability indicator on the Lawyer's profile.

36.1ED Where the Lawyer fails to deliver any work, fails to request an extension, and does not communicate with the Client or the Platform for a period of fourteen (14) days or more following a missed delivery date, the Platform may intervene to freeze the matter, notify the Client, and initiate a refund to the Client from Held Funds of all amounts attributable to undelivered milestones, minus the Initial Consultation Connection Fee and any AI processing fees already consumed.

36.2 No engagement is formed and no work begins until the Client approves the Milestone Proposal through the Platform.

36A. AI Scoping Engine Features

36A.1 The AI Scoping Engine provides the following features depending on your subscription tier: (a) Basic AI Summary (all tiers): transcription of the Scoping Call, identification of key issues, extraction of party names and dates, basic scope outline; (b) Full AI Scope Report (Professional and Elite): enhanced analysis including suggested milestones, pricing intelligence based on comparable matters, workflow suggestions, complexity assessment, jurisdictional issue identification, risk flags; (c) Custom AI Question Sets (Elite): ability to configure AI-generated follow-up questions tailored to your practice area; (d) Scope Tracker (Professional and Elite): real-time tracking of scope changes against the original AI Scope Script with version history; and (e) Confidence Score (Professional and Elite): AI-generated confidence rating indicating the completeness and clarity of the scope definition.

36A.2 All AI features are subject to the fundamental principle in clause 35A: no AI output constitutes legal advice, and you must independently review and verify all AI outputs before relying on them.

36B. Consent to AI Processing and Use of the AI Scope Script

36B.1 By registering on the Platform, the Lawyer consents to the following: (a) Scoping Calls with Clients will be recorded by the Platform (unless the Client opts out of recording); (b) recordings will be processed by the Platform's AI system to generate the AI Scope Script; (c) the AI Scope Script will be provided to the Lawyer for the sole purpose of enabling the Lawyer to prepare a Milestone Proposal for the Client's matter; and (d) the Lawyer's voice and contributions to the Scoping Call will be processed as part of the recording and transcription.

36B.2 The Lawyer acknowledges and agrees that the AI Scope Script is generated for the specific and limited purpose of scoping the Client's legal services requirements and preparing the Milestone Proposal. The Lawyer must not use the AI Scope Script for any other purpose, including: (a) marketing or business development (other than in direct connection with the specific Client's matter); (b) training or developing the Lawyer's own AI systems or tools; (c) sharing with any third party (other than within the Lawyer's own firm for the purpose of the Client's matter); or (d) retaining the AI Scope Script beyond the conclusion of the matter (the Lawyer must delete the AI Scope Script from their records within thirty (30) days of the matter concluding or being terminated, unless retention is required by law or regulation).

36B.3 If the Client withdraws consent to AI processing after the AI Scope Script has been provided to the Lawyer, the Platform will notify the Lawyer. The Lawyer must promptly delete the AI Scope Script from their records but may retain any independent notes made during the Scoping Call. The Lawyer must then prepare or revise the Milestone Proposal based on their own notes without reference to the AI Scope Script.

36C. Engagement Workflow: Platform Tools

36C.1 The Platform provides the following tools to support the engagement workflow: (a) a countdown timer on the Lawyer's dashboard showing remaining time to submit the Milestone Proposal; (b) a scope change request form displaying the original scope and costs alongside the proposed revised scope for the Client's review; (c) a scope completeness tracker indicating whether all required elements of the Milestone Proposal have been included; (d) a one-click document send feature for sending documents to the Client through the Platform; and (e) automated notifications for all milestone events. These tools are provided for convenience only and do not constitute legal advice or compliance verification.

37. Ongoing Obligations During Engagement

37.1 Throughout the engagement, you must: (a) promptly inform the Client of material developments; (b) keep the Client reasonably informed about progress against milestones; (c) respond to Client messages within two (2) Business Days; (d) provide progress updates at least monthly; (e) notify the Client promptly of any adverse developments; and (f) comply with all Applicable Regulatory Requirements.

37.2 If the scope changes materially, you must submit a revised Milestone Proposal and obtain Client approval before proceeding with additional work.

37.3 If the actual or estimated cost is likely to exceed the approved Milestone Proposal by more than fifteen per cent (15%), you must notify the Client before incurring the additional cost.

37.4 Where the Client's matter is genuinely urgent, you may begin limited preliminary work before the Client approves the full Milestone Proposal, subject to the conditions in the Client Terms.

37.5 You must maintain accurate availability on your Platform calendar and set your listing to inactive if unavailable for extended periods.

37.6 During the period of an active matter and for thirty (30) days following the initial introduction, you must not solicit direct engagement with Platform-introduced Clients outside the Platform.

37A. Milestone Proposal

37A.1 Each Milestone Proposal must include a target completion date for every milestone. The Lawyer must communicate realistic timescales based on professional assessment. Where a target date is not met, the Lawyer must promptly provide a revised date and explanation through the Platform.

37A.2 Where the Lawyer proposes a conditional fee arrangement, contingency fee arrangement, or similar outcome-based fee structure, the Milestone Proposal must comply with the specific regulatory requirements applicable to such arrangements in the Delivery Jurisdiction, including any mandatory caps, written agreement requirements, and disclosure obligations.

37A.3 The Platform may apply automated validation checks to Milestone Proposals (for example, to flag fee arrangements that may exceed applicable statutory caps in certain jurisdictions). These validation checks are provided as a compliance support tool. They do not constitute legal advice and do not relieve the Lawyer of their independent obligation to ensure that all fee arrangements comply with applicable legislation and professional standards.

37B. Duties in Litigation and Dealings with Third Parties

37B.1 Where you represent a Client in litigation, arbitration, or proceedings before any court, tribunal, or administrative body, you must comply with your duty to the court and all duties owed to the court or tribunal under the Applicable Regulatory Requirements of the Delivery Jurisdiction. These may include (without limitation): (a) a duty not to mislead the court; (b) a duty of disclosure (including disclosure of adverse authorities); (c) a duty to act with integrity in all dealings with the court; (d) a duty not to abuse the court's process; (e) a duty to comply with court orders and directions; (f) a duty to assist the court in the administration of justice; and (g) a duty to ensure that the Client's case is presented honestly and on the basis of genuine instructions.

37B.2 In all dealings with third parties (including opposing parties, their representatives, witnesses, experts, and public authorities), you must: (a) act honestly and with integrity; (b) not make false or misleading statements; (c) comply with applicable rules on communications with represented parties; (d) not take unfair advantage of any person; (e) honour professional undertakings given in the course of the matter; and (f) comply with any applicable service of process requirements when serving legal documents.

37B.3 A professional undertaking is a binding commitment given by a legal professional in the course of practice. If you give a professional undertaking (whether to a court, an opposing party, or any other person), you must honour it. Failure to honour a professional undertaking is a serious disciplinary matter in most jurisdictions and may also give rise to civil liability. You must not give professional undertakings you cannot fulfil.

37C. Service of Process

37C.1 Where you are required to serve legal documents on any party (including court documents, statutory notices, and formal correspondence), you must comply with the service requirements of the relevant jurisdiction. This includes requirements as to the method of service, timing, proof of service, and any applicable rules on service outside the jurisdiction.

37D. Client Identity Protection During Matching

37D.1 To protect Client identity and support the Platform's commercial safeguards, the Client's full name is not immediately disclosed to you at the booking stage. The sequence is as follows: (a) you receive a booking notification showing the Client's anonymised name (first name and surname initial only) and a summary of the matter type; (b) you confirm through the Platform that you are willing to act and have the competence and capacity to handle the matter; (c) the Platform then releases the Client's full name to you; (d) you conduct a full conflict check against the Client's full name; and (e) you confirm through the Platform that no conflict has been identified (or, if a conflict exists, decline the booking). The Scoping Call link is not activated until step (e) is complete. Your full identity is not disclosed to the Client until the Client has paid the Connection Fee and you have placed a pre-authorisation card hold.

37D.2 You must not attempt to identify the Client through other means before the Client's full identity is released through the Platform.

38. Sensitive Information and Video Consultations

38.1 During the Scoping Call, Clients may share highly sensitive personal information. You must handle this information with the highest confidentiality and in compliance with applicable data protection laws.

38.2 The Scoping Call is a video call. The Client has the right to keep their camera off. You must not require the Client to turn their camera on.

38.3 Recordings are retained for thirty (30) days after matter conclusion and then securely deleted.

PART G CLIENT RELATIONSHIPS AND CARE

39. Engagement Letter Requirements

39.1 Before commencing work, you must provide the Client with an Engagement Letter complying with the Applicable Regulatory Requirements, including: (a) scope of retainer; (b) basis of charging and costs estimate; (c) complaints procedure and Regulatory Authority details; (d) regulatory status and registration details; (e) jurisdiction(s) of qualification; (f) PII details or disclosure of lack of PII; (g) fee-sharing arrangement with the Platform; (h) data handling; (i) confidentiality and privilege; (j) conditions on Practising Certificate; (k) who will perform the work; (l) supervision arrangements; and (m) cancellation rights where applicable.

39A. Engagement Letter Contents

39A.1 The Engagement Letter must contain: (a) a clear description of the legal services to be provided and any limitations on scope; (b) the identity and qualifications of the Lawyer who will have primary conduct of the matter; (c) if work will be delegated to other persons, their identity (or role) and the supervision arrangements; (d) the basis on which fees will be calculated (fixed, hourly, conditional, or otherwise) with a realistic estimate or range of the total fees; (e) details of likely Disbursements; (f) the billing frequency and payment terms; (g) information about the Platform's three-line fee architecture and any Platform Fees that are the Client's responsibility; (h) your complaints procedure and the contact details of the relevant Regulatory Authority; (i) confirmation that you (not the Platform) are providing legal services and that the Platform is a technology marketplace; (j) details of your Professional Indemnity Insurance (or, where you do not hold PII, a clear disclosure of this fact); (k) information about any applicable client compensation or protection fund; (l) your data protection privacy notice or a link to it; (m) a statement of the applicable governing law and jurisdiction for the engagement; and (n) any applicable cancellation or cooling-off rights.

40. Client Care Standards

40.1 You must: (a) act competently; (b) act in the Client's best interests; (c) act honestly and with integrity; (d) keep information confidential; (e) communicate regularly and clearly; (f) act diligently; (g) be transparent about costs; (h) deliver agreed work; (i) manage conflicts; and (j) treat Clients with courtesy and respect.

40A. Ongoing Client Care Obligations

40A.1 Throughout the engagement, you must: (a) keep the Client informed of the progress of their matter at regular intervals (at least monthly, or more frequently if the matter is urgent or if the Client requests more frequent updates); (b) respond to Client communications within two (2) Business Days (or sooner for urgent matters); (c) provide clear, accurate, and honest advice in language the Client can understand; (d) explain the options available to the Client and the risks and benefits of each option; (e) keep the Client informed of any material changes to the scope, fees, timescales, or complexity of the matter; (f) not act outside the scope of the Client's instructions without obtaining further instructions; (g) inform the Client promptly of any material change in your ability to conduct the matter (including changes to your health, availability, qualification status, or insurance); and (h) ensure the Client has sufficient information to make informed decisions at every stage.

41. Costs Information and Fee Arrangements

41.1 You must provide the best possible information about costs, including: (a) basis of charging; (b) realistic estimate or range; (c) likely disbursements and taxes; (d) circumstances in which costs may increase; (e) billing frequency; and (f) the Client's right to challenge bills under applicable law.

41A. Costs Transparency

41A.1 You must provide the Client with full costs information in accordance with the Applicable Regulatory Requirements before commencing work and at every stage where costs may change materially. Costs information must include: (a) the basis of your charges; (b) an estimate or realistic range of total costs; (c) a description of likely Disbursements; (d) the circumstances in which costs may increase; (e) the Client's right to challenge or query your bill; and (f) any applicable fee dispute mechanism. Where your jurisdiction requires specific costs disclosure (such as a right to a detailed breakdown, a right to an itemised bill, or a right to independent costs assessment), you must comply with those requirements.

42. Client Money

42.1 You must comply with all Client Money handling rules of your jurisdiction. Client Money must be held separately from your own funds. You must maintain proper records and return Client Money promptly when entitled.

42.2 Held Funds processed through Stripe are separate from your trust account obligations. Once released to you, Client fund portions must be transferred to your trust account.

42A. Client Money During Engagement

42A.1 Where you receive Client Money during an engagement conducted through the Platform, you must: (a) deposit it into your client trust account within one (1) Business Day of receipt (or such shorter period as required by the Applicable Regulatory Requirements); (b) not use Client Money for any purpose other than the purpose for which it was provided; (c) not commingle Client Money with your personal funds or firm operating funds; (d) account to the Client for all Client Money held, at regular intervals and on request; (e) return any surplus Client Money to the Client promptly on conclusion of the matter; and (f) comply with all trust account rules of your jurisdiction, including reconciliation, record keeping, and audit requirements.

43. Reviews and Ratings

43.1 Following closure of a matter, Clients are required to leave a review. Reviews are submitted to you for approval before display. You may object only on grounds of factual inaccuracy, confidentiality breach, or defamatory content.

43A. Reviews and Ratings:

43A.1 The Platform operates a review and rating system through which Clients may leave feedback about your services. Reviews are published on your profile and are visible to prospective Clients. You must: (a) not solicit, incentivise, fabricate, suppress, manipulate, or otherwise interfere with reviews; (b) not offer any inducement (financial or otherwise) to a Client in exchange for a positive review or the removal of a negative review; (c) not retaliate against a Client who leaves a negative review; (d) respond to reviews professionally and without disclosing confidential Client information; and (e) report any review that you believe to be fake, defamatory, or posted in bad faith to the Platform for investigation. The Platform reserves the right to remove reviews that violate the Platform's review policy.

44. Complaints Handling

44.1 You must have a written complaints procedure complying with the Applicable Regulatory Requirements. You must inform each Client at the outset how to complain, including Regulatory Authority contact details. You must cooperate with the Platform's complaint process.

44A. Complaints Handling:

44A.1 You must maintain a written complaints procedure that complies with the Applicable Regulatory Requirements of your jurisdiction. Your complaints procedure must: (a) be provided to every Client at the outset of the engagement (in the Engagement Letter or Client Care Letter); (b) be accessible, clear, and easy to follow; (c) include a designated point of contact for complaints; (d) include defined timeframes for acknowledgement (within five (5) Business Days) and substantive response (within twenty (20) Business Days); (e) include a defined escalation process (including, where applicable, the right to complain to an ombudsman, professional body, or Regulatory Authority); (f) maintain a complaints register recording all complaints received, the investigation conducted, and the outcome; and (g) be reviewed and updated at least annually to ensure it remains current and effective.

44A.2 Where a Client raises a complaint through the Platform's complaint process, you must respond through the Platform within ten (10) Business Days with a substantive response. Failure to respond within ten (10) Business Days may result in the Platform suspending the release of Held Funds pending resolution and may be treated as a breach of these Terms.

45. Matter Closure

45.1 On matter conclusion, you must: (a) issue a closing letter; (b) issue a final bill; (c) return Client Money; (d) confirm continuing obligations; (e) provide complaint information; (f) confirm confidentiality continues; and (g) advise on file retention.

45A. Matter Closure

45A.1 On conclusion of a matter (whether by completion, termination, or withdrawal), you must: (a) send the Client a closing letter confirming that the matter has concluded and summarising the outcome; (b) issue a final bill or fee statement; (c) return all Client documents and property to the Client; (d) return any residual Client Money held on the Client's behalf; (e) close the matter on the Platform by marking all milestones as complete or cancelled; (f) ensure the Client file is properly archived for the retention period required by the Applicable Regulatory Requirements; and (g) inform the Client of any continuing obligations (such as court orders, undertakings, or registration deadlines) and the consequences of non-compliance.

46. Withdrawal and Termination

46.1 On withdrawal or termination: (a) give reasonable notice; (b) protect Client interests; (c) surrender papers; (d) refund unearned fees; (e) cooperate with the Platform for transition; and (f) comply with court/tribunal rules regarding withdrawal.

46.2 Sole practitioners should have a succession plan. The Platform may assist in identifying substitute counsel.

46A. Withdrawal

46A.1 Where you wish to withdraw from acting for a Client during an engagement, you must: (a) ensure your withdrawal does not prejudice the Client's interests (for example, you must not withdraw immediately before a court hearing without making arrangements for the Client's representation); (b) give the Client reasonable notice; (c) assist the Client in finding alternative representation where practicable; (d) return all Client documents and property; (e) return any Client Money held; (f) issue a final bill for work completed; (g) notify the Platform that you have withdrawn; and (h) comply with any applicable rules on withdrawal in the Applicable Regulatory Requirements.

PART H AML/KYC COMPLIANCE AND SANCTIONS

47. AML Obligations

47.1 You must comply with all AML, counter-terrorism financing, and sanctions obligations applicable to legal professionals in your jurisdiction. This includes (where applicable): (a) CDD before establishing business relationships; (b) identification and verification of Client identity; (c) identification of Beneficial Owners; (d) understanding source of funds; (e) ongoing monitoring; (f) suspicious activity/transaction reporting; (g) sanctions screening; (h) record keeping; and (i) staff training.

48. Firm-Wide Risk Assessment

48.1 Where required by your jurisdiction, you must maintain a firm-wide or practice-wide AML risk assessment, reviewed annually, with controls linked to identified risks.

49. Enhanced Due Diligence

49.1 Where required by your jurisdiction, you must apply enhanced due diligence measures for high-risk categories, including politically exposed persons, complex structures, high-value transactions, and jurisdictions identified as high-risk.

50. Sanctions Screening

50.1 You must screen Clients against applicable sanctions lists in your jurisdiction. The Platform's screening is for its own purposes and does not discharge your obligations.

51. MLRO and Governance

51.1 Where required by your jurisdiction, you must have a designated Money Laundering Reporting Officer (or equivalent) with sufficient authority and resources.

52. Suspicious Activity Reporting

52.1 Where required by your jurisdiction, you must have internal SAR procedures and must make reports to the relevant authority when required by law. You must not tip off Clients about reports.

52A. Tipping Off Prohibition

52A.1 Where you make or intend to make a suspicious activity report to the relevant financial intelligence unit or authority in your jurisdiction, you must not disclose to the Client, to the Platform, or to any other person that a report has been made, is being considered, or may be made, where such disclosure would constitute a tipping off offence under the applicable anti-money laundering legislation of your jurisdiction. The Platform will not ask you to disclose whether you have made a suspicious activity report, and you must not volunteer this information.

53. AML Record Keeping

53.1 You must maintain AML records for the period required by the Applicable Regulatory Requirements of your jurisdiction (typically five years from the end of the business relationship, but longer in some jurisdictions). Records must include: (a) copies of all CDD documents obtained; (b) records of all CDD measures applied; (c) records of all transactions carried out in the course of the business relationship; (d) records of any enhanced due diligence measures applied; (e) records of any sanctions screening conducted and the results; (f) records of any internal suspicious activity reports and the outcome; and (g) records of all risk assessments conducted. Records must be sufficient to enable the relevant authority to reconstruct individual transactions and to demonstrate compliance with applicable AML requirements.

54. AML Training

54.1 You must ensure that all persons involved in the delivery of legal services through the Platform (including yourself, partners, employees, supervised staff, and any person who handles Client engagements, Client identification, or Client funds) receive adequate training on anti-money laundering, counter-terrorism financing, and sanctions compliance at least annually, or more frequently if required by the Applicable Regulatory Requirements of your jurisdiction. Training must cover: (a) the legal and regulatory framework applicable to your jurisdiction; (b) your firm's AML policies and procedures; (c) how to identify suspicious activity; (d) internal reporting procedures; (e) the consequences of non-compliance; and (f) any changes to applicable legislation or guidance. You must maintain records of all training delivered, including the date, content, and attendees.

55. High-Risk Categories

55.1 The following matter types are commonly identified as high-risk for money laundering: (a) property transactions; (b) trust and company formation; (c) management of Client Money; (d) creation and administration of entities; and (e) transactions involving high-value assets, cash, or cryptocurrency. You must apply appropriate risk-based measures.

55A. Source of Wealth Checks

55A.1 Where the Applicable Regulatory Requirements of your jurisdiction require you to assess or verify the source of wealth or source of funds of a Client (in addition to standard CDD), you must conduct such assessment or verification independently. The Platform does not conduct source of wealth checks and does not verify the origin of any Client's funds.

PART I CONSUMER PROTECTION COMPLIANCE

56. Consumer Protection Obligations

56.1 You must comply with all consumer protection laws applicable to the provision of legal services in your jurisdiction and in every Delivery Jurisdiction in which you provide services to Clients through the Platform. This includes (where applicable) obligations regarding: (a) performing services with reasonable care and skill; (b) performing services in conformity with the agreed scope; (c) charging reasonable fees; (d) completing services within a reasonable time; (e) providing services that conform with any information provided to the Client before the engagement; and (f) not including unfair terms in your Engagement Letter or other contractual documents.

56.2 Where a Client is an individual acting for purposes wholly or mainly outside their trade, business, or profession, the Client is likely to be a consumer under the laws of most jurisdictions. Consumer Clients are entitled to additional protections under applicable consumer protection legislation, including (in many jurisdictions) the right to receive services performed with reasonable care and skill, the right to a reasonable price where no price is agreed, the right to services performed within a reasonable time where no time is agreed, and protections against unfair contract terms.

56.3 Nothing in these Terms, in your Engagement Letter, or in any other agreement between you and the Client shall exclude, restrict, or modify any right or remedy the Client has under mandatory consumer protection legislation in the Delivery Jurisdiction or the Client's jurisdiction of residence. Where any provision of your Engagement Letter conflicts with mandatory consumer protection legislation, the legislation prevails.

57. Cancellation and Cooling-Off Rights

57.1 Where the Client is a consumer, the consumer protection laws of many jurisdictions provide for a right to cancel a contract for services within a specified cooling-off period (typically 14 days from the date the contract is formed). You must: (a) inform the Client of any applicable cancellation or cooling-off rights before the engagement begins; (b) comply with any notice or information requirements relating to cancellation rights; (c) if the Client cancels within the cooling-off period, refund any fees paid by the Client for services not yet performed; and (d) where you wish to begin work before the cooling-off period expires, obtain the Client's express consent and inform the Client that they will lose their right to cancel once you have fully performed the service.

57.2 The Platform's Held Funds mechanism facilitates the exercise of cancellation rights. Where the Client cancels within the applicable cooling-off period and Held Funds have not yet been released, the Platform will return the Held Funds to the Client through Stripe.

58. Unfair Terms

58.1 You must ensure that the terms of your Engagement Letter are fair and transparent. A term is likely to be considered unfair under the consumer protection laws of most jurisdictions if, contrary to the requirement of good faith, it causes a significant imbalance in the parties' rights and obligations under the contract to the detriment of the consumer. You must not include in your Engagement Letter any term that: (a) excludes or limits your liability for negligence causing death or personal injury; (b) excludes or limits your liability for negligence in a manner that is unreasonable; (c) allows you to vary the scope of services without the Client's consent; (d) allows you to increase fees unilaterally without reasonable notice; or (e) imposes a disproportionate penalty on the Client for termination.

PART J FEES, PAYMENT PROCESSING, AND PLATFORM FEE STRUCTURE

59. Three-Line Payment Architecture

59.1 Client payments for your Legal Fees and Disbursements are processed through Stripe using the Platform's three-line payment architecture:

Line 1 Legal Fees (Client to Lawyer): processed as a direct charge on your Stripe account. One hundred per cent (100%) of the Legal Fee (minus Stripe's own processing fee) lands in your account. The Platform does not use Stripe's application_fee_amount parameter. The Platform never touches this money.

Line 2 Disbursements (Client to Lawyer): processed identically to Line 1 as a separate direct charge. One hundred per cent (100%) goes to you.

Line 3 Lawyer-Side Platform Fees (Lawyer to Platform): invoiced separately by the Platform to your own payment method through Stripe Billing. This is a separate B2B technology service charge, not a deduction from Client payments.

59.2 This structural separation ensures that no payment flowing from a Client for legal services is shared with, diverted to, intercepted by, or deducted by the Platform at any point.

59A. Client-Side Platform Service Fees

59A.1 The Platform charges Clients the following fees in consideration for its technology services. These fees are separate from your Legal Fees and are paid by the Client to the Platform. You do not receive any portion of these fees:

59B. Client Subscription Tiers and Buyer Protection Fee Rates

59B.1 The Platform offers Client subscription tiers with different Buyer Protection Fee rates and features: (a) Free/Explorer: standard Buyer Protection Fee rate; 14-day Confirmation Period; standard dispute handling; (b) Standard/Protected: reduced Buyer Protection Fee rate; 21-day Confirmation Period; priority dispute handling (48-hour response target); consultation credits; (c) Premium/Concierge: lowest Buyer Protection Fee rate; 30-day Confirmation Period; priority dispute handling (24-hour response target); consultation credits; dedicated case adviser; lawyer matching service; escalation to Platform Director.

59C. Platform Fees

59C.1 All payments made by Clients through the Platform (including Legal Fees and, where applicable, any Client-payable Platform charges such as the Initial Consultation Connection Fee) are processed and held by Stripe in accordance with Stripe's standard event-based operating system. Under this system:

59C.2 The Lawyer accepts that the event-based payment model means that there may be a delay between the Lawyer completing work and receiving payment. The Platform is not liable for any delay in the release of funds that arises from (a) the normal operation of Stripe's event-based processing cycle, (b) a Client raising a dispute or objection during the Confirmation Period, (c) a regulatory investigation, court order, or Stripe compliance review, or (d) the Lawyer's failure to mark services as complete in a timely manner.

59C.3 Platform Fees are non-refundable once the relevant fee-triggering event has occurred, except where (a) the Platform has charged the fee in error, or (b) a Client is entitled to a full refund of Legal Fees (in which case any percentage-based Platform Fee attributable to the refunded amount will be credited to the Lawyer's account). Subscription and listing fees are non-refundable regardless of the volume of matters received.

59D. Anti-Circumvention and Payment Integrity

59D.1 The Lawyer must not attempt to circumvent the Platform's payment mechanism or commercial arrangements by: (a) requesting or accepting direct payment from a Client introduced through the Platform in order to avoid Platform Fees; (b) directing a Client to make payment outside the Platform for services that should be processed through the Platform; (c) artificially reducing the Legal Fees recorded on the Platform while charging the Client a higher amount off-Platform; (d) using a different Stripe account or payment method to avoid the separate charging of Platform Fees; (e) soliciting or accepting direct instructions from a Platform-introduced Client outside the Platform for the anti-circumvention period set out in clause 37.6, for the purpose of avoiding Platform Fees; or (f) providing the Client with personal contact details (including personal email, direct mobile number, or office address) before the Milestone Proposal has been accepted, except where disclosure is required by the Applicable Regulatory Requirements or is necessary for the proper conduct of the matter.

59D.2 Any such conduct is a material breach of these Terms entitling the Platform to suspend or terminate the Lawyer's account and to recover any Platform Fees that would have been payable had the engagement been conducted through the Platform.

59D.3 Nothing in clause 59D.1 prevents the Lawyer from contacting or communicating with the Client directly where doing so is necessary to act in the Client's best interests or to comply with the Lawyer's professional duties, including (without limitation) in urgent matters, where court or tribunal deadlines require immediate communication, where the Platform is temporarily unavailable, where the Lawyer is required to provide advice that cannot practicably be delivered through the Platform, or where the Client's matter has concluded and the Client approaches the Lawyer directly for a new, unrelated matter. In the event of any conflict between clause 59D.1 and the Lawyer's duties under the Applicable Regulatory Requirements, the Lawyer's regulatory duties prevail without penalty, sanction, or adverse consequence under these Terms. The Platform will not treat the Lawyer's compliance with their regulatory duties as a breach of this clause. Where the Lawyer relies on this regulatory override, the Lawyer must notify the Platform in writing within fourteen (14) days, providing a brief explanation of the circumstances (without disclosing privileged or confidential information).

59D.4 For the avoidance of doubt, Platform Fees are business-to-business commercial charges between the Platform and the Lawyer. They are not Client Money within the meaning of any applicable trust account or client money rules in any jurisdiction. They are not held on trust for the Lawyer or the Client. They do not form part of the Lawyer's professional fees. Platform Fees are collected through a separate Stripe transaction and at no point pass through, or are deducted from, the payment flow between Client and Lawyer for Legal Fees. This structural separation is maintained to ensure that the Platform does not sit between the Client and the Lawyer in respect of the payment of Legal Fees. The Lawyer is responsible for accounting for Platform Fees in their own tax and financial records, including for VAT, GST, or equivalent tax purposes where applicable.

59E. Lawyer Card Hold and Pre-Authorisation

59E.1 The Lawyer authorises the Platform to place a pre-authorisation hold on the Lawyer's registered payment method when a Client books a Scoping Call with the Lawyer through the Platform. The pre-authorisation hold: (a) is not a charge - no funds are debited from the Lawyer's payment method at the point the hold is placed; (b) is placed to secure the Lawyer's financial commitment to the Platform's fee arrangement; (c) converts to a charge for the applicable Platform Fee only if the Lawyer clicks "proceed" and the Client subsequently approves the Milestone Proposal; (d) is released automatically if the Lawyer declines to proceed, if the Client declines to proceed, or if the twenty-four-hour acceptance window expires without the Lawyer accepting the booking; and (e) is for the amount and duration disclosed to the Lawyer at the time of hold. The Lawyer expressly consents to the placement of pre-authorisation holds as a condition of registration on the Platform.

59F. Complexity Tier Pricing

59F.1 The Platform's per-matter service fee is determined by the complexity tier assigned to the matter, as published on the Platform's pricing page. Each complexity tier reflects a genuinely different level of platform resource allocation: (a) lower tiers receive standard AI scoping, single milestone workflow, standard dispute resolution, and standard data retention; (b) mid tiers receive full AI scoping with pricing intelligence, multi-milestone workflow, enhanced dispute resolution, extended data retention, and ongoing compliance verification; (c) upper tiers receive maximum AI scoping with comparable matter benchmarks, custom milestone workflows, priority dispute resolution, maximum data retention, enhanced document security, and dedicated matter management. The fee reflects the cost of these differentiated services and the Platform's compliance, AI, and infrastructure resource allocation for the matter - not the value of the legal services provided.

59G. Platform Communication, Document, and Electronic Signature Features

59G.1 The Platform provides the following communication and document features: (a) in-Platform messaging between Lawyer and Client, with read receipts and delivery confirmation; (b) secure document upload and download through the document workspace; (c) video conferencing for Scoping Calls and follow-up consultations; (d) electronic signature capability for Engagement Letters, Milestone Proposals, and other documents requiring Client approval; (e) automated notifications for milestone events, payment events, dispute events, and compliance events; and (f) scheduling tools for appointments and deadlines. These features are provided as technology tools. The Platform does not review, approve, or take responsibility for the content of communications or documents exchanged through the Platform.

59H. Acceptance of Platform Fee Obligation

59H.1 By registering on the Platform and accepting these Terms, the Lawyer unconditionally accepts that Lawyer-Side Platform Fees are payable in accordance with the fee schedule published on the Platform from time to time and as set out in these Terms.

59H.2 By accepting these Terms, the Lawyer accepts the principle that Platform Fees will be payable if a matter proceeds. The Lawyer's obligation to pay Platform Fees is contractually confirmed once the scope and fees are agreed across milestones (i.e., once the Client approves the Milestone Proposal). From that point, Platform Fees are automatically deducted and are not contingent on: (a) the Lawyer's receipt of Legal Fees from the Client; (b) the outcome of the Client's matter; (c) the Client's satisfaction with the services; or (d) any dispute between the Lawyer and the Client.

59H.3 By accepting these Terms, you accept the principle that Platform Fees will be payable if a matter proceeds. Platform Fees are contractually confirmed as owed to the Platform once the scope and fees are agreed across milestones (i.e., once the Client approves the Milestone Proposal). The Platform considers Platform Fees as earned and due from that point, and they are automatically deducted. The Lawyer must not withhold, delay, dispute, or set off Platform Fees against any claim the Lawyer may have against the Platform or against any Client.

59H.4 Upon the Client's approval of the Milestone Proposal (or acceptance of a project bid), the Client is directed to a payment page where the Platform collects the full project amount for all milestones upfront and instructs Stripe to hold those funds as Held Funds. Platform Fees are contractually confirmed as owed to the Platform at that point and are deemed earned by the Platform. Held Funds are released to the Lawyer on a per-milestone basis only when the Client approves the delivered work for that milestone. Platform Fees are payable regardless of whether the matter is subsequently terminated, the Client defaults, or the Lawyer withdraws (except where the Platform has charged a fee in error, in which case the Platform will correct the error).

59H.5 The indemnity obligations in these Terms are subject to the following tiered structure: (a) General indemnities (including indemnities for content, AI Scope Script reliance, template claims, and general professional services) are capped in aggregate at the total Platform Fees actually paid by the Lawyer to the Platform in the twelve (12) months immediately preceding the event giving rise to the claim, or ten thousand pounds (or the equivalent in the applicable currency), whichever is greater. (b) The following categories of indemnity remain uncapped and are not subject to the aggregate cap in paragraph (a): (i) fraud, dishonesty, or wilful misconduct by the Lawyer; (ii) identity fraud, impersonation, or misrepresentation of qualifications or regulatory status; (iii) deliberate circumvention of the Platform's payment mechanism for the purpose of avoiding Platform Fees; (iv) any claim arising from the Lawyer practising in a jurisdiction in which they are not qualified; and (v) any claim where the Lawyer's professional indemnity insurance (or, where the Lawyer practises through a firm, the firm's professional indemnity insurance) responds to the underlying claim (in which case the indemnity is capped at the applicable policy limit rather than being uncapped). Where the Lawyer practises through a firm, the Lawyer and the firm are jointly and severally liable under the indemnity obligations in these Terms, and the Platform may pursue the indemnity claim against either the individual Lawyer or the firm (or both). (c) The cap in paragraph (a) does not limit the Lawyer's liability for regulatory fines or penalties imposed directly on the Lawyer by their regulator. (d) Nothing in this clause limits the Platform's right to recover Platform Fees that are contractually due but unpaid.

59H.5A 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, Legal Professional, or Client; (b) the quality, accuracy, completeness, legality, suitability, or outcome of any legal services provided by You or any other Lawyer; (c) any advice given or not given by You; (d) any document or work product prepared by You; (e) the handling, safeguarding, or misappropriation of Client Money by You or any other Lawyer; (f) any failure by You to comply with the Applicable Regulatory Requirements, professional conduct rules, or insurance requirements; or (g) any act or omission of any Client. The Platform's role is that of a technology intermediary. It does not supervise, direct, control, or monitor the delivery of legal services.

59H.6 Where a matter terminates before any Substantive Work has been performed on any milestone (that is, the Client approves the Milestone Proposal but the Lawyer has not yet commenced work on the first milestone), the Platform will process a refund to the Client from the Held Funds, minus a reasonable administration charge (currently twenty-five per cent (25%) of the Platform Fee, reflecting the Platform's costs of facilitating the introduction, Scoping Call, AI Scope Script generation, and milestone setup). This refund applies only where: (a) the termination occurs before any milestone is marked as in progress; (b) the termination is not caused by the Lawyer's breach of these Terms or professional misconduct; and (c) the Lawyer notifies the Platform within seven (7) days of the termination. Where Substantive Work has begun on any milestone, funds for completed and approved milestones are released to the Lawyer and funds for uncompleted milestones are refunded to the Client, in each case minus applicable Platform Fees and administration charges.

59H.7 Held Funds (held by Stripe) are released to the Lawyer only upon the Client's approval of the delivered work for the relevant milestone through the Platform. The Client's click of the "approve" button (or equivalent) on the Platform constitutes approval for the purposes of this clause.

59H.8 Where the Client does not approve or raise a dispute in respect of a completed milestone within fourteen (14) days of the Lawyer marking that milestone as delivered, the Held Funds for that milestone are automatically released to the Lawyer. The Platform will notify the Client at least seventy-two (72) hours before the auto-release date.

59H.9 Where a dispute is raised in respect of a milestone, the Held Funds for that milestone are frozen and are not released to either party until the dispute is resolved in accordance with the Platform's dispute resolution procedures.

59H.10 Where the Lawyer fails to deliver a milestone, fails to communicate with the Client or the Platform for a period of fourteen (14) days or more, or otherwise abandons the matter, the Platform may intervene to freeze the matter, notify the Client, and initiate a refund to the Client from Held Funds of all amounts attributable to undelivered milestones, minus the Connection Fee and any AI processing fees already consumed.

59H.11 Where the parties mutually agree to cancel the engagement, the Platform will refund to the Client all Held Funds attributable to milestones that have not yet been commenced, minus applicable Platform Fees and administration charges. Funds for milestones already completed and approved are released to the Lawyer.

59H.12 Where the Client has downloaded, accessed, used, or acted upon deliverables from a completed milestone (including but not limited to legal documents, advice memoranda, or draft agreements), the Client's 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.

59I. Comprehensive Anti-Circumvention and Platform Exclusivity

59I.1 The Platform operates a technology marketplace that facilitates introductions between Clients and Lawyers. The Platform's commercial model depends on Lawyers and Clients conducting engagements that originated through the Platform through the Platform. The following provisions protect the integrity of this model.

59I.2 The Lawyer must not attempt to circumvent the Platform's payment mechanism, fee structure, or commercial arrangements. The following conduct is expressly prohibited: (a) requesting, encouraging, or accepting direct payment from a Client introduced through the Platform in order to avoid Platform Fees; (b) directing, suggesting, or encouraging a Client to make payment outside the Platform for services that should be processed through the Platform; (c) artificially reducing the Legal Fees recorded on the Platform while charging the Client a higher amount outside the Platform; (d) using a different Stripe account, payment method, or payment channel to avoid the Platform's fee mechanism; (e) providing the Client with personal contact details (including personal email, direct mobile number, personal messaging app identifiers, or office address) before the Milestone Proposal has been approved, except where disclosure is required by the Applicable Regulatory Requirements or is necessary for the proper conduct of the matter; (f) suggesting, encouraging, or facilitating the Client's disengagement from the Platform for the purpose of continuing the engagement outside the Platform; or (g) entering into any arrangement, understanding, or agreement (whether written, oral, or implied) with a Client to conduct any part of a Platform-introduced engagement outside the Platform.

59I.3 Where a Client is introduced to a Lawyer through the Platform for any matter, and the Client subsequently wishes to engage the same Lawyer on any separate, additional, new, or unrelated legal matter (whether or not related to the original matter), the Client must do so through the Platform. The Lawyer must not accept instructions from a Platform-introduced Client for any new matter outside the Platform, regardless of: (a) whether the new matter is related to or different from the original matter; (b) whether the original matter has concluded; (c) whether the Client initiated the new instruction; (d) whether the Lawyer believes the new matter is outside the Platform's scope; (e) the time elapsed since the original introduction; or (f) any other circumstance. This obligation applies for the longer of: (i) a period of thirty (30) days from the date of the original introduction through the Platform, or (ii) until all active matters between the Lawyer and that Client are fully delivered, all milestones approved by the Client, and the matter closed on the Platform. After the restriction period (being the longer of thirty days or matter closure as described above) has expired, the Lawyer may accept instructions from the former Client outside the Platform.

59I.4 If a Client approaches a Lawyer directly (outside the Platform) for a new matter during the thirty-day period, the Lawyer must: (a) inform the Client that the engagement must be conducted through the Platform; (b) direct the Client to book a new Scoping Call through the Platform; (c) not commence any work on the new matter until it is properly processed through the Platform; and (d) notify the Platform that the Client has approached them directly.

59I.5 Any breach of clauses 59I.2, 59I.3, or 59I.4 is a material breach of these Terms. The Platform may: (a) suspend or terminate the Lawyer's account; (b) recover from the Lawyer all Platform Fees that would have been payable had the engagement been conducted through the Platform (calculated on the basis of the Lawyer's subscription tier and the estimated matter value); (c) recover any loss of revenue suffered by the Platform; and (d) pursue any other remedy available under these Terms or at law.

59I.6 Nothing in this clause prevents the Lawyer from: (a) contacting or communicating with the Client directly where doing so is necessary to act in the Client's best interests or to comply with the Lawyer's professional duties (including in urgent matters, where court deadlines require immediate communication, or where the Platform is temporarily unavailable); (b) providing the Client with contact details that are required by the Applicable Regulatory Requirements to be included in the Engagement Letter; or (c) accepting instructions from a former Client after the thirty-day period has expired. In the event of any conflict between this clause and the Lawyer's duties under the Applicable Regulatory Requirements, the Lawyer's regulatory duties prevail without penalty under these Terms. Where the Lawyer relies on this override, the Lawyer must notify the Platform in writing within fourteen (14) days.

59J. Project Bidding Marketplace

59J.1 The Platform offers a project bidding feature that allows Clients to post descriptions of their legal needs and invite Lawyers to submit competitive proposals (bids). This is an alternative to the consultation booking and direct hiring features.

59J.2 To submit a bid, You must have at least basic verification (meaning Your regulatory body registration has been confirmed by the Platform). Clients may additionally require enhanced verification on individual projects, in which case only Lawyers with the specified verification level may bid.

59J.3 Each bid submission consumes one bid credit. Bid credits are included in Your subscription tier or may be purchased individually. Bid credits are non-refundable once a bid is submitted, regardless of whether the bid is accepted, rejected, or withdrawn by You. The sole exception is where the Platform's administrators remove a project for a policy violation, in which case all bid credits consumed on that project are refunded to the relevant billing period.

59J.4 If a Client voluntarily cancels their own project, bid credits are not refunded. The Platform considers the work of evaluating the project and preparing a bid to have been performed.

59J.5 You may submit one bid per project. You may edit a pending bid but may not submit multiple bids on the same project. You may withdraw a bid at any time before it is accepted, but the bid credit is not refunded on withdrawal.

59J.6 You must only bid on projects that fall within Your professional competence and within the scope of Your practising credential or admission. You must not bid on a project if: (a) the subject matter is outside Your area of expertise; (b) the matter involves a jurisdiction in which You are not qualified; (c) You do not have the capacity to deliver the proposed work within the proposed timeline; or (d) a conflict of interest exists or may reasonably arise.

59J.7 Your bid must be accurate and in good faith. The proposed price, timeline, and scope must be realistic. You must not engage in fee undercutting after acceptance: once a bid is accepted and converted to an active order, the agreed price and scope are binding. Any material change to scope or fees after acceptance requires the Client's written consent through the Platform.

59J.8 Your bid includes a snapshot of Your profile at the time of submission (including verification level, experience, rating, and practice areas). This snapshot is displayed to the Client and cannot be retroactively altered. If Your verification status changes after submission (for example, if Your practising credential lapses), the Platform may withdraw Your bid and refund the bid credit.

59J.9 You must not include personal contact details (email address, telephone number, office address, website URL, or social media handle) in Your bid text, cover letter, or bid messages. The Platform scans bid content for contact information patterns. Contact details are disclosed to the Client only after a bid is accepted, the cooling-off period expires, and payment is made. Inclusion of contact details in bid content is a breach of these Terms and may result in suspension of Your account.

59J.10 Bids do not constitute legal advice. They represent a proposed scope of work and fee for professional services. You must not promise specific legal outcomes in a bid. The Platform displays a disclaimer on every bid form: "Bids do not constitute legal advice."

59J.11 When a Client accepts Your bid, a twenty-four (24) hour cooling-off period begins during which the Client may reverse the acceptance. You are notified of the acceptance but must not begin work during the cooling-off period. After the cooling-off period expires, the Client has seventy-two (72) hours to complete the escrow payment. If payment is not made, the acceptance is automatically voided. Once payment is made, the bid converts to an active order on the same terms as an order arising from a Scoping Call.

59J.12 All bid messages between You and a Client form part of the engagement record and may be reviewed by Platform administrators during dispute resolution. Both parties are informed of this before messaging begins.

59K. Third-Party Client Accounts and Disbursement Obligations

59K.1 Where You are required by the Applicable Regulatory Requirements to hold Client Money in a regulated client account (including completion funds, settlement funds, money on account of costs, or any other funds held on behalf of a Client), that obligation sits entirely with You and Your firm. The Platform has no visibility of, access to, or control over any client account maintained by You, Your firm, or any third-party managed account provider. The Platform does not monitor, audit, reconcile, or verify the contents of any client account. You must comply with all applicable client account rules independently of the Platform and must not rely on the Platform's technology or payment infrastructure as a substitute for compliance with Your regulatory obligations regarding client money.

59K.2 The Platform's Held Funds mechanism (funds held by Stripe during the Confirmation Period) is a technology escrow service. It is not a client account, trust account, or any form of regulated account. Held Funds are held by Stripe in Stripe's own regulated electronic money accounts, not in the Platform's accounts and not in Your client account. Once Held Funds are released to Your Stripe Connected Account, any portion of those funds that constitutes client money (including disbursement advances and unearned retainer amounts) must be transferred by You to Your regulated client account promptly in accordance with the Applicable Regulatory Requirements.

59K.3 Disbursement payments are processed as separate Stripe direct charges to Your Connected Account. The Platform does not hold, manage, or have access to disbursement funds at any point after the payment is processed. You are solely responsible for: (a) paying the relevant third party out of the disbursement funds received; (b) providing the Client with receipts or evidence of payment for each disbursement; (c) reconciling disbursement payments with third-party invoices; (d) ensuring that any mark-up on disbursements is disclosed and permitted by the Applicable Regulatory Requirements; and (e) accounting for VAT correctly on each disbursement category.

60. What You Pay the Platform

60.1 You pay the following Lawyer-Side Platform Fees (as published on the Platform): (a) Platform Usage Fee: fixed per-matter; (b) Technology and AI Fee: fixed per-matter; (c) Seller Protection Fee: fixed per-matter; (d) Compliance and Audit Fee: fixed per-matter.

60.2 All Lawyer-Side Platform Fees are fixed per-matter or periodic subscription fees. They are not linked to, deducted from, or calculated as a share of your Legal Fees. They are invoiced separately.

60A. Platform Fees Separation from Legal Fees

60A.1 The Platform's fee structure has been designed to ensure structural separation between the Platform's commercial technology fees and your Legal Fees. This separation is critical because, in many jurisdictions worldwide, fee-sharing between lawyers and non-lawyers is prohibited, restricted, or subject to specific regulatory requirements. The Platform's three-line payment architecture achieves this separation as follows:

60A.2 Notwithstanding the above, you are solely responsible for determining whether the Platform's fee structure complies with the fee-sharing, referral fee, and fee division rules of your jurisdiction. The Applicable Regulatory Requirements in some jurisdictions may impose restrictions on payments to non-lawyer entities, on referral fees, or on fee-sharing arrangements that may apply to Platform Fees. If you are in any doubt, you must obtain independent regulatory advice before listing on the Platform.

60B. Fee Separation Analysis

60B.1 The Platform's fee structure has been designed to ensure structural separation between the Platform's commercial technology fees and the Lawyer's Legal Fees. This separation is important because, in many jurisdictions worldwide, fee-sharing between lawyers and non-lawyers is prohibited, restricted, or subject to specific regulatory requirements. The Platform's three-line payment architecture achieves this separation as follows:

60B.2 Notwithstanding the above, you are solely responsible for determining whether the Platform's fee structure complies with the fee-sharing, referral fee, and fee division rules of your jurisdiction. The Applicable Regulatory Requirements in some jurisdictions may impose restrictions on payments to non-lawyer entities, on referral fees, or on fee-sharing arrangements that may apply to Platform Fees.

61. Client-Side Platform Fees

61.1 Clients pay fees to the Platform including: Connection Fee, AI Consultation Fee, Compliance Verification Fee, and Buyer Protection Fee. These are separate from your Legal Fees. You do not receive any portion of Client-side fees.

62. Held Funds and Release

62.1 When the Client pays for legal services, Stripe holds funds as Held Funds until: (a) you mark a milestone as complete; (b) the Client confirms or the Confirmation Period expires; and (c) no dispute is raised. Legal Fees are released in full with no Platform deduction.

63. Fee Reasonableness

63.1 Every fee you charge through the Platform must be reasonable under the Applicable Regulatory Requirements of the Delivery Jurisdiction. In assessing reasonableness, relevant factors include (where applicable): (a) the time and labour required; (b) the complexity of the matter; (c) the skill, experience, and specialisation required; (d) the urgency of the matter; (e) the amount or value involved; (f) the results obtained; (g) the customary charges for similar services in the relevant jurisdiction; and (h) any fee arrangements agreed with the Client. The Platform does not set, review, or approve your Legal Fees. If a Client disputes the reasonableness of your fees, the Client may use the fee dispute mechanisms available in the Delivery Jurisdiction, and the Platform's complaints process may also apply.

63A. Fee Structures by Practice Area

63A.1 Different practice areas may have specific fee rules under the Applicable Regulatory Requirements of your jurisdiction. You must ensure that your fee arrangements for each matter comply with the rules applicable to that practice area in the Delivery Jurisdiction. Without limitation:

64. Fee Disclosure

64.1 You must disclose to each Client: (a) basis of fee; (b) estimated total cost; (c) Disbursements; (d) Client-side Platform Fees; (e) Lawyer-Side Platform Fees (where required by your professional conduct rules); and (f) any third-party arrangements.

65. Billing Frequency and Invoicing

65.1 You must submit invoices through the Platform in accordance with the Milestone Proposal. For hourly matters, interim bills at agreed intervals. For contingency matters, final accounting upon resolution.

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. Tax Obligations

66.1 You are solely responsible for all taxes arising from your practice through the Platform, including (without limitation) income tax, corporation tax, value added tax (VAT), goods and services tax (GST), consumption tax, withholding tax, social security contributions, and any other taxes, duties, or levies imposed by the tax authorities of your jurisdiction or any other jurisdiction in which you deliver legal services. The Platform does not collect or remit taxes on your Legal Fees and does not provide tax advice. You must: (a) register for and account for all applicable taxes in your jurisdiction; (b) issue tax-compliant invoices to Clients where required; (c) account for VAT, GST, or equivalent on your Legal Fees where applicable; (d) treat Platform Fees as business expenses and account for any applicable input tax; and (e) comply with all tax reporting and filing obligations in your jurisdiction.

67. Stripe Payment Processing

67.1 All payments through the Platform are processed by Stripe, a regulated payment institution. The Platform does not hold, receive, or control Client money at any point. Held Funds are held by Stripe in Stripe's regulated electronic money accounts, not in the Platform's accounts. The Lawyer must create and maintain a Stripe Connected Account in compliance with Stripe's terms of service. The Lawyer is the merchant of record for all Client payments - the Client's bank statement shows the Lawyer's name (not the Platform's name). Stripe processing fees are deducted directly from the Lawyer's Connected Account by Stripe; the Platform does not intermediate on Stripe's processing fees. The Platform receives zero from Client-to-Lawyer payment transactions.

67A. Bid Credit System

67A.1 When a Client posts a legal matter on the Platform, you may use bid credits to express interest and submit a proposal. Bid credits are allocated monthly based on your subscription tier. Additional bid credits may be purchased. Unused bid credits do not roll over. Bid credits are non-refundable.

67B. Credibility Badges, Profile Visibility, and Featured Listings

67B.1 Credibility Badges: The Platform assigns Credibility Badges to your profile based on: (a) subscription tier; (b) verified qualification status; (c) completed matters; (d) average client rating; (e) response time; and (f) years of experience. Badges are informational only, not endorsements.

67B.2 Profile Visibility: Higher subscription tiers receive greater visibility in search results. The Platform's algorithm considers tier, relevance, rating, response time, and completion rate. Where a Lawyer has paid for enhanced visibility, this is disclosed to Clients.

67B.3 Featured Listings: Elite tier Lawyers may receive featured placement in search results and category pages. Featured placement is clearly identified to Clients.

67C. Payout Schedules

67C.1 Payout schedules for released funds vary by subscription tier: (a) Starter: monthly payout; (b) Professional: weekly payout; (c) Elite: daily payout. Payouts are processed through Stripe to your registered bank account.

67D. Payment Disputes, Withholding, and Chargebacks

67D.1 Where a Client raises a dispute during the Confirmation Period: (a) the relevant Held Funds are frozen pending resolution; (b) the Platform notifies you of the dispute and the Client's stated grounds; (c) you must respond within five (5) Business Days providing your account and supporting documentation; (d) the Platform facilitates communication between you and the Client; (e) the Platform does not adjudicate or determine liability; (f) if the dispute is resolved by agreement, the Platform processes the agreed outcome; (g) if the dispute cannot be resolved within thirty (30) days, the Platform informs both parties of their rights to escalate, including regulatory complaints and court proceedings.

67D.2 Chargebacks: Where a Client initiates a chargeback through their bank or card issuer: (a) Stripe's standard chargeback process applies; (b) the Platform assists by providing transaction evidence from the audit log; (c) a dispute fee per chargeback may be charged by Stripe; (d) repeated chargebacks may affect your account standing.

67E. Lawyer-to-Expert and Third-Party Instruction

67E.1 Where you instruct third-party experts, specialist counsel, translators, or other professionals on a Client's matter: (a) you are responsible for the instruction and the cost; (b) third-party costs are Disbursements and must be disclosed in the Milestone Proposal; (c) you must not instruct third parties whose costs exceed the approved Disbursement estimate without Client consent; (d) you must not charge a mark-up on Disbursements unless disclosed and permitted by your jurisdiction; and (e) you must maintain records of all Disbursement payments.

67F. Publicly Funded and Legal Aid Matters

67F.1 If you are authorised to provide publicly funded or legal aid services in your jurisdiction, you must: (a) comply with all applicable legal aid rules; (b) disclose to the Client whether they may be eligible for public funding; (c) not charge private rates for work that should be publicly funded; and (d) comply with any applicable contribution or charge-back requirements.

67G. Emergency and Urgent Matters

67G.1 Where a Client's matter is genuinely urgent (for example, emergency court applications, injunctions, or time-limited regulatory filings): (a) you may begin limited preliminary work before the Client approves the full Milestone Proposal, subject to the Client's verbal or written consent; (b) you must issue a Milestone Proposal as soon as practicable; (c) you must inform the Platform that the matter is proceeding on an urgent basis; and (d) the Platform's Held Funds mechanism applies from the point the Client makes a payment, even if the Milestone Proposal is approved retrospectively.

67H. Release of Fees

67H.1 Conditions for release: (a) Lawyer marks services as complete; (b) Client confirms satisfaction or the Confirmation Period expires without objection; and (c) no complaint or dispute has been raised. Legal Fees are released to the Lawyer in full without deduction; Platform Fees are charged separately. Staged and milestone payments may be agreed.

67H.2 The Confirmation Period is seven (7) Business Days from the date the Client is notified that services have been marked as complete. The Client's dispute window (within which the Client may raise a dispute) may extend beyond the Confirmation Period depending on the Client's subscription tier (currently 14, 21, or 30 calendar days from notification). The Lawyer acknowledges that Held Funds may remain subject to dispute for the duration of the Client's dispute window, even after the Confirmation Period has expired.

67H.3 If the Client does not confirm satisfaction or raise a dispute within the Confirmation Period, the Client is deemed to have accepted the services. Deemed acceptance does not affect the Client's right to make a complaint, file a regulatory complaint, or pursue any other remedy.

67H.4 The Lawyer must mark services as complete through the Platform only when the Lawyer has, in good faith, delivered the services (or the relevant stage) to the required standard. The Lawyer must not mark services as complete (a) before the agreed services have been delivered, (b) where the Lawyer knows or suspects that the Client is dissatisfied, or (c) in order to trigger early release of Held Funds.

67I. Disbursement Payments

67I.1 Payments for the Lawyer's Legal Fees and payments for Disbursements are processed as separate Stripe transactions. Both categories of payment flow directly to the Lawyer's Connected Account with no deduction by the Platform. The Platform receives zero from either payment flow. Disbursement payments may be triggered at different times from professional fee milestone payments, depending on when the disbursement falls due. The Lawyer must ensure that Disbursements are accurately itemised in the Milestone Proposal and that the Client is informed of any Disbursements that become payable during the course of the matter.

67J. File Transfer, Lien, and Referral Completion

67J.1 Where a matter is referred to another Lawyer, the file must be transferred promptly. A lawyer's lien over the file must not be used to prevent or delay transfer where doing so would prejudice the Client's interests. The Client must be informed of any fees outstanding and any lien that may apply.

67J.2 Where a referral is a partial referral (the Receiving Lawyer was engaged for a specific aspect), the referral is complete when (a) all milestones in the Receiving Lawyer's Milestone Proposal have been completed and accepted by the Client, and (b) the Receiving Lawyer has confirmed completion. On completion: (a) the Receiving Lawyer's access to the shared workspace becomes view-only; (b) the Client and Referring Lawyer are notified; and (c) the Receiving Lawyer may download their file within thirty (30) days.

67K. Temporary Cover Arrangements

67K.1 A Lawyer may arrange for another Lawyer registered on the Platform to provide temporary cover during planned or unplanned absence. The covering Lawyer must (a) be registered on the Platform, (b) hold a current Practising Credential, (c) be competent in the relevant practice area(s), and (d) have completed a conflict check. The Client must be notified and may object. The covering Lawyer acts under their own Practising Credential and regulatory obligations.

67L. Specialist Accreditation and Panel Membership

67L.1 Where you hold specialist accreditations, quality marks, panel memberships, or similar designations recognised by the Regulatory Authority or professional body of your jurisdiction, you may display these on your profile provided they are current and valid. You must not display accreditations that have lapsed or been withdrawn. The Platform does not verify specialist accreditations.

67M. Opposing Parties, Conflicts, and Multi-Party Matters

67M.1 Where a matter involves opposing parties, co-defendants, co-claimants, or multiple parties with potentially conflicting interests: (a) the Lawyer must conduct a conflict check against all parties; (b) the Lawyer must not act for opposing parties in the same matter; (c) where the Lawyer acts for multiple parties with aligned interests, the Lawyer must ensure no actual or potential conflict exists; (d) the Lawyer must comply with the conflict of interest rules of the Delivery Jurisdiction; and (e) where a conflict emerges during the matter, the Lawyer must withdraw from acting for one or all affected parties in accordance with the applicable rules.

67N. Publicly Funded and Legal Aid Matters

67N.1 If you are authorised to provide publicly funded or legal aid services in your jurisdiction: (a) you must comply with all applicable legal aid rules, fee scales, and reporting requirements; (b) you must disclose to the Client whether they may be eligible for public funding before agreeing private fee arrangements; (c) you must not charge private rates for work that should be publicly funded; (d) you must comply with any applicable means testing, contribution, or charge-back requirements; and (e) you must maintain any accreditation or panel membership required to deliver publicly funded work.

67O. Criminal Defence Matters

67O.1 If you accept criminal defence matters through the Platform: (a) you must comply with all applicable criminal legal aid rules and fee scales; (b) you must advise the Client of their right to publicly funded legal representation where available; (c) you must comply with all applicable duties to the court, including duties of disclosure, duties not to mislead the court, and duties regarding the Client's instructions; (d) you must be aware of and comply with any restrictions on fee arrangements in criminal matters in your jurisdiction (contingency fees are generally prohibited in criminal matters); and (e) you must comply with all rules regarding client money held in connection with criminal matters, including any rules relating to proceeds of crime.

67P. Emergency and Urgent Matters

67P.1 Where a Client's matter is genuinely urgent (for example, emergency court applications, injunctions, time-limited regulatory filings, or matters where delay would cause irreparable harm): (a) you may begin limited preliminary work before the Client approves the full Milestone Proposal, subject to the Client's verbal or written consent; (b) you must issue a Milestone Proposal as soon as practicable; (c) you must inform the Platform that the matter is proceeding on an urgent basis; (d) the Platform's Held Funds mechanism applies from the point the Client makes a payment, even if the Milestone Proposal is approved retrospectively; and (e) you must keep a record of the Client's verbal consent and the reasons for urgency.

67Q. Automatic Release and Payout

67Q.1 Where the Client does not raise a dispute within the Confirmation Period, the Held Funds will be released automatically. Automatic release does not constitute the Client's acceptance that services were satisfactorily delivered - the Client retains their right to complain to the Lawyer, the Regulatory Authority, or to bring court proceedings. Following release, funds will be transferred to the Lawyer's bank account in accordance with the payout schedule. The Platform is not responsible for delays caused by Stripe or the Lawyer's bank.

67R. Matter Value Caps

67R.1 The Platform may impose matter value caps - commercial limits on the maximum value of a single matter that a Lawyer may accept through the Platform at a given subscription tier. Matter value caps are commercial limits based on subscription tier, not an assessment of the Lawyer's competence. If the Lawyer identifies that they are the most appropriate lawyer for a Client's matter but cannot accept it through the Platform due to a matter value cap, the Lawyer must consider whether the Client's best interests require the Lawyer to inform the Client that they are available to act outside the Platform or to assist the Client in finding an alternative.

67S. Payment: Merchant of Record and Bank Statement Presentation

67S.1 You are the merchant of record for all Client payments. The Client's bank or card statement will show your name (or your firm's name), not the Platform's name. This is because Client payments flow directly to your Stripe Connected Account - the Platform does not intermediate on the payment flow between Client and Lawyer.

67S.2 The Platform sends the Client a reminder notification on the fifth (5th) Business Day of the Confirmation Period. If the Client does not confirm satisfaction or raise a dispute within the Confirmation Period, the Client is deemed to have accepted the services and Held Funds are released automatically.

68. Fee Disputes

68.1 If a Client disputes your fees, you must: (a) respond through the Platform within five (5) Business Days; (b) provide documentation; (c) participate in the Platform's dispute process; (d) inform the Client of applicable fee arbitration or dispute resolution mechanisms in your jurisdiction.

69. Referral Fee Restrictions

69.1 You must comply with all referral fee restrictions applicable in your jurisdiction. Where referral fees are prohibited or restricted, you must not pay or receive referral fees through the Platform.

70. Fee Structures by Practice Area

70.1 Different practice areas may have specific fee rules. Contingency fees may be prohibited in certain matter types (such as criminal defence and family matters in many jurisdictions). You must comply with the fee rules applicable to each practice area.

71. Payment Disputes and Withholding

71.1 Where a Client raises a dispute during the Confirmation Period, Held Funds are withheld pending resolution. The Platform facilitates resolution but does not adjudicate.

72. Chargebacks and Refunds

72.1 Where a dispute is resolved against you, you may be required to issue a full or partial refund. Stripe charges a dispute fee per chargeback.

73. Lawyer-to-Lawyer Referrals

73.1 If you refer a Client to another Lawyer or engage co-counsel, any fee division must comply with the rules of your jurisdiction, including Client written consent and ensuring the total fee remains reasonable. The Platform records fee division arrangements in the audit log.:

(a) Initial Consultation Connection Fee: a fixed fee payable by the Client when booking a Scoping Call, in consideration for the Platform's matching, scheduling, and video conferencing technology. The Connection Fee is non-refundable except in the limited circumstances described in the Client Terms (e.g., Lawyer fails to attend the Scoping Call).

(b) AI Consultation Fee: a fixed fee for AI transcription, scope generation, and the AI Scope Script. This fee supports the Platform's AI infrastructure costs.

(c) Compliance Verification Fee: a fixed fee per matter for identity verification, sanctions and PEP screening, regulatory status checks, and compliance infrastructure.

(d) Buyer Protection Fee: a fixed fee per milestone based on the milestone value band, charged for the Platform's escrow facilitation, payment security, dispute resolution infrastructure, and transaction protection.:

(a) No commission or percentage: The Platform does not take a commission, percentage, or share of your Legal Fees. The Platform's fees are fixed per-matter or periodic subscription charges that are unrelated to the value of Legal Fees. This means the Platform's economic incentive is to increase the number of matters (i.e., platform usage) rather than to influence the level of your fees.

(b) No deduction at source: At no point does the Platform deduct or withhold any amount from the Legal Fees flowing from the Client to you. The Platform does not use Stripe's application_fee_amount parameter or any equivalent mechanism to intercept Legal Fee payments. One hundred per cent of each Legal Fee payment (minus Stripe's own payment processing fee) is credited to your Stripe account.

(c) Separate payment method: Lawyer-Side Platform Fees are charged to your own payment method (card or bank account) through Stripe Billing, which is a separate billing relationship from the Client-to-Lawyer payment flow. The Platform invoices you directly for its technology services.

(d) Separate billing period: Lawyer-Side Platform Fees are invoiced on a per-matter or monthly billing cycle. They are not invoiced at the same time as Client payments and are not linked to specific Client payment events.

(e) Characterisation as B2B technology service: The Platform's fees are characterised as business-to-business charges for technology marketplace services, not as legal fee-sharing, referral fees, or commission. You should satisfy yourself that this characterisation is consistent with the rules of your jurisdiction.:

(a) Contingency fees / conditional fee arrangements: In many jurisdictions, contingency fees (where the lawyer's fee is contingent on the outcome of the matter) are prohibited in certain types of cases, such as criminal defence, family law, and immigration. Where contingency fees are permitted, they are typically subject to specific regulatory requirements including written agreements, disclosure of uplift percentages, and reasonableness requirements. You must comply with all applicable rules.

(b) Fixed fees: Fixed fees are generally permitted in most jurisdictions but must be reasonable and must reflect the expected scope of work. If the actual work exceeds the expected scope, you must follow the scope change procedures in clause 37.2.

(c) Hourly rates: Where you charge by the hour, you must keep contemporaneous time records and must invoice at intervals agreed in the Milestone Proposal.

(d) Capped fees: Where you offer a capped fee (maximum fee), the cap is binding on you and you must not exceed it without the Client's prior written consent.

(e) Subscription and retainer models: Where you offer subscription or retainer arrangements, you must clearly define the scope of services included, the duration, the renewal terms, and the cancellation terms.:

(a) Client payments are received by Stripe and held as Held Funds in Stripe's regulated electronic money accounts, not in the Platform's own accounts or the Lawyer's trust account.

(b) Release of Held Funds is triggered by defined events within the Platform's workflow, including (as applicable) the Lawyer marking services as complete, the expiry of the Confirmation Period without Client objection, and the resolution of any dispute. Platform Fees are not deducted from Held Funds but are charged separately.

(c) Platform Fees are charged as a separate transaction and are not deducted from Held Funds. When Held Funds are released to the Lawyer's Connected Account, the full amount of the Legal Fees is transferred to the Lawyer without any deduction by the Platform. Platform Fees payable by the Lawyer in respect of that milestone or matter are then charged separately by the Platform to the Lawyer through Stripe, as a distinct payment event triggered by the successful release of the corresponding Held Funds. The Lawyer expressly authorises the Platform to initiate this separate charge and acknowledges that Platform Fees are payable as a standalone obligation, independent of the release of Legal Fees. The Platform shall not at any time deduct, set off, withhold, or otherwise take Platform Fees from Held Funds, Client payments, or any funds in transit to the Lawyer's Connected Account.

(d) Funds are not released to the Lawyer until the matter (or the relevant stage or milestone) has been successfully closed on the Platform, meaning the Lawyer has marked services as complete and either the Client has confirmed satisfaction or the Confirmation Period has expired without objection.

(e) Where a matter is subject to staged or milestone payments, each stage is treated as a separate event for the purposes of Stripe's event-based processing. Platform Fees attributable to each stage are charged separately to the Lawyer following the release of Held Funds for that stage, as a distinct Stripe transaction.:

(a) No commission or percentage of Legal Fees: The Platform does not take a commission, percentage, or share of your Legal Fees. The Platform's fees are fixed per-matter or periodic subscription charges that are unrelated to the value of Legal Fees. This means the Platform's economic incentive is to increase the number of matters (platform usage) rather than to influence the level of your fees.

(e) Characterisation as business-to-business technology service: The Platform's fees are characterised as business-to-business charges for technology marketplace services. You should satisfy yourself that this characterisation is consistent with the fee-sharing, referral fee, and fee division rules of your jurisdiction. If you are in any doubt, you must obtain independent regulatory advice before listing on the Platform.

PART K PROFESSIONAL QUALITY STANDARDS, COMPLAINTS, AND RIGHT TO OBJECT

74A. The Objective Test for Quality

74A.1 The Platform applies an objective test when assessing complaints about quality: would a reasonably competent legal professional in the Delivery Jurisdiction, exercising reasonable skill and care, have provided the service to this standard? This is an objective standard based on the professional norms of the Delivery Jurisdiction, not the Platform's own subjective assessment. The Platform does not adjudicate quality disputes. The objective test is used to assess whether a complaint has a reasonable basis for further investigation.

75A. What the Lawyer Must Tell the Client Before Commencing Work

75A.1 You must disclose the following before commencing work: (a) your full name and qualifications; (b) your Regulatory Authority and registration number; (c) the jurisdiction(s) in which you are qualified; (d) your PII details or disclosure of lack of PII; (e) fees and costs information; (f) your complaints procedure; (g) the contact details of the relevant Regulatory Authority; (h) whether any ombudsman or compensation fund is available; (i) any conditions on your Practising Certificate; (j) any fee-sharing arrangement with the Platform; (k) who will carry out the work and their qualifications; (l) the estimated timeframe; and (m) any right to cancel.

75B. Complaints About Fees and Bills

75B.1 Where a Client complains about your fees or bills: (a) you must explain the basis of your fee and how the bill was calculated; (b) you must provide a detailed breakdown if requested; (c) you must inform the Client of any applicable statutory fee dispute mechanisms in the Delivery Jurisdiction; (d) the Platform may freeze Held Funds pending resolution; and (e) the Client's right to challenge your bill under applicable law is not affected by the Platform's dispute process.

75C. Complaints and the Payment Mechanism

75C.1 Where a Client raises a complaint during the Confirmation Period that relates to the quality, scope, or completeness of services delivered for a specific milestone: (a) the Held Funds for that milestone are frozen pending resolution; (b) the Lawyer must respond to the complaint through the Platform within five (5) Business Days; (c) the Platform facilitates communication but does not adjudicate; (d) if the complaint is resolved by agreement, the Platform processes the agreed outcome; (e) if the complaint cannot be resolved within thirty (30) days, the Platform informs both parties of their rights to escalate (including the Lawyer's right to object, the Client's right to complain to the Regulatory Authority, and the right to bring court proceedings); and (f) the Held Funds may be released in full, released in part, or returned to the Client, as agreed or ordered.

75C.2 The Platform's complaint and payment mechanism does not replace or override: (a) the Lawyer's own internal complaints procedure; (b) the Client's right to file a regulatory complaint; (c) the Client's right to bring court proceedings; or (d) any applicable fee dispute mechanism.

76A. Lawyer Complaints About Clients

76A.1 If you wish to complain about a Client's conduct (for example, non-cooperation, abusive behaviour, or misrepresentation), you may: (a) raise the complaint through the Platform's Lawyer complaint process; (b) the Platform will review the complaint and contact the Client; (c) the Platform may issue a warning, restrict the Client's account, or terminate the Client's account in cases of serious misconduct; (d) the Platform's complaint process does not replace your professional obligations to the Client or any applicable court procedures.

76B. Quality as Precondition for Payment

76B.1 The Lawyer must deliver legal services to the professional standard required by the Applicable Regulatory Requirements of the Delivery Jurisdiction. Quality of service is a precondition for the release of Held Funds. If the Client raises a quality concern during the Confirmation Period, the Platform may withhold release of Held Funds pending investigation.

76C.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.

76C.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.

76C.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.

76C.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.

76D.1 The Platform operates a feature called Plan My Case, which generates AI-powered legal information action plans for users. Users may access Plan My Case before accepting these Terms and before any engagement with a Lawyer or Legal Professional begins. Not all Clients will have used Plan My Case. Where a Client books a Scoping Call from a Plan My Case action plan, the following additional information is provided to the matched Lawyer or Legal Professional through the Platform's booking system: (a) the practice area(s) detected from the Client's situation description; (b) the type of Lawyer recommended by the action plan; (c) the jurisdiction identified for the Client's matter; (d) any urgency indicators identified by the action plan; and (e) any compliance flags detected during the Client's Plan My Case session (including domestic abuse indicators, which trigger the compliance hold under clause 14.3B). The Client's original situation description, uploaded documents, and the full action plan are not shared with the matched Lawyer or Legal Professional. Where a Client did not use Plan My Case, no Plan My Case data is provided and this clause has no further effect. The Platform operates a feature called Plan My Case, which generates AI-powered legal information action plans for users. Users may access Plan My Case before accepting these Terms and before any engagement with a Lawyer or Legal Professional begins. Not all Clients will have used Plan My Case. Where a Client books a Scoping Call from a Plan My Case action plan, the Client may optionally choose to share their saved Plan My Case report with the matched Lawyer or Legal Professional during the booking process. Sharing is client-initiated and optional; no Plan My Case data is shared automatically. If the Client chooses to share, the following information is provided: (a) the action plan summary; (b) the practice area(s) detected from the Client's situation description; (c) the complexity assessment; (d) the estimated cost ranges; (e) the recommended action steps; (f) the Client's original situation description; and (g) AI-generated document summaries, only where the Client expressly opted to include them during booking. The Client's raw uploaded documents are never shared with the matched Lawyer or Legal Professional; only AI-generated summaries are shared, and only where the Client has opted in. Where a Client did not use Plan My Case or did not attach a report during booking, no Plan My Case data is provided and this clause has no further effect.

76D.2 Where a Client used Plan My Case before booking a Scoping Call, the Lawyer or Legal Professional must not treat any information received from the Platform's Plan My Case booking integration as a substitute for their own professional assessment of the Client's matter. Plan My Case provides general legal information only and does not constitute legal advice. The Lawyer or Legal Professional remains solely responsible for: (a) conducting an independent assessment of the Client's situation during the Scoping Call; (b) all legal advice given to the Client; (c) verifying the accuracy of any information the Client may have received through Plan My Case; and (d) preparing the engagement letter and Milestone Proposal based on their own professional judgement, not on the Plan My Case action plan.

76D.3 The Platform does not guarantee the accuracy, completeness, or currency of any information generated by Plan My Case. Where a Client has used Plan My Case, the Lawyer or Legal Professional acknowledges that: (a) action plans are generated by AI and may contain errors; (b) verified figures may become outdated between the verification date and the date the Client acts; (c) Lawyer fee estimates in action plans are approximate ranges drawn from the Platform's knowledge base and do not represent a quotation by or commitment from any Lawyer or Legal Professional; and (d) the Lawyer or Legal Professional must not quote, adopt, or endorse Plan My Case cost estimates in their Milestone Proposal or engagement letter without independently verifying the underlying figures.

76D.4 All intellectual property in the Plan My Case feature, including the underlying knowledge base, practice area taxonomy, fee benchmark data, AI prompts, and verification methodology, is and remains the exclusive property of the Platform. The Lawyer or Legal Professional must not use information received through the Plan My Case booking integration to extract, compile, or reproduce the Platform's knowledge base data or fee benchmarks for any purpose other than preparing for the specific Client's Scoping Call.

PART L CONTENT, ADVERTISING, AND PUBLICITY

84A. Prohibited Content

84A.1 Your profile, articles, communications, and all content published through the Platform must not include: (a) false, misleading, deceptive, or unsubstantiated claims; (b) content that is defamatory, obscene, offensive, or discriminatory; (c) content that infringes any third party's intellectual property rights; (d) content that breaches client confidentiality; (e) content that could be interpreted as guaranteeing a specific legal outcome; (f) content that disparages other Lawyers, the Platform, or any Regulatory Authority; (g) unsolicited direct approaches to specific individuals through published content; (h) content that violates the advertising rules of any jurisdiction in which you are qualified; or (i) content that could bring the legal profession or the Platform into disrepute.

84B. Advertising Compliance

84B.1 All content published on the Platform (including your profile, articles, blog posts, template descriptions, and any other material) constitutes advertising of legal services. You must ensure that all content: (a) is not false, misleading, deceptive, or likely to mislead; (b) does not contain claims that cannot be substantiated; (c) does not guarantee or imply any particular outcome; (d) complies with the advertising rules of your Home Jurisdiction and every Delivery Jurisdiction; (e) does not bring the legal profession or the Platform into disrepute; (f) does not misrepresent your qualifications, experience, or expertise; (g) is clearly identifiable as your content (not the Platform's content); and (h) does not infringe any third party's intellectual property rights.

84C. Testimonials and Comparative Advertising

84C.1 Where you include testimonials or client endorsements on your profile, you must: (a) ensure each testimonial is genuine and from a real client; (b) not edit testimonials in a way that changes the meaning; (c) comply with any rules in your jurisdiction regarding the use of testimonials in legal advertising; and (d) not include testimonials that are misleading about the nature or quality of your services. You must not engage in comparative advertising that unfairly disparages other Lawyers, other firms, or the legal profession.

84D. Claims Management Advertising

84D.1 Where your jurisdiction has specific rules on claims management advertising (for example, restrictions on advertising personal injury services, restrictions on direct solicitation of accident victims, or restrictions on referral fee arrangements), you must comply with those rules. The Platform does not review your content for compliance with jurisdiction-specific advertising restrictions and you are solely responsible.

84. Platform Content Moderation

84.1 The Platform reserves the right to remove, restrict, or request modification of any profile content that it believes to be: (a) false, misleading, or deceptive; (b) in breach of these Terms; (c) likely to expose the Platform to legal or regulatory risk; (d) defamatory, offensive, discriminatory, or otherwise harmful; (e) in breach of intellectual property rights; or (f) inconsistent with the Platform's brand standards. The Platform will notify you before or promptly after removing content and will give you the opportunity to correct the issue.

PART M AI USE, DISCLOSURE, AND DECLARATION

85A. AI Transparency Principle

85A.1 The Platform is committed to AI transparency. You must be transparent with Clients about AI use in your practice. The principle of AI transparency requires: (a) Clients must know when AI tools are being used in their matter; (b) Clients must understand the nature and extent of AI use; (c) Clients must have the opportunity to refuse AI involvement in their matter; (d) AI-generated content must be clearly identified as such; and (e) AI use must not diminish the professional standard of care.

85B. AI Mandatory Disclosure

85B.1 Where you use any AI tool in the delivery of legal services to a Client (including generative AI, document automation, legal research tools, predictive analytics, contract analysis tools, and any current or future AI technology), you must disclose to the Client: (a) that AI tools are being used; (b) which tasks AI is being used for (for example, legal research, document drafting, document review, due diligence, communication, case analysis, or translation); (c) the name and provider of the AI tool(s) used (where reasonably practicable); (d) the role of AI in the specific work product (for example, 'AI was used to generate a first draft which was reviewed and revised by me'); (e) any material limitations of the AI tool relevant to the Client's matter; and (f) that you have reviewed and verified all AI-generated output and take full professional responsibility for it.

85B.2 This disclosure must be made before or at the time of delivering AI-assisted work product. Where AI use is extensive or systematic, disclosure should be made at the outset of the engagement (in the Engagement Letter).

85C. AI Is Not a Substitute for Professional Legal Review

85C.1 The Lawyer's duty to conduct a specialist expert review of all AI outputs is non-delegable. It may not be delegated to non-qualified staff, to trainee lawyers (except under the direct and active supervision of a qualified lawyer who also reviews the output in its entirety), or to any other AI system. The review must be conducted by a legal professional who is competent in the relevant area of law and who holds a current Practising Credential.

85C.2 Clients have the right to know when AI has been used in their matter. This reflects the principles of honesty, transparency, and informed decision-making that underpin professional conduct standards in jurisdictions worldwide.

85N. Compliance Tools, Screening, and Platform Features

85N.1 The Platform may incorporate automated compliance screening tools, including (without limitation) conflict of interest checking tools, regulatory status verification, sanctions and PEP screening, and CPD tracking. These tools are provided as technology aids to assist the Lawyer and do not constitute legal advice, regulatory compliance advice, or a substitute for the Lawyer's own professional assessment. The Lawyer must independently verify the output of all automated screening tools and must not rely on them as the sole basis for any professional decision.

85N.2 The Platform provides a Compliance Tools Dashboard aggregating compliance tools, regulatory checklists, CPD tracking, conflict checking, and audit readiness resources. The Compliance Tools Dashboard is a technology tool and does not constitute regulatory supervision or compliance advice.

85N.3 The Platform may provide a Peer Review Network enabling Lawyers to request or offer peer review of work product on a voluntary basis. Peer review involves sharing confidential client information and the reviewing Lawyer must: (a) obtain the Client's informed consent; (b) ensure the peer reviewer is subject to professional confidentiality obligations; (c) anonymise client information where practicable; and (d) not use peer review to circumvent their own professional responsibility.

85N.4 The Platform may enable Lawyers to send documents to multiple Clients simultaneously (bulk document sending). The Lawyer must ensure that: (a) bulk sending does not compromise client confidentiality by disclosing one Client's information to another; (b) all documents are reviewed for accuracy before sending; (c) documents are addressed to the correct recipient; and (d) bulk communications do not constitute unsolicited approaches.

86A. Mandatory AI Disclosure Requirements

86A.1 Where you use any AI tool in the delivery of legal services to a Client (including generative AI, document automation, legal research tools, predictive analytics, and contract analysis tools), you must disclose to the Client: (a) that AI tools are being used; (b) which tasks AI is being used for; (c) the name and provider of the AI tool(s) used (where reasonably practicable); (d) the role of AI in the specific work product (for example, 'AI was used to generate a first draft which was reviewed and revised by me'); (e) any limitations of the AI tool relevant to the Client's matter; and (f) that you have reviewed and verified all AI-generated output and take full professional responsibility for it.

86B. AI Competence and Supervision

86B.1 You must: (a) understand the capabilities and limitations of every AI tool you use in your practice; (b) supervise and verify all AI-generated outputs before use; (c) not delegate professional judgement to any AI system - AI may assist with research, drafting, and analysis but the exercise of professional judgment must remain with you; (d) ensure AI tools do not compromise client confidentiality or data protection; and (e) maintain AI competence through ongoing training and professional development.

88A. AI and Confidentiality

88A.1 Client confidentiality must not be compromised by AI tools. You must: (a) not input client-confidential information into any AI tool that uses input data for model training, unless the Client has given specific informed consent; (b) use only AI tools that provide adequate data protection and do not retain or learn from client inputs (or use on-premise/private instances where available); (c) review the data processing terms and privacy policies of all AI tools you use; (d) where an AI tool processes Client data in a jurisdiction other than the Delivery Jurisdiction, ensure that appropriate cross-border data transfer safeguards are in place; and (e) maintain a record of which AI tools are used with which Client data.

90A. AI Hallucinations, Fabricated Citations, and Verification

90A.1 AI systems, particularly large language models, are known to generate plausible but entirely fabricated outputs ('hallucinations'), including fabricated case citations, fabricated statutory references, fabricated quotations, and fabricated factual claims. You must independently verify every factual statement, legal proposition, case citation, statutory reference, and authority generated by any AI tool against primary authoritative sources. Courts in multiple jurisdictions have imposed sanctions on lawyers who submitted AI-generated fabricated citations. You are professionally responsible for every citation, statement, and proposition in any document you file, submit, or deliver, regardless of whether it was generated by AI.

91A. Prohibited AI Practices

91A.1 The following AI practices are prohibited on the Platform: (a) submitting any AI-generated content to any court, tribunal, or administrative body without independent human verification of every factual claim, case citation, and legal proposition; (b) using AI tools to generate legal advice or legal documents without meaningful human review and professional judgment; (c) representing to a Client that work was performed by you personally when it was materially generated by AI without disclosure; (d) using AI tools to deceive Clients, courts, or third parties; (e) delegating the exercise of professional judgment to an AI system; (f) using AI tools that do not comply with applicable data protection requirements; (g) using AI to generate fabricated evidence, misleading documents, or fictitious legal authorities; and (h) using AI to circumvent any professional conduct rule or ethical obligation.

91B. AI Bias and Discrimination

91B.1 AI tools may contain biases that could result in discriminatory outcomes. You must be aware of this risk and must: (a) not rely on AI tools for decisions that may have discriminatory effects on Clients or third parties; (b) critically evaluate AI outputs for potential bias; and (c) comply with equality and anti-discrimination laws in your jurisdiction.

91C. AI Liability and Standard of Care

91C.1 The use of AI tools does not lower, modify, or reduce the professional standard of care applicable to your legal services. You are held to the same standard of competence and care regardless of whether you use AI tools. If an AI tool produces an error that you fail to detect, you are liable for the error as if you had made it yourself.

92. AI and Client Confidentiality

92.1 Client confidentiality must not be compromised by AI tools. You must: (a) not input client-confidential information into any AI tool that uses input data for model training, product improvement, or any purpose other than generating the immediate output requested by the user; (b) use only AI tools that provide adequate data protection and do not retain or learn from client inputs (or use on-premise or private instances where available); (c) review the data processing terms and privacy policies of all AI tools you use; (d) where an AI tool processes Client data in a jurisdiction other than the Delivery Jurisdiction, ensure that appropriate cross-border data transfer safeguards are in place; and (e) maintain a record of which AI tools are used with which Client data.

92.2 You must maintain a register of all AI tools used for client work, including the provider name, version, data processing terms reviewed, and the date on which you last verified the provider's data handling practices. This register must be available for inspection during the Platform's compliance audit.

92A. AI and Data Protection

92A.1 You must not input client-confidential information (including Client names, matter details, instructions, documents, financial information, or any information subject to legal professional privilege or the duty of confidentiality) into any AI tool that uses input data for model training, product improvement, or any purpose other than generating the immediate output requested by the user.

92A.2 This prohibition applies to all free-tier, consumer-grade, and general-purpose AI tools unless you have verified, by reviewing the provider's terms of service and data processing documentation, that the tool does not use input data for training or any secondary purpose.

92A.3 Where you use AI tools for client work, you must use enterprise, professional, or legal-sector-specific versions with appropriate data protection safeguards, including: (a) contractual commitments from the AI provider that input data is not used for model training; (b) data processing agreements compliant with applicable data protection law; (c) confirmation that data is processed and stored within jurisdictions with adequate data protection standards (or subject to appropriate transfer safeguards); and (d) security certifications appropriate to the sensitivity of the data processed.

92A.4 Where AI processes personal data at scale, you should consider conducting a Data Protection Impact Assessment in accordance with applicable data protection law. AI providers must be subject to appropriate data protection obligations.

92B. AI Record Keeping

92B.1 You must maintain comprehensive records of AI use in your practice. For each matter in which AI tools are used, you must record: (a) which AI tools were used; (b) the name and version of each AI tool; (c) what tasks were performed by AI (for example, legal research, document drafting, document review, due diligence, case analysis, or translation); (d) what human review and verification was conducted, including the identity of the reviewing lawyer and the date of review; (e) whether client consent was obtained and the form of consent; (f) any client refusal of AI use; and (g) the date on which you last verified the AI provider's data handling practices.

92B.2 These records must be retained for the duration of the matter and for the record retention period required by the Applicable Regulatory Requirements of your jurisdiction. They must be available for inspection during the Platform's compliance audit.

92C. AI Liability and Professional Standard of Care

92C.1 The use of AI tools does not reduce, modify, or qualify your professional standard of care. You owe the same duty of competence, diligence, and care to the Client regardless of whether the work was performed with or without AI assistance. The fact that an error originated in AI-generated output is not a defence to (a) a claim for professional negligence, (b) a regulatory complaint, (c) a disciplinary investigation or action by the Regulatory Authority, (d) a claim under applicable consumer protection law for failure to perform services with reasonable care and skill, or (e) any other claim, complaint, or action arising from your professional obligations.

92C.2 You must ensure that your Professional Indemnity Insurance covers work performed with AI assistance. You must review your PII policy terms for any exclusions or limitations relating to AI, technology, or automated tools, and must notify your insurer of significant or systematic AI use if required by the policy terms. Where your PII policy contains AI-related exclusions, you must either obtain alternative cover or refrain from using AI for the excluded categories of work.

92C.3 You indemnify the Platform Indemnified Parties against all losses arising from any failure by you to conduct adequate review of AI outputs before use, including any claim by a Client, any regulatory action, and any professional negligence claim. This indemnity is without monetary limit and survives termination indefinitely.

92D. AI Hallucinations, Fabricated Citations, and Verification

92D.1 AI systems, particularly large language models and generative AI tools, are known to produce plausible but entirely fabricated outputs (commonly known as "hallucinations"). In the context of legal practice, hallucinations may include: (a) case citations that do not exist; (b) misstatements of the holdings, reasoning, or ratio of real cases; (c) references to statutory provisions that have been repealed, amended, or that never existed; (d) fabricated legal principles or rules; and (e) fictional precedents, judges, parties, or court decisions. Courts in multiple jurisdictions have imposed sanctions on lawyers who submitted AI-generated fabricated citations.

92D.2 Before filing any document with a court, tribunal, or regulatory body, and before providing any legal advice, opinion, or work product to a Client, you must independently verify through authoritative sources every case citation, statutory reference, regulatory provision, and statement of legal principle that has been generated or assisted by AI. Authoritative sources include official law reports, official legislation databases, recognised legal research databases, practitioner texts, and official regulatory publications. You must not rely on AI-generated summaries of authorities without independent verification.

92D.3 You must document the verification steps taken for AI-assisted work product, including which authorities were checked, against which sources, and by whom. Where AI-assisted research is used for court filings, you must be in a position to certify to the court that all authorities cited are genuine, have been independently verified, and are accurately represented.

92E. Prohibited AI Practices

92E.1 The following AI practices are prohibited: (a) sending any AI-generated communication to a Client without prior substantive human review by a qualified lawyer; (b) filing any AI-generated document with a court, tribunal, or regulatory body without first verifying all facts, citations, and legal propositions through authoritative independent sources; (c) relying on AI-generated case outcome predictions or risk assessments as the sole or primary basis for advising a Client without applying independent professional judgement; (d) presenting AI-generated work product to a Client as if it were entirely the product of human professional analysis without disclosing AI involvement; (e) using AI to generate client communications, advice, or documents without maintaining the level of professional competence necessary to identify and correct errors in the AI output; and (f) delegating to AI any task that requires the exercise of professional judgement that you are not competent to review and verify.

92F. AI Bias and Discrimination

92F.1 You must be alert to the risk that AI tools may produce outputs that are biased or discriminatory on the grounds of age, disability, gender, gender reassignment, marriage or civil partnership, pregnancy and maternity, race, religion or belief, sex, sexual orientation, or any other protected characteristic recognised by the laws of your jurisdiction. You must review AI outputs for potential bias before using them in client work or communications and must not use AI-generated content that discriminates unlawfully or could reasonably be perceived as discriminatory.

PART N PLATFORM DOCUMENTS AND TEMPLATES

93. Platform Documents

93.1 The Platform may provide templates, checklists, guidance notes, standard forms, and other materials (collectively, "Platform Documents") for use by Lawyers in connection with their practice through the Platform. Platform Documents are provided for general guidance and administrative convenience only. They do not constitute legal advice, regulatory advice, compliance advice, tax advice, or financial advice. The Platform is not a law firm and is not competent to provide legal advice. Nothing in any Platform Document should be construed as legal advice or as a recommendation to take or refrain from taking any particular course of action.

93.2 Platform Document categories include: (a) engagement letter templates and client care letter templates; (b) matter management checklists; (c) compliance checklists (including AML, conflict check, and data protection checklists); (d) costs estimate templates and Milestone Proposal templates; (e) closing letter templates; (f) billing and invoicing templates; (g) privacy notice templates; (h) complaints procedure templates; (i) general guidance notes on Platform features and workflows; and (j) any other materials the Platform may publish from time to time. Each category is a general-purpose template only. You must independently adapt, verify, and take professional responsibility for any Platform Document you use with Clients.

93A. Platform Document Categories and Scope

93A.1 Platform Documents fall into the following categories: (a) standard templates (Engagement Letter templates, Client Care Letter templates, closing letter templates, fee agreement templates, and complaints procedure templates); (b) compliance checklists (AML checklist, conflict check checklist, data protection checklist, matter opening checklist, and audit readiness checklist); (c) guidance notes (guides to Platform features, workflow instructions, and best practice guidance); (d) regulatory summaries (high-level summaries of common regulatory obligations, provided for general awareness only); and (e) practice tools (time recording tools, billing tools, CPD trackers, and case management templates). The Platform may add, modify, or withdraw Platform Documents at any time.

93A.2 No Platform Document is designed for use in any specific jurisdiction. All Platform Documents are generic and principles-based. You must independently verify that any Platform Document is suitable for use in your jurisdiction before using it with a Client. Many jurisdictions have specific mandatory requirements for engagement letters, fee agreements, privacy notices, and complaints procedures that go beyond the content of the Platform's generic templates.

94. No Legal, Regulatory, or Compliance Advice

94.1 Platform Documents are provided for general guidance only. They do not constitute: (a) legal advice on the law of any jurisdiction; (b) regulatory advice on the professional conduct rules of any jurisdiction; (c) compliance advice on AML, data protection, or any other regulatory obligation; (d) tax advice; (e) financial advice; or (f) any other form of professional advice. You must not rely on Platform Documents as a substitute for your own professional judgment or for independent legal advice on the requirements of your jurisdiction.

94.2 Platform Documents may not reflect the most recent regulatory changes in your jurisdiction. Laws, regulations, and professional conduct rules change frequently and vary significantly between jurisdictions. You must independently verify that any Platform Document is current, complete, and appropriate for use in your jurisdiction before using it with a Client.

95. Lawyer's Professional Responsibility for Documents

95.1 You accept full professional responsibility for all documents used with Clients, including: (a) any Platform Document used in its original form; (b) any Platform Document adapted or modified by you; (c) any document you create using Platform templates as a starting point; and (d) any document generated through the Platform's tools. The Regulatory Authority of your jurisdiction and any court or tribunal will hold you (not the Platform) accountable for any deficiency, error, omission, or inadequacy in documentation provided to Clients, regardless of whether the document originated from the Platform.

95.2 Before using any Platform Document with a Client, you must: (a) read the entire document; (b) independently verify that the document is appropriate for the Client's matter, the Delivery Jurisdiction, and the applicable professional conduct rules; (c) adapt, supplement, or modify the document as necessary to ensure it meets the requirements of your jurisdiction; (d) remove any content that is irrelevant, inapplicable, or incorrect for your jurisdiction; (e) ensure the document contains all mandatory disclosures required by the Applicable Regulatory Requirements; and (f) apply your own professional judgment to every aspect of the document.

96. Exclusion of Liability for Platform Documents

96.1 The Platform expressly excludes all liability for Platform Documents to the maximum extent permitted by applicable law. Without limiting the generality of the foregoing, the Platform is not liable for: (a) any error, omission, inaccuracy, or inadequacy in any Platform Document; (b) any loss arising from your use of or reliance on any Platform Document; (c) any regulatory action, disciplinary proceeding, fine, or penalty arising from your use of a Platform Document that does not comply with the requirements of your jurisdiction; (d) any claim by a Client arising from a document based on or derived from a Platform Document; (e) any failure of a Platform Document to reflect current legislation, regulation, or professional conduct rules in any jurisdiction; or (f) any consequence of your failure to independently review, verify, and adapt a Platform Document before use.

96.2 You indemnify the Platform Indemnified Parties against all losses, claims, damages, costs, and expenses arising from your use of any Platform Document with Clients. This indemnity is uncapped and survives termination of these Terms indefinitely.

97. Template Marketplace

97.1 The Platform operates a Template Marketplace through which: (a) the Platform sells templates directly to Clients ("Platform Client Templates"); (b) the Platform sells professional templates to Lawyers ("Platform Professional Templates"); and (c) Lawyers on qualifying subscription tiers may upload and sell their own templates to Clients ("Lawyer Products"). Each channel operates independently. The Platform does not review, verify, approve, or endorse any template sold through any channel. All templates are sold on an "as is" basis.

97.2 If you upload templates for sale through the Template Marketplace (Lawyer Products): (a) you must be the original creator and intellectual property owner of every template you upload for sale - you must not upload templates that copy, reproduce, or are derived from third-party intellectual property without express written permission. You are the seller and are solely responsible for the content, accuracy, legal validity, and compliance of your templates; (b) you must clearly state on each template that it does not constitute legal advice, that laws vary by jurisdiction, the jurisdiction(s) for which it was designed, and the date of last review; (c) you must keep your templates current and must update or withdraw them if the law changes; (d) you indemnify the Platform Indemnified Parties against all claims arising from your templates, including malpractice claims, unauthorised practice of law claims, and claims by purchasers. This indemnity is uncapped and survives termination.

97A. Limitation of Liability for Platform Documents

97A.1 The Platform's total liability in connection with Platform Documents is limited to the aggregate Platform Fees paid by you in the thirty (30) days preceding the claim, subject to the overall liability cap in clause 132. The Platform is not liable for any claim by a Client arising from your use of a Platform Document, regardless of whether you used the document in its original form or adapted it. The Platform is not liable for any regulatory fine, sanction, or disciplinary action arising from your use of a Platform Document that does not comply with the Applicable Regulatory Requirements of your jurisdiction.

PART O CLIENT MONEY AND FUNDS MANAGEMENT

98. Client Money Handling

98.1 You must comply with all Client Money handling rules applicable in your Home Jurisdiction and every Delivery Jurisdiction in which you hold or receive Client Money. The requirements for handling Client Money vary significantly between jurisdictions but generally require that: (a) Client Money must be held in a designated client trust account, client account, escrow account, or equivalent arrangement as required by the Applicable Regulatory Requirements; (b) Client Money must never be commingled with your personal funds, your firm's operating funds, or the funds of any other client; (c) you must maintain complete, accurate, and contemporaneous records of all Client Money transactions; (d) you must promptly deliver to the Client any funds to which the Client is entitled; (e) you must render a full accounting of Client Money upon request; and (f) you must comply with all audit, reconciliation, and reporting requirements imposed by the Applicable Regulatory Requirements.

99. Trust Account Compliance

99.1 Where the Applicable Regulatory Requirements of your jurisdiction require you to maintain a client trust account (or equivalent), you must: (a) maintain the account at a regulated financial institution; (b) ensure the account is designated as a client trust account (or equivalent designation); (c) ensure the account is not used for any purpose other than holding Client Money; (d) ensure the account is not subject to any right of set-off by the financial institution; and (e) comply with all notification, reporting, and registration requirements relating to the account.

100. Reconciliation and Accounting

100.1 You must perform reconciliations of your client trust account at the frequency required by the Applicable Regulatory Requirements of your jurisdiction. In the absence of a specific frequency requirement, reconciliations must be performed at least monthly. Each reconciliation must compare: (a) the balance on the trust account bank statement; (b) your client ledger balances; and (c) your trust account cash book. Any discrepancy must be investigated and resolved immediately.

101. Interest on Client Money

101.1 Where you hold Client Money for any period, you must account for interest in accordance with the rules of your jurisdiction. Some jurisdictions require interest to be credited to the Client; others require interest to be paid to a professional body or legal aid fund. You must comply with the applicable rules and must inform the Client of the interest arrangements.

102. Residual and Unclaimed Funds

102.1 Where residual Client Money remains in your trust account after a matter has concluded and you cannot locate the Client after making reasonable efforts, you must follow the applicable unclaimed property, escheat, or unclaimed funds laws of your jurisdiction. You must not appropriate residual Client Money to yourself.

103. Held Funds and Trust Account Separation

103.1 The Platform's Held Funds mechanism (processed through Stripe) is entirely separate from your client trust account obligations. Held Funds are held by Stripe as a regulated payment institution, not by you and not by the Platform. Once Held Funds are released to your Stripe Connected Account, any portion that constitutes Client funds (for example, funds received on account for future disbursements) must be transferred to your client trust account promptly in compliance with the Applicable Regulatory Requirements.

104. Breach and Notification

104.1 If you discover or suspect any breach of your client trust account obligations (including any shortfall, misappropriation, or unexplained discrepancy), you must: (a) take immediate steps to remedy the breach; (b) notify the Regulatory Authority of your jurisdiction as required by the Applicable Regulatory Requirements; (c) notify the Platform within seven (7) days; (d) notify your Professional Indemnity insurer; and (e) notify affected Clients where required. Failure to maintain proper client trust account records or to account for Client Money is a serious regulatory matter in all jurisdictions and may result in disciplinary action, criminal prosecution, and immediate termination of your Platform account.

PART P CONFIDENTIALITY, DATA PROTECTION, AND INFORMATION SECURITY

105A. Data Protection Obligations

105A.1 As an independent data controller, you must implement and maintain a comprehensive data protection framework including: (a) a data protection policy; (b) a record of processing activities (where required by applicable law); (c) data protection impact assessments for high-risk processing; (d) a lawful basis for each category of processing; (e) privacy notices for Clients; (f) data subject rights procedures; (g) data breach response plan; (h) data retention and destruction schedule; (i) staff training; (j) vendor and sub-processor due diligence; and (k) cross-border transfer safeguards.

105B. Lawyer Personal Data and Data Portability

105B.1 The Platform collects and processes the following personal data about you as a Lawyer: (a) registration data (name, qualifications, regulatory details, contact information); (b) profile content; (c) Scoping Call recordings and AI Scope Scripts; (d) Milestone Proposals and Client approvals; (e) communications through the Platform; (f) documents uploaded to the Platform; (g) payment and transaction data; (h) compliance checklist data; (i) audit log data; (j) usage analytics; and (k) support and complaint communications.

105B.2 You have the following rights in respect of your personal data (subject to the applicable data protection law): (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; (d) right to restriction - to restrict processing in certain circumstances; (e) right to data portability - to receive your data in a commonly used, machine-readable format; (f) right to object - to object to processing based on legitimate interests; and (g) right to withdraw consent - where processing is based on consent.

105C. Continuing Duty of Confidentiality

105C.1 Your duty of confidentiality to each Client continues indefinitely after the engagement ends. This duty of confidentiality continues without time limit and is not affected by the termination of these Terms or the closure of your Platform account. You must not use or disclose confidential client information obtained during the engagement for any purpose other than the purpose for which it was provided, unless: (a) the Client gives informed consent; (b) disclosure is required by law or court order; (c) disclosure is required by the Applicable Regulatory Requirements; or (d) disclosure is necessary to defend yourself in proceedings brought by the Client.

105D. Duty of Confidentiality: Comprehensive

105D.1 Your duty of confidentiality extends to all information relating to a Client's affairs that you acquire during the course of the engagement, whether the information was provided by the Client directly, obtained from third parties, or generated in the course of the work. The duty applies to: (a) all facts and circumstances of the Client's matter; (b) the Client's identity and the fact of the engagement (unless the Client consents to disclosure); (c) all instructions received from the Client; (d) all advice given to the Client; (e) all documents created, received, or exchanged in connection with the matter; (f) all financial information relating to the Client; (g) all personal data relating to the Client and any connected persons; and (h) all information obtained through the Platform's document workspace, messaging system, and Scoping Call recordings.

105D.2 You must not disclose confidential Client information to any person (including other Lawyers, your own staff not working on the matter, or the Platform) except: (a) where the Client gives informed consent to the disclosure; (b) where disclosure is required by law or court order; (c) where disclosure is required by the Applicable Regulatory Requirements (for example, mandatory reporting of money laundering); (d) where disclosure is necessary to defend yourself in proceedings brought by the Client; or (e) where an exception to the duty of confidentiality is recognised by the Applicable Regulatory Requirements of your jurisdiction.

105D.3 Where you act for multiple Clients (whether through the Platform or otherwise), you must maintain an effective information barrier between matters. Information received from or in connection with one Client's matter must not be used in or disclosed in connection with another Client's matter, except with both Clients' informed consent.

106A. Legal Professional Privilege: Platform Context

106A.1 The Platform's technology infrastructure (including the document workspace, messaging system, and Scoping Call recordings) is designed to support the confidentiality of lawyer-client communications. However, the maintenance of legal professional privilege is the Lawyer's professional responsibility, not the Platform's. You must: (a) mark privileged communications appropriately; (b) not waive privilege inadvertently through the Platform (for example, by copying non-privileged third parties on privileged communications through the messaging system); (c) advise the Client on the scope and limitations of privilege; (d) ensure that the Client understands that the Scoping Call recording and AI Scope Script are stored on the Platform's systems and may not attract privilege in all circumstances; and (e) take independent legal advice if you are uncertain about the scope of privilege in a cross-border context.

106A.2 Where the Platform's document workspace is used to share documents in a multi-Lawyer matter (for example, a referral or co-counsel arrangement), documents uploaded to the Shared Zone are visible to all Lawyers working on the matter. You must ensure that documents attracting privilege are not uploaded to the Shared Zone unless all parties to the privilege are parties to the shared workspace. Use the Private Zone for privileged work product.

107A. Data Protection: Comprehensive Framework

107A.1 As an independent data controller for Client personal data that you process in connection with engagements conducted through the Platform, you must: (a) implement and maintain a comprehensive data protection framework in compliance with the applicable data protection laws of your jurisdiction and of every Delivery Jurisdiction; (b) maintain a record of processing activities where required by applicable law; (c) conduct data protection impact assessments for high-risk processing (such as large-scale processing of special category data or criminal offence data); (d) implement appropriate technical and organisational measures to ensure a level of security appropriate to the risk; (e) provide data subjects with a clear and comprehensive privacy notice before collecting their personal data; (f) ensure that any staff who process Client personal data are subject to appropriate confidentiality obligations; (g) respond to data subject rights requests within the timeframes required by applicable law; (h) report data breaches to the relevant supervisory authority and to affected data subjects within the timeframes required by applicable law (typically within seventy-two (72) hours of becoming aware of the breach); and (i) cooperate with the Platform in responding to data subject rights requests that relate to data processed through the Platform.

107A.2 Where you transfer Client personal data outside the jurisdiction in which it was collected (for example, in cross-border matters), you must ensure that appropriate cross-border data transfer safeguards are in place in compliance with applicable data protection law. The Platform does not provide data transfer mechanisms for Lawyer-to-Lawyer or Lawyer-to-third-party data transfers, and you are responsible for ensuring the legality of any such transfers.

108A. Data Security: Minimum Standards

108A.1 You must implement the following minimum data security standards: (a) encryption of data in transit (TLS 1.2 or higher); (b) encryption of data at rest on all devices; (c) multi-factor authentication on all systems containing Client data; (d) access controls limiting access to Client data on a need-to-know basis; (e) regular password rotation; (f) anti-malware protection on all devices; (g) regular software updates and security patches; (h) regular encrypted backups stored separately from primary systems; (i) endpoint protection on all devices used to access the Platform; and (j) secure destruction of Client data when no longer required.

108B. Document Security and Encryption Standards

108B.1 You must implement the following minimum document security standards when using the Platform: (a) encryption of all documents in transit (TLS 1.2 or higher) and at rest (AES-256 or equivalent); (b) multi-factor authentication on all systems containing Client data; (c) access controls limiting access to Client documents on a need-to-know basis; (d) regular password rotation; (e) anti-malware protection on all devices; (f) regular software updates and security patches; (g) regular encrypted backups; (h) endpoint protection; (i) secure destruction when no longer required; and (j) scanning all documents for malware before uploading to the Platform.

108B.2 Where the Platform's video consultation tool includes a screen-sharing feature, you must ensure that confidential material relating to other clients is not visible on your screen during screen sharing.

109A. Platform Confidentiality

109A.1 Confidential information relating to the Platform's business (including its technology, algorithms, pricing structure, commercial terms, business plans, Client data, Lawyer data, and internal processes) is confidential to the Platform. You must not disclose, use, or exploit Platform confidential information for any purpose other than the performance of your obligations under these Terms, except: (a) where disclosure is required by law or court order; (b) where the information is already in the public domain through no fault of yours; or (c) where the Platform gives prior written consent.

110A. Platform's Data Collection on Client Matters

110A.1 The Platform collects and processes the following data in connection with your use of the Platform: (a) account registration data; (b) profile content; (c) Scoping Call recordings and AI Scope Scripts; (d) Milestone Proposals and Client approvals; (e) communications through the Platform messaging system; (f) documents uploaded to the Platform's workspace; (g) payment and transaction data; (h) compliance checklist data; (i) audit log data; (j) usage analytics; and (k) support and complaint communications. The Platform processes this data as an independent controller in accordance with its Privacy Notice.

110B. Platform Data Collection on Client Matters

110B.1 The Platform collects and processes the following data in connection with Client matters: (a) account registration data; (b) profile content; (c) Scoping Call recordings and AI Scope Scripts; (d) Milestone Proposals and Client approvals; (e) communications through the Platform messaging system; (f) documents uploaded to the document workspace; (g) payment and transaction data; (h) compliance checklist data; (i) audit log data; (j) usage analytics; and (k) support and complaint communications. The Platform processes this data as an independent controller in accordance with its Privacy Notice.

113A. Immutable Audit Log

113A.1 The Platform maintains an immutable audit log of Platform transactions, communications, and compliance events for a period of seven (7) years from matter closure. The audit log records: (a) Scoping Call events (scheduling, recording, AI Scope Script generation); (b) Milestone Proposal events (submission, revision, Client approval); (c) payment events (Client payment, Held Funds release, Platform Fee charges); (d) communication events (messages sent and received through the Platform); (e) document events (upload, download, sharing, deletion); (f) compliance events (checklist completion, evidence requests, audit responses); (g) dispute events (dispute raised, communications, resolution); and (h) account events (registration, verification, suspension, termination).

113A.2 The audit log is a Platform record maintained for the Platform's operational and compliance purposes. You must not: (a) rely on the Platform's audit log as a substitute for your own file management, record keeping, and document retention obligations under the Applicable Regulatory Requirements; (b) represent to any Regulatory Authority that the Platform's audit log constitutes your own compliance records; or (c) assume that the audit log will contain all information your Regulatory Authority may require in an inspection. You must maintain your own independent records.

PART Q FILE SHARING AND DOCUMENT EXCHANGE

114. Document Workspace

114.1 The Platform provides a secure document workspace for sharing documents between Lawyers and Clients during engagements. You must use the Platform's document workspace for all document exchanges relating to matters conducted through the Platform. The document workspace provides: (a) secure upload and download with encryption in transit and at rest; (b) version control and document history; (c) access controls and permissions management; (d) audit logging of all document events (upload, download, view, delete); and (e) segregation between different Client matters.

115. Shared Zone and Private Zone

115.1 In multi-Lawyer matters (including referrals and co-counsel arrangements), the document workspace provides two zones: (a) the Shared Zone, which is accessible to the Client and all Lawyers working on the matter; and (b) the Private Zone, which is accessible only to the individual Lawyer and is not visible to the Client or other Lawyers. You must use the Private Zone for: work product and drafts that are not ready for Client review; privileged legal analysis; internal notes and research; and any other material that should not be disclosed to the Client or other Lawyers at that stage. You must use the Shared Zone for: final deliverables; documents for Client review or signature; correspondence; and any other material intended for the Client.

116. Security of Shared Documents

116.1 Before uploading any document to the Platform, you must: (a) scan the document for malware, viruses, and other malicious code using up-to-date anti-malware software; (b) ensure the document does not contain hidden metadata, tracked changes, or comments that should not be shared with the Client or other parties; (c) ensure the document is correctly addressed and intended for the correct matter (do not upload one Client's documents to another Client's workspace); and (d) ensure the document is in a format accessible to the recipient.

117. Document Retention

117.1 You must retain Client files for the period required by the Applicable Regulatory Requirements of your jurisdiction. Retention periods vary significantly between jurisdictions and practice areas but are typically between six and fifteen years. The Platform's document workspace is provided as a collaboration tool during the engagement. It is not a long-term archival solution. You must maintain your own independent copies of all Client files in compliance with your jurisdictional retention requirements. The Platform retains documents in the workspace for a period after matter closure but may delete them after the retention period published on the Platform.

118. Pre-Conditions and Document Security Standards

118.1 When receiving documents from Clients through the Platform, you must: (a) verify the source of the document; (b) scan for malware before opening; (c) store securely in compliance with applicable data protection law; and (d) not share the document with any person who is not authorised to receive it. You must implement encryption (AES-256 or equivalent) for all Client documents stored on your systems, multi-factor authentication for access to document management systems, and access controls limiting access on a need-to-know basis.

PART R COMPLIANCE AUDIT AND READINESS

119. Platform Audit Rights

119.1 The Platform reserves the right to audit your compliance with these Terms at any time. An audit may include requesting evidence of: (a) your current Practising Credential; (b) your Professional Indemnity Insurance; (c) your AML compliance framework (including your firm-wide risk assessment, CDD procedures, sanctions screening records, and training records); (d) your client trust account records and reconciliations; (e) your complaints register; (f) your CPD records; (g) your conflict management system; (h) your data protection compliance framework; (i) your AI tool register and AI use records; (j) your technology infrastructure; and (k) any other matter relevant to your obligations under these Terms.

120. Audit Process

120.1 You must cooperate with Platform audit requests within fourteen (14) days. Cooperation includes providing requested documents, responding to written questions, and (where reasonably requested) participating in a video call with the Platform's compliance team. Failure to cooperate with an audit request within fourteen (14) days is grounds for immediate suspension of your account.

121. Audit Findings and Rectification

121.1 If an audit identifies non-compliance with any provision of these Terms, the Platform will notify you in writing of the findings and the required rectification. You must: (a) rectify the non-compliance within the period specified by the Platform (which will be reasonable in the circumstances, but not exceeding thirty (30) days for serious non-compliance); (b) provide evidence of rectification to the Platform; and (c) implement measures to prevent recurrence. Failure to rectify within the specified period may result in suspension or termination of your account.

122. Regulatory Inspection Notification

122.1 Where you are subject to a regulatory inspection, investigation, or audit by your Regulatory Authority, you must notify the Platform within seven (7) days of: (a) receiving notice of the inspection or investigation; (b) the outcome of the inspection or investigation; (c) any findings of non-compliance; (d) any disciplinary action, sanction, condition, or restriction imposed; and (e) any remedial action required. The Platform may take account of regulatory inspection outcomes in determining your continued listing on the Platform.

123. Annual Compliance Self-Assessment

123.1 On each anniversary of your registration, you must complete the Platform's Annual Compliance Self-Assessment, confirming: (a) Practising Credential current and unrestricted (or restrictions disclosed); (b) Professional Indemnity Insurance in force and adequate; (c) no pending disciplinary complaints or investigations (or disclosed); (d) AML compliance framework in place and up to date; (e) CPD requirements met; (f) complaints register maintained and up to date; (g) all registration information accurate and current; (h) no material changes to your practice structure, regulatory status, or insurance since the last assessment (or changes disclosed); (i) succession arrangements in place (for sole practitioners); (j) technology and security infrastructure meeting minimum standards; and (k) AI tool register maintained and current.

124. Cooperation with Regulatory Authorities

124.1 The Platform may share compliance information with Regulatory Authorities in any jurisdiction: (a) where required by law or court order; (b) where the Platform has reasonable concerns about a Lawyer's conduct, qualification status, or compliance; (c) where the Regulatory Authority requests information in the exercise of its statutory or regulatory powers; or (d) where sharing is necessary to protect Clients or the public. You consent to the Platform sharing compliance information with Regulatory Authorities and waive any claim against the Platform arising from such disclosure.

124A. Regulatory Inspection Outcomes

124A.1 Where a Regulatory Authority inspection or investigation results in any adverse finding, condition, restriction, sanction, fine, reprimand, or other regulatory action, you must: (a) notify the Platform within seven (7) days of receiving the outcome; (b) provide the Platform with a copy of the findings (redacting any Client-confidential information); (c) explain the steps you are taking to rectify the issues; and (d) comply with any additional conditions the Platform may impose (including increased audit frequency, restrictions on the types of matters you may accept, or temporary suspension pending rectification).

124B. Risk-Based Audit Cycle

124B.1 The Platform operates a risk-based audit cycle. Not all Lawyers will be audited with the same frequency. The frequency and depth of audit is determined by risk factors including: (a) the practice areas listed on the Lawyer's profile; (b) the value and volume of matters handled; (c) whether the Lawyer handles Client Money; (d) the jurisdictions in which the Lawyer is qualified; (e) any previous audit findings or non-compliance; (f) any Client complaints or feedback; (g) any unusual engagement patterns detected by the Platform's monitoring systems; and (h) the time elapsed since the last audit. Higher-risk Lawyers may be audited more frequently.

124C. Audit Cooperation and Non-Cooperation

124C.1 The Lawyer must respond to all audit requests honestly, completely, and within the specified timeframe. Providing false, incomplete, or misleading information in response to an audit request is a material breach of these Terms and may result in immediate termination and referral to the Regulatory Authority. Persistent failure to cooperate with audit requests (including failure to respond within the specified timeframe on two or more occasions) is grounds for permanent termination.

PART S TECHNOLOGY AND SOFTWARE INFRASTRUCTURE

125. Minimum Technology Standards

125.1 You must maintain adequate technology infrastructure for the practice of law through the Platform. Minimum standards include: (a) case and practice management capability (whether through dedicated software or the Platform's tools); (b) secure communication systems (encrypted email or the Platform's messaging system); (c) document management and secure storage with encryption at rest; (d) conflict checking capability (whether through dedicated software or the Platform's tools); (e) cyber security measures including multi-factor authentication on all systems containing Client data, encryption of data in transit (TLS 1.2 or higher) and at rest (AES-256 or equivalent), regular software updates and security patches, anti-malware protection, regular encrypted backups stored separately from primary systems, and endpoint protection on all devices; (f) a data protection compliance framework including privacy notices, data subject rights procedures, and a breach response plan; (g) an information security policy; and (h) document retention and secure destruction procedures.

126. Technology Competence

126.1 You must maintain competence in the technology you use to deliver legal services, including: (a) the Platform's features and tools; (b) secure communication practices; (c) data storage and document management; (d) electronic filing systems (where applicable); (e) video conferencing; and (f) any AI tools you use in your practice. You must complete training on new Platform features as they are released and must ensure that all staff who use the Platform on your behalf are adequately trained.

127. Additional Technology Standards by Practice Model

127.1 Sole practitioners must additionally maintain: (a) secure password management with emergency access procedures (so that a designated person can access Client files in the event of your incapacity or death); (b) external peer review arrangements (or use of the Platform's Peer Review Network); (c) an independent complaints handler (if required by the Applicable Regulatory Requirements); (d) a practice continuity plan (covering incapacity, death, and cessation of practice); and (e) cloud-based case management or equivalent remote access capability to enable emergency access to Client files.

128. Technology Warranties and Indemnity

128.1 You warrant that the minimum technology infrastructure described in this Part S is or will be in place before you provide services to Clients through the Platform. You indemnify the Platform Indemnified Parties against all losses arising from your failure to maintain adequate technology infrastructure, including losses arising from data breaches, cyber attacks, data loss, or system failures attributable to inadequate technology.

128A. Incident Response

128A.1 You must have an incident response plan covering: (a) detection and identification of security incidents (including data breaches, cyber attacks, and system failures); (b) containment and mitigation; (c) notification of affected Clients, the Regulatory Authority, and the applicable data protection supervisory authority within the timeframes required by law; (d) notification of the Platform within twenty-four (24) hours of becoming aware of any incident that may affect Client data held on or accessed through the Platform; (e) investigation and root cause analysis; and (f) remediation and measures to prevent recurrence.

128B. Finance and Funding

128B.1 You must maintain adequate financial resources to meet your professional obligations at all times. The Platform does not assess or monitor your financial position. If you experience financial difficulty that may affect your ability to maintain Professional Indemnity Insurance, client trust account obligations, or the delivery of services to Clients, you must: (a) seek independent professional advice; (b) notify the Regulatory Authority as required; (c) consider whether it is appropriate to continue accepting new matters; and (d) notify the Platform if you are unable to meet your obligations under these Terms.

PART T INDEMNITY AND LIABILITY

129. Comprehensive Services Indemnity

129.1 You acknowledge that the Platform is a technology marketplace. You are solely and exclusively responsible for every aspect of every legal service you provide. You shall indemnify, defend, and hold harmless the Platform Indemnified Parties from and against any and all claims, demands, damages, losses, liabilities, judgments, settlements, fines, penalties, costs, and expenses (including reasonable legal fees) arising from or connected with:

(a) Any legal service you provide or fail to provide, including any act, omission, error, delay, negligence, recklessness, or wilful misconduct.

(b) Any professional negligence, malpractice, or breach of standard of care.

(c) Any breach of fiduciary duty.

(d) Any violation of Applicable Regulatory Requirements.

(e) Any fee dispute.

(f) Any failure to maintain or any mishandling of Client trust accounts or Client funds.

(g) Any breach of these Lawyer Terms, including qualification warranties.

(h) Any inaccuracy, misrepresentation, or misleading statement in your profile or communications.

(i) Any failure to maintain PII where required.

(j) Any disciplinary complaint, investigation, proceeding, sanction, suspension, or disbarment.

(k) Any regulatory investigation directed at the Platform arising from your conduct.

(l) Any tax liability.

(m) Any claim by any third party arising from your legal services.

(n) Any claim arising from practising outside your qualification scope.

(o) Any misrepresentation or falsification of qualifications.

(p) The cost of notifying and transitioning affected Clients.

129.2 This indemnity is: (a) uncapped - there is no monetary limit; (b) a primary obligation - you must indemnify without requiring the Platform to first seek recovery elsewhere; (c) not reduced by insurance proceeds; (d) enforceable by any Platform Indemnified Party; and (e) governed by the laws of England and Wales.

129.3 This indemnity survives the termination of these Lawyer Terms indefinitely.

129A. Indemnification Procedures

129A.1 If the Platform receives notice of a claim, demand, or proceeding to which the indemnity in clause 129 applies: (a) the Platform will notify you in writing within a reasonable time; (b) you must, at your own cost, assume the defence of the claim using legal counsel reasonably acceptable to the Platform; (c) the Platform may, at its own cost, participate in the defence through its own counsel; (d) you must not settle any claim without the Platform's prior written consent (which must not be unreasonably withheld); (e) you must cooperate with the Platform in the defence of the claim; and (f) you must keep the Platform informed of the progress of the claim.

129B. Indemnification Procedures

129B.1 If the Platform receives notice of a claim, demand, or proceeding to which the indemnity in clause 129 applies: (a) the Platform will notify you in writing within a reasonable time; (b) you must, at your own cost, assume the defence of the claim using legal counsel reasonably acceptable to the Platform; (c) the Platform may, at its own cost, participate in the defence through its own counsel; (d) you must not settle any claim without the Platform's prior written consent (which must not be unreasonably withheld); (e) you must cooperate with the Platform in the defence of the claim; and (f) you must keep the Platform informed of the progress of the claim.

129B.2 If you fail to assume the defence of a claim within thirty (30) days of notice, the Platform may assume the defence at your cost, and you agree to reimburse all reasonable costs incurred by the Platform in defending the claim.

129C. Scope of Indemnity: Detailed Categories

129C.1 Without limiting clause 129, the Lawyer's indemnity extends to all losses arising from or in connection with any of the following: (a) the Lawyer's provision of legal advice or legal services to any Client, including advice that is incorrect, incomplete, misleading, or negligent; (b) the Lawyer's failure to provide legal advice or legal services to the required standard, including failure to meet deadlines, limitation periods, or court orders; (c) the Lawyer's breach of the duty of confidentiality owed to any Client; (d) the Lawyer's breach of the rules on Client Money, trust accounts, or the handling of funds; (e) the Lawyer's use of any Platform tool, workflow, or process, including the matching algorithm, scheduling system, Scoping Call recording and AI transcription service, milestone payment system, document workspace, and any other Platform feature; (f) the Lawyer's use of AI tools in the delivery of legal services, including any reliance on AI-generated outputs without adequate professional review; (g) the Lawyer's failure to comply with the Applicable Regulatory Requirements of any jurisdiction in which they practise; (h) any inaccuracy, misrepresentation, or misleading statement in the Lawyer's profile, advertising, or communications; (i) the Lawyer's failure to maintain adequate Professional Indemnity Insurance; (j) any tax liability, penalty, or assessment arising from the Lawyer's failure to account for taxes properly; (k) any disciplinary proceedings, regulatory investigation, or regulatory sanction arising from the Lawyer's conduct; (l) any claim by a third party arising from the Lawyer's conduct of a Client's matter; (m) any data breach, cyber incident, or data protection violation attributable to the Lawyer; (n) any misrepresentation or falsification of qualifications, credentials, or regulatory status; (o) the Lawyer's failure to comply with anti-money laundering or sanctions requirements; (p) any intellectual property infringement by the Lawyer; (q) any claim arising from the Lawyer's templates sold through the Template Marketplace; and (r) any other breach of these Terms.

129C.2 The Lawyer's indemnity is a primary obligation. The Platform need not exhaust any remedy against the Client, any third party, or any insurer before claiming under the indemnity. The Lawyer must pay indemnified amounts on demand.

129C.3 The Lawyer is not required to indemnify the Platform to the extent that a court of competent jurisdiction finally determines that the loss was caused solely and directly by the Platform's own gross negligence or wilful misconduct.

130. Specific Indemnity for Qualification Misrepresentation

130.1 Without limiting the general indemnity, you specifically indemnify the Platform Indemnified Parties from all claims arising from: (a) breach of qualification warranties; (b) practising while unqualified or suspended; (c) claiming qualification in a jurisdiction where not admitted; (d) failure to disclose disciplinary history; (e) cost of notifying and transitioning affected Clients; and (f) any claim that your services constituted the unauthorised practice of law.

130.2 This specific indemnity is uncapped and survives termination indefinitely.

130A. Qualification Misrepresentation: Specific Indemnity

130A.1 Without limiting clause 129, where a Lawyer has misrepresented, falsified, or exaggerated their qualifications, regulatory status, jurisdiction of qualification, specialisation, or expertise, the Lawyer must indemnify the Platform Indemnified Parties against: (a) all claims by Clients who instructed the Lawyer in reliance on the misrepresented qualifications; (b) all regulatory fines, penalties, and costs arising from the Platform listing an unqualified or misqualified person; (c) all costs of investigating the misrepresentation, including forensic costs, legal costs, and regulatory liaison costs; (d) all reputational damage to the Platform (assessed by reference to reasonable marketing and remediation costs); (e) all costs of notifying affected Clients, Regulatory Authorities, and law enforcement; and (f) all costs of implementing enhanced verification procedures necessitated by the incident. This indemnity is unlimited and survives the termination of these Terms indefinitely.

131. Platform Disclaimers

131.1 The Platform provides its services on an "as is" and "as available" basis. The Platform disclaims all warranties, express, implied, or statutory.

131.2 The Platform is not liable for: (a) your acts, omissions, negligence, or misconduct; (b) quality or outcome of legal services; (c) Legal Fees; (d) any loss from the Lawyer-Client relationship; (e) any violation of Applicable Regulatory Requirements; (f) any failure to maintain insurance or trust accounts; (g) any disciplinary action; or (h) any document or work product you prepare.

131A. Platform Disclaimers: Comprehensive

131A.1 The Platform provides its services on an "as is" and "as available" basis. To the maximum extent permitted by applicable law, the Platform excludes all warranties, representations, conditions, and terms (whether express or implied, statutory or otherwise), including implied warranties of merchantability, fitness for a particular purpose, title, non-infringement, accuracy, reliability, completeness, timeliness, and quality.

131A.2 Without limiting clause 131A.1, the Platform does not warrant or represent that: (a) the Platform will be available at all times, uninterrupted, secure, or error-free; (b) defects will be corrected within any particular timeframe; (c) the information on the Platform is accurate, complete, current, or reliable; (d) any particular number of Clients will be matched with the Lawyer; (e) the quality or volume of Client matters will meet the Lawyer's expectations; (f) the Platform's AI features (including the AI Scope Script, matching algorithm, and AI Scoping Engine) will produce accurate, complete, or reliable outputs; (g) the Platform's security measures will prevent all unauthorised access, data breaches, or cyber attacks; (h) the Platform's Compliance Tools, screening tools, or checklists will ensure regulatory compliance; or (i) the Platform's technology will be compatible with the Lawyer's systems at all times.

132. Aggregate Liability Cap

132.1 The Platform's maximum total cumulative liability to you for all claims shall not exceed the total Lawyer-Side Platform Fees actually paid by you in the thirty (30) days preceding the event, or one hundred pounds (£100), whichever is greater. Legal Fees are excluded from this calculation.

132A. Liability Cap

132A.1 The liability cap in clause 132 applies to the Platform's aggregate liability across all claims of any kind arising from or in connection with these Terms, including claims in contract, tort (including negligence), breach of statutory duty, or otherwise. The cap does not apply to: (a) liability for death or personal injury caused by the Platform's negligence; (b) liability for fraud or fraudulent misrepresentation by the Platform; (c) liability that cannot be excluded or limited by applicable law; or (d) the Platform's obligations to process refunds of Held Funds in accordance with these Terms.

132B. Liability Cap

132B.1 The liability cap in clause 132 applies to the Platform's aggregate liability across all claims of any kind, including claims in contract, tort (including negligence), breach of statutory duty, or otherwise. The cap does not apply to: (a) liability for death or personal injury caused by the Platform's negligence; (b) liability for fraud or fraudulent misrepresentation; (c) liability that cannot be excluded or limited by applicable law; or (d) the Platform's obligations to process refunds of Held Funds.

133. Exclusion of Consequential Damages

133.1 To the maximum extent permitted by applicable law, the Platform shall not be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages of any kind, including (without limitation) damages for lost profits, lost revenue, lost clients, loss of business opportunity, loss of data, loss of goodwill, business interruption, or any other commercial losses, whether arising in contract, tort (including negligence), breach of statutory duty, or otherwise, even if the Platform has been advised of the possibility of such damages. This exclusion applies regardless of the theory of liability and regardless of whether the damages were foreseeable.

133A. Limitation of Platform's Liability: Comprehensive

133A.1 The Platform does not exclude or limit liability for: (a) death or personal injury caused by the Platform's negligence; (b) fraud or fraudulent misrepresentation; or (c) any other liability that cannot be excluded or limited by applicable law.

133A.2 Subject to clause 133A.1, the Platform's total aggregate liability to the Lawyer for all claims of any kind arising from or in connection with these Terms (whether in contract, tort including negligence, breach of statutory duty, misrepresentation, restitution, or otherwise) is limited to the greater of: (a) the total Platform Fees paid by the Lawyer in the thirty (30) days immediately preceding the first event giving rise to the claim; or (b) one hundred pounds sterling (£100).

133A.3 Subject to clause 133A.1, the Platform is not liable for: (a) the quality, accuracy, completeness, legality, or fitness for purpose of any legal services provided by any Lawyer; (b) the outcome of any Client matter; (c) any act, omission, negligence, fraud, or misconduct of any Lawyer; (d) any loss arising from the Lawyer's reliance on the Platform's AI features, tools, templates, checklists, or guidance without independent professional verification; (e) any loss arising from the unavailability of the Platform or any feature; (f) any loss arising from a data breach, cyber attack, or security incident by a third-party bad faith actor; (g) any loss arising from the actions of any Client, third party, Regulatory Authority, court, or government body; (h) any loss of profits, revenue, business, contracts, anticipated savings, data, goodwill, or opportunity (whether direct or indirect); (i) any indirect, incidental, consequential, special, exemplary, or punitive damages; (j) any regulatory fine, penalty, or sanction imposed on the Lawyer; or (k) any loss arising from changes to applicable law, regulation, or professional conduct rules after the date of these Terms.

134. No Class Actions

134.1 Any dispute between the Lawyer and the Platform arising from or in connection with these Terms must be brought on an individual basis only. The Lawyer waives any right to participate in, commence, or be a party to any class action, collective action, representative action, consolidated action, or multi-party proceeding against the Platform. The Lawyer may not bring, join, or participate in any class arbitration. This clause does not affect the Lawyer's rights to bring individual court proceedings or to file individual complaints with a Regulatory Authority.

134A. No Class Actions

134A.1 Any dispute between the Lawyer and the Platform arising from or in connection with these Terms must be brought on an individual basis only. The Lawyer waives any right to participate in, commence, or be a party to any class action, collective action, representative action, consolidated action, group litigation order, or multi-party proceeding against the Platform. The Lawyer may not bring, join, or participate in any class arbitration. This clause does not affect the Lawyer's rights to bring individual court proceedings or to file individual complaints with a Regulatory Authority. If any court or tribunal determines that this waiver is unenforceable, the class action provisions of the relevant jurisdiction's procedural rules shall apply, but the Lawyer agrees that any class-wide relief shall be limited to injunctive or declaratory relief and shall not include monetary damages.

135. Statute of Limitations

135.1 Any claim by the Lawyer against the Platform arising from or in connection with these Terms must be commenced within one (1) year after the date on which the Lawyer first became aware (or ought reasonably to have become aware) of the facts giving rise to the claim. Any claim not commenced within this period is permanently barred. This limitation period applies to all claims, whether in contract, tort (including negligence), breach of statutory duty, or otherwise. This clause does not affect the limitation period applicable to any claim by a Client against the Lawyer, which is governed by the laws of the Delivery Jurisdiction.

135A. Statute of Limitations

135A.1 Any claim by the Lawyer against the Platform arising from or in connection with these Terms must be commenced within one (1) year after the date on which the Lawyer first became aware (or ought reasonably to have become aware) of the facts giving rise to the claim. Any claim not commenced within this period is permanently barred. This limitation period applies to all claims, whether in contract, tort (including negligence), breach of statutory duty, or otherwise. This clause does not apply to claims that cannot be time-barred under applicable law, and does not affect the limitation period applicable to any claim by a Client against the Lawyer, which is governed by the laws of the Delivery Jurisdiction.

136. Notice and Cure

136.1 Before filing any claim against the Platform (except injunctive relief), you must provide written notice and allow sixty (60) days for resolution.

137. AI Agent, Cyber Fraud, and Bad Faith Actor Protection

137.1 Any person accessing the Platform by means of an unauthorised AI agent, automated bot, or non-human process shall jointly and severally indemnify the Platform Indemnified Parties, all Lawyers, and all Clients. This indemnity is unlimited.

137.2 The Platform shall not bear liability for: (a) cyber fraud, hacking, phishing, or ransomware; (b) AI-generated fraud or identity theft; (c) deepfake or synthetic identity fraud; (d) unauthorised AI agent transactions; (e) manipulation of Platform systems; (f) data breach by bad faith actors; or (g) any illegal activity in bad faith.

138. Insurance Requirements

138.1 You must maintain PII as required by your jurisdiction. Where your jurisdiction does not require PII, you must disclose this to each Client. The Platform strongly encourages all Lawyers to carry adequate PII.

138.2 If you cease practising, you should maintain run-off PII for the period required by your jurisdiction.

139. Claims Notification

139.1 You must notify the Platform in writing within fourteen (14) days of becoming aware of any claim or threatened claim, any regulatory complaint, or any circumstance that may give rise to a claim, arising from work obtained through the Platform.

139A. Claims Notification Procedure

139A.1 If any claim, demand, action, proceeding, or investigation is made or commenced against the Lawyer that may give rise to a claim under the indemnity in clause 129, the Lawyer must: (a) notify the Platform in writing within fourteen (14) days of becoming aware of the claim; (b) provide the Platform with all relevant information and documents; (c) not make any admission of liability without the Platform's prior written consent; (d) cooperate fully with the Platform in the defence or settlement of the claim; and (e) keep the Platform informed of the progress of the claim.

139A.2 If the Platform receives notice of a claim to which the indemnity applies, the Platform may: (a) require the Lawyer to assume the defence at the Lawyer's own cost using counsel reasonably acceptable to the Platform; (b) participate in the defence through its own counsel at its own cost; (c) require the Lawyer not to settle without the Platform's prior written consent (not to be unreasonably withheld); and (d) if the Lawyer fails to assume the defence within thirty (30) days, assume the defence at the Lawyer's cost.

139B. Insurance Requirements: Comprehensive

139B.1 You must maintain Professional Indemnity Insurance that: (a) covers professional negligence and breach of duty; (b) covers loss of documents and data; (c) covers work performed with AI assistance; (d) provides at least the minimum coverage level required by the Applicable Regulatory Requirements of your jurisdiction; (e) is underwritten by a reputable insurer authorised or regulated in a recognised jurisdiction; (f) is maintained continuously throughout your registration on the Platform and for a run-off period of at least six (6) years after your registration ends (or such longer period as required by the Applicable Regulatory Requirements); and (g) does not contain exclusions that would leave material categories of your work through the Platform uninsured.

139B.2 Where you do not hold Professional Indemnity Insurance (because your jurisdiction does not require it, or because your category of legal professional is exempt), you must: (a) clearly disclose this to each Client before the engagement begins, in the Engagement Letter and in the Milestone Proposal; (b) ensure the Client understands the implications (including that if you are negligent, the Client may have no insurance fund to claim against); (c) maintain a prominent disclosure on your Platform profile; and (d) consider whether it would be prudent to obtain voluntary PII.

139B.3 You must notify the Platform within seven (7) days if: (a) your PII is cancelled, not renewed, or lapses; (b) your PII coverage level is reduced below the minimum required; (c) a claim is made or notified under your PII policy in connection with a matter conducted through the Platform; (d) your insurer imposes conditions, restrictions, or increased premiums as a result of claims or conduct arising from Platform matters; or (e) you become aware of any circumstance that may give rise to a claim under your PII policy in connection with a Platform matter. Failure to maintain PII (where required) is grounds for immediate suspension of your account.

140. Survival of Indemnities

140.1 All indemnity obligations survive termination indefinitely.

140A. Cyber Fraud

140A.1 The Platform implements commercially reasonable security measures to protect against cyber fraud, but is not an insurer against cyber crime. The following risks are specifically excluded from the Platform's liability: (a) Phishing and social engineering: where a Client or Lawyer is deceived into disclosing login credentials, payment details, or other sensitive information by a fraudulent communication that appears to originate from the Platform; (b) Business email compromise: where a bad faith actor intercepts or spoofs email communications between a Client and a Lawyer to redirect payments to a fraudulent account; (c) Ransomware: where a Client's or Lawyer's systems are encrypted by ransomware and data is lost or compromised; (d) AI-generated fraud: where a bad faith actor uses AI to generate deepfake video, audio, or documents to impersonate a Client, Lawyer, or Platform representative; (e) Man-in-the-middle attacks: where a bad faith actor intercepts communications between a Client and a Lawyer in transit; and (f) Credential stuffing and brute force attacks: where a bad faith actor obtains access to a Client's or Lawyer's account through automated password-guessing attacks.

140A.2 You are responsible for implementing reasonable security measures to protect your own account and your Clients' information. The Platform provides guidance on security best practices but is not responsible for your compliance.

140B. Cyber Fraud

140B.1 The following risks are specifically excluded from the Platform's liability: (a) phishing and social engineering attacks; (b) business email compromise; (c) ransomware attacks; (d) AI-generated fraud (deepfake video, audio, or documents); (e) man-in-the-middle attacks; (f) credential stuffing and brute force attacks; (g) malicious code uploaded by any user; and (h) any other form of cyber attack by a bad faith actor. You are responsible for implementing reasonable security measures to protect your own account and your Clients' information.

140C. Insurance Requirements

140C.1 You must maintain Professional Indemnity Insurance in compliance with the requirements of your jurisdiction. Your PII must cover: (a) professional negligence; (b) breach of duty; (c) loss of documents; (d) AI-assisted work (see clause 91D); and (e) such other risks as are required by the Applicable Regulatory Requirements. Where your jurisdiction requires you to carry a minimum level of PII, you must maintain at least that minimum at all times.

140C.2 Where your jurisdiction does not require PII (or where you are a category of legal professional that is exempt from mandatory PII requirements), you must: (a) disclose this to each Client before the engagement begins; (b) ensure the Client understands the implications of your not carrying PII; and (c) maintain a record of this disclosure.

140C.3 You must provide details of your PII to the Platform upon request as part of the Platform's audit cycle, including insurer name, policy number, coverage amount, and expiry date. The Platform does not verify PII details and does not guarantee the accuracy or currency of any insurance information displayed on profiles.

140D. AI Agent, Cyber Fraud, and Bad Faith Actor Protection

140D.1 Any person who accesses or transacts through the Platform by means of an AI agent, automated bot, or any non-human automated process without authorisation, and any Deployer or Beneficial Owner of such agent, shall jointly and severally indemnify the Platform Indemnified Parties, all Lawyers, and all Clients against all claims, damages, losses, and costs arising from such access. This indemnity is unlimited.

PART U VULNERABLE CLIENTS, EQUALITY, DIVERSITY, AND ACCESSIBILITY

141. Vulnerable Client Identification and Support

141.1 You must identify and support Clients who may be vulnerable. A Client may be vulnerable due to: (a) age (very young or elderly); (b) disability (physical, sensory, cognitive, or learning disability); (c) mental health conditions; (d) mental capacity issues; (e) language barriers (where the Client's first language is not the language of the engagement); (f) literacy difficulties; (g) financial hardship or debt; (h) bereavement or grief; (i) domestic abuse or coercive control; (j) immigration status or fear of authorities; (k) substance misuse; (l) homelessness; or (m) any other factor that may affect the Client's ability to understand, instruct, or make decisions about their legal matter.

141.2 Where you identify vulnerability, you must: (a) make reasonable adjustments to the manner and pace of your communication; (b) check the Client's understanding regularly; (c) provide information in accessible formats where necessary; (d) consider whether the Client has capacity to give instructions; (e) consider whether the Client needs an interpreter, intermediary, or support person; (f) document the vulnerability and the adjustments made; and (g) comply with all applicable safeguarding obligations.

142. Mental Capacity

142.1 Where you have reason to believe that a Client may lack mental capacity to give instructions or to make decisions about their legal matter, you must: (a) assess the Client's capacity in accordance with the applicable capacity assessment framework in your jurisdiction (applying the presumption of capacity unless there is evidence to the contrary); (b) if capacity is in doubt, consider whether a valid power of attorney, guardianship order, or equivalent instrument exists; (c) if the Client lacks capacity and no authorised representative exists, consider whether an application to the court for the appointment of a representative is necessary; (d) not take instructions from a person who lacks capacity unless a properly authorised representative is acting on their behalf; and (e) document the capacity assessment and the basis for your conclusion.

143. Equality, Diversity, and Anti-Discrimination

143.1 You must comply with all equality, diversity, and anti-discrimination laws applicable in your jurisdiction. You must not discriminate against any Client or prospective Client on any ground prohibited by the laws of your jurisdiction (which may include age, disability, gender, gender reassignment, marriage or civil partnership, pregnancy and maternity, race, religion or belief, sex, and sexual orientation, and may include additional grounds). You must provide reasonable adjustments for Clients with disabilities where required by law.

144. Language and Communication

144.1 Where a Client has limited proficiency in the language of the engagement, you must: (a) assess whether the language barrier may affect the Client's ability to understand advice and give informed instructions; (b) arrange for an interpreter or translator where necessary (at the Client's cost, with prior disclosure); (c) provide key documents in a language the Client can understand where practicable; (d) check the Client's understanding of advice given; and (e) consider whether the Client would be better served by a Lawyer who speaks their language.

145. Accessibility

145.1 You must make reasonable efforts to ensure your services are accessible to all Clients, including Clients with disabilities. This includes: (a) providing documents in accessible formats on request (such as large print, audio, or screen-reader compatible formats); (b) making reasonable adjustments to communication methods (such as allowing additional time, providing written summaries of verbal advice, or using visual aids); (c) ensuring that any physical meeting space is accessible; and (d) using plain, clear language in all communications.

PART V GENERAL PROVISIONS

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.

146. Term and Termination

146.1 These Terms commence on registration and continue until terminated. Either party may terminate on thirty (30) days' written notice. The Platform may terminate immediately for: (a) breach of any warranty; (b) qualification suspended or withdrawn; (c) Regulatory Authority intervention; (d) PII lapse; (e) criminal proceedings; (f) bankruptcy/insolvency; (g) disrepute; or (h) sanctions concerns.

146.2 On termination, you must: (a) complete or arrange orderly transfer of all active Client matters; (b) return all Client Money; (c) ensure Clients have copies of documents; (d) inform affected Clients; and (e) cooperate with the Platform.

147. Suspension

147.1 The Platform may, in its absolute discretion and without prior notice, suspend your access at any time, including for complaints, non-compliance, qualification concerns, failure to provide evidence, suspected fraud, insurance lapse, or any other circumstance appropriate to protect Clients or the Platform.

148. Force Majeure

148.1 Neither party liable for failure or delay caused by circumstances beyond reasonable control, including acts of God, fire, flood, pandemic, government action, war, terrorism, or IT disruption.

149. Insolvency Events

149.1 Either party may terminate immediately upon an Insolvency Event of the other party. On an Insolvency Event, you must: (a) notify the Platform immediately; (b) ensure Client Money is returned or transferred; (c) ensure client files are transferred; and (d) notify the Regulatory Authority.

150. Run-Off Insurance and Practice Cessation

150.1 If you cease practising, you should maintain run-off PII for the period required by the Applicable Regulatory Requirements. You must notify the Platform within seven (7) days of any decision to cease practice.

151. Notices

151.1 All notices required or permitted under these Terms must be in writing and delivered by email to the registered email address of the recipient. Notices to the Platform must be sent to the contact email address published on the Platform's website. Notices to the Lawyer must be sent to the email address registered on the Lawyer's account. A notice is deemed received: (a) if sent by email, at the time of transmission (provided no delivery failure notification is received); (b) if sent by registered post, on the third Business Day after posting. Either party may update their registered email address by written notice to the other party. The Platform may also give notice through the Platform's notification system, which is deemed received when the notification is displayed on the Lawyer's dashboard.

152. Entire Agreement

152.1 These Terms constitute the entire agreement and supersede all prior agreements. No variation effective unless in writing signed by both parties. Nothing in these Terms shall be construed as the Platform providing legal advice.

153. Severability

153.1 If any provision of these Terms is held by a court or tribunal of competent jurisdiction to be invalid, illegal, or unenforceable in any respect, such invalidity, illegality, or unenforceability shall not affect any other provision of these Terms, and these Terms shall be construed as if the invalid, illegal, or unenforceable provision had never been included. Where a provision is found to be invalid, illegal, or unenforceable, the parties shall negotiate in good faith to agree a replacement provision that, so far as is practicable, achieves the intended commercial result of the original provision.

154. Waiver

154.1 No waiver of any breach of these Terms shall constitute a waiver of any subsequent or continuing breach. No failure or delay by either party in exercising any right, power, or remedy under these Terms shall operate as a waiver of that right, power, or remedy. No single or partial exercise of any right, power, or remedy shall preclude any other or further exercise of that right, power, or remedy or the exercise of any other right, power, or remedy. Any waiver must be in writing and signed by the waiving party to be effective.

155. Service Availability

155.1 The Platform is provided on an "as is" and "as available" basis without guaranteed uptime or performance. The Platform will use commercially reasonable efforts to minimise disruption.

156. Assignment

156.1 You may not assign, transfer, sub-contract, charge, or otherwise dispose of your rights or obligations under these Terms without the Platform's prior written consent. Any purported assignment without consent is void. The Platform may assign, transfer, or novate these Terms (in whole or in part) to any affiliate, successor entity, or any person acquiring all or substantially all of the Platform's business or assets, without the Lawyer's consent. The Platform will notify the Lawyer of any such assignment within a reasonable time.

157. Third Party Rights

157.1 No third party has any right to enforce any term, except that Platform Indemnified Parties may enforce the indemnity provisions.

158. Changes to These Terms

158.1 The Platform may update these Terms from time to time. Changes communicated by email and through the Platform. Updated Terms apply to new transactions only unless required for critical regulatory reasons.

159. These Terms Do Not Constitute Legal Advice

159.1 These Terms are commercial contractual terms. They do not constitute legal advice, regulatory advice, compliance advice, tax advice, or financial advice. The Platform is not a law firm and is not competent to provide legal advice. If in any doubt, obtain independent legal advice.

160. No Fiduciary Duty or Duty of Care

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.

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.

160.1 No fiduciary relationship exists or is created between the Platform and the Lawyer. The Platform owes no fiduciary duty, no duty of loyalty, no duty of care beyond the express obligations in these Terms, and no advisory duty. The Platform is a commercial counterparty.

161. Governing Law and Jurisdiction

161.1 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 professional obligations to Clients are governed by the Applicable Regulatory Requirements of the Delivery Jurisdiction.

162. Cookies, Website Use, and Data Protection Rights

162.1 The Platform uses cookies in accordance with its Cookie Policy. You must comply with the Platform's acceptable use policy. Data protection rights are set out in the Platform's Privacy Notice.

163. Data Backup and Continuity

163.1 The Platform maintains regular encrypted backups. You are responsible for your own file copies.

164. Document Security

164.1 You must maintain appropriate technical security measures on devices used to access the Platform.

165. Contact

165.1 eSolicitors (Esol Corporation Limited), Company number 16927988. Contact details published at www.esolicitors.com.

165A. No Oral Modifications

165A.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, amend, supplement, or modify these Terms. No purported waiver, variation, or modification of these Terms shall be effective unless it is in writing and signed or confirmed by an authorised representative of the Platform.

165A.2 Where the Platform updates these Terms in accordance with clause 158, the updated Terms constitute a written modification. The Lawyer's continued use of the Platform following notification of updated Terms constitutes acceptance of the modification.

165B. Intellectual Property, Copyright, and Content Takedown

165B.1 All intellectual property rights in the Platform (including the website, mobile application, software, source code, algorithms, AI systems, trade marks, logos, branding, design, layout, user interface, and documentation) are and remain the exclusive property of Esol Corporation Limited or its licensors. Nothing in these Terms transfers or assigns any intellectual property rights in the Platform to the Lawyer.

165B.2 The Lawyer retains ownership of all content they create and upload to the Platform (including profile descriptions, articles, templates, and documents). By uploading content, the Lawyer grants the Platform the licence set out in clause 7C.

165B.3 The Lawyer must not upload, publish, or transmit through the Platform any content that infringes any third party's intellectual property rights, including copyright, trade marks, patents, trade secrets, or moral rights. The Lawyer must not reproduce, copy, or distribute any content from the Platform (including other Lawyers' profiles, articles, or templates) without the express permission of the content owner.

165B.4 If any person believes that content on the Platform infringes their intellectual property rights, they may submit a written takedown notice to the Platform at the contact details published on the Platform's website. The takedown notice must include: (a) identification of the copyrighted work or intellectual property claimed to have been infringed; (b) identification of the material on the Platform that is claimed to be infringing, with sufficient detail to enable the Platform to locate it; (c) the complainant's contact information; (d) a statement that the complainant has a good faith belief that use of the material is not authorised by the intellectual property owner; and (e) a statement that the information in the notice is accurate. The Platform will investigate takedown notices and, where it is satisfied that infringement has occurred, will remove or disable access to the infringing material. The Platform will notify the Lawyer whose content has been removed.

165B.5 If a Lawyer believes that their content has been wrongly removed, they may submit a counter-notice to the Platform setting out the reasons why the content is not infringing. The Platform will review the counter-notice and may restore the content if it is satisfied that no infringement exists. The Platform is not an adjudicator of intellectual property disputes and may refer the matter to the parties for resolution through the courts.

165C. Alternative Dispute Resolution and Mediation

165C.1 Before commencing any court proceedings against the Platform arising from or in connection with these Terms (except where urgent injunctive or interim relief is sought), the Lawyer must first: (a) notify the Platform in writing of the dispute, setting out the nature of the dispute and the remedy sought; (b) allow the Platform sixty (60) days to investigate and attempt to resolve the dispute; and (c) if the dispute is not resolved within sixty (60) days, the parties must in good faith attempt to resolve the dispute by mediation before an independent mediator agreed by both parties, or (in the absence of agreement) appointed by an independent mediation body.

165C.2 The mediation shall be conducted in the English language and shall take place in London, England (or by video conference if agreed). Each party shall bear its own costs of the mediation and the parties shall share the mediator's costs equally. Mediation is confidential and without prejudice to the parties' rights in any subsequent proceedings.

165C.3 If the dispute is not resolved by mediation within thirty (30) days of the appointment of the mediator (or such longer period as the parties may agree), either party may commence court proceedings in accordance with the governing law and jurisdiction clause.

165C.4 Nothing in this clause prevents either party from seeking urgent injunctive or interim relief from a court of competent jurisdiction at any time.

165D. Anti-Spam and Unsolicited Communications

165D.1 The Lawyer must not use the Platform to send unsolicited bulk communications, spam, or marketing material to Clients, prospective Clients, or other users of the Platform. The Platform's messaging system is provided for the purpose of legitimate communications relating to Client engagements and the Lawyer's use of the Platform.

165D.2 The Lawyer must not: (a) send bulk messages to multiple Clients who have not engaged the Lawyer's services; (b) send marketing or promotional messages through the Platform's messaging system (except in response to a Client's enquiry); (c) use the Platform to collect email addresses or other contact details for the purpose of sending unsolicited communications outside the Platform; (d) use automated tools to send messages through the Platform; or (e) send messages that are misleading, deceptive, or that misrepresent the nature of the Lawyer's services.

165D.3 Breach of this clause is a material breach of these Terms and may result in immediate suspension or termination of the Lawyer's account.

165E. Government and Public Body Use

165E.1 Where the Lawyer is engaged by a government department, public body, state-owned entity, or intergovernmental organisation, the Lawyer must ensure that: (a) the engagement complies with any applicable procurement rules, transparency requirements, or conflict of interest rules applicable to government contracts in the relevant jurisdiction; (b) the Lawyer discloses to the Platform that the Client is a government or public body; and (c) the Lawyer complies with any additional requirements imposed by the government or public body's terms of engagement.

165E.2 Where a government department, public body, or official accesses the Platform, the Platform's standard Terms apply. The Platform does not offer bespoke terms for government users except under a separate Enterprise Agreement.

165F. Platform Accessibility

165F.1 The Platform is committed to making its technology accessible to users with disabilities. The Platform will use commercially reasonable efforts to comply with recognised accessibility standards (such as the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA or equivalent) in the design, development, and maintenance of its website and mobile application.

165F.2 If any user experiences an accessibility barrier when using the Platform, they may contact the Platform at the contact details published on the Platform's website. The Platform will use reasonable efforts to address accessibility issues and to provide alternative means of access where practicable.

165F.3 The Lawyer must ensure that their own communications with Clients through the Platform (including documents, messages, and video calls) are accessible to Clients with disabilities, including (where practicable) providing documents in accessible formats, using plain language, and making reasonable adjustments to communication methods.

PART W COMPLIANCE WARRANTIES AND CONFIRMATIONS

166. Platform Acknowledgement Warranties

166.1 You acknowledge that eSolicitors is not regulated by, endorsed by, or affiliated with any Regulatory Authority in any jurisdiction, and will not represent otherwise.

166.2 You acknowledge that eSolicitors does not provide legal advice or legal services of any kind.

166A. Regulatory Compliance: Ongoing Warranties

166A.1 By accepting these Terms and at all times while your account is active, you make the following additional ongoing compliance warranties:

166B. Platform Fee and Referral Compliance Warranties

166B.1 By accepting these Terms, you warrant that: (a) you have satisfied yourself that the Platform's fee structure complies with the fee-sharing, referral fee, and fee division rules of your jurisdiction; (b) Platform Fees are treated as business-to-business commercial charges in your tax and regulatory records and are not charged to Clients as disbursements; (c) all referral arrangements (whether with other Lawyers through the Platform or otherwise) are disclosed to the Client as required by the Applicable Regulatory Requirements; (d) no fee, charge, or arrangement with the Platform constitutes or could constitute a prohibited referral fee under the laws of your jurisdiction; and (e) if you are in doubt about any of the above, you have obtained independent legal or regulatory advice.

167. Qualification and Registration Warranties

167.1 You hold a valid Practising Certificate with no restrictive conditions preventing Platform services, and have disclosed any conditions.

167.2 All registration information is and will remain accurate and complete.

167.3 You will notify the Platform within seven (7) days of any change to any registration information.

167A. Ongoing Regulatory Compliance Warranties

167A.1 You warrant on an ongoing basis that: (a) you continue to meet all eligibility requirements in clause 6 at all times; (b) you have not been the subject of any adverse finding, sanction, condition, restriction, fine, reprimand, or other regulatory action by any Regulatory Authority since your last confirmation; (c) you are not currently the subject of any pending investigation, disciplinary proceeding, or complaint by any Regulatory Authority, Client, or third party (or, if you are, you have disclosed this to the Platform); (d) you are not currently subject to any conditions, restrictions, or limitations on your Practising Credential (or, if you are, you have disclosed these to the Platform); (e) all information on your Platform profile is current, accurate, and not misleading; (f) you have not been convicted of a criminal offence (excluding minor traffic offences) since your last confirmation; and (g) there are no circumstances of which you are aware that may adversely affect your ability to comply with these Terms or the Applicable Regulatory Requirements.

167A.2 You warrant that: (a) you maintain all registrations, licences, and authorisations required by the Applicable Regulatory Requirements to provide the legal services listed on your profile; (b) you pay all regulatory fees, practising certificate renewal fees, and professional body subscriptions when due; (c) you comply with all continuing professional development requirements; (d) you cooperate fully with any regulatory inspection, investigation, or inquiry; and (e) you notify the Platform within forty-eight (48) hours of any material change to your regulatory status.

168. Regulatory Compliance Warranties

168.1 You act in compliance with all Applicable Regulatory Requirements at all times.

168.2 You comply with all professional conduct rules, ethical standards, and codes of practice applicable in your jurisdiction.

168A. Platform Fee and Commercial Warranties

168A.1 You warrant that: (a) you have satisfied yourself that the Platform's fee structure complies with the fee-sharing, referral fee, and fee division rules of your jurisdiction; (b) Platform Fees are treated as business-to-business commercial charges in your tax and regulatory records and are not charged to Clients as disbursements; (c) all referral arrangements (whether with other Lawyers through the Platform or otherwise) are disclosed to the Client as required by the Applicable Regulatory Requirements; (d) no fee, charge, or arrangement with the Platform constitutes a prohibited referral fee under the laws of your jurisdiction; (e) you do not pass the cost of Platform Fees on to Clients by inflating your Legal Fees; and (f) if you are in doubt about any of the above, you have obtained independent legal or regulatory advice.

169. Insurance Warranties

169.1 You hold adequate PII covering all Platform services, or you have disclosed to each Client that you do not carry PII.

169.2 You will notify the Platform within seven (7) days of any change to your PII.

169A. Insurance Warranties

169A.1 You warrant that: (a) you maintain Professional Indemnity Insurance in compliance with the minimum requirements of the Applicable Regulatory Requirements of your jurisdiction (or, where PII is not mandatory, you have disclosed this to Clients and the Platform); (b) your PII policy covers all categories of work you perform through the Platform, including AI-assisted work; (c) your PII policy is current and has not lapsed; (d) you have not received notice of cancellation, non-renewal, or material amendment to your PII policy that would reduce coverage below the required minimum; (e) you have notified your insurer of your practice through the Platform; and (f) you will maintain run-off cover for at least six (6) years after cessation of practice (or such longer period as required).

170. AML/KYC Compliance Warranties

170.1 You comply with all AML, sanctions, and financial crime obligations applicable in your jurisdiction.

170.2 Where required by your jurisdiction, you have a firm-wide risk assessment, CDD procedures, sanctions screening, MLRO, and AML training.

170A. AML/KYC Warranties

170A.1 You warrant that: (a) you have conducted a firm-wide AML risk assessment appropriate to your practice through the Platform; (b) you have implemented adequate AML policies, controls, and procedures; (c) you conduct customer due diligence on every Client in accordance with the Applicable Regulatory Requirements; (d) you conduct enhanced due diligence where required; (e) you screen Clients and connected parties against applicable sanctions lists; (f) you maintain AML records for the required retention period; (g) you have appointed a money laundering reporting officer or equivalent where required by the Applicable Regulatory Requirements; (h) all relevant personnel have received adequate AML training within the past thirty (30) days; (i) you do not knowingly accept Client Money that is derived from criminal activity; and (j) you comply with all applicable tipping off provisions.

171. Consumer Protection Warranties

171.1 You comply with all consumer protection obligations applicable in your jurisdiction.

172. Client Money Warranties

172.1 You maintain proper Client Money arrangements in compliance with your jurisdictional rules.

172A. Client Money Warranties

172A.1 You warrant that: (a) if you handle Client Money, you maintain a client trust account (or equivalent) in compliance with the Applicable Regulatory Requirements; (b) you never commingle Client Money with your personal funds or firm operating funds; (c) you maintain complete, accurate, and contemporaneous records of all Client Money transactions; (d) you perform reconciliations at the frequency required by the Applicable Regulatory Requirements (and at least monthly); (e) you promptly deliver to Clients any funds to which they are entitled; (f) you account for interest on Client Money in accordance with the applicable rules; and (g) no deficiency, shortfall, or unexplained discrepancy exists in your client trust account.

173. CPD Warranties

173.1 You meet all CPD requirements of your Regulatory Authority.

174. Dual Qualified Lawyer Warranties

174.1 Where applicable, current Practising Certificates in all claimed jurisdictions, good standing with all Regulatory Authorities, and compliance with all jurisdictional rules.

174A. Annual Compliance Self-Assessment

174A.1 On each anniversary of your registration, you must complete the Platform's Annual Compliance Self-Assessment, confirming: (a) Practising Certificate current and unrestricted (or restrictions disclosed); (b) PII in force and adequate; (c) no pending disciplinary complaints or investigations (or disclosed); (d) AML compliance framework in place and up to date; (e) CPD requirements met; (f) complaints register maintained and up to date; (g) all registration information accurate and current; (h) no material changes to your practice structure, regulatory status, or insurance since the last assessment (or changes disclosed); (i) succession arrangements in place (for sole practitioners); and (j) technology and security infrastructure meeting minimum standards.

175. Freelance and Independent Lawyer Warranties

175.1 Where applicable, individual PII, own AML procedures, Client Money restrictions disclosed, and jurisdiction permits independent practice.

176. Platform Fee and Referral Compliance Warranties

176.1 Platform fees are treated as B2B commercial charges and are not charged to Clients as disbursements. All referral arrangements are disclosed as required by your jurisdiction.

176A. AI Use Warranties

176A.1 You warrant that: (a) AI use is disclosed to Clients before or at the time of delivering AI-assisted work product; (b) all AI outputs are reviewed and verified by a qualified legal professional before use; (c) informed Client consent is obtained for material AI use; (d) the Client's right to refuse AI involvement is respected; (e) you maintain competence in the AI tools you use; (f) your PII covers AI-assisted work; (g) you maintain a register of AI tools used for client work; (h) you do not input client-confidential information into AI tools that use input data for model training; (i) you have reviewed the data processing terms of all AI tools used for client work; and (j) you have completed the Platform's AI Use Declaration.

177. AI Use Disclosure Warranties

177.1 AI use is disclosed to Clients. AI outputs are supervised and verified. Informed Client consent is obtained. AI competence is maintained. PII covers AI-assisted work.

178. Technology Warranties

178.1 Minimum technology infrastructure is or will be in place before providing services through the Platform.

179. Audit Readiness Warranties

179.1 You maintain records sufficient for audit, including AML records, Client Money records, complaints register, CPD records, and supervision records.

180. Platform Documents Warranty

180.1 You accept full professional responsibility for all documents used with Clients, including any Platform Document whether used in original or adapted form.:

(a) You will comply with all directions, guidance, thematic reviews, and practice notes issued by the Regulatory Authority of your Home Jurisdiction that are applicable to your practice, and will implement any required changes within the timeframes specified.

(b) Where your Regulatory Authority requires you to file annual returns, regulatory returns, or practising certificate renewal applications, you will do so on time and in full.

(c) You will pay all practising fees, regulatory levies, and professional body subscriptions when due.

(d) Where your Regulatory Authority requires you to maintain a minimum level of Professional Indemnity Insurance, you will maintain at least that minimum level at all times.

(e) Where your Regulatory Authority requires you to have a designated compliance officer, MLRO, or equivalent role, you have such a person in place and they have sufficient authority and resources to perform the role effectively.

(f) You will comply with all applicable anti-bribery, anti-corruption, and economic crime legislation, and have adequate procedures in place.

(g) You have not been the subject of any adverse finding by any court, tribunal, regulatory body, or ombudsman in respect of professional misconduct, dishonesty, or lack of integrity within the past five (5) years, except as disclosed in writing to the Platform.

(h) You are not aware of any circumstances that are reasonably likely to give rise to a claim against you, a disciplinary complaint, a regulatory investigation, or a criminal prosecution, except as disclosed in writing to the Platform.

180A. Platform Documents Acknowledgement and Warranty

180A.1 You acknowledge and warrant that: (a) Platform Documents are provided for general guidance only and do not constitute legal, regulatory, compliance, or financial advice; (b) you have independently reviewed, verified, and adapted all Platform Documents before using them with Clients; (c) you accept full professional responsibility for all documents used with Clients, including any Platform Document whether used in original or adapted form; (d) the Regulatory Authority of your jurisdiction will hold you (not the Platform) accountable for any deficiency in documentation provided to Clients; (e) Platform Documents may not reflect the most recent regulatory changes in your jurisdiction and you have independently verified currency; and (f) you indemnify the Platform against all losses arising from your use of Platform Documents.

180B. AI Use Disclosure Warranties

180B.1 You warrant that: (a) AI use is disclosed to Clients in accordance with clause 86A and Part M; (b) AI outputs are supervised and verified before use; (c) informed Client consent is obtained for material AI use; (d) the Client's right to refuse AI involvement is respected; (e) AI competence is maintained through training; (f) your PII covers AI-assisted work; (g) you maintain a register of AI tools used for client work; (h) you do not input client-confidential information into AI tools that use input data for model training; (i) you have reviewed the data processing terms of all AI tools used for client work; and (j) you have disclosed your AI practices to the Platform through the AI Use Declaration.

180C. Technology Warranties

180C.1 You warrant that you maintain technology infrastructure meeting the minimum standards in Part S, including: (a) case and practice management capability; (b) secure communication systems with encryption; (c) document management and secure storage; (d) conflict checking systems; (e) cyber security measures including multi-factor authentication, encryption at rest and in transit, regular updates, anti-malware, backups, and endpoint protection; (f) a data protection compliance framework including privacy notices, data subject rights procedures, and breach response plan; (g) an information security policy; (h) document retention and secure destruction procedures; and (i) staff training on data protection and security.

180D. Technology and Infrastructure Warranties

180D.1 You warrant that you maintain or will maintain before providing services through the Platform: (a) case and practice management capability; (b) secure communication systems; (c) document management and secure storage; (d) conflict checking systems; (e) cyber security measures (multi-factor authentication, encryption, backup, endpoint protection, anti-malware); (f) data protection compliance framework (including privacy notices, data subject rights procedures, and breach response plan); (g) information security policy; (h) document retention and secure destruction procedures; and (i) staff training on data protection and security.

180E. Audit Readiness Warranties

180E.1 You warrant that you maintain records sufficient for the Platform's compliance audit and for inspection by the Regulatory Authority of your jurisdiction, including: (a) AML/KYC records (CDD records, sanctions screening records, SAR records where applicable); (b) Client Money records (trust account records, reconciliations, ledgers); (c) complaints register (all complaints received, investigations conducted, outcomes); (d) CPD/CLE records (courses completed, credits earned); (e) supervision records (where you supervise staff); (f) conflict check records (conflict database, outcome records); (g) Engagement Letters and Client Care Letters; (h) billing records and fee agreements; (i) data protection records (privacy notices, data subject requests, breach notifications); and (j) AI tool register (tools used, data processing terms reviewed).

180F. Audit Readiness Warranties

180F.1 You warrant that you maintain records sufficient for the Platform's compliance audit and for inspection by the Regulatory Authority, including: (a) AML/KYC records (CDD records, sanctions screening, SAR records where applicable); (b) Client Money records (trust account records, reconciliations, ledgers); (c) complaints register; (d) CPD/CLE records; (e) supervision records; (f) conflict check records; (g) Engagement Letters and Client Care Letters; (h) billing records and fee agreements; (i) data protection records (privacy notices, data subject requests, breach notifications); (j) AI tool register; and (k) Milestone Proposals and matter files for all Platform matters.