Effective September 8, 2026 · Last updated September 8, 2026

Terms of Service

These Terms of Service (“Terms”) are an agreement between Formata Software Inc. (“Formata,” “we,” “us”) and the law firm or organization accepting them (“Customer,” “you”). They govern access to the Formata legal workflow and limitation-management platform and related services (the “Service”). By creating an account, accepting an invitation, or using the Service, you agree to these Terms and confirm that you have authority to bind your organization.

Important legal-deadline notice: Formata is a workflow tool, not a law firm, and does not provide legal advice. Formata outputs may be incomplete or affected by facts, jurisdiction, court rules, statutory exceptions, amendments, holidays, service rules, or professional judgment. The Customer remains solely responsible for independently reviewing, calculating, verifying, calendaring, and meeting every deadline.

1. Eligibility and firm accounts

The Service is intended for legal professionals and authorized staff acting for a law firm or other professional organization. The Customer is responsible for its users, role assignments, account information, and ensuring access is promptly revoked when no longer required. Users must keep credentials and multi-factor authentication devices secure and immediately report suspected unauthorized access.

2. Permitted use

You may use the Service for your internal professional operations in accordance with these Terms, applicable laws, and professional obligations. You must not probe or circumvent security, access another customer’s data, introduce malicious code, overload the Service, scrape it, resell access without written permission, or use it for unlawful, misleading, or abusive purposes.

3. Customer data and confidentiality

The Customer retains its rights in information submitted to the Service (“Customer Data”). The Customer authorizes Formata to host, process, transmit, back up, and display Customer Data only as reasonably necessary to operate, secure, support, and improve the Service and meet legal obligations. The Customer is responsible for having authority to provide Customer Data, including confidential and personal information. Formata will use reasonable administrative, technical, and physical safeguards and will restrict access to personnel and service providers who require it for authorized purposes.

4. Integrations

Third-party integrations are governed by the third party’s terms and availability. The Customer authorizes data exchanges it enables. Where an integration is identified as inbound-only, Formata may import permitted information but will not change records in the connected source system. Calendar or other integrations may operate differently where clearly disclosed. Formata is not responsible for third-party outages, changes, acts, or omissions.

5. Fees and subscriptions

Fees are based on the agreed firm-size tier, order form, or written offer, plus applicable taxes. Unless otherwise agreed, subscriptions are billed monthly in advance. An introductory two-month-free offer applies only when expressly offered to a founding firm that signs a 12-month contract; it is not a standing month-to-month or general annual discount. Except where law requires otherwise, paid fees are non-refundable.

If a verified payment failure remains unresolved, Formata treats the account as delinquent and sends automated payment notices to the firm owner. The account remains in a payment grace period through day 89. At 90 days past due, Formata suspends access and automated services and queues removal of Formata-managed deadline entries from connected calendars. Suspension does not delete the firm's matters, deadlines, assignments, audit history, or encrypted integration configuration. After Stripe confirms payment, Formata automatically restores access and queues eligible calendar deadlines for restoration.

A non-payment suspension is different from a deliberate account shutdown. A shutdown queues calendar removal and disconnects calendar and case-management integrations. Reactivating a shut-down account does not silently reconnect those external accounts; an authorized user must explicitly reconnect them.

6. Service changes and availability

We may maintain, modify, or improve the Service and may suspend access when reasonably necessary for security, legal compliance, maintenance, non-payment, or suspected misuse. We aim for reliable service but do not promise uninterrupted or error-free operation. Material reductions affecting an active paid subscription will be communicated when reasonably practicable.

7. Intellectual property and feedback

Formata and its licensors own the Service, software, designs, documentation, and related intellectual property. No ownership is transferred to the Customer. If you provide suggestions or feedback, Formata may use them without restriction or payment, provided doing so does not disclose Customer Data.

8. Termination and data handling

Either party may terminate as allowed by its subscription commitment or order form. Formata may terminate for material breach, security risk, unlawful use, or as otherwise permitted by the agreement, and may suspend for non-payment under section 5. A payment suspension is not itself a Customer-requested account shutdown or data-deletion request. After a Customer-requested termination, access ends. Subject to legal and technical limitations, the Customer may request an export before termination. Customer Data will be deleted or de-identified under Formata’s retention practices unless law, security, dispute preservation, or backup cycles require temporary retention.

9. Disclaimers

To the maximum extent permitted by law, the Service is provided “as is” and “as available.” Formata disclaims implied warranties, including merchantability, fitness for a particular purpose, title, non-infringement, and any warranty that a calculated or displayed deadline is legally correct. No communication from Formata replaces independent legal analysis.

10. Limitation of liability

To the maximum extent permitted by law, neither party will be liable for indirect, incidental, special, consequential, exemplary, or punitive damages, or for lost profits, revenue, goodwill, or data. Formata’s aggregate liability arising from the Service will not exceed fees paid or payable by the Customer for the Service during the 12 months before the event giving rise to the claim. These limits do not apply where they are prohibited by law and do not limit payment obligations, misuse of intellectual property, or liability that cannot legally be excluded.

11. Governing law and disputes

These Terms are governed by the laws of Alberta and the federal laws of Canada applicable there, without regard to conflict-of-law principles. The courts located in Edmonton, Alberta will have exclusive jurisdiction, unless applicable law requires otherwise.

12. Changes and contact

We may update these Terms. Material changes will be posted with a new effective date and, where appropriate, communicated to account administrators. Continued use after the effective date constitutes acceptance where permitted by law. Questions may be sent to [email protected].

Counsel-review status: These operational terms are published to replace missing pages and provide clear user notice. Formata should have Canadian technology/privacy counsel approve them before accepting paid customers or production client data.